Amazon.com Inc. (AMZN)
Amazon's Outage Is A Blessing In Disguise
Amazon.com, Inc.'s AWS outage this Monday disrupted major industries worldwide, highlighting, in my opinion, the cloud's centrality. AMZN stock is probably the worst performing out of the Mag7, but is finally seeing bullish sentiment get revived on the dominant positioning of Amazon Web Services and new automation green shoots. Amazon's aggressive automation plan, to replace 600,000 jobs with robots, aims to boost margins and long-term growth, reinforcing its status as an optimizer.
Amazon Plans to Replace 500,000 People With Robots
Amazon.com Inc. (NASDAQ: AMZN) hired over 200,000 part-time workers to help with holiday sales.
Google and Amazon's Tug of War Over Anthropic: Report. What It Means for the Stocks.
Amazon and Google are competing to provide cloud-computing services for AI start-up Anthropic.
Amazon Plans to Replace 600,000 Human Workers With Robots, Report Says
The retail giant has used robots in its warehouses for years, but it appears that the company is ramping up in a big way.
An Amazon outage has rattled the internet. A computer scientist explains why the 'cloud' needs to change
The world's largest cloud computing platform, Amazon Web Services (AWS), has experienced a major outage that has impacted thousands of organizations, including banks, financial software platforms such as Xero, and social media platforms such as Snapchat.
Amazon Will Pay $2.5 Billion for Misleading Customers Into Amazon Prime Subscriptions
Amazon settles its FTC lawsuit, and agrees to pay billions for "tricking" customers into Prime subscriptions.
Amazon: Why I Am Investing For The First Time In 5 Years
After five years of lagging the S&P 500, I am buying Amazon for the first time. I will detail why the risk-reward profile has fundamentally changed. Amazon's free cash flow just collapsed by 66% to $18.4 billion, which has spooked the market. The FCF drop is driven by a massive, deliberate surge in AI CapEx. Amazon is building a full-stack AI business—from custom chips to developer tools—that the market is ignoring.
Amazon Web Services finally recovers after major outage
The AWS outage affected sites from Amazon to Disney + to Coinbase. Transcript: CAROLINE WOODS: It's still pumpkin spice season - but Starbucks is gearing up for the holidays.
Amazon: Getting Ready For Q3 Results
Amazon is undergoing a major investment phase, with over $100B planned for data center expansion to support AI and automation. Despite short-term free cash flow pressure, AWS and advertising are driving higher margins and profitability, positioning AMZN for long-term growth. At $216, AMZN trades at 14x EV/EBITDA forward 2025, with potential to reach $230 per share if EBITDA targets are met by 2026.
Amazon Stands To Benefit From AI Even As Job Loss Harms The Larger Economy
Amazon.com, Inc. is rated a Buy due to solid fundamentals, rising margins, and significant potential AI-driven productivity improvements. AMZN's aggressive AI investments are expected to boost efficiency and profitability, even as they drive workforce reductions across the company. Widespread AI adoption poses a long-term risk to global consumption by reducing jobs and incomes, potentially impacting overall economic demand. AMZN investors should keep an eye on these trends.
What caused Amazon Web Services to go down? An expert explains
From Reddit and Snapchat to Delta and Zoom, more than a thousand websites around the globe were knocked offline early Monday—and continued to have problems into the afternoon—after a major outage at Amazon Web Services, the single largest cloud service provider in the world.
Amazon: AWS Outage Reaction Signals A Price Bottom
Positive price performance on the back of a major outage at AWS potentially marks the bottom for Amazon stock, which has been a significant underperformer this year. Heading into its quarterly report, Amazon appears primed to exceed business expectations once again, powered by strong growth in retail sales and continued momentum in AWS and Ads. As per TQI's Valuation Model, Amazon's stock is fairly valued at current levels, and it offers compelling long-term risk/reward.
