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Billionaire Dan Loeb has invested 23% of his portfolio in three AI stocks: Amazon, Microsoft, and Taiwan Semiconductor Manufacturing Company (TSMC). The article discusses the growth potential and competitive advantages of these companies in the AI space.

The article recommends eBay as an e-commerce stock to consider during the next market downturn, citing its outperformance, aggressive share buybacks, and attractive valuation compared to peers.

CrowdStrike, Amazon, and NVIDIA have launched a cybersecurity startup accelerator program to support emerging AI and cloud security startups with funding, mentorship, and technical expertise.

Despite its financial stability and liquidity, Amazon is unlikely to pay dividends anytime soon. The company prefers to reinvest its cash into expansion, and its share count has been rising, indicating a preference for share issuance over dividends.

Hedge fund managers have been selling Nvidia stock and buying the Invesco QQQ Trust, an index fund that tracks companies well-positioned to benefit from the AI boom, such as Microsoft, Amazon, and Alphabet. The Invesco QQQ Trust has outperformed the S&P 500 over the past two decades.