Amazon.com Inc. (AMZN)
The New Cloud Wars: How Generative AI Puts Amazon On The Defensive
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 Stock: Cheap Given Its Growth Prospects
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.
Watch These 3 "Mag 7" Stocks Showing Positive Momentum
AMZN, GOOGL and META surge ahead as top Driehaus-style momentum picks, backed by strong earnings and uptrends.
Amazon: 2 Reasons Not To Get Too Excited About The Recent Dip
Despite a solid quarter, Amazon's stock dipped over 8%, highlighting investor concerns and profit-taking after recent highs. AWS remains a leader, but its slower growth versus Azure and Google Cloud raises questions about Amazon's future dominance in cloud. Tariff impacts on Amazon's retail business remain highly uncertain, with management unable to predict who will absorb potential cost increases.
Amazon cuts some Wondery podcast jobs as part of reorganization of audio business
Amazon is laying off some staffers in its Wondery podcasting unit as part of a broader reorganization of its audio division. Wondery CEO Jen Sargent is stepping down from her role as part of the reshuffling.
Amazon: Be Greedy When Others Are Fearful
Amazon delivered strong earnings and double-digit revenue growth, but shares dipped after-hours due to cautious guidance and slower AWS growth. AWS remains a core strength, achieving 17% YoY growth and high margins, with massive capex planned to capture future AI demand. The ad business is rapidly expanding, up 23% YoY, leveraging Amazon's unique customer connection and becoming a significant profit driver.
Amazon overhauls Wondery podcast studio, cuts 110 jobs
Amazon.com is restructuring the Wondery podcast studio by shifting its award-winning narrative podcasts such as "Business Wars" to Audible and consolidating creator-led shows into a new unit, according to a memo seen by Reuters.
Amazon: Still A No-Brainer
Wall Street hated Amazon earnings—but they missed the real AI jackpot hiding in plain sight. Amazon's robotics and AI upgrades could slash billions in costs. Cloud slowdown? Maybe. But this dip might be the best buying opportunity of the year.
Here is What to Know Beyond Why Amazon.com, Inc. (AMZN) is a Trending Stock
Recently, Zacks.com users have been paying close attention to Amazon (AMZN). This makes it worthwhile to examine what the stock has in store.
Amazon shuts down Wondery podcast studio, cuts 110 jobs
Amazon is shutting down its Wondery podcast studio, acquired in late 2020, and cutting 110 jobs as part of a broad reorganization of its audio business, according to a new report from Bloomberg.
Amazon: Take Full Advantage Of The Myopic Selloff
Amazon notched a surprising post-earnings decline, as AWS grew less robustly than its hyperscaler peers. It's too early for us to ascertain that AWS's growth could fall further behind as its rivals catch up. Amazon's margin pressure could be affected by the tariffs impact. However, AWS has always been the most pivotal operating income driver.
Amazon's Quiet Profit Pivot: Retail Margins Will Drive Shares Higher
Amazon is entering a new phase of margin expansion, driven by core retail rather than just AWS and advertising. Shipping cost growth has slowed, signaling Amazon is reaping returns from past infrastructure investments and automation. Amazon's competitive flywheel and pricing power with sellers ensure continued revenue growth and margin resilience.
