Amazon.com Inc (AMZN)
NYC Mayor Mamdani backs Amazon delivery worker bill, escalating fight with retail giant
Mamdani on Monday backed the controversial, union-supported Delivery Protection Act.
S&P 500 EPS / Revenue Growth, And Amazon Earnings
For Q2 '26 to-date, S&P 500 EPS and revenue growth are up 51.1% and 15.2% respectively. The S&P 500 EPS growth has been inflated the last two quarters by the Anthropic mark-ups. The S&P 500 "operating" EPS growth rates the last two quarters are 19-20%, and 32.7%. Looking at longer-term revenue estimates for the S&P 500's y-o-y revenue growth rate, Q2 '26 was estimated at 6.9% on January 2nd, '26, while Q2 '26's almost-completed revenue growth is 15.2%, or twice what was expected on January 2, '26. Amazon's latest earnings release was also heavily affected by the Anthropic write-up: after removing the EPS value of the Anthropic mark-up, I have that Amazon missed on their EPS by 55%, printing operating EPS of $0.86 versus the $1.92 expected by the Street.
Amazon: Stunning Earnings Reaffirm Thesis
Amazon had incredibly strong performance post-earnings as the company saw 20+% YoY revenue growth and 40+% operating earnings growth. Amazon's core business remains incredibly strong with a double-digit growth rate. Amazon's ads saw 26% YoY growth, giving high-margin revenue to the core business. Amazon has built a dominant AI market position, with equity stakes, cloud, and an incredibly strong silicon portfolio. AWS saw not only 37% YoY revenue growth but also margin growth.
Planned Amazon data center could become the biggest climate polluter in the U.S.
As part of a planned data center in Pecos County, Texas, Amazon is investing in an on-site power plant that could become the largest source of climate pollution in the United States, according to The New York Times.
New Amazon Data Center Is Set to Have the Most Polluting Power Plant in the U.S.
The tech giant is investing in the natural-gas-burning power plant as part of a huge data center in Texas, even as it pledges to honor climate commitments.
Amazon Stock Analysis: Buy or Sell? (My Final Verdict)
Investors in Amazon (AMZN +0.81%) stock were enthused by the company's latest performance.
Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals
Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.
Amazon: Throwing Spaghetti On The Wall To See What Sticks
Amazon has regained AI momentum, with AWS revenue surging 37% and Bedrock adoption accelerating. Despite trailing peers in early AI investments, AMZN's recent progress and market forgiveness have propelled shares to record highs above $3 trillion. Investors should acknowledge past strategic missteps, as AMZN's slower AI pivot may reflect deeper cultural and bureaucratic challenges.
Amazon: Stronger AWS Growth Meets A Much Heavier Investment Cycle
I rate Amazon a buy over 12–36 months, given AWS-led earnings growth and improving retail economics, but not a Strong Buy due to valuation demands. AWS reaccelerated to 37% revenue growth and 39.4% margin, driving 61% of Q2 operating income from just 21% of revenue. Retail's profitability is rising, with North America delivering a 7.9% margin and third-party advertising and subscription services enhancing monetization.
How Amazon Built a Data Center in a California Town Without Anyone Noticing
The company and Gilroy, Calif., officials spent years quietly negotiating a $2 billion project that few residents knew about until construction began; now locals are upset.
No AMZN, MSFT, AAPL? No Problem: Tech ETF GTEK Up 45% YTD
The tech stocks landscape is a complicated one right now. Investors have so many options, with technology equities delivering for portfolios year in and year out.
Amazon: $3 Trillion Is A Milestone, Not A Ceiling
Amazon surpassed a $3 trillion market cap, driven by record Q2 2026 results and robust fundamentals, not just multiple expansion. Q2 revenue reached $200.61 billion (+20% YoY), AWS grew 36.7% YoY, and operating income soared 43% YoY to $27.5 billion with a 13.7% margin. CapEx guidance increased to $220 billion for 2026, but management emphasized demand is locked in, with a $496 billion AWS backlog growing triple digits YoY.
