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OpenAI and Anthropic are both witnessing meteoric surges in consumer and enterprise use. As AI workloads increase, demand for computing capacity is on the rise.
Amazon.com, Inc. is rated Hold due to near-term inventory and margin risks, with FQ4 earnings scheduled for Feb 5, 2026. Inventory buildup has outpaced sales growth lately, raising concerns about the bullwhip effect and potential margin pressure. AMZN's FQ3 2025 net margin hit a record 11.7%.
Amazon says it's been harder than expected to secure rides for its Amazon Leo broadband internet satellites, and now it's
Amazon has asked the Federal Communications Commission for more time to meet a deadline that requires the company to deploy roughly 1,600 internet satellites by July 2026. The company needs to bring more of its satellites online so it can begin offering a paid service to customers.
Amazon's job cuts announced this week delivered another blow to the tech labor force in the company's headquarters city of Seattle, which was already losing jobs, Bloomberg reported Friday (Jan. 30). The 16,000 layoffs included 1,400 in Seattle and 700 in the suburb of Bellevue, according to the report.
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.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever.
Amazon.com Inc. is in talks to invest as much as $50 billion in OpenAI and expand an agreement that involves selling computer power to the AI startup, according to a person with knowledge of the matter. OpenAI is also weighing a deal in which Amazon would use the startup's artificial intelligence models, which power the popular ChatGPT chatbot, in its products and platforms, the person said.
OpenAI, a company already valued at $500 billion, has made it known that it's on the hunt for another $100 billion in investment. Such a funding round could lead the company's valuation to shoot up to a titanic $830 billion.
This is a developing story. Check back for updates.
Amazon.com, Inc. remains a Strong Buy, with a $319.56 price target and 32% upside, despite recent underperformance versus the S&P 500. Cloud, AI, and the Kuiper satellite project position AMZN to capitalize on mega trends, driving long-term revenue and margin growth. High capital intensity from AI and cloud investments pressures free cash flow, but robust demand and customer contracts underpin near-term ROI.