Amazon.com TodayAMZNAmazon.com$251.85 +4.62 (+1.87%) As of 12:00 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$196.00▼$278.56P/E Ratio30.14Price Target$312.76Add to WatchlistFor most of this year, the conversation around Amazon.com Inc. NASDAQ: AMZN has been dominated by one uncomfortable question: Will all that AI spending ever pay off?
Amazon (NASDAQ: AMZN | AMZN Price Prediction) posted its fastest AWS growth in 15 quarters while committing to $200 billion in 2026 AI capex.
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David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI. He explains why hyperscalers like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) remain attractively valued and why the AI buildout and adoption cycle still has plenty of room to run.
Ken Griffin's Citadel Advisors has long counted Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Amazon (NASDAQ:AMZN), and Apple (NASDAQ:AAPL) among its largest reported equity positions, and each mega-cap is trading through a very different chapter of the AI capex cycle.
I keep hitting the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction), and the $25 billion bond sale gave me three fresh reasons to keep going.
Amazon is accelerating into strong double-digit revenue growth, with Q2 2026 expectations at 16.8% year-on-year and robust AWS momentum. CapEx is now overwhelmingly dedicated to AWS and generative AI, with TTM CapEx at $151 billion and a target to exceed $200 billion by FY 2026. AWS and AI revenue growth are directly linked to CapEx, supporting a bullish thesis for 40–45% AWS revenue growth over the next several quarters.
Amazon (AMZN 0.91%) is scheduled to report quarterly financial results in late July.
Retail sales rose in June as online spending surged, highlighting AMZN, FIVE, DLTR, TGT and TJX as retail stocks to watch.
Google (NASDAQ: GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ: AMZN) both reported
AWS growth is tied to AMZN's roughly $200B 2026 AI spending plan as new AI launches, partnerships and customer investments fuel its next phase.
The truck driver was impaired by fentanyl, using his phone to check the Amazon app and traveling more than 75 miles per hour in a 45-mph zone when the crash occurred, according to the lawsuit.