On Meta's Q1 2026 earnings call, CFO Susan Li said the quiet part out loud.
Amazon Web Services (AWS) announced in a Thursday (May 7) company blog post a set of tools designed to allow artificial intelligence agents to conduct financial transactions autonomously.
Amazon is turning another internal capability into a commercial product. This time, the asset is logistics.
AMZN rides on 28% AWS surge and AI momentum, but soaring capex and weak cash flow cloud outlook-leaving investors weighing whether to hold at premium levels.
Amazon (AMZN) is structurally advantaged by agentic AI, with AWS's Bedrock and AgentCore positioned as critical layers for stateful AI workloads. Bedrock's integration of leading models and managed stateful agents is driving rapid enterprise adoption, with token usage in 1Q26 exceeding all prior years combined. Agentic demand and custom silicon demand are fueling AWS's growth.
Amazon's Prime Video will invest at least 90 million euros ($105.95 million) in European video and movie production in French language this year, the French telecoms regulator said on Thursday.
Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.
Transport ETFs are lagging as fuel costs rise and Amazon disrupts logistics, while tech and airline-linked ETFs show relative strength.
Amazon has launched Amazon Supply Chain Services that unlocks its full end-to-end logistic network—offering freight, distribution, fulfillment and parcel shipping services—to businesses of every type and size beyond its marketplace sellers.
Amazon is rated Strong Buy, with a $374.25 long-term target, reflecting a transformative shift into an agentic, vertically integrated AI and logistics platform. AMZN's moat is anchored by four single-seller business bases: custom silicon, stateful agentic networks, physical supply chain abstraction, and orbital data gravity. Despite $200B CapEx and near-term FCF compression, AMZN's $464B forward revenue commitments and OB-NCF valuation signal a derisked J-curve arbitrage with 36%+ upside.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fifth consecutive quarter beating Wall Street's EPS bar, and the trailing P/E of 33x is doing something that should not be possible for a business growing the way this one is.
Shares of Amazon.com Inc NASDAQ: AMZN have traded above $270 for several sessions in a row for the first time. They've gained more than 35% since the end of March with a move that has taken the stock to fresh all-time highs and marks a sharp turnaround from the concerns that dominated after February's earnings report.