amazon

═════════════════════════════════════════
✔︎ Salut, traderi Binance!
Amazon ($AMZN) dă din coate serios în 2026. De la o cădere brutală aproape de $196 la începutul anului, la un rally puternic atingând $278.56, gigantul comerțului electronic și cloud arată o forță serioasă.
➤ Preț Curent: $262–$265
➤ : $262.79 (+2.06%)
➤ Maximum Intraday: $265.55
➤ Minim Intraday: $258.99
➤ Capitalizare de Piață: $2.85T
➤ Raport P/E: 31.14
═════════════════════════════════════════

Berkshire Hathaway has unveiled major changes to its first-quarter investment portfolio, signaling a sharper and more concentrated strategy as the conglomerate repositions capital across technology, financials, healthcare, and transportation sectors.
The latest holdings report shows Berkshire significantly increased its exposure to Alphabet, adding more than 36 million shares during the quarter. The move lifted Berkshire’s ownership stake from 2.04% to 5.93%, making Alphabet one of the firm’s most notable growing positions amid continued optimism around artificial intelligence, cloud computing, and digital advertising.
Berkshire also expanded its investment in The New York Times Company, reinforcing confidence in select media assets despite ongoing volatility across traditional publishing markets.
At the same time, the conglomerate made several aggressive exits. Berkshire fully liquidated its holdings in Amazon, Visa, Mastercard, and UnitedHealth Group. The complete withdrawal from these major blue-chip names surprised many investors, especially given Berkshire’s historical preference for dominant businesses with strong cash flows.
The firm also reduced positions in Chevron and Bank of America, suggesting a more cautious stance toward energy and financial sectors amid shifting macroeconomic conditions and interest-rate uncertainty.
One of the quarter’s biggest additions came in the airline sector. Berkshire established a fresh stake in Delta Air Lines, purchasing approximately 39.8 million shares valued near $2.65 billion. The investment marks a renewed push into travel and aviation as global passenger demand continues recovering and airline profitability strengthens.
Overall, Berkshire’s U.S. equity portfolio declined in value to roughly $26.3 billion at the end of the quarter, down from $27.4 billion previously. During the three-month period, the company purchased nearly $16 billion worth of stocks while selling around $24 billion, resulting in net equity sales of approximately $8.15 billion.
Perhaps the most striking development was the dramatic reduction in portfolio breadth. Berkshire’s holdings fell from 42 companies to just 29, highlighting a decisive shift toward concentrated, high-conviction investments rather than broad diversification.
The latest portfolio reshuffle suggests Berkshire is positioning itself more defensively while selectively increasing exposure to companies it believes can dominate future growth cycles — particularly in technology and AI-driven markets.#amazon
$AMATon
$GOOGL

Amazon este tradițional asociată cu comerțul electronic, logistică și tehnologii cloud. Cu toate acestea, în ultimii ani, compania își formează în mod constant propria strategie în domeniul blockchain-ului. Spre deosebire de mulți giganți tehnologici, Amazon nu pariază pe emiterea de criptomonede sau produse Web3 speculative, ci pe o abordare de infrastructură – oferind afacerilor instrumente pentru construirea de registre distribuite la nivel corporativ.

Companiile tehnologice americane au încheiat un acord cu compania din Arabia Saudită Humain pentru dezvoltarea pe scară largă a domeniului inteligenței artificiale în regiune. Inițiativa este însoțită de vizita președintelui Donald Trump în țară.
Nvidia
Nvidia va vinde peste 18.000 de cipuri AI de ultimă generație companiei Humain. Acest lucru a fost declarat de CEO-ul producătorului american de cipuri, Jensen Huang, în cadrul unei vizite în regiune, la care au participat Trump și conducătorii altor companii.