Pershing Square initiated an Amazon position in 2025, citing cloud growth and retail margin potential. Read the full analysis for more details.

Things are only getting worse for Amazon shares, which were the biggest laggard among "Magnificent Seven" names last year.

Billionaire investor Seth Klarman bought nearly $500M of Amazon stock in Q4 2025 after cutting his Alphabet position by 41%. Amazon is guiding for 11–15% revenue growth next quarter and plans $200B in ...

In the coming weeks, I plan on boosting my position in Amazon by around 20%. Amazon's net sales, diluted EPS, and operating cash flow each surged higher in Q2. The company's net cash position ...

Wed, August 13, 2025 at 1:15 AM UTC In a recent AI Investor podcast episode, hosts Austin and Eric Bleeker dove into the competitive landscape of the cloud computing market, focusing on Amazon's ...