Core Viewpoint - Berkshire Hathaway sold 77% of its Amazon stake in Q4, indicating a significant reduction in its investment before Warren Buffett stepped back as CEO [1] Group 1: Investment Actions - Berkshire Hathaway sold 7,724,000 shares of Amazon, reducing its holdings from 10 million shares to 2,276,000 shares valued at $525 million [1] - The initial investment in Amazon was made in 2019, with shares valued at approximately $930 million, which expanded to about $2.1 billion by Q3 of the previous year [1] Group 2: Management and Strategy - The sale of Amazon shares was managed by investment managers, not Warren Buffett himself, suggesting that the decision may not reflect Buffett's personal views [1] - Todd Combs, one of the investment managers linked to tech investments, resigned from Berkshire in December, which may have influenced the timing of the Amazon sale [1] Group 3: Company Performance - Amazon Web Services achieved a $142 billion annual revenue run-rate, with growth at its fastest pace in three years, indicating strong performance in the cloud sector [1] - Amazon plans to invest $200 billion in capital expenditures this year, focusing on data centers and AI infrastructure, which highlights its commitment to growth in these areas [1] Group 4: Market Outlook - Amazon's stock has declined 13% in 2026, particularly after a Q4 earnings report that showed slower-than-expected growth, making the sale appear timely [1] - Analysts project Amazon's revenue to reach $805 billion in 2026, with operating margins at 14.4%, and average price targets of $287 per share, indicating a potential upside of 44% [1]

4, 2025 at 12:42 PM EDT The stock market's plunge in April was brought on by fear, even panic, of being caught in a downward spiral.…]## Walmart and Costco Are 1/3 of XLP's Defensive Portfolio, Creating A Huge Risk For A Defensive Holding[Michael Williams | 1 hour ago The consumer staples sector exists because people need to eat, clean, and maintain routines regardless of what the economy does.…]## Watch February Earnings From NVIDIA and Microsoft to Predict Where This Mag7 ETF Goes Next[Michael Williams | ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday. I've been craving birria since reading about the Mike's Red Tacos new franchising plan.Stock futures are higher this morning. The three major indexes all ended yesterday's session little changed.Here are five key things investors need to know to start the trading day:1. Delivery troublesThe logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany's headquarters. ...

Billionaires tend to know their way around an investment strategy, so when someone like “Shark Tank” star investor and all-around money expert Mark Cuban says to avoid a company, you might want to take stock. Case in point, he has been increasingly vocal about why he avoids investing in companies that depend heavily on Amazon for their sales. In fact, Cuban posted on X, “When I look at investing in companies, if you have any level of dependency on Amazon, it’s a negative.” Here are just a few reasons why ...

5,258,842+$14.58+5.06%$303.01[Enphase Energy][ENPH]• Vol: 6,112,270+$2.15+4.94%$45.64[New Pluto Global][PSKY]• Vol: 13,681,115+$0.51+4.94%$10.83## Top Losing Stocks[Genuine Parts][GPC]• Vol: 4,107,564-$21.4214.56%$125.74[Allegion][ALLE]• Vol: 2,285,641-$16.839.38%$162.67[Leidos] [LDOS]• Vol: 2,595,907-$14.778.38%$161.53[Vulcan Materials][VMC]• Vol: 2,068,251-$25.437.76%$302.22[FactSet Research Systems][FDS]• Vol: 1,453,434-$15.737.64%$190.06 Why Did Buffett Dump Amazon? - 24/7 Wall St.[S&P 5006,872.60 +0.30 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here's the latest in trending:AI moves: Meta (META) will deploy millions of Nvidia (NVDA) chips for its AI infrastructure. Meanwhile, Nvidia exited Arm Holdings (ARM).13F review: Warren Buffett's Berkshire Hathaway (BRK.B) reveals new bet on New York Times (NYT) and slashes Amazon (AMZN) stake.Trade deal: Japan is set to invest up to $36B in oil, gas and cri ...

Markets have been volatile, with the S&P 500 ending 0.1 per cent higher on Tuesday after falling as much ‌as 0.9 per cent ⁠early in the ⁠session. The Nasdaq and the Dow also saw similar reversals. Wall Street's main indexes have been rocked this month by worries of disruption ​from rapidly improving AI tools that hit sectors from software to trucking.Broader AI-linked and megacap technology stocks had also lost ​ground as investors looked for stronger evidence the heavy investments in the technology were t ...

智通财经APP获悉，智能体商务(Agentic Commerce)正在兴起，人工智能聊天机器人将成为新的购物中 介，这将从根本上重塑零售业的权力结构、运营逻辑和利润分配，零售商必须立即适应这一变革，否则 将面临被淘汰的风险。 尽管目前尚处萌芽阶段，我们已正式步入智能体商务时代——届时，具备自主决策能力的人工智能聊天 机器人将成为商品挑选与采购的核心主导者。这一变革不仅有望重塑数字购物的底层逻辑，更将重构消 费者与商品、零售商与市场的交互范式。 事实上，围绕人工智能辅助购物的热议在九月骤然升温，源于OpenAI在其ChatGPT中发布了即时结账功 能。该功能支持美国消费者向ChatGPT提出寻物需求或寻求购物灵感。如同虚拟私人导购，人工智能引 擎会陈列一系列商品选项;若相关卖家已接入即时结账系统，顾客无需跳出聊天界面即可完成购买并安 排配送。 沃尔玛(WMT.US)、Etsy Inc(ETSY.US)和Shopify(SHOP.US)等零售商已签约入驻。Alphabet旗下的谷歌 (GOOGL.US)与微软(MSFT.US)亦允许用户在其人工智能工具内直接下单。 众多行业巨头正迅速行动，拥抱这股商业新浪潮。在家 ...

Premarket Activity and FuturesU.S. stock futures are trending higher on Wednesday morning, February 18, 2026, as investors shake off recent volatility tied to artificial intelligence (AI) valuation concerns. As of the early morning hours, S&P 500 (SPX) futures have advanced 0.6%, while Nasdaq 100 (NDX) futures are leading the pack with a 0.7% gain. The Dow Jones Industrial Average (DJI) futures are also in positive territory, up 0.5%.This upward movement suggests a "dip-buying" mentality is taking hold foll ...

While Klarman was loading up on shares of e-commerce and cloud infrastructure service titan Amazon, he was sending shares of a trillion-dollar competitor to the chopping block.Nothing is more valuable on Wall Street than data -- and investors are rarely hurting for information that can guide their decision-making. Between earnings season and near-daily economic data releases, it's easy for something of importance to fall through the cracks.For example, Feb. 17 marked the deadline for institutional investors ...