Amazon.com Inc (AMZN)
Andy Jassy says Amazon investors will be rewarded by all its AI spending
CEO Andy Jassy said Amazon's massive AI spending reflects a once-in-a-generation opportunity and will ultimately drive stronger long-term growth and returns. He argued investors are overlooking how Amazon invests ahead of demand, noting profits and cash flow typically follow once infrastructure is fully utilized.
Amazon employees pushed for Claude Code. Now they're getting it — and Codex, too.
Amazon formally adopts Claude Code and Codex company-wide, expanding access to AI tools beyond Kiro. Amazon is a close partner with Anthropic and OpenAI, having invested billions in both AI labs.
Amazon to ship stuff for any business, not just its own merchants
Amazon announced Monday it is opening up its massive shipping and delivery network to any business that wants to use it—not just the merchants who sell on Amazon's website.
ChainLink: Amazon Web Services Collaboration Could Accelerate Growth
ChainLink (LINK-USD) presents a compelling value investment opportunity amid current depressed prices and accelerating tokenization trends. Recent AWS (AMZN) adoption of ChainLink validates its real-world utility and could drive broader enterprise and DeFi adoption. I am accumulating GLNK ETF to dollar cost average, expecting significant upside if Web 3.0 and asset tokenization accelerate.
May Outlook: AI Fundamentals Overpower Geopolitics
For months, the Nasdaq has moved at the mercy of the Middle East headlines and $100 oil. But a quiet, critical shift is happening.
Amazon Opens Supply Chain Tools to All Businesses
Amazon is expanding its supply chain offering beyond its own retail/merchant operations. Amazon Supply Chain Services (ASCS) opens the company's freight, distribution, fulfillment and parcel shipping tools to businesses of all types and sizes, according to a Monday (May 4) press release.
Amazon's Q1: The Massive CapEx Is Finally Paying Off
Amazon.com, Inc. reported exceptional first quarter results, with cloud revenue growing 28% year-over-year to reach a 150 billion annualized run rate. Surging enterprise artificial intelligence adoption is driving massive demand for custom silicon. AMZN's record operating margins offset concerns about trailing free cash flow dropping significantly amid massive capacity buildouts and satellite network expansions.
Amazon opens up its global logistics network to all businesses
Amazon is opening its global logistics network to all businesses, the company announced on Monday. The new service, called Amazon Supply Chain Services, pits the e-commerce directly against UPS and FedEx.
Amazon Eyes $320 as AWS Growth Fuels Bullish Outlook
Amazon delivered a clean earnings report, and our model leans into the strength. Amazon (NASDAQ:AMZN | AMZN Price Prediction) trades at $265.06 after rising 27.27% over the past month, but our proprietary work suggests the rally has room.
Is Trending Stock Amazon.com, Inc. (AMZN) a Buy Now?
Recently, Zacks.com users have been paying close attention to Amazon (AMZN). This makes it worthwhile to examine what the stock has in store.
Amazon: Nice Growth, But Cash Burn Rate Soars
Amazon.com, Inc. delivered a solid Q1 earnings double beat, with especially strong AWS revenue growth and improved operating cash flow. AWS revenues accelerated 28% year-over-year, but margin compression and heavy AI-driven capital expenditures led to significant free cash flow burn. AMZN's retail business grew impressively despite weak consumer sentiment.
Is Big Tech's $725B AI splurge being funded by mass layoffs?
A widely reported figure this past week is that 81,747 tech workers lost their jobs in Q1 2026, the highest quarterly layoff figure the industry has seen in at least two years. This has sparked the debate once again about large tech firms, AI and layoffs.
