amazon

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✔︎ Hai trader Binannce!
Amazon ($AMZN) lagi ngasih performa yang gila di 2026. Dari penurunan brutal mendekati $196 awal tahun ini hingga rally kuat yang mencapai puncak di $278.56, raksasa e-commerce & cloud ini menunjukkan kekuatan serius.
➤ Harga Saat Ini: $262–$265
➤ : $262.79 (+2.06%)
➤ Tinggi Intraday: $265.55
➤ Rendah Intraday: $258.99
➤ Kapitalisasi Pasar: $2.85T
➤ Rasio P/E: 31.14
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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
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Amazon secara tradisional diasosiasikan dengan perdagangan elektronik, logistik, dan teknologi awan. Namun, dalam beberapa tahun terakhir, perusahaan secara konsisten membentuk strategi sendiri di bidang blockchain. Berbeda dengan banyak raksasa teknologi, Amazon tidak berfokus pada penerbitan cryptocurrency atau produk Web3 spekulatif, tetapi pada pendekatan infrastruktur — menyediakan alat bagi bisnis untuk membangun buku besar terdistribusi di tingkat perusahaan.

Perusahaan teknologi Amerika telah menandatangani kesepakatan dengan perusahaan dari Arab Saudi, Humain, untuk pengembangan besar-besaran di bidang kecerdasan buatan di wilayah tersebut. Inisiatif ini disertai dengan kunjungan Presiden Donald Trump ke negara tersebut.
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Nvidia akan menjual lebih dari 18.000 chip AI terbaru kepada Humain. Hal ini diungkapkan oleh CEO pembuat chip Amerika Jen-Hsun Huang selama kunjungannya ke wilayah tersebut, di mana Trump dan pemimpin perusahaan lain turut hadir.