Amazon is hosting an Alexa-focused press event in NYC on Wednesday. Considering the company hasn’t held a major device presser in nearly two years — the last one was September 2023 — we’re expecting some splashy announcements. The event will not be live streamed. However, TechCrunch will be reporting on the ground. The festivities, emceed by Amazon’s new devices and services chief Panos Panay, formerly of Microsoft Surface fame, are scheduled to start at 10 a.m. Eastern. The stakes are high for Amazon, whi ...

Group 1: Investment Strategy - Lone Pine Capital's Stephen Mandel is selling stakes in two leading AI stocks, Amazon and Salesforce, while increasing investment in Philip Morris International, a high-yield dividend stock with a 3.5% yield [1][5][22] - Mandel sold 1,675,755 shares of Amazon, a 31% reduction, and 934,437 shares of Salesforce, equating to a 37% decline [8][12] - The fund's average holding time is six quarters, indicating a relatively active investment strategy [11] Group 2: Market Context - The S&P 500's Shiller P/E Ratio is around 38, more than double its 154-year average, suggesting a historically high market valuation [13] - Despite the ongoing AI spending spree, Mandel's selling activity may be influenced by concerns over valuation [12][14] Group 3: Philip Morris International - Philip Morris International's stake was increased by 115% in 2024, with the fund acquiring an additional 3,462,581 shares [15][16] - The company is expanding its smoke-free product line, including Zyn nicotine pouches and IQOS heated tobacco systems, which are driving sales growth [20][21] - Philip Morris is expected to achieve over 7% sales growth in 2026, with earnings per share projected to increase by more than 10% [21]

Whenever I buy a stock, I intend to hold it for three to five years and then analyze whether it's worth holding for even longer. Over a time frame of that length, business results should take over as the key factor for stock performance rather than short-term market sentiment. However, there are a few stocks in my portfolio that I don't ever intend to sell, unless something drastic changes with their investment theses.Three of the stocks on this "hold forever" list look like fairly strong buys today. They a ...

Amazon (AMZN -2.83%) has been one of the best stocks to ever own on the market, and it's still going strong. Although today its most potent opportunities come from artificial intelligence (AI), it built itself up to become the e-commerce king when that industry was just getting started. If you were prescient enough to invest $10,000 in Amazon stock 25 years ago, when it wasn't obvious what it would be today, you'd have a lot more money.E-commerce, cloud, and moreOlder readers might remember that when Amazon ...

Stanley Druckenmiller and his Duquesne Family Office has been a great hedge fund for investors to track. Because it has more than $100 million in assets, it is required to report holdings to the Securities and Exchange Commission at the end of each quarter. Then, 45 days later, that information is released to the public in a form 13F so observers can track its moves.In the fourth quarter, Druckenmiller opened a new position in Amazon (AMZN -2.83%). Prior to the fourth quarter, he didn't own any Amazon share ...

Cathie Wood has developed a reputation for investing in up-and-coming tech disruptors, and she's been ahead of the curve with some of her finds. Her company, Ark Invest, markets exchange-traded funds (ETF), and they each feature an assortment of stocks that fit a certain trend in disruptive technology.Followers track her trades to see what new insight she might offer. Her ETFs have predominantly underperformed the market over time, but she has a good eye for identifying stocks to watch, and investors can ge ...

Amazon (NASDAQ: AMZN ) has surged past the $220 target since my last coverage , delivering a +25% return — more than double the S&P 500’s gain. The company’s strength lies in its ability to drive revenue growth while boosting profitability, with its high-margin adYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accou ...

Core Insights - Amazon's investment in Anthropic has significantly increased, with the fair value of its stake rising from $8 billion to $14 billion, representing a 75% gain since the initial investment in 2023 [1][2] - The total investment in Anthropic amounts to $8 billion, with structured investments including convertible notes that can be converted into equity [2][3] - Anthropic is currently valued at $60 billion, a substantial increase from its previous valuation of $18 billion [5] Investment Details - Amazon's initial investment of $1.25 billion in Anthropic occurred in September 2023, followed by an additional $2.75 billion in early 2024 and $1.3 billion later that year [2] - An agreement for an additional $2.7 billion investment by the end of 2025 has also been established [2] - The investments are classified as "available-for-sale" and categorized as "Level 3" assets, indicating reliance on unobservable inputs for valuation [3][4] Partnership Dynamics - Amazon and Anthropic have developed a close partnership, with Anthropic committing to utilize Amazon's cloud computing services and AI chips [6] - Anthropic plans to leverage a new AI supercomputer built from Amazon's chip clusters [6] Broader Investment Landscape - As of the end of December, Amazon's total investment value in public and private companies reached $22.1 billion, with only $4.6 billion allocated to publicly traded companies [7] - Other private companies in which Amazon has invested include Scale AI, Hugging Face, and X-energy [7]

Amazon Inc. (NASDAQ: AMZN) is under pressure following its Q4 and FY 2024 earnings report, released on February 6, despite delivering a double beat on earnings per share (EPS) and revenue. While the results initially appeared strong, investor sentiment soured after the company issued weaker-than-expected Q1 2025 guidance.The company’s Q1 revenue forecast of $151 billion to $155.5 billion fell short of Wall Street’s consensus estimate of $158.5 billion.  Meanwhile, Amazon Web Services (AWS) posted 19% revenu ...

Warren Buffett has an unrivaled track record of creating piles of money. From 1965 through 2023, Buffett's knack for spotting value that Wall Street overlooks has grown the value of Berkshire Hathaway stock by 4,384,748%.Thanks to Form 13F filings with the Securities and Exchange Commission, investors can follow along with every stock Buffett buys (and sells) on behalf of Berkshire Hathaway. Coca-Cola (KO -0.04%), Domino's Pizza (DPZ -0.76%), and Amazon (AMZN -1.65%) are three stocks from its list of holdin ...