Amazon.com Inc (AMZN)
Amazon's own AI tool triggered AWS outages in December
Amazon Web Services suffered at least two outages in December linked to its own artificial intelligence tools, the Financial Times reported, citing people familiar with the matter. The more significant incident, lasting around 13 hours in mid-December, occurred after engineers allowed Kiro, an AI coding assistant capable of taking autonomous actions, to make changes to a system used by customers.
Amazon: Exploding CapEx, But Closer To Intrinsic Value
Amazon.com, Inc. is approaching intrinsic value, but I maintain a Hold rating as it is not yet a clear bargain. AMZN's high capital expenditures, projected at $200 billion for 2026, risk negative free cash flow and weigh on near-term valuation. Growth is slowing to low teens, but AWS and custom AI silicon (Trainium) underpin long-term double-digit growth potential.
Amazon's latest round of sweeping layoffs hit hundreds in New York
Amazon's latest round of layoffs in January eliminated several hundred employees in New York, The Post has learned.
Amazon: Financial Risks Dominate (Rating Downgrade)
Amazon.com, Inc.'s price drop YTD exceeds the tech, AI, and consumer discretionary sectors. There are good reasons for the trend. While AMZN's full-year 2025 results weren't bad at all, projections based on them invite diffidence, as net income growth and free cash flow can both turn negative now. The stock's high market multiples compared with the tech and AI sectors aren't competitive either. While AMZN stock surprised on the upside in 2025, can it do the same now?
Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
Investment giant Berkshire Hathaway NYSE: BRK.B just released its Q4 2025 portfolio moves. The company's 13F filing details the trades it made during the quarter ending Dec. 31, providing insight into its views on several notable names.
Amazon halts Blue Jay robotics project after less than six months
Amazon has hundreds of thousands of robots in its warehouses, but that doesn't mean all of its robotic initiatives are a success story.
How Amazon's ‘underappreciated' AI potential could drive the stock 50% higher
Both AWS and the Amazon retail business have big opportunities to reap the financial benefits of AI.
Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors
Amazon.com, Inc. remains a Strong Buy with a $296.69 price target, implying 49% upside, despite recent stock weakness and high CapEx. Q1 2025 showed robust profit growth outpacing revenue, with AWS, Ads, and North America driving margin improvements amid ongoing CapEx ramp. Free cash flow is pressured short-term but expected to inflect positively from 2027 as AI infrastructure scaling matures and CapEx intensity declines.
Did Warren Buffett Give Up on Amazon? He Sold 77% Before Leaving
Warren Buffett first invested in Amazon ( NASDAQ:AMZN | AMZN Price Prediction ) in 2019, purchasing about 536,000 shares valued at roughly $930 million for Berkshire Hathaway ( NYSE:BRK-A )( NYSE:BRK-B ).
Why Did Buffett Dump Amazon?
In his final quarter as CEO of Berkshire Hathaway (NYSE: BRK-B), Warren Buffett reallocated his technology holdings.
Amazon pulls the plug on 'Blue Jay' warehouse robot after only a few months
Amazon halts Blue Jay robot project amid strategic shift in warehouse technology. Blue Jay faced high costs and complexities; Amazon refocuses on "Orbital" system.
