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J.P. Morgan Unveils 2026 Internet Top Picks: Roku and Amazon Lead Growth Strategy
As of December 2025, JPMorgan (J.P. Morgan) has released its top internet stock picks for 2026, identifying key opportunities among mega-caps and small-to-mid-cap (SMID) companies. The bank's strategy for the coming year emphasizes "identifying stocks that could work in any market," particularly those poised to capitalize on AI infrastructure and agentic AI.
Top Large-Cap Internet Picks for 2026
JPMorgan's primary large-cap selections for 2026 focus on leaders expected to deliver higher returns on heavy AI capital investments:
Alphabet (GOOGL): Highlighted for its transition to AI Search and the growth potential of Google Cloud.
Amazon (AMZN): Cited for AWS revenue growth acceleration and a projected doubling of free cash flow in 2026.
Spotify (SPOT): Remains a top pick for its subscription business and potential for further price increases.
DoorDash (DASH): Identified as a top choice within the delivery platform sector.
Top Small- & Mid-Cap (SMID) Picks for 2026
The bank also recently reshuffled its SMID coverage, elevating newer names while downgrading former favorites:
Roku (ROKU): Named the top pick for 2026 among SMID internet stocks, with expected acceleration in revenue growth driven by new monetization initiatives.
CLEAR Secure (YOU): Upgraded to Overweight as a "non-consensus call," with analysts citing massive upside in earnings estimates and a key catalyst in its five-year Amex partnership.
Take-Two (TTWO): Carried over as a favorite from the previous year, specifically for the anticipated 2025/2026 release cycle of Grand Theft Auto VI.
Conversely, JPMorgan downgraded Roblox (RBLX) from Overweight to Neutral for 2026, suggesting the stock may need to "take a breather" after recent performance.
Would you like to see a side-by-side comparison of the analysts' target prices for these stocks to see which has the highest projected upside?
#JPMorgan #stockmarket #techinvesting #AmazonStock #BTCVSGOLD
As of December 2025, JPMorgan (J.P. Morgan) has released its top internet stock picks for 2026, identifying key opportunities among mega-caps and small-to-mid-cap (SMID) companies. The bank's strategy for the coming year emphasizes "identifying stocks that could work in any market," particularly those poised to capitalize on AI infrastructure and agentic AI.
Top Large-Cap Internet Picks for 2026
JPMorgan's primary large-cap selections for 2026 focus on leaders expected to deliver higher returns on heavy AI capital investments:
Alphabet (GOOGL): Highlighted for its transition to AI Search and the growth potential of Google Cloud.
Amazon (AMZN): Cited for AWS revenue growth acceleration and a projected doubling of free cash flow in 2026.
Spotify (SPOT): Remains a top pick for its subscription business and potential for further price increases.
DoorDash (DASH): Identified as a top choice within the delivery platform sector.
Top Small- & Mid-Cap (SMID) Picks for 2026
The bank also recently reshuffled its SMID coverage, elevating newer names while downgrading former favorites:
Roku (ROKU): Named the top pick for 2026 among SMID internet stocks, with expected acceleration in revenue growth driven by new monetization initiatives.
CLEAR Secure (YOU): Upgraded to Overweight as a "non-consensus call," with analysts citing massive upside in earnings estimates and a key catalyst in its five-year Amex partnership.
Take-Two (TTWO): Carried over as a favorite from the previous year, specifically for the anticipated 2025/2026 release cycle of Grand Theft Auto VI.
Conversely, JPMorgan downgraded Roblox (RBLX) from Overweight to Neutral for 2026, suggesting the stock may need to "take a breather" after recent performance.
Would you like to see a side-by-side comparison of the analysts' target prices for these stocks to see which has the highest projected upside?
#JPMorgan #stockmarket #techinvesting #AmazonStock #BTCVSGOLD
Amazon’s 14,000 corporate layoffs in 2025 tell a clearer story than the “culture” excuse. Internal data shows AI is replacing workers fast. Nearly 1,900 engineers were cut, whole software teams were gutted, and the Games division was wiped out—right as Amazon launched Kiro, its AI coding agent. Meanwhile, Washington State approved over 8,500 new H-1B visa hires while more than 2,300 local employees were let go. Microsoft says AI now writes 30% of its code and still cut 15,000 jobs. Google, Meta, Intel—same pattern. Build AI, cut staff, deny causation. Automation isn’t coming. It’s here. The replacement phase has begun.
$BTC
$ETH
$BNB
#AmazonAlert #AmazonStock #workers #2025bullrun #replacement
$BTC
$ETH
$BNB
#AmazonAlert #AmazonStock #workers #2025bullrun #replacement
Here’s a creative and engaging version of the article tailored for a Binance audience, with a focus
🚨 Jeff Bezos Cashes Out $5.7 Billion in Amazon Stock – Smart Move or Red Flag?
Jeff Bezos just dropped a bombshell on the markets — unloading $5.7 billion worth of Amazon ($AMZN) shares just days before the company’s Q2 earnings report.
📉 The sales began around the time of his Venetian wedding and ended Thursday with a final exit of 4.2M shares for $954M — all pre-approved under a 10b5-1 plan filed earlier this year.
👉 Every single share (25M) from the plan? Sold.
Why now?
Amazon stock has pumped +38% since April’s bottom — the perfect window for Bezos to cash out big. Since 2002, he’s now offloaded over $50B in AMZN stock. Meanwhile, his only buy on record? Just 1 share at $114.77 two years ago.
⏰ Big Earnings Ahead: Will AI Deliver or Disappoint?
Amazon’s Q2 earnings hit July 31, with analysts forecasting:
🧾 $1.32 EPS
📈 $162B in revenue (YoY growth: +9%)
That’s slower than the "Magnificent Seven" average — Meta, Nvidia, and Microsoft are still leading the S&P 500, while Apple lags on AI.
With $104B in capex planned this year — more than any company in the S&P — Amazon is betting everything on AI.
💬 "The market isn’t pricing in AI gains yet," says Janus Henderson. "But results this quarter could change that."
🤖 AI Everywhere: From Warehouses to Your Wishlist
Amazon isn’t just cloud and servers — it’s full-stack AI:
🧠 AI-generated product recommendations
📦 Robotics in warehouse logistics
💬 Rufus chatbot to enhance customer experience
🚚 Autonomous delivery trials in full swing
📊 Bank of America estimates $7B+ in annual savings by 2032 from automation. Morgan Stanley believes Amazon Retail could be the "most underrated GenAI beneficiary."
Irene Tunkel from BCA sums it up: “Amazon needs productivity boosts, and AI + robotics give them that edge.”
🧠 Investor Insight: What Can You Learn From Bezos?
Timing the market isn’t luck — it’s strategy.
Ride momentum but know when to lock in profits.
AI is the next frontier — follow where the big capital flows.
Jeff still holds 884M AMZN shares (~8% of the company), worth most of his $252.3B fortune. Oh — and he donated $190M in stock to nonprofits this year.
💡 The Takeaway for Crypto Investors?
AI, automation, and capital flow aren’t just TradFi stories. They echo deeply into DeFi, Web3 infrastructure, and AI x blockchain projects.
$XRP
👉 Watch where billionaires move their money — and be early to the next cycle.
$BTC
$ETH
#BinanceNews #JeffBezos #AmazonStock #AIrevolution #CryptoInvestorTips
Jeff Bezos just dropped a bombshell on the markets — unloading $5.7 billion worth of Amazon ($AMZN) shares just days before the company’s Q2 earnings report.
📉 The sales began around the time of his Venetian wedding and ended Thursday with a final exit of 4.2M shares for $954M — all pre-approved under a 10b5-1 plan filed earlier this year.
👉 Every single share (25M) from the plan? Sold.
Why now?
Amazon stock has pumped +38% since April’s bottom — the perfect window for Bezos to cash out big. Since 2002, he’s now offloaded over $50B in AMZN stock. Meanwhile, his only buy on record? Just 1 share at $114.77 two years ago.
⏰ Big Earnings Ahead: Will AI Deliver or Disappoint?
Amazon’s Q2 earnings hit July 31, with analysts forecasting:
🧾 $1.32 EPS
📈 $162B in revenue (YoY growth: +9%)
That’s slower than the "Magnificent Seven" average — Meta, Nvidia, and Microsoft are still leading the S&P 500, while Apple lags on AI.
With $104B in capex planned this year — more than any company in the S&P — Amazon is betting everything on AI.
💬 "The market isn’t pricing in AI gains yet," says Janus Henderson. "But results this quarter could change that."
🤖 AI Everywhere: From Warehouses to Your Wishlist
Amazon isn’t just cloud and servers — it’s full-stack AI:
🧠 AI-generated product recommendations
📦 Robotics in warehouse logistics
💬 Rufus chatbot to enhance customer experience
🚚 Autonomous delivery trials in full swing
📊 Bank of America estimates $7B+ in annual savings by 2032 from automation. Morgan Stanley believes Amazon Retail could be the "most underrated GenAI beneficiary."
Irene Tunkel from BCA sums it up: “Amazon needs productivity boosts, and AI + robotics give them that edge.”
🧠 Investor Insight: What Can You Learn From Bezos?
Timing the market isn’t luck — it’s strategy.
Ride momentum but know when to lock in profits.
AI is the next frontier — follow where the big capital flows.
Jeff still holds 884M AMZN shares (~8% of the company), worth most of his $252.3B fortune. Oh — and he donated $190M in stock to nonprofits this year.
💡 The Takeaway for Crypto Investors?
AI, automation, and capital flow aren’t just TradFi stories. They echo deeply into DeFi, Web3 infrastructure, and AI x blockchain projects.
$XRP
👉 Watch where billionaires move their money — and be early to the next cycle.
$BTC
$ETH
#BinanceNews #JeffBezos #AmazonStock #AIrevolution #CryptoInvestorTips
🔥 Amazon Soars 11% as Cloud Comeback & AI Momentum Ignite Investor Optimism! 💥
📈 Skyrocketing stock alert! Amazon shares jumped 11% today as investors cheer a strong cloud services comeback and AI-driven innovations. The tech giant is proving it’s still a market leader, blending cloud growth with cutting-edge AI projects.
💡 Why it matters: Analysts point to Amazon Web Services (AWS) growth and AI-powered tools driving both revenue and market confidence. Traders are excited, and the stock rally reflects renewed optimism across the tech sector.
🌍 Ripple effect: Big moves like this can influence broader tech indices and investor sentiment. From retail giants to AI startups, Amazon’s momentum often sets the tone for the market.
🤔 Could this surge signal a longer-term tech renaissance, or is it a short-term boost riding the AI wave? Your take could spark the next big discussion in the investor community!
Don’t forget to follow, like with love ❤️, to encourage us to keep you updated and share to help us grow together!
#AmazonStock #TechRally #AIInvesting #Write2Earn #BinanceSquare
📈 Skyrocketing stock alert! Amazon shares jumped 11% today as investors cheer a strong cloud services comeback and AI-driven innovations. The tech giant is proving it’s still a market leader, blending cloud growth with cutting-edge AI projects.
💡 Why it matters: Analysts point to Amazon Web Services (AWS) growth and AI-powered tools driving both revenue and market confidence. Traders are excited, and the stock rally reflects renewed optimism across the tech sector.
🌍 Ripple effect: Big moves like this can influence broader tech indices and investor sentiment. From retail giants to AI startups, Amazon’s momentum often sets the tone for the market.
🤔 Could this surge signal a longer-term tech renaissance, or is it a short-term boost riding the AI wave? Your take could spark the next big discussion in the investor community!
Don’t forget to follow, like with love ❤️, to encourage us to keep you updated and share to help us grow together!
#AmazonStock #TechRally #AIInvesting #Write2Earn #BinanceSquare
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