Amazon.com News - August 2026
Seth Klarman's Baupost Group Boosts Amazon (AMZN) Stake by 20%
Value investing icon Seth Klarman's Baupost Group increased its holdings in Amazon.com Inc. by 20.04% during the second quarter of 2026, according to a recent...
David Tepper's Appaloosa Boosts Amazon Stake by 16%, Valued at $1.19 Billion
Billionaire investor David Tepper's Appaloosa Management increased its stake in Amazon.com (AMZN) by 15.74% during the second quarter of 2026, bringing its...
Farallon Capital Management Reduces Amazon Stake by Over 37%
In a recent 13F filing with the SEC, Farallon Capital Management disclosed a significant reduction in its holdings of Amazon.com, Inc. (AMZN). The filing,...
Amazon and Microsoft build off-grid power, bypassing strained public grids
Amazon, Microsoft, and Google are developing independent power solutions to meet the massive energy demands of AI data centers. These companies are bypassing...
Polen Capital Reduces Amazon (AMZN) Stake by 28%
In a recent SEC filing, Polen Capital Management disclosed a significant reduction in its holdings of Amazon.com, Inc. (AMZN), selling over 1 million shares....
Ray Dalio's Bridgewater Halves Amazon (AMZN) Stake in Q2
Ray Dalio's Bridgewater Associates significantly reduced its position in Amazon.com (AMZN) by 53.85% during the second quarter of 2026. The world's largest...
Stanley Druckenmiller's Duquesne boosts Amazon stake by over 1000%
Legendary investor Stanley Druckenmiller's Duquesne Family Office significantly increased its stake in Amazon (AMZN) during the second quarter of 2026....
Amazon expands Prime Air to 500 cities, promising 30-minute delivery
Amazon is expanding its Prime Air drone delivery service to nearly 500 U.S. cities and towns. The company plans to complete this rollout by the end of 2026....
Viking Global Exits Apple, Google; Buys Ferrari, Boosts Amazon
In the second quarter of 2026, Andreas Halvorsen's Viking Global Investors executed a significant portfolio reshuffle, maintaining a total value of...
Davis Advisors Swaps Energy Stakes, Exiting Coterra and Buying Devon in Q2
In its second-quarter 13F filing, Christopher Davis's Davis Advisors reported that its managed securities grew to $23.29 billion. The portfolio remains...
Appaloosa Boosts Big Tech, Adds New Airline Bets in Q2
In the second quarter of 2026, David Tepper's Appaloosa Management increased its concentration in mega-cap technology and artificial intelligence-related...
Baupost Group Boosts Big Tech in Q2, Exiting Willis Towers Watson and Vaxcyte
In its second-quarter 13F filing, Seth Klarman's Baupost Group revealed an increase in its managed securities to $5.42 billion and a concentrated portfolio of...
Amazon Accused of Buying and Destroying Rare Books for AI Training
An investigation by 404 Media revealed that Amazon is purchasing large quantities of physical books, including rare ones, scanning their content for AI...
Amazon’s Zoox launches Las Vegas robotaxis, joining Uber’s autonomous vehicle network
Amazon’s autonomous subsidiary, Zoox, will launch its first commercial robotaxi service in Las Vegas on August 10, 2026. U.S. federal regulators recently...
Amazon backs massive Texas gas plant for AI, potentially top US polluter
Amazon confirmed its backing of a 7.65-gigawatt natural gas power plant in Pecos County, Texas. Pacifico Energy is developing the project, known as GW Ranch,...
Nvidia and Peers Sell $244B in Bonds, Straining Investor Appetite for AI
Six major technology firms, including Nvidia, Alphabet, Amazon, and Meta, issued $244 billion in bonds by mid-July 2026. This volume more than doubles the...
Amazon Hits $3 Trillion Value, Fueled by AI and Iran Diplomacy
U.S. stocks rose and oil prices fell on optimism for a diplomatic solution regarding Iran. [15, 19] De-escalation prospects in the Strait of Hormuz eased...
Amazon hits $3 trillion valuation, fueled by AI and cloud growth
Amazon’s market capitalization surpassed $3 trillion for the first time on Monday. The company is the fifth U.S. firm to reach this historic valuation. Shares...
🟢 Amazon is trading 4.7% up today on strong AWS growth and AI demand
Amazon is trading 4.7% up at $284.35 as investors react to strong late-July earnings, driven by rapid AWS growth and rising AI-related demand. • The stock's...
Mexico Overtakes China as US Server Supplier, Driven by AI Demand
Mexico is now the second-largest supplier of computer servers to the United States, trailing only Taiwan. Year-to-date sales have reached $46.9...