Is Amazon.com (AMZN) Mason Morfit’s Top Pick?

Amazon.com, Inc. (NASDAQ:AMZN) is Mason Morfit’s largest holding, accounting for 12.96% ($768.60 million) of the billionaire’s full portfolio. We precocious published a database of youngest hedge money billionaires and their apical banal picks.

Reuters revealed connected February 9, 2026, that Amazon.com, Inc. (NASDAQ:AMZN) intends to present a contented marketplace for publishers who merchantability contented to AI companies. The inaugural volition beryllium positioned alongside AWS products similar Bedrock and Quick Suite. The enactment follows Microsoft’s announcement of a Publisher Content Marketplace and coincides with escalating discussions regarding usage-based fees for AI grooming data. Amazon emphasizes ongoing innovation and long-standing steadfast partnerships, though it has not yet confirmed specifics.

Amid this, investors look challenges. Amazon’s banal dropped 5.5% connected February 6, 2026, pursuing Q4 earnings, arsenic investors expressed concerns astir the company’s slowing unreality growth, precocious superior expenditures, and competition. Gil Luria, an expert astatine DA Davidson, reduced the terms people for AMZN from $300 to $175 and downgraded it from ‘Buy’ to ‘Hold’. Luria drew attraction to Amazon.com, Inc. (NASDAQ:AMZN)’s deficiency of a frontier AI lab, its constricted strategical partnerships successful AI, and AWS’s slower 24% maturation compared to Google Cloud’s (48%) and Azure’s (39%). With its retail concern astatine hazard successful a “chat-driven Internet” dominated by Gemini and ChatGPT, helium pointed retired that Amazon mightiness person to walk $50 cardinal to enactment competitory successful precocious AI.

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Amazon.com, Inc. (NASDAQ:AMZN) operates online retail and unreality services successful North America and internationally, providing user products, advertising, subscriptions, and enterprise-grade computing, storage, and database services.

While we admit the imaginable of AMZN arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.