Ackman Boosts Amazon Stake as AWS AI Integration Accelerates
AMZN•Bill Ackman's Pershing Square increased its Amazon stake in Q1 2025 while slashing Alphabet by 95%, citing accelerated AWS growth from AI integration. Kroger plans broad price cuts across thousands of products and will open 70 to 80 new stores next year to challenge Amazon's grocery market share.
1. Bill Ackman's Increased Position in Amazon
Pershing Square Capital Management boosted its Amazon holdings in Q1 2025, citing attractive valuations after a software stock selloff. The fund reduced its Alphabet stake by 95% and redeployed capital into Amazon to capitalize on accelerated AWS growth driven by AI integration.
2. Kroger's Price Cuts Challenge Grocery Segment
Kroger Co. plans to implement significant price reductions across thousands of products to regain market share from competitors including Amazon’s grocery arm. The retailer will open 70 to 80 new stores next year—more than double 2026’s pace—and aims to fund cuts through direct imports and technology-driven cost savings.
