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Tracking Philippe Laffont’s Coatue Management Portfolio – Q1 2025 Update

AMZN

Flutterwave Named to TIME100 Most Influential Companies List for Second Time, Highlighting Global Payments Influence

SAN FRANSCISCO, June 26, 2025--Flutterwave, Africa’s leading payment technology company, has been named among the TIME100 Most Influential Companies List of 2025. This marks the second time the company has received this prestigious global honor. Flutterwave joins global leaders such as Amazon, Berkshire Hathaway, Netflix, OpenAI, Universal Music Group, and others in the list’s TITANS category...

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AMZN

Big Tech Is Smart to Invest Hundreds of Billions for AI Infrastructure. Here’s Why.

New Street analyst Pierre Ferragu is optimistic the hundreds of billions spent annually by large technologies companies for artificial-intelligence infrastructure will pay off for the industry. The analyst estimates the top four major data center technology companies— Alphabet Amazon.com Meta Platforms and Microsoft —will grow total capital expenditures to $1.7 trillion by 2035 from $253 billion last year. Ferragu expects similar results for AI infrastructure...

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AMZN

Exclusive-Amazon loses AWS generative AI boss as tech talent shuffle heats up

SAN FRANCISCO (Reuters) -Amazon's AWS recently lost its vice president overseeing generative artificial intelligence development, as the competition for talent heats up. Vasi Philomin told Reuters in an email that he left Amazon for another company, without providing specifics. A company spokesperson confirmed that Philomin had recently left after eight years with Amazon...

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AMZN

The Trade Desk stock falls after Wells Fargo downgrade on Amazon threat

Investing.com -- The Trade Desk (NASDAQ:TTD) stock fell 3.7% after Wells Fargo downgraded the advertising technology company due to increasing competitive pressure from Amazon (NASDAQ:AMZN)’s demand-side platform (DSP)...

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AMZN

CoverBuddy Returns: MAGEASY’s Best-Selling iPad Case Gets a Major Upgrade, Just in Time for Back-to-School

MAGEASY, a leader in premium Apple-compatible accessories, today reintroduces its fan-favorite, Magic Keyboard-compatible iPad case, CoverBuddy, with premium design upgrades and a limited-time back-to-school discount. Already an Amazon bestseller, CoverBuddy has been reengineered to support the advanced capabilities of the latest iPad models while meeting the evolving needs of a new generation of users. Whether you're a student, creative, digital nomad or professional, CoverBuddy delivers seamle...

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AMZN

Can Amazon’s Logistics Expansion Further Boost Online Stores’ Growth?

AMZN's $4 billion logistics push targets faster delivery and broader reach to drive the Online Stores segment growth...

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AMZN

Judge Says Amazon (AMZN) – and Alphabet (GOOG) – Backed Anthropic Can Train AI on Books, but Storing Pirated Copies Violates Copyright

Alphabet Inc. (NASDAQ:GOOG) is one of the 12 best-augmented reality stocks to buy, according to analysts. On June 24, a U.S. judge ruled that AI company Anthropic—backed by Amazon and Alphabet—lawfully used copyrighted books to train its Claude large language model under the fair use doctrine. U.S. District Judge William Alsup described the training as […]...

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AMZN

SoundHound AI vs. Cerence: Which Voice AI Stock Holds More Promise?

SOUN and CRNC battle for voice AI dominance, but only one is scaling fast across sectors beyond autos with strong momentum...

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AMZN

The Magnificent 7 Is Splitting. Why Microsoft and Meta Are Top of the Heap.

Both companies have bigger year-to-date gains than Nvidia, though the chipmaker has a larger market capitalization...

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