Leo Nelissen highlights Amazon, Ares Management, and MIAX as top investment picks amid a market focused on AI capital expenditure and selective profitability. Amazon's heavy AI investment is backed by strong demand, with AWS revenue potentially reaching $1 trillion and double-digit earnings growth expected. Ares Management offers exposure to private credit with solid asset growth, a near 5% yield, and attractive valuation at a six-year low price-to-earnings ratio. MIAX, although riskier due to execution challenges, has a strong balance sheet and promising long-term earnings growth, making it an appealing choice at current prices. These picks reflect a strategic focus on companies positioned for growth in AI and financial services sectors.
Amazon shares are trading at USD 263.13 with a slight gain of 0.19% on Pluang. Ares Management is up 0.60% at USD 117.00, offering a dividend yield of 4.64%. These figures are current as of Oct 21, 2026 18:11 WIB.
Micron's President Scott DeBoer sold 28,545 shares worth $25.7 million, marking the largest insider sale since August and the lowest average price since May. This sale coincided with a slight rebound in Micron's stock price, which rose nearly 2% on t...
Anthropic's confidential IPO filing shows $450 billion in noncancelable cloud computing commitments over the next decade from Amazon, Alphabet, and Microsoft, all of which both invest in and compete with Anthropic. This massive cloud spending highlig...
Amazon.com, Inc. reported a 19.6% year-over-year revenue increase in Q2, led by its AWS segment achieving a 39.4% margin. This strong performance is expected to continue, with AWS projected to contribute over half of Amazon's revenues, pushing consol...
OpenAI announced it will make its AI models available to developers through Google Cloud, marking a significant expansion after ending Microsoft's exclusive license. This move places OpenAI's technology on all three leading U.S. cloud platforms—Googl...
The future success of AI as a service hinges on achieving $1.4 trillion in annual revenue by 2030. Major hyperscalers like Microsoft, Google, and Amazon can sustain slower AI monetization due to their strong existing cash flows, while companies like ...
