Amazon.com Inc (AMZN)
Amazon CEO Andy Jassy picks marketplace exec to be his new 'shadow' advisor
Amazon CEO Andy Jassy has tapped Dharmesh Mehta to be his new "shadow" advisor. The role is highly coveted and technical advisors typically go on to assume greater leadership roles inside the company.
OpenAI models could help power Alexa as part of Amazon investment deal
OpenAI's AI models could help power Amazon's digital assistant Alexa and other internal projects, CNBC confirmed. The collaboration is being discussed as part of Amazon's ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar.
Amazon Pushes AI Deeper Into Devices, Cloud Strategy and Content Production
Amazon is broadening the role of artificial intelligence (AI) across its business, rolling out a new generation of Alexa, exploring deeper access to OpenAI's models and applying AI tools inside its film and television studios.
Amazon expands access to digital assistant Alexa+
Amazon.com Inc (NASDAQ:AMZN) announced that it has made its AI-upgraded digital assistant, Alexa+, available to all US users, nearly a year after launching the service in an early access preview. Alexa+ is designed to perform a range of tasks, including managing calendars, booking travel or restaurant reservations, handling shopping lists, and controlling smart home devices.
Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?
AMZN's Q4 results due Feb. 5 may get a lift from strong AWS momentum, with AI-driven cloud demand and consensus calling for 21.6% sales growth.
The most important Amazon earnings figure comes with a high bar this time
To impress investors, Amazon will need to show continued momentum in its cloud-computing business. But the real number to beat may be higher than the consensus view of 21% growth.
Amazon makes Alexa+ AI assistant available to everyone in the U.S. nearly a year after launch
Amazon is making its AI-upgraded Alexa+ assistant available to everyone in the U.S. Alexa+ launched last year in an "early access" preview, meaning consumers had to join a waitlist or buy a new device to use the service.
Here's How Much Amazon Stock Is Expected to Move After Earnings Thursday
Amazon is set to report its latest quarterly results after the closing bell Thursday, with traders anticipating a big move in the tech giant's stock that could bring it to new highs following the results.
Amazon Q4 Preview: Asymmetric Downside If AWS Prints Below $34.9B In Revenue
I am downgrading my rating on Amazon.com, Inc., heading into the Q4 print, as any deceleration in AWS growth could spark a Microsoft-like re-rate. The Street whisper for AWS revenue is $34.9B. AMZN doesn't guide AWS, so a print below that, or growth under 20.2% YOY, may lead to a selloff. AMZN ads is the other growth engine (23.5% in Q3). I'm mainly focused on Prime Video streaming-ad momentum, including 315M ad-supported viewers and the Netflix inventory deal via Amazon DSP.
Should Investors Buy Amazon Stock Ahead of Q4 Earnings Release?
AMZN heads into Q4 earnings with $206-$213B sales guidance, double-digit growth, and momentum from AWS, advertising, and AI-driven retail.
Amazon: Why Falling Margins Are The Signal
Amazon.com, Inc. is redefining its AI infrastructure strategy with Trainium, a custom chip now driving multibillion-dollar business and 150% quarterly growth. Trainium's price/performance edge and vertical integration are compressing AWS margins short-term but set the stage for long-term margin expansion and competitive moats. DCF analysis indicates a fair value of $308.06, projecting 28.7% upside, with robust revenue and margin growth assumptions underpinned by AI-driven operating leverage.
Amazon Delivered 30% More Items Same or Next Day in 2025
Amazon increased the number of items it delivered to Prime members in the United States the same or next day by 30% in 2025. The company delivered over 8 billion items the same or next day in the U.S., it said in a Tuesday (Feb. 3) press release.
