Dearborn Partners LLC has acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, purchasing 20,116 shares valued at approximately $4.19 million. This investment comes as Amazon reports strong quarterly results, exceeding analyst expectations, and continues to invest heavily in delivery infrastructure and AI-related capacity, despite concerns about capital spending. Other institutional investors have also adjusted their holdings in the e-commerce giant, which currently has a "Moderate Buy" consensus rating from analysts with an average price target of $321.19.

Garden Studios has significantly upgraded its virtual production stage in London, reinforcing its partnership with Brompton Technology. The expansion includes a 24m x 5m curved LED wall and a 10m x 5m high-resolution LED ceiling, powered by Brompton's Tessera SX40 processors and XD 10G data distribution. This upgrade enables advanced driving and simulated travel work, allowing for crisp in-focus windscreen reflections and supporting a wide range of film and TV productions.

Flavin Financial Services Inc. recently acquired 6,713 shares of Amazon.com, Inc. valued at approximately $1.6 million, marking a new position in the e-commerce giant. This investment contributes to the 72.2% institutional ownership of Amazon's stock, even as company insiders, including CEOs Douglas Herrington and Andy Jassy, sold shares totaling around $18.6 million under pre-arranged Rule 10b5-1 plans. Analysts maintain a "Moderate Buy" consensus for Amazon, with an average price target of $321.19, following strong revenue growth and strategic investments in delivery services and AI infrastructure.

Cantor Fitzgerald has increased the price targets for Microsoft and ServiceNow, citing strong momentum in AI software and cloud infrastructure. Analyst Thomas Blakey raised Microsoft's target to $608 and ServiceNow's to $174, both with Overweight ratings, despite the software sector's underperformance compared to the broader market. The adjustments are driven by Microsoft's Azure growth and AI initiatives, and ServiceNow's AI-driven upgrades and steady organic growth.

Salesforce's Dreamforce 2026 emphasized making CRM data and workflows accessible everywhere, moving beyond traditional interfaces to integrate AI agents into various work environments. The company aims to provide both turnkey agents for quick deployment and deep customization options for critical customer journeys, with a focus on trust and governance across all interfaces. CX leaders are advised to prioritize customer outcomes, identify clear-cut journeys, and strategically choose deployment models, recognizing that while agents improve, human accountability remains crucial.

Vega Investment Solutions has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN), purchasing 35,372 shares valued at approximately $8.43 million, making it their 26th largest holding. This comes as Amazon reported strong quarterly earnings, significantly beating analyst expectations with $5.75 EPS and 19.6% year-over-year revenue growth. Analysts maintain a "Moderate Buy" rating for AMZN, with an average price target of $321.19.

The article predicts that Broadcom will become a $3 trillion company by the end of 2030, representing about 76% upside from its current market value of $1.7 trillion. This prediction is largely based on Broadcom's aggressive revenue targets, particularly in AI semiconductors, which management expects to reach $230 billion in fiscal year 2028. The author argues that achieving this valuation does not require multiple expansion, but rather the company delivering on its secured supply and revenue forecasts, though profitability margins are noted as a key risk.

Adobe and Jet2 have announced a multi-year strategic partnership to enhance the holiday experience for millions of Jet2 customers through AI-powered personalization. Jet2 will leverage Adobe CX Enterprise with agentic AI technology to offer relevant recommendations and consistent content, supported by a new Jet2 x Adobe Customer Experience Lab for rapid development of new AI services. This collaboration aims to further strengthen Jet2's customer-first approach and deliver highly personalized and timely interactions.

Infosys Ltd (NSE: INFOSYS) fell for the fifth consecutive trading session, dropping 1.23% to Rs 1025.7 as of 13:19 IST on the NSE. The stock has seen a significant decline of 31.51% over the last year, underperforming both the NIFTY and Nifty IT indices. This recent downturn also marks a 9.23% decrease over the last month for Infosys.

Southern Co stock (SO) rose after its Georgia Power unit signed a deal with Google to support upgrades at two nuclear plants. These upgrades, subject to regulatory approval, could add 96 MW of new power capacity to the grid, helping Georgia Power meet rising demand, partly from Google's expanding AI infrastructure. The agreement could also provide about $900 million in benefits to customers over the units' lifespan.