Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and […]

Amazon.com Inc. stock has come under pressure after reports of a looming US Federal Trade Commission

Securian Asset Management Inc. cut its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 260,122 shares of the e-commerce giant

SBI Securities Co. Ltd. reduced its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 3.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 377,671 shares of the e-commerce giant

Confluence Wealth Services Inc. lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 48.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,283 shares of the e-commerce giant