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Stanley Druckenmiller and Cathie Wood both substantially boosted positions in Amazon and Alphabet during Q2. Amazon saw accelerated AWS revenue growth of 37% and expanding margins, while Alphabet off…
Cathie Wood and Brad Gerstner hold key stakes in Snowflake as revenue growth accelerated to 33% year-over-year. The data cloud firm capitalizes on enterprise AI adoption without incurring heavy infra…
Peter Thiel’s macro fund disclosed Amazon as its largest holding at $118 million, representing 28.2% of its portfolio. The move underscores strong institutional backing for Amazon's accelerating AI i…