Amazon.com Inc (AMZN)
Amazon seen well-positioned going into Q2 report on AWS momentum, Prime Day spending
Amazon.com Inc (NASDAQ:AMZN) is well-positioned heading into its second-quarter earnings report, according to Jefferies, which reiterated the e-commerce and cloud computing giant as a top pick, citing resilient consumer spending during Prime Day, accelerating Amazon Web Services (AWS) growth and what it views as a discounted valuation. Jefferies wrote that its proprietary survey of 685 consumers indicated that Prime members continued to increase spending despite inflationary pressures.
Bet on 4 Cloud Computing Stocks to Hedge Against Volatile Markets
GOOGL, MSFT, AMZN and CIEN offer cloud exposure as AI demand, scalability and cost efficiency fuel long-term market growth.
Amazon Is Spending 200M In AI This Year: Is that Good News For Investors?
Amazon's chief executive put a number on the AI arms race, and it reframes the entire investment thesis for long-term holders.
The Bond Market Just Sent Amazon a Message Investors Shouldn't Ignore
Something interesting is happening at the intersection of Amazon.com Inc.'s NASDAQ: AMZN growth story and the broader AI investment boom, and equity investors would be wise to pay attention.
Amazon.com, Inc. (AMZN) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Amazon (AMZN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Amazon: Cloud, Custom Silicon, And Robotics Drive Future Growth
Amazon is rated a strong buy, trading at a historically low price-to-operating cash flow ratio despite robust fundamentals. AWS and Advertising are AMZN's fastest-growing, highest-margin segments, driving both revenue acceleration and operating cash flow margin expansion. Custom silicon and robotics investments are materially improving AWS growth, cost structure, and margin outlook across Amazon's business lines.
Amazon's Next Business Is Hiding Inside Its Delivery Network
Amazon is launching Amazon Supply Chain Services, leveraging its logistics infrastructure for external customers beyond its core e-commerce, AWS, and advertising businesses. ASCS targets residential parcel delivery, offering lower rates and simpler pricing to attract third-party volume, improving network utilization and operational efficiency. Base and strong case scenarios suggest ASCS could contribute 2–5% of annualized operating income, with the primary benefit being cost savings in Amazon's retail logistics.
Amazon: Why The Free Cash Flow Collapse Is The Reason To Buy
The market is selling Amazon over falling free cash flow, a $200 billion capex program, and circular AI financing, whilst I see all three as reasons to buy. Advertising generated $17.24 billion in the quarter, with software-like margins that the market still values as part of a retailer. Retail automation is a second catalyst. AWS backlog stands at $364 billion (excluding a $100B+ Anthropic deal), with diversified customers and custom silicon driving competitive advantage.
Meta and Amazon are leading a trillion-dollar Big Tech spending spree
As the cost of AI infrastructure continues to increase, Morgan Stanley says Big Tech capital expenditures are on track to hit new records.
Why I Can't Stop Buying Amazon Stock
I hit the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) again last week, and I plan to do it again this month.
Wall Street's Bar for Big Tech Is on the Floor, and That Could Spark the Next Rally
Max Kettner, HSBC's chief multi-asset strategist, argued on CNBC's Closing Bell Overtime on July 7, 2026, that mega-cap tech business models have “fundamentally changed in terms of taking on debt and being cash flow negative,” but the real story is that Wall Street walks into Q2 earnings expecting the worst on capex, which sets up a beat with real fuel behind it.
Is AI Running Out Of Money?
The megacap companies funding AI expansion have issued nearly $250 billion in debt this year.
