Warner Bros. Discovery filed a lawsuit this week accusing Amazon of interference with contractual relations, breach of contract, and unfair competition.
Seth Klarman's Baupost Group rarely shows its cards, so when the latest 13F filing (holdings as of March 31, 2026, filed May 14, 2026) disclosed his five largest long common-stock positions, the disclosure read like a treasure map.
For much of the past year, investing in artificial intelligence felt refreshingly simple.
According to Visible Alpha consensus, Amazon's total revenue for North America of $113.8 billion expected for Q2 edged upward since the February 2026 release. The International operating profit margin range is more extreme at 1.7% to 13.4%, with consensus settling at 4.2%. Given the current backdrop and increasing energy and chip prices, there are questions about whether the Company will raise its full year CapEx guidance.
If you've been an Amazon Prime member at some point in the past several years, you have until Monday to file a claim to be included in a $2.5 billion settlement.
I keep hitting the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) for a reason that barely makes the headlines: the custom silicon business sitting inside AWS.
While critics panic over increasing CapEx, Amazon's $143 billion cash reserves generate enough in quarterly interest income to fund debt obligations. Amazon has $364 billion, and counting, in legally binding, long-term cloud contracts that ensure data center compute capacity is accounted for before construction completes. Though infrastructure investments have temporarily reduced short-term free cash flow, these assets are projected to deliver highly profitable returns by the end of 2028 and for many years to follow.
Amazon.com, Inc. remains a Strong Buy despite recent share declines and elevated CapEx, driven by AI and space infrastructure investments. AMZN's near-term margin pressure stems from heavy AI infrastructure and Amazon Leo satellite network spending, impacting free cash flow. Key growth axes include AWS expansion, custom silicon, high-margin advertising, and the emerging Amazon Leo broadband constellation.
Stock futures are higher this morning as investors look to recover from yesterday's punishing sell-off sparked by AI spending fears and soaring oil prices; Intel stock rose after the chipmaker's earnings blew past estimates; shares of SpaceX fell after it delayed a test flight of its next-generation Starship for the second time in a week; mega-cap tech stocks stabilized after suffering one of their worst sell-offs in over a year; shares of American Express slid after the credit card provider's mixed quarterly earnings report. Here's what you need to know today.
SpaceX, Amazon, And What 'DHQ Stocks' Can Do For You
Amazon.com Inc. (AMZN) shares fell about 4% in trading on Thursday after a report said a US Senate panel is investigating whether the company allowed China to exert undue influence over its online marketplace. According to Bloomberg, Republican staff members on the Senate Small Business Committee have been examining potential “Amazon negligence related to Chinese influence” and have uncovered “compelling evidence,” citing committee correspondence and interviews.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock is down 4% to $234.81 Thursday afternoon, cutting through what had been a relatively steady July trading range for the e-commerce and cloud giant.