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Yahoo
20 minutes ago
- Yahoo
Billionaire Bill Ackman Has 30% of His Portfolio Invested in 2 Brilliant AI Stocks
Key Points Billionaire Bill Ackman runs Pershing Square Capital Management, a hedge fund that handily beat the S&P 500 over the last five years. Amazon's investments in artificial intelligence should boost profitability in its retail business and drive revenue growth in its cloud business. Uber runs the largest ride-sharing platform in the United States, and that scale makes the company a valuable partner for autonomous driving companies. 10 stocks we like better than Amazon › Bill Ackman's hedge fund, Pershing Square Capital Management, outperformed the S&P 500 (SNPINDEX: ^GSPC) by 7 percentage points in the last year and 19 percentage points in the last five years. That makes Ackman a good source of inspiration. Presently, he has 30% of his portfolio invested in two brilliant artificial intelligence (AI) stocks: 9% is allocated to Amazon (NASDAQ: AMZN) and 21% is allocated to Uber Technologies (NYSE: UBER). Here's why the stocks are compelling investment ideas. Amazon: 9% of Bill Ackman's portfolio Amazon has a strong competitive presence in three markets. It operates the largest online marketplace in North America and Western Europe as measured by gross merchandise sales. It is the third-largest adtech company as measured by revenue. And Amazon Web Services (AWS) is the largest public cloud as measured by infrastructure and platform services spending. Amazon is leaning on artificial intelligence across its retail business to improve customer service, product listings, supply chain management, and developer productivity. Brian Nowak at Morgan Stanley says Amazon's retail business could be the most underappreciated generative AI beneficiary in the technology space, and he estimates cost savings initiatives could raise its operating margin by several percentage points. Meanwhile, AWS is ideally positioned to monetize AI simply because it is the largest public cloud. It accounted for 30% of infrastructure and platform services spending in the recent quarter, while the next closest cloud platform was Microsoft Azure with 20% market share. AWS has also designed custom chips for AI training and inference, and added tools that let developers build generative AI applications and agents. Importantly, Amazon is positioning itself to monetize AI beyond its core e-commerce and cloud businesses. Its subsidiary Zoox builds robotaxis, and the company will launch its first autonomous ride-hailing service in Las Vegas in 2025, followed by other cities in subsequent years. Morgan Stanley estimates Zoox could have commercial robotaxi services in seven U.S. cities by 2028. Looking ahead, Wall Street expects Amazon's earnings to grow at 18% annually over the next three years. That makes the current valuation of 35 times earnings look reasonable, especially when the company beat the consensus earnings estimate by an average of 22% in the last six quarters. Patient investors should take a cue from Bill Ackman and buy a few shares of this stock today. Uber Technologies: 21% of Bill Ackman's portfolio Uber leads the U.S. ride-sharing market with 76% share, according to Bloomberg. It also ranks second in the restaurant food delivery market with 24% share. That scale affords the company a competitive advantage in that it creates a significant amount of data that lets Uber predict demand, route drivers, and set prices more efficiently over time. Uber has another important advantage in its ability to offer ride-sharing and food delivery services through a single mobile app. That makes customer acquisition very cost-efficient because the company can cross-sell users on both sides of its platform. For instance, 31% of first delivery trips come from mobility users, and 22% of first mobility trips come from delivery users. CEO Dara Khosrowshahi recently told analysts that autonomous vehicle (AV) technology will be a $1 trillion opportunity for ride-sharing platforms. Uber is uniquely positioned to benefit given its unparalleled scale. "Uber can deliver the lowest operational costs for our AV partners because we are leaps and bounds ahead on every aspect of go-to-market capabilities," Khosrowshahi said. Indeed, Uber may not be a traditional AI stock, but it could be a major winner as robotaxis become more prevalent due to the many partnerships it has formed with AV companies, according to Mark Mahaney at Evercore. Most notably, Uber connects riders with Waymo robotaxis in Phoenix, Austin, and Atlanta. And it connects riders with WeRide robotaxis in Abu Dhabi and Dubai, with 15 additional cities to follow in the next five years. Wall Street estimates Uber's earnings will increase at 26% annually over the next three years, a reasonable estimate given the ride-sharing market is forecast to expand at 21% annually through 2033, according to Straits Research. That makes the current valuation of 16 times earnings look relatively cheap. Long-term investors should feel confident buying a small position in this stock today. Should you invest $1,000 in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amazon wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $663,630!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,115,695!* Now, it's worth noting Stock Advisor's total average return is 1,071% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Trevor Jennewine has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, and Uber Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Billionaire Bill Ackman Has 30% of His Portfolio Invested in 2 Brilliant AI Stocks was originally published by The Motley Fool
Yahoo
2 hours ago
- Yahoo
Soros, Appaloosa boost their Nvidia stake. They also bought this beaten-down stock, and it's rallying.
Soros Fund Management and Appaloosa Management both bought a whole lot more Nvidia Corp. stock during the second quarter, according to disclosures released Thursday, as the chip-maker occupies a spot dead-center in the artificial-intelligence boom. Both firms also bought more shares of embattled health-insurance giant UnitedHealth Group UNH over that period. Shares of that company jumped nearly 11% after hours, but they were down 46.3% on the year so far. Homeowners rush to refinance as mortgage-rate plunge opens window of opportunity My wife and I are in our 50s and have $11 million. We're not leaving it to our kids. Is that wrong? Soros Fund Management bought 932,539 shares of Nvidia NVDA, when combining puts and calls. The purchase marked a more than 1,600% increase, bringing the fund's total holdings to 990,292 shares. Appaloosa, meanwhile, bought 1.45 million shares of Nvidia, representing a 483.33% increase that brought the fund's total holdings to 1.75 million shares. Shares of Nvidia edged down 0.1% after hours on Thursday, but are up 35.5% so far this year. Appaloosa snapped up around 2.28 million shares of UnitedHealth representing a 1,300% increase in the fund's holdings in the stock. That brought Appaloosa's total holdings to 2.45 million shares. Soros bought 28,900 more shares of UnitedHealth during the quarter. Soros also bought new shares of Microsoft Corp. MSFT and Tesla Inc. TSLA — two other 'Magnificent Seven' stocks. It also added to its stake in Nike Inc. NKE. You could receive up to $7,500 from the AT&T settlement. Here's how class-action suits work. I'm a senior who barely survives on $1,300 a month. No way could I live on $1,000.
Yahoo
3 hours ago
- Yahoo
Chinese state media calls U.S. a 'surveillance empire' over trackers in chip shipments
BEIJING (Reuters) -The United States' practice of installing location trackers in chip shipments at risk of diversion to China reflects the "instincts of a surveillance empire," China's state-run media outlet Xinhua said in a commentary published on Friday. Reuters reported earlier this week that U.S. authorities had secretly placed location tracking devices in targeted shipments of advanced chips to detect diversions to China, which is under U.S. curbs for advanced chip exports. The Xinhua commentary, titled "America turns chip trade into a surveillance game," cited "reports" that Washington had embedded such trackers, accusing the United States of running "the world's most sprawling intelligence apparatus". The U.S. government has in the past few years tightened restrictions on the exports of advanced chips as well as related technology and equipments to China, as the two superpowers vie for technological dominance. The Chinese commentary follows longstanding accusations from Washington and its Western allies that China could use some exported products, from telecommunications equipment to vehicles, for surveillance, posing potential security risks. In 2022, the Biden administration banned the sale and import of new telecommunications equipment from several Chinese firms, including Huawei, citing national security concerns. In January, it intensified scrutiny by targeting China-made cars and trucks. In its commentary, Xinhua accused the U.S. government of seeing its trading partners as "rivals to be tripped up or taken down," adding that "if U.S. chips are seen as Trojan horses for surveillance, customers will look elsewhere." China's cyberspace watchdog last month said it had asked U.S. chipmaker Nvidia to explain whether its H20 chips had any backdoor security risks - a hidden method of bypassing normal authentication or security controls. Chinese authorities have also cautioned domestic tech firms over their use of H20 chips, Reuters recently reported. Sign in to access your portfolio
