Several Billionaires Just Loaded Up on Amazon Stock

Multiple billionaire hedge fund managers including David Tepper, Bill Ackman, and Larry Robbins significantly increased their Amazon stakes in Q1 2026. Despite a 30% stock rally since March 31, the article argues Amazon remains a worthy buy, citing strong AWS cloud computing growth (28% YoY in Q1) driven by AI demand and attractive valuation metrics at less than 20x operating cash flow.

05/27/2026, 11:15 AM • The Motley Fool

Record Profits, Not Hype: Goldman Says Nvidia And Micron Take The S&P 500 To 8,000

Goldman Sachs raised its S&P 500 year-end target from 7,600 to 8,000, citing exceptionally strong Q1 earnings driven by AI infrastructure spending. The bank expects S&P 500 EPS to grow 24% in 2026 and 13% in 2027, with semiconductor stocks and hyperscalers accounting for roughly half of earnings growth. However, Goldman flagged risks including potential oil shocks and the need for AI spending to translate into sustainable productivity gains.

05/27/2026, 9:06 AM • Benzinga

3 Beginner-Friendly Growth Stocks to Beat the Market by 2030

The article recommends three beginner-friendly growth stocks poised to outperform the market through 2030: Alphabet, leveraging its dominance in search and cloud computing; MercadoLibre, positioned as Latin America's Amazon with strong e-commerce growth; and GE Vernova, benefiting from surging demand for power generation equipment driven by AI data centers.

05/27/2026, 6:30 AM • The Motley Fool

What Anthropic Becoming Top Private AI Firm Means for Investors

Anthropic is closing a $30+ billion funding round at a $900 billion valuation, surpassing OpenAI as the world's most valuable private AI company. The company has achieved 80x annualized revenue growth in Q1 2026, reaching $30 billion run rate, driven by enterprise customers and its Claude Code product. An IPO is expected as early as October 2026, but the company faces risks including accounting method concerns, legal disputes over autonomous weapons restrictions, and massive infrastructure costs.

05/27/2026, 5:40 AM • Investing

Has Wall Street Found AI’s New Choke Point?

Memory chip manufacturers SK Hynix and Micron have reached $1 trillion valuations, signaling a major shift in how Wall Street values AI infrastructure. While Nvidia remains important, investors increasingly recognize that control of memory chips and hardware bottlenecks—rather than AI model builders—may be where the real pricing power lies. High-bandwidth memory is essential for AI systems at scale, making semiconductor suppliers critical to the AI boom.

05/27/2026, 5:04 AM • Investing

Warren Buffett's Successor, Greg Abel, Just Unloaded Amazon Shares and Tripled His Position in This Magnificent Seven AI Stock That's Climbed 100% Over the Past Year

Greg Abel, the new CEO of Berkshire Hathaway, has made significant portfolio changes in Q1 2026. He completely exited Berkshire's Amazon position while more than tripling the company's stake in Alphabet (Google), increasing it to 5.9% of the portfolio. Abel also opened a new position in Alphabet's non-voting class C shares. The moves suggest a strategic shift toward AI-focused companies with strong competitive advantages, as Alphabet trades at attractive valuations around 19x forward earnings while maintaining dominance in search advertising.

05/27/2026, 4:02 AM • The Motley Fool

AI Bond Issuance Tests the Market’s Appetite for Long-Dated Tech Debt

Major tech hyperscalers (Amazon, Alphabet, Meta, Microsoft, Oracle) are issuing record amounts of long-dated corporate bonds to fund massive AI infrastructure buildouts. In 2025, these five companies issued ~$121 billion in bonds, over 4x their historical average, with projections of $130-150 billion in 2026. While credit fundamentals remain strong with low leverage ratios, tech sector concentration in investment-grade benchmarks is rising to ~10%, creating potential technical pressures and concentration risks as supply surges.

05/26/2026, 5:22 PM • Investing

Amazon’s AI Cloud Strategy Looks Stronger Than Its Valuation Suggests

Amazon's stock trades 16.84% below consensus price targets despite strong Q1 2026 earnings and accelerating AWS growth to 28% YoY. The company's deepening partnerships with Anthropic ($25B commitment) and OpenAI ($50B commitment), combined with custom Trainium chip advantages and record 13.1% AWS margins, position it as the leading AI cloud infrastructure provider. Despite aggressive $200B 2026 capex spending, analysts remain constructive with AWS projected to reach $214B by 2027, supporting the bull case for significant upside.

05/26/2026, 4:20 PM • Investing

Retailers Dominated the Headlines This Earnings Season -- Here Are the Winners and Losers

Target's turnaround strategy is paying off with renewed sales growth and improved outlook, while Kohl's continues to struggle with declining comparable sales and faces stiff competition from larger retailers and e-commerce platforms. Target's stock appears undervalued at 15x earnings with a 3.6% dividend yield, whereas Kohl's faces a challenging 2026 with expected revenue growth under 1% and a 38% EPS decline.

05/26/2026, 4:15 PM • The Motley Fool

Roblox vs. GameStop: Which Gaming Stock Is a Better Buy in 2026?

The article compares Roblox and GameStop as gaming investments for 2026. Roblox demonstrates strong revenue growth of 35.8% but operates at a loss with high debt levels and platform dependency risks. GameStop shows profitability with an 11.5% net margin and strong liquidity but faces declining sales due to the shift toward digital game downloads. The author recommends Roblox as the superior investment due to its growth trajectory and recent child safety improvements, despite GameStop's more conservative valuation.

05/26/2026, 3:25 PM • The Motley Fool

Where Will MercadoLibre Stock Be in 5 Years?

MercadoLibre delivered strong 49% year-over-year revenue growth in Q1, but investor concerns are mounting due to declining margins and a 25% drop in operating income. The company is intentionally sacrificing short-term profits to compete against Chinese e-commerce players and invest in AI, betting on long-term market dominance in Latin America. At a forward P/E of 32, the stock is considered a reasonable long-term buy despite current profitability challenges.

05/26/2026, 1:15 PM • The Motley Fool

Market Crash: 3 Stocks I'd Buy Without Hesitation

The article recommends three resilient blue-chip stocks to buy during market downturns: Walmart, a retail giant with 53 consecutive years of dividend increases; Realty Income, a REIT with 98.9% occupancy and monthly dividends; and Philip Morris International, a tobacco company transitioning to smoke-free products with strong growth prospects.

05/26/2026, 6:10 AM • The Motley Fool

Here's What I Think Is Going on With Nvidia Stock After the AI Giant's Showstopping Earnings Report

Nvidia delivered impressive earnings with 85% sales growth and strong profitability, but the stock fell 3.6% in the two trading sessions following the report. The analyst suggests investors shouldn't worry about the post-earnings slump, as the stock decline likely reflects investor sentiment that there's no rush to buy given the long-term growth story ahead, rather than disappointment with fundamentals.

05/26/2026, 5:05 AM • The Motley Fool

This Is the Quantum Computing Stock I'd Buy Before Any Other Right Now

Amazon is positioned as a lower-risk way to invest in quantum computing through its pick-and-shovel approach via Amazon Braket and its Ocelot quantum chip. Rather than betting on speculative pure-play quantum companies, Amazon offers exposure to the growing quantum computing industry while maintaining profitability and established business operations.

05/26/2026, 3:30 AM • The Motley Fool

Meet the Company Taking on SpaceX and Tesla -- It Could Be Worth More Than Both Combined by 2027

Amazon could surpass the combined valuation of SpaceX ($1.75T) and Tesla ($1.6T) by 2027, reaching over $3 trillion. While SpaceX and Tesla valuations rely heavily on speculative future businesses like Starlink and robotaxis, Amazon's core retail and cloud computing operations are generating solid growth with expanding margins. Amazon also competes directly with both companies in satellite internet (Leo vs. Starlink) and robotaxis (Zoox vs. Tesla), positioning it as an undervalued AI giant with multiple growth drivers.

05/26/2026, 2:30 AM • The Motley Fool