Amazon.com, Inc. delivered a record Q2 2026, with $200.6B in sales and 43% operating income growth, driven by AWS and advertising. AWS accounted for 21% of revenue but contributed 60% of operating income, with a 39.4% margin and a $496B backlog growing at a triple-digit pace. AMZN's Anthropic stake provides Amazon with strategic financial flexibility, AWS cloud revenue, and a hedge against Nvidia's chip pricing power.
Jim Cramer used a Tuesday CNBC Squawk on the Street segment to answer mounting local resistance to data centers with a proposal that sounds glib until you take it seriously.
Citizens has reiterated its ‘Market Outperform' rating on Amazon (NASDAQ: AMZN) and maintained a $315 price target.
Securities and Exchange Commission (SEC) filings from Tuesday showed that August 21 was an especially busy day in terms of Amazon (NASDAQ: AMZN) stock insider trading, as six senior members of the personnel dumped a total of over $15 million worth of equity.
Plus: Canada plans retaliatory tariffs of up to 50% on U.S. imports; Persian Gulf shipping insurance costs surge higher.
Amazon plans to expand fulfillment and same-day delivery in Canada. Amazon was already changing some sourcing decisions to avoid tariffs.
Amazon announced it's shuttering Mechanical Turk, a platform that matches workers with small digital tasks, on Sept. 30. The platform launched in 2005 as a way to farm out tasks that are easy for humans to complete but too challenging for computers.
By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) has spent much of 2026 in the shadow of flashier AI names, but the Q2 print made clear that Andy Jassy is running one of the highest-velocity AI franchises in the market.
The AI boom is changing the economics of technology far beyond the data center.
Co-hosts Andrew Sather and Stephen Morris on The Investing for Beginners Podcast recently walked through a three-tier framework for finding the best ideas in the AI value chain and ranked names by the margin of safety they see: “When you have a new industry, a new disruption
New York City has a love-hate relationship with Amazon and the delivery vehicles that litter the city. The latest chapter of this romantic drama is picking up heat, as Mayor Zohran Mamdani has officially backed a bill aimed largely at Amazon.