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Rosenblatt initiated coverage on e-commerce with Buy ratings on Amazon and Alphabet, naming them top sector picks. Analyst Scott Devitt highlighted Amazon's durable moats, compute infrastructure, and…
ARK Invest increased its stake in Amazon by purchasing 62,579 shares amid regional data center unrest, signaling confidence despite market volatility driven by geopolitical tensions.
Soros Fund Management increased holdings in big tech, notably raising positions in Amazon and Nvidia, signaling confidence despite a rough year overall. Alphabet remains a core holding, while AI-link…
Analysts foresee an AI market stumble by mid-2026, with OpenAI losing share, but Google and Amazon are expected to gain from AI adoption due to scale and cloud advantages, maintaining strong buying i…