Amazon.com, Inc. ( AMZN ) is one of my top long-term picks. I previously rated this company as a Strong Buy, and only two other stocks get the same rating from me. I really likeI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned pers ...

Core Viewpoint - Amazon.com, Inc. (AMZN) is identified as a top long-term investment pick, previously rated as a Strong Buy, alongside only two other stocks receiving the same rating [1]. Group 1 - The company is favored for potential portfolio addition, indicating strong personal interest from the analyst [1]. - The analysis is designed to cater to both beginners and advanced readers, emphasizing clarity and well-reasoned perspectives [1]. - The analyst operates a YouTube channel named "The Market Monkeys," where stock analyses are shared [1].

分组1 - Stellantis expects a $26 billion hit from a business overhaul, leading to a more than 25% drop in its U.S.-listed shares [1] - The company's stock has already decreased over 12% at the start of 2026 [1] 分组2 - Bob's Discount Furniture had its IPO priced at $17 per share, valuing the company at $2.22 billion [8] - The IPO comes at a time when traditional IPOs raised $33.6 billion in 2025, marking the best year since 2021 [8] 分组3 - Peloton shares fell more than 25% due to weak quarterly earnings and demand [9] - Estée Lauder's stock dropped over 19% after announcing a $100 million hit to full-year profitability due to tariffs [9]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of investing in blue-chip companies initially has evolved into a broader investment strategy that includes various industries and market capitalizations [1]

Core Viewpoint - Amazon's shares declined following the announcement of fourth-quarter earnings that fell short of revenue expectations and the introduction of a significant $200 billion capital expenditure plan for 2026 [1] Financial Performance - The fourth-quarter earnings report revealed that Amazon did not meet revenue expectations, leading to a drop in share price [1] Capital Expenditure - Amazon announced a substantial capital expenditure plan amounting to $200 billion for the year 2026, indicating a major investment strategy moving forward [1]

Group 1 - U.S. stock futures are higher, with Dow futures gaining approximately 100 points [1] - Molina Healthcare reported a quarterly loss of $2.75 per share, missing the Street estimate of earnings at 33 cents [1] - Molina Healthcare's quarterly revenue was $11.38 billion, exceeding the consensus estimate of $10.86 billion [1] - Molina Healthcare shares fell 29.4% to $124.90 in pre-market trading [1]

And five things to know ahead of the opening bell. Amazon shares are lower following mixed quarterly results. The company raising its fullear spending forecast to $200 billion.Shares of Reddit higher after the company beat both the top and bottom line estimates and gave strong guidance for the start of this year. That stock in fact is up by almost 11% this morning. Shares of gaming company Roblox soaring after the company reported bookings that came in above what the street was expecting and a smaller thane ...

It's 5 AM in New York City. Good morning. I'm Vonnie Quinn with your Bloomberg Brief.Let's get you set up for the day. Future is higher right now. The nasdaq 100, though, set for the worst week since april.Bitcoin bouncing back to a certain extent. This has a busy week of big tech earnings shows massive spending plans for A. I.The latest from Amazon vowing $200 billion of spending this year and indirect talks between the US and Iran. Omani officials say separate talks have been had with delegations from Was ...

Core Viewpoint - US stock index futures showed signs of stabilization on Friday following a significant selloff in technology shares earlier in the week, indicating that the worst of the tech-led decline may be subsiding [1] Group 1 - The selloff in technology shares was described as "bruising," highlighting the severity of the market's reaction [1] - Tentative signs of easing in the tech-led rout suggest potential recovery in the technology sector [1]

Amazon is a mega-cap company recycling its torrent of cashflows back into a generational opportunity to cement its place at the top of the AI mountain. ...