Amazon.com Inc (AMZN)
AI Data Center Spending Rushes Toward $800 Billion
As Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Meta, Alphabet, and Amazon (NASDAQ: AMZN) announced earnings, they reiterated the amounts they would spend on AI data centers, and some said they were committed to continued growth.
Amazon Q1: Translating Massive Investment To Strong Results
Amazon's Q1 blew past expectations on both the top and bottom lines. The strong showing was fueled in part by a nearly 30% increase in revenues from Amazon Web Services. The growth in Web Services validates the massive investments being undertaken by Amazon in its new data centers.
Amazon: The Bull Case Survived Earnings, The Strong Buy Did Not
Amazon.com, Inc. remains the dominant e-commerce player, with AWS driving significant growth in its cloud business. My Strong Buy upgrade was based on the market underestimating AWS's ability to rapidly monetize the AI boom. AMZN shares have surged roughly 30% since my last note, outperforming the S&P 500 as investors recognize AWS's AI-driven earnings power.
Amazon Q1: Anthropic Investment Is Just The Tip Of The AI Iceberg
Amazon delivered 17% YoY revenue growth in Q1, with a robust beat on revenue, EPS, and Q2 guidance. AMZN's high-margin segments—third-party seller services, advertising, and subscriptions—showed double-digit growth, driving operating margin expansion across regions. AWS revenue surged 28% YoY, with a $364 billion backlog supporting long-term cloud growth and continued heavy CapEx investment.
Amazon Eyes 2026 Entry to Satellite Internet Market Dominated by Musk's Starlink
Amazon's Leo will be "six times better on the uplink performance than existing alternatives," CEO Andy Jassy said.
Amazon.com, Inc. (AMZN) Q1 2026 Earnings Call Transcript
Amazon.com, Inc. (AMZN) Q1 2026 Earnings Call Transcript
Amazon, Meta join fight to end Google Pay, PhonePe dominance in India
Amazon and Meta are among the big companies set to lobby India's payments body over the dominance of Walmart-owned PhonePe and Google Pay in the country's fast-growing instant payments network.
Amazon's cloud business is surging — and so is its capital spending
Amazon was one of several tech giants that on Wednesday beat Wall Street's first-quarter earnings expectations, offering more financial evidence that the AI boom continues to reward companies that supply the picks and shovels.
Powell to Stay on as Fed Governor, Plus Huge Mag 7 Earnings
Fed Chair Powell says goodbye to FOMC press corps, while AI-fueled earnings & growth astound.
Amazon (AMZN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Amazon (AMZN) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amazon (AMZN) Q1 Earnings Lag Estimates
Amazon (AMZN) came out with quarterly earnings of $1.56 per share, missing the Zacks Consensus Estimate of $1.6 per share. This compares to earnings of $1.59 per share a year ago.
Amazon Offers Q1 Shoutout To ‘Project Hail Mary', Tops Wall Street Forecasts Amid AI Arms Race
Amazon surpassed Wall Street forecasts with revenue of $181.5 billion in the March quarter, up 17% from the year earlier. CEO Andy Jassy noted Project Hail Mary‘s nearly $615 million at the box office to date among the company's achievements for the three months.
