Investors are encouraged to consider Amazon shares, particularly due to the strong growth of its AWS division, which is benefiting from increased AI spending. While Amazon's e-commerce segment is growing slowly, AWS accounted for 58% of the company's operating profits in 2024, highlighting its importance. Despite a premium valuation, the stock's price has become more attractive as AWS continues to drive profit growth.
buffett's strategic sell-off of apple stock raises investor concerns
Warren Buffett and Berkshire Hathaway have been methodically selling off their Apple shares, with predictions suggesting a further $25 billion reduction in Q4. Apple's stock, once a value investment, is now considered overvalued, as its earnings have plateaued while its price-to-earnings ratio has soared. If the predicted sell-off occurs, Apple may drop to Buffett's second-largest holding, reflecting a significant shift in investment strategy.
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