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It's 'Round To It' Time ~
Sunday, May 31, 2026
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Amazon's Alexa for Shopping Strengthens an Already Strong Bull Case
Submitted by Sam Quirke. Originally Published: 5/27/2026.
Key Points
- Amazon has retired its Rufus chatbot and launched Alexa for Shopping, a unified AI assistant combining product expertise with full customer history across devices.
- The move is the latest visible proof point of a broader AI transformation increasingly showing up across Amazon's business, from AWS to retail.
- Analysts are calling for as much as 40% upside from current levels, as the stock continues to go from strength to strength.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Shares of Amazon.com Inc (NASDAQ: AMZN) are trading around $270 this week as they continue to consolidate just below the all-time high set earlier this month following a strong earnings report. All told, the stock is up more than 30% in less than two months, a run that has rewarded investors who held through a difficult start to the year.
Much of that momentum has been driven by growing conviction around Amazon's AI ambitions and the early signs that they are beginning to pay off. A recent announcement about its plans for the Alexa assistant may be the clearest signal yet of what that looks like in practice. Amazon recently retired its generative-AI shopping assistant, better known as Rufus, and launched Alexa for Shopping. This unified AI assistant essentially merges Rufus's product knowledge and Amazon shopping history with the broader capabilities of its Alexa platform.
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Get the SpaceX infrastructure stock name and ticker hereThe goal, in Amazon's own words, is to build “the world’s best, most personalized AI assistant for shopping.” For investors, though, the more important question isn't whether the product delivers on that promise in isolation. It's what this move says about the broader business's direction.
What Alexa for Shopping Actually Does
The core logic behind the new product is simple. Until now, Rufus and Alexa operated as entirely separate consumer experiences that didn't share memory or context. An Amazon customer could research a purchase on an Alexa device and then have to start the whole process over with Rufus when they actually began shopping on Amazon. Alexa for Shopping fixes that by creating a continuous, highly personalized thread that follows the customer across devices, apps, and the website.
In practical terms, it means a shopper can brainstorm a purchase with Alexa on their Echo, set a price alert in the app, and complete the transaction by voice when the price is right. It's a small change in theory, but in practice it closes the loop on a shopping experience that has been surprisingly fragmented for longer than it probably needed to be.
The Competitive Pressure That Forced Amazon's Hand
This change was not made lightly, especially given that Rufus was only launched in 2024. However, the past few months have seen the likes of ChatGPT, Google's Gemini, and Perplexity roll out AI shopping features, each posing a serious threat to Amazon's position as the default starting point for shoppers' research.
That means the merger of Rufus and Alexa carries real strategic weight, as it effectively creates a quick, robust moat around its e-commerce business. As Amazon recently pointed out, rival tools will always struggle to deliver a better shopping experience because they are forced to scrape web results rather than pull real-time product, pricing, inventory, and shopper data directly.
That's a gap that's very hard to close from the outside, and it should serve as a tailwind to Amazon’s e-commerce business in the coming quarters.
AWS Is Still the Main Engine for Growth
All that being said, while the Alexa for Shopping launch makes for compelling reading, the bigger driver of investor sentiment right now, and ultimately what will drive the stock in the near term, is what's happening at AWS. Amazon stopped being valued simply as an e-commerce company many years ago, and the shift toward viewing it as one of the key infrastructure providers powering the AI boom is still gathering pace.
The company's massive capital expenditure plans, which spooked investors earlier this year, are increasingly being read as strategic conviction rather than reckless spending. The payoff is beginning to emerge, with AWS growth trajectory updates and a substantial contracted backlog that bodes well for the coming years.
Recent commentary from analysts suggests AWS is still in the early stages of a reacceleration, as additional capacity comes online and long-term AI partnerships begin to deliver revenue. This is ultimately the real reason the stock is up more than 30% in just a few weeks, and why it could keep gaining in the coming months.
The Bull Case Keeps Getting Stronger
Still, the Alexa for Shopping update is a nice addition to the broader tailwinds. Put it all together, and the bull case for further gains rests firmly on a company that’s executing well across cloud, retail, and AI simultaneously. And in an ideal world, that’s exactly as it should be.
Wells Fargo and TD Cowen's recently updated price targets of $312 and $350, respectively, reflect the stock’s potential, and this strategic pivot to Alexa for Shopping is the kind of move that reinforces that upside rather than creating it. For a company that has already reshaped how the world shops once before, this latest ambition to do it again through AI should get investors excited.
Berkshire Sells Visa, Domino's, and Pool Corp: Should You Follow?
Submitted by Dan Schmidt. Originally Published: 5/26/2026.
Key Points
- Berkshire Hathaway's first 13F under CEO Greg Abel shows the company exited 16 positions totaling $8.1 billion, its largest net equity sale since Q3 2024.
- Abel's portfolio now holds just 26 stocks with a record $397 billion cash position, signaling a view that the broader market is currently overvalued.
- Exits from Domino's Pizza and Pool Corp. reflect deteriorating fundamentals and macro headwinds, while the Visa sale appears tied to unwinding departed investor Todd Combs' book.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
The torch has officially been passed. On May 15, Berkshire Hathaway (NYSE: BRK.A) released its first Form 13F under new CEO Greg Abel, marking the first time in more than 60 years that Warren Buffett’s name did not appear on the filing. Abel’s tenure began when the 95-year-old Buffett officially stepped down on Jan. 1, and the new CEO’s first 13F reveals an equity book that is slimming down and raising cash. Berkshire fully exited 16 different positions totaling $8.1 billion, its largest net equity sale since Q3 2024. Is this a continuation of Buffett’s value-centric approach, or a new CEO flexing his muscle? A few hints emerge when breaking down the filing.
What Greg Abel’s First Quarter as CEO Says About Berkshire’s Strategy
In many ways, Abel’s first 13F showed that Berkshire remains as focused as ever on patiently waiting for bargains. The company’s equity book now holds just 26 stocks, down from more than 40 last year, and its cash position sits at a record $397 billion. A few points stand out:
-
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Get the SpaceX infrastructure stock name and ticker hereHigher Concentration: Abel’s equity book is smaller and full of high-conviction bets, including moving Alphabet Inc. (NASDAQ: GOOGL) into a top seven position. Buffett was famous for avoiding expensive tech stocks, so this suggests Abel is more willing to swing big when he sees an opportunity, even if it goes against traditional value metrics.
Value Still the Overwhelming Focus: Abel deployed capital into multiple beaten-down stocks trading at discounts to their average value, including Delta Air Lines Inc. (NYSE: DAL) and Macy’s Inc. (NYSE: M). Investments like these show that valuation is still the backbone of the Berkshire portfolio.
Unwinding the Combs Book: One of Berkshire’s top investors, Todd Combs, left for JPMorgan late last year, and many of the positions closed out in Q1 had been opened by him. Closing out Combs’ book was clearly a priority for Abel, who now controls more than 90% of Berkshire’s trading.
Analyzing 3 Berkshire Stock Sales From the Latest 13F
The biggest theme emerging from Abel’s filing is that Berkshire sees the market as overvalued and is raising cash. Many of the stocks sold in Q1 no longer fit the tight valuation profile Berkshire seeks in its holdings, so capital will remain in Treasuries until discounts like those in Delta or Macy’s materialize.
Visa: Strong Fundamentals Point to Likely Philosophical Exit
Visa Inc. (NYSE: V) seems like the type of company Berkshire would target in the current environment: trading below its 10-year average forward P/E following an exceptional quarter. The company reported revenue of more than $11.2 billion in fiscal Q2 2026, up 17% year-over-year (YOY). EPS rose 20% YOY, and both figures easily surpassed analysts’ estimates. Management also raised full-year revenue and EPS guidance.
Abel’s exit from Visa shares looks more like a cleanup of Combs’ equity book than a fundamental thesis change. The company reported its strongest quarter in years, and the daily chart shows several bullish technical signals, including a breakout on the Moving Average Convergence Divergence (MACD) indicator. If the price breaks resistance at the 200-day moving average, there could be further gains ahead.
Domino’s Pizza: Fundamental Growth Story Under Pressure
Here’s one case where the exit matches a company’s deteriorating fundamentals. Berkshire opened a position in Domino’s Pizza Inc. (NASDAQ: DPZ) in 2024, and the quick exit following a disappointing pair of quarters points to a change in the individual company thesis rather than a broader strategy shift. In Q4 2025, management laid out a same-store sales goal of 3% for 2026 and guided for 2.3% in Q1. But in the numbers released during the Q1 2026 conference call on April 27, U.S. same-store sales grew by only 0.9%, and international same-store sales actually declined 0.4%. CEO Russell Weiner was forced to revise Domino’s 2026 same-store sales outlook down to the low single digits amid the threat of a pullback in low-income consumer spending.
The chart also paints an ugly picture. DPZ shares are down nearly 25% so far in 2026, and there is no bottom currently in sight. The price has faced stiff resistance at the 50-day moving average, dragging shares lower over the last six months. The Relative Strength Index (RSI) is also struggling to get out of bearish territory, so the technicals match the fundamentals at Domino’s. Abel’s decision to exit this position looks shrewd in retrospect.
Pool Corp: Housing Uncertainty Stifles Business Outlook
Pool Corp. (NASDAQ: POOL) is also facing serious headwinds, though the most prominent is beyond management’s control. The company’s growth prospects rely on a robust housing market and new construction spending, both of which have been stymied by persistent inflation and high interest rates. The Q1 2026 earnings report was solid but unspectacular, with net sales growing 6% YOY but falling below expectations. Most of the sales growth came from price increases, and the company installed just 58,000 pools in 2025, far below the 75,000-100,000 range seen during the post-COVID-19 peak.
Until rates move lower, it's unlikely POOL shares will break out of this bearish momentum. The stock has already had two failed breakouts at the 50-day moving average this year, and the MACD flashed a bearish crossover last month, hinting at more downside ahead. Macro conditions are weighing heavily on the stock, and that is a variable Abel wants out of the Berkshire portfolio.
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Iran war opens door to new AI winner
Editor’s Note: If you want to know which chipmaker could be the next NVIDIA, just ask Jeff Brown.
He knows more about AI chips than practically anyone on the planet — Thanks to his senior executive roles at Qualcomm, Juniper Networks, and NXP Semiconductors…
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Click here for the full story or read more below.
Dear Reader,
Iran is hitting America where it hurts:
In our AI infrastructure.
Iranian drones just struck Amazon's data centers…
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But surprisingly, it could be good news for investors.
Forbes says: "The next AI arms race is about fortifying data centers."
And there's one man who already has the solution:
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He's just gained approval for it from the FCC…
It could unleash $12.8 trillion in new wealth…
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There's no time to waste here.
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Regards,
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Berkshire Sells Visa, Domino's, and Pool Corp: Should You Follow?
Written by Dan Schmidt. Publication Date: 5/26/2026.
Key Points
- Berkshire Hathaway's first 13F under CEO Greg Abel shows the company exited 16 positions totaling $8.1 billion, its largest net equity sale since Q3 2024.
- Abel's portfolio now holds just 26 stocks with a record $397 billion cash position, signaling a view that the broader market is currently overvalued.
- Exits from Domino's Pizza and Pool Corp. reflect deteriorating fundamentals and macro headwinds, while the Visa sale appears tied to unwinding departed investor Todd Combs' book.
- Special Report: Elon Musk already made me a “wealthy man”
The torch has officially been passed. On May 15, Berkshire Hathaway (NYSE: BRK.A) released its first Form 13F under new CEO Greg Abel, marking the first time in more than 60 years that Warren Buffett’s name did not appear on the filing. Abel’s tenure began when the 95-year-old Buffett officially stepped down on Jan. 1, and the new CEO’s first 13F shows an equity book that is shrinking while cash is building. Berkshire fully exited 16 different positions totaling $8.1 billion, its largest net equity sale since Q3 2024. Is this a continuation of Buffett’s value-centric approach, or a new CEO flexing his muscles? A few clues emerge when breaking down the filing.
What Greg Abel’s First Quarter as CEO Says About Berkshire’s Strategy
In many ways, Abel’s first 13F showed that Berkshire remains as focused as ever on patiently waiting for bargains. The company’s equity book now holds just 26 stocks, down from more than 40 last year, and its cash position sits at a record $397 billion. A few points stand out:
-
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Download your copy now.Higher Concentration: Abel’s equity book is smaller and full of high-conviction bets, including moving Alphabet Inc. (NASDAQ: GOOGL) into a top-seven position. Buffett was famous for avoiding expensive tech stocks, so this suggests Abel is more willing to swing big when he sees an opportunity, even if it runs counter to traditional value metrics.
Value Still the Overwhelming Focus: Abel deployed capital into several beaten-down stocks trading at discounts to their average value, including Delta Air Lines Inc. (NYSE: DAL) and Macy’s Inc. (NYSE: M). Investments like these show that valuation remains the backbone of the Berkshire portfolio.
Unwinding the Combs Book: One of Berkshire’s top investors, Todd Combs, left for JPMorgan late last year, and many of the positions closed out in Q1 had been opened by him. Closing out Combs’ book was clearly a priority for Abel, who now controls more than 90% of Berkshire’s trading.
Analyzing 3 Berkshire Stock Sales From the Latest 13F
The biggest theme emerging from Abel’s filing is that Berkshire sees the market as overvalued and is raising cash. Many of the stocks sold in Q1 no longer fit the tight valuation profile Berkshire seeks in its holdings, so capital will likely remain in Treasuries until discounts like those in Delta or Macy’s materialize.
Visa: Strong Fundamentals Point to Likely Philosophical Exit
Visa Inc. (NYSE: V) looks like the kind of company Berkshire would target in the current environment: trading below its 10-year average forward P/E following an exceptional quarter. The company reported revenue of more than $11.2 billion in fiscal Q2 2026, up 17% year over year (YOY). EPS also rose 20% YOY, and both figures easily surpassed analysts’ estimates. Management also raised full-year revenue and EPS guidance.
Abel’s exit from Visa shares looks more like a cleanup of Combs’ equity book than a change in fundamental thesis. The company just reported its strongest quarter in years, and the daily chart shows several bullish technical signals, including a breakout on the Moving Average Convergence Divergence (MACD) indicator. If the price breaks resistance at the 200-day moving average, there could be further gains ahead.
Domino’s Pizza: Fundamental Growth Story Under Pressure
Here’s one case where the exit matches a company’s deteriorating fundamentals. Berkshire opened a position in Domino’s Pizza Inc. (NASDAQ: DPZ) in 2024, and the quick exit following a disappointing pair of quarters points to a change in the individual company thesis rather than a broader strategy shift. In Q4 2025, management laid out a same-store sales goal of 3% for 2026 and guided for 2.3% in Q1. But in the numbers released during the Q1 2026 conference call on April 27, U.S. same-store sales grew just 0.9%, and international same-store sales actually declined 0.4%. CEO Russell Weiner was forced to revise Domino’s 2026 same-store sales outlook down to the low single digits amid the threat of a pullback in low-income consumer spending.
The chart also paints an ugly picture. DPZ shares are down nearly 25% so far in 2026, and no bottom is currently in sight. The price has faced stiff resistance at the 50-day moving average, dragging shares lower over the last six months. The Relative Strength Index (RSI) is also struggling to break out of bearish territory, so the technicals match the fundamentals at Domino’s. Abel’s decision to exit this position looks shrewd in retrospect.
Pool Corp: Housing Uncertainty Stifles Business Outlook
Pool Corp. (NASDAQ: POOL) is also facing serious headwinds, though the most prominent is beyond management’s control. The company’s growth prospects rely on a robust housing market and new construction spending, both of which have been stymied by persistent inflation and high interest rates. The Q1 2026 earnings report was solid but unspectacular, with net sales growing 6% YOY but falling below expectations. Most of the sales growth came from price increases, and the company installed just 58,000 pools in 2025, far below the 75,000-100,000 range seen during the post-COVID-19 peak.
Until rates move lower, it's unlikely POOL shares will break out of this bearish momentum. The stock has already had two failed breakouts at the 50-day moving average this year, and the MACD flashed a bearish crossover last month, hinting at more downside ahead. Macro conditions are weighing heavily on the stock, and that’s a variable Abel wants out of the Berkshire portfolio.
After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch
Written by Leo Miller. Publication Date: 5/26/2026.
Key Points
- While markets have seemingly become jaded to NVIDIA's consistent earnings beats, Broadcom has seen some dramatic post-earnings moves.
- Analysts project sales growth of over 45% in Broadcom's latest quarter and an even greater EPS increase.
- However, Alphabet could be the most closely watched talking point on Broadcom's call.
- Special Report: Elon Musk already made me a “wealthy man”
NVIDIA (NASDAQ: NVDA) tends to dominate headlines in the artificial intelligence (AI) trade. However, Broadcom (NASDAQ: AVGO) has clearly made a name for itself as a custom chip giant, briefly eclipsing a $2 trillion market capitalization. Notably, the stock outperformed NVIDIA in 2025, delivering a total return of nearly 51% versus NVIDIA's 40%. AVGO is also modestly ahead of NVIDIA in 2026, with a return of nearly 20%.
Markets seem to have become immune to NVIDIA’s strong earnings reports. Shares have fallen by an average of 2.8% following NVIDIA’s last four reports, despite the company posting top- and bottom-line beats each time. This includes its most recent earnings, after which shares fell 1.8%.
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Get the SpaceX infrastructure stock name and ticker hereMeanwhile, Broadcom has seen much greater post-earnings volatility, rising as much as 9.4% over its last four reports and falling as much as 11.4%. Compared with NVIDIA, investors still seem to be figuring out how to view Broadcom.
Broadcom’s next earnings report is quickly approaching, with results due after the market close on June 3. Sales, earnings, and guidance will all be in focus, but one of the biggest talking points could be Broadcom’s partnership with Alphabet (NASDAQ: GOOGL).
Analysts Project Sales and Earnings Growth Above 45%
Like NVIDIA, Broadcom has beaten estimates on both sales and adjusted earnings per share (EPS) in its last four earnings reports. To do so again in its Q2 fiscal 2026 (FY2026), Broadcom will need to post sales above $22.04 billion and adjusted earnings per share (EPS) above $2.40. Note that Broadcom’s fiscal reporting period runs slightly ahead of the calendar year.
Estimates call for sales growth of 47% year over year (YOY) and adjusted EPS growth of 52% YOY. The sales estimate is essentially in line with Broadcom’s own guidance of $22 billion, while Broadcom does not provide adjusted EPS guidance.
Broadcom does provide guidance on adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin. It expects that figure to come in at 68%, while analysts are forecasting around 68.6%. Given Broadcom’s generally conservative guidance, there is reason to believe the company could beat all of these metrics.
Guidance expectations for Q3 FY2026 come in at approximately $28.7 billion in revenue, or growth of nearly 80% YOY. Analysts also project a sequential step down in adjusted EBITDA margin to 67.8%.
Broadcom and Alphabet: Will the TPU Push Be Broadcom’s Next Catalyst?
Investors will surely pay attention to any news regarding new deals with AI model developers, which Broadcom has often announced in prior quarters. However, a significant amount of time will likely be spent on the earnings call discussing Alphabet.
Alphabet is Broadcom’s top custom chip customer, with Broadcom helping the company develop its tensor processing units (TPUs). Notably, Alphabet announced on its latest earnings call that it would start selling TPUs to third-party data center operators. Traditionally, Alphabet has used TPUs for internal purposes and rented them to Google Cloud customers.
As a result, the company’s push to sell TPUs externally represents a new and potentially very large market. The more TPUs Alphabet sells to external customers, the more revenue Broadcom should generate because of the co-development partnership. However, investors do not know the exact financial details of the arrangement or how it may change with external sales.
Still, investors and analysts will likely be eager to hear any light Broadcom can shed on this effort. It may be too early to get concrete information, as not much time has passed since Alphabet made the announcement near the end of April.
It is also possible that the companies are seeing strong early signs. Encouraging TPU commentary, or even a possible increase in Broadcom’s AI semiconductor sales forecasts, would likely be well received by the market. Given the outstanding results Alphabet recently posted, it would not be surprising to see Broadcom deliver a strong report as well.
Broadcom Receives Bullish Price Targets as Earnings Approach
None of this is to say that Broadcom will or will not post beats and better-than-expected guidance, let alone that investors will send the shares higher after the report.
Post-earnings reactions can be fickle—even if a company delivers on headline figures, shares can still fall sharply. This is especially true for stocks that have already risen sharply, like Broadcom, and is compounded by continued skepticism about the AI trade among many investors.
Going into the report, analysts remain optimistic about Broadcom’s future. The MarketBeat consensus price target near $448 implies upside of about 10%. However, it is worth zooming in on price targets released since the beginning of May. These likely incorporate information from Alphabet and Meta Platforms (NASDAQ: META) earnings reports—another major Broadcom customer. Notably, targets updated after these companies reported are much higher, averaging around $523. This figure implies considerable upside of 25% in the stock.
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