8legs: Amazon.com, inc.

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#1 out of 2

Buffett reduced Berkshire’s Amazon stake by about 77% in Berkshire’s latest 13F, moving capital away from AMZN.
Buffett retired as Berkshire’s CEO on Dec. 31, 2025, with Greg Abel taking the helm.
Buffett pivoted to Alphabet, buying more than 17.8 million Class A shares in Q3 2025.
Alphabet is highlighted as a virtual monopoly with strong ad pricing power and YouTube within its portfolio.
Amazon’s AWS and AI investment spending were noted as potential near-term profit pressures.
Buffett’s move follows his broader practice of value investing and seeking durable moats.
Alphabet’s balance sheet remained a factor, with substantial cash reserves and strong cash flow.
Buffett views Alphabet’s moat as a key factor in its long-term value.
Buffett’s 2025 portfolio moves were framed as part of a broader reassessment under Abel’s leadership.
The report highlights ongoing discussions about AI and data center spending across Berkshire’s holdings.
The article references The Motley Fool's analysis and disclosures around Buffett's moves.

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#2 out of 2

Amazon reported Q1 revenue of $181.52 billion and GAAP earnings of $2.78 per share, topping expectations.
AWS grew 28% year over year, supported by core workloads and the Trainium chip amid rising AI demand.
The company raised its Q2 revenue forecast to between $194 billion and $199 billion.
Analysts cited AWS capacity expansion and AI-driven demand as drivers of optimism.
Several firms raised price targets and issued positive notes after the results.
Wall Street expects the AI-driven growth to sustain into 2027 with higher EPS.
Industry analysts emphasized AWS as an AI winner and a core driver of value.
Backlog growth and AWS backlog were noted as positives in the earnings context.
Analysts highlighted Prime, advertising, and retail momentum as supporting margins.
Industry observers expect major AI capex by hyperscalers to sustain AI-related growth.

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