Amazon.com Inc. (AMZN)
Disney's Entertainment Model Stumbles as Amazon Doubles Down on AI Infrastructure Spending
Amazon (NASDAQ: AMZN) and Disney (NYSE: DIS) just reported earnings revealing two companies moving in opposite directions.
Should You Buy Amazon Stock Before 2025 Is Over?
Amazon's e-commerce business is gaining good momentum as 2026 approaches. The cloud computing and advertising segments continue to post incredible results.
Arons: 2026 Looks "Pretty Good," Likes AMZN, LULU, META
Andrew Arons expects a rate cut next week and “continued cuts through the beginning of the year.” He argues that the market has “baked some of this in” already.
Amazon: Reiterating Again My Prediction Of New ATHs Before Year-End
I reiterate my strong buy on Amazon.com, Inc., and I expect shares to break new all-time highs before year-end. In my view, the November selloff was unwarranted. The fundamentals, especially around AWS, remain intact since the company reported spectacular Q3 results. The $38B, 7-year OpenAI cloud deal adds fuel to the fire, with upside that could materialize into revenue as soon as Q4 this year.
Amazon: Resilient Consumers, Reasonable Capex Outlook, And Flat Valuation Justify A Buy
U.S. consumer spending remains resilient during the holiday season, with no signs of a sharp slowdown for now, which benefits Amazon's retail business. AWS's revenue growth and operating margin are both improving sequentially, and the robust AI demand outlook suggests more upside next year. AWS is set to double its capacity by FY2027, supported by the $38 billion OpenAI deal and increased AI infrastructure investments in FY2026.
Amazon (NASDAQ: AMZN) Stock Price Prediction in 2030: Bull, Bear, & Baseline Forecasts (Dec 5)
Amazon.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever.
Analyst sets Amazon stock price target
Amazon (NASDAQ: AMZN) remains a top pick for Goldman Sachs as the investment bank reaffirmed its Buy rating with a $290 price target following the company's annual AWS re:Invent conference on December 5.
Amazon's home-grown AI chips gain momentum as Trainium powers multibillion-dollar business
Amazon.com Inc (NASDAQ:AMZN) is doubling down on its in-house AI chips, and chief executive Andy Jassy says the strategy is already delivering. At AWS re:Invent he revealed that Trainium2, Amazon's current accelerator, has reached a multibillion-dollar revenue run rate, with more than 1 million chips in production and over 100,000 customers accessing them through the Bedrock AI platform.
Amazon: Do Not Underestimate The Catch-Up Trade (Rating Upgrade)
Amazon is upgraded to a "Strong Buy," driven by accelerating AWS growth and e-commerce margin expansion. Generative AI and automation are expected to boost efficiency and profitability across both AWS and core retail operations. Valuation appears conservative at 30x forward earnings, with fair value estimated around $330 per share.
Amazon's growing clout in US shipping market
Amazon's investments in new fulfillment centers and delivery stations have gradually cemented the online giant's position as a key player in the nearly $193 billion U.S. parcel industry, long dominated by UPS , FedEx , and the U.S. Postal Service.
Eau de AI: Amazon gives techies a whiff of software-driven perfume
Amazon.com on Wednesday touted new capabilities for its SageMaker AI service that it says will help customers expedite customizing their artificial intelligence software models.
Amazon hopes to jump start its AI coding tool Kiro by giving it away to startups
Is there any way for another AI coding tool to worm it's way into the hearts of startup founders — and past Cursor, Claude Code, Codex, Gemini Code Assist, GitHub CoPilot, the many other AI-wrapped VSCode forks, and vibe-coding phenoms like Replit and Lovable?
