Key Points in This Article: Amazon (AMZN), Meta Platforms (META), and Microsoft (MSFT) have fueled AI growth with strong free cash flow until now.
Amazon's Zoox has been granted an exemption by federal vehicle safety regulators that will pave the way for demonstration of its driverless robotaxis. As part of the move, the National Highway Traffic Safety Administration closed a 2023 probe into Zoox's self-certification process.
Zoox, the autonomous vehicle company owned by Amazon, has received approval from U.S. regulators to operate its purpose-built electric robotaxis that lack steering wheels, mirrors and conventional vehicle controls on public roads, a necessary step as it prepares to take on Alphabet's Waymo.
OpenAI's new open-weight models will be available on Amazon Web Services (AWS), the two companies announced earlier this week, a move that has been welcomed as a positive step by Bank of America analysts. On Monday, AWS said it will add OpenAI's gpt-oss-120b and gpt-oss-20b to its Amazon Bedrock and Amazon SageMaker AI platforms, marking the first time any OpenAI models have been made available on AWS.
Shares of Amazon.com Inc. (NASDAQ: AMZN) continued their downward spiral over the past five trading sessions, losing 7.70%.
I bought Amazon.com, Inc. stock at 5% of my portfolio, reducing my cash position to 20% amid a currently neutral macro outlook in the near term. I'm expecting 2026 to be bullish macroeconomically; I will further reduce my cash position to 15% in the next few months as positive investor sentiment consolidates and stabilizes. AMZN is driving a new era of stalwart-style ultra returns through margin optimization. This is a rare operating business deserving of ownership in elite portfolios.
Tech giant Amazon.com Inc NASDAQ: AMZN delivered one of its better headline beats in last week's earnings report, yet the stock has shed 10% in just two sessions. The swift drop follows a stunning 45% rally from April's low, a run that left little room for anything short of perfection.
Amazon is gearing up for a significant restructuring of Wondery—the podcast studio behind popular shows like Scamfluencers, Dr. Death, and Business Wars—and it might be a signal that the podcasting industry is shifting to more video-centric formats.
Whole Foods is becoming a top food option for urban travelers due to inflation in traditional restaurant prices. Amazon.com, Inc.'s grocery business is quietly growing, now over $100B in gross sales including Whole Foods and Amazon Fresh. Private label 365 products and Prime shipping perks boost Amazon's grocery margin and customer loyalty.
Amazon's Q2 was a blowout, crushing revenue and EPS estimates, yet the market overreacted to AWS growth concerns and macroeconomic fears. The selloff presents a compelling long-term buying opportunity, as Amazon remains undervalued with 48% expected EPS growth over the next two years. Amazon's operational excellence, AI and robotics integration, and margin expansion potential position it for sustained growth and profitability.
The rise of LLMs is eroding Amazon.com, Inc. AWS's dominance, with Azure and Google Cloud outpacing AWS in growth and market share. Amazon's Q2 '25 saw strong operating income growth and margin expansion, but AMZN guidance for Q3 '25 is weak due to looming tariff impacts. AWS's return on assets is declining, raising concerns about the profitability of Amazon's aggressive AI-related capital expenditures.
Amazon.com, Inc. beat Q2 expectations last week, driven by strong AWS and e-Commerce growth, with operating income momentum highlighting robust business execution. Despite an 8%+ share drop on Friday, I see a compelling entry point for investors bullish on e-Commerce and Cloud growth prospects. Both core businesses, e-Commerce and Cloud, added significantly to Amazon's operating income growth in the second-quarter.