Goldman added $Amazon.com(AMZN)$ , $Burlington(BURL)$ , $Huntington Ingalls(HII)$ , $Johnson Controls(JCI)$ and $Occidental(OXY)$ to its US Conviction List in the bank's October update. It removed Air Products and Chemicals, ConocoPhillips, Golar LNG, Loar Holdings and Tyson Foods. On Amazon, they see the company producing a strong mix of revenue growth and margin expansion over several years. They pointed to demand for its computing power from AI, improving e-commerce profitability and a growing advertising business. Goldman expects Burlington to deliver
$Amazon.com(AMZN)$ Here is one example of agentic AI working for me on the OpenAI and Anthropic balance. It found and logged news on a recent OpenAI update from an industry summit. Much of the revenue numbers were already disclosed in the original OpenAI and Amazon news from February, but it is still good reassurance that it is coming this year as committed.
$Amazon.com(AMZN)$ Loading up. Ownership is growing with Anthropic and OpenAI, and there's a lot under the hood here. I think $300 is coming within 31 days.
$DraftKings Inc.(DKNG)$ DraftKings has signed a deal with $Amazon.com(AMZN)$ Prime Video to become the exclusive sportsbook and online casino sponsor of the NHL on Prime. The deal includes integrations on Wednesday Night Hockey throughout the 2026-2027 NHL season, plus select Stanley Cup playoff coverage on Prime Video. DraftKings will have exclusive branding integrations in pregame, live-game, and intermission coverage. It will also have in-broadcast sponsorship moments tied to key game events and score clock elements that make the DraftKings brand visible throughout live play.
$Robinhood(HOOD)$ If anyone's frustrated about Robinhood being down for a bit, that was actually on $Amazon.com(AMZN)$ — their servers were the ones that went down.
$Amazon.com(AMZN)$ Already seeing the reaction. This company is going through its next wave of growth. It gets hit with a fine and the buying continues.
$Alibaba(BABA)$ BABA got some positive but mostly worthless news. The CEO received honors. New data centers are opening in South America. NVDA is supporting hardware for Qwen software. And yet the stock dropped over 4.5 points on a green US market and a 150 red Hang Seng. Doesn't get much more manipulated than this.
$Alibaba(BABA)$ I'd rather use a broker that allows buying Hong Kong listed shares directly. Not really a fan of ADRs, and the current tensions with China make me a bit uneasy. Still like the stock though.
$Alibaba(BABA)$ I think BABA made a smart move raising money through shares instead of debt, especially while other AI companies are borrowing trillions. BABA comes out ahead here.