Theleme Partners Boosts Amazon.com Stake With 120,000 Shares

Theleme Partners Llp, led by Patrick Degorce, significantly increased its stake in Amazon.Com, Inc. (AMZN) by purchasing 120,000 shares. Despite recent stock volatility and a substantial capex plan, analysts maintain Strong Buy ratings for Amazon, citing strong Q4 revenue, accelerating AWS growth, and long-term potential driven by AI and cloud investments. TipRanks’ AI Analyst, Spark, rates AMZN as “Neutral,” acknowledging strong financials and positive earnings outlook, but tempering this with weakened 2025 free cash flow and demanding valuation.

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