Amazon.com Inc (AMZN)
Amazon Mounts AI Reorganization Following Layoffs
Amazon is reportedly phasing out several in-house artificial intelligence (AI) models in a larger AI overhaul. The tech giant is also reorganizing teams and having engineers focus on a new strategy that involves competing at the frontier level, Business Insider reported Tuesday (July 28), citing sources familiar with the matter.
The 5 Hyperscaler Stocks Most at Risk If AI Capex Spending Hits a Wall in 2026
Jim Cramer just put a name on the action. In a post today, he wrote: “We are seeing a sea change based on one of the hyperscalers saying it will NOT increase capex or a realistic re-valuation of OpenAI DOWN so its credit may not be that good.
3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
Amazon's (NASDAQ:AMZN | AMZN Price Prediction) setup heading into July 30 earnings looks compelling.
Amazon: Get Out Before The AI Bubble Pops
Amazon.com, Inc. remains a Sell as surging capital expenditures threaten to push trailing free cash flow negative for the first time in its mature history. CapEx guidance could exceed $210 billion for 2026, with financing increasingly reliant on debt and cash reserves amid rising yields and competitive pressures. AWS growth lags Google Cloud despite massive investment, while trailing margins compress under accelerating depreciation and leadership transition risk.
Recursive Superintelligence signs $400 compute deal with Amazon
On Tuesday, the AI company Recursive Superintelligence announced a $400 million compute deal with Amazon Web Services. The company, which emerged from stealth in May with $650 million in funding, is focused on building open-ended self-improving systems, a potentially compute-intensive approach to AI research.
Amazon overhauls its AI strategy, winding down most flagship models
Amazon is winding down most of its Nova in-house AI models. Amazon's AGI team was hit by layoffs.
Amazon: AWS Must Justify The AI Bill
Amazon.com, Inc. remains a Buy ahead of Q2 2026, but the setup is not low-risk due to ongoing AI-driven capex pressures. The investment thesis hinges on AMZN AWS growth and margin resilience, as AWS is the primary driver of high-quality operating income. AMZN's Q2 guidance is strong, with revenue projected at $194B–$199B and operating income at $20B–$24B, but free cash flow remains under pressure from AI infrastructure spend.
Amazon's new satellite network for mobile phones could turn up the heat on SpaceX
Amazon filed an application with the Federal Communications Commission for a license to operate a new network of 5,105 satellites that would provide service to mobile phones, with plans to start launching them in 2028.
Wall Street Knows Amazon Can Hit $400 Next Year, That's Why I Keep Loading Up
I keep buying Amazon, and my brokerage confirmation emails have started to feel like a subscription.
Amazon seeks federal approval to launch 5,105 satellites for direct-to-device network
Amazon is seeking federal approval to launch 5,105 satellites for a direct-to-device network. The proposed network will partly rely on assets from Globalstar, which Amazon announced plans to acquire in April for roughly $11.6 billion.
Curious about Amazon (AMZN) Q2 Performance? Explore Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Amazon (AMZN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
I Will Keep Buying Amazon After Wall Street Next ‘Capex Panic' Drops The Stock Price
I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction) every time Wall Street decides the capex bill is too high, and this quarter I am buying again.
