Amazon is rated Buy after a post-earnings drop, presenting a compelling entry point given its deepening service-based income and robust moats. FY25 marks a structural pivot as AMZN shifts from efficiency to aggressive generative AI and satellite expansion, driving record capital expenditures. AWS reaccelerated to 24% Y/Y growth, with a $244B backlog and in-house silicon adoption fueling future profitability and visibility.
Amazon's Ring has terminated its partnership with police tech company Flock Safety. The partnership came under scrutiny after the Amazon doorbell company ran an ad during the Super Bowl that touted a "Search Party" feature that uses AI to help locate lost pets.
Investors are pushing back hard against Big Tech's aggressive artificial-intelligence spending plans, causing shares of the “Magnificent Seven” companies to fall dramatically.
Amazon Web Services chief Matt Garman addressed the recent AI-fueled sell-off in software stocks, saying "much of the fear is overblown." Analysts have started calling the drawdown in software as a service stocks a "SaaS apocalypse.
Amazon.com, Inc. is rated Strong Buy, with a one-year price target of $270, reflecting a 30% upside from current levels. Recent market panic over FCF compression and AWS's tepid 14% operating income growth presents a rare valuation opportunity for long-term investors. AMZN's $244 billion AI/cloud backlog, robust retail segment growth, and accelerating homegrown silicon (Trainium/Inferentia, Graviton) drive the multi-year growth thesis.
Amazon is expanding its same-day delivery services for its Pharmacy. In an announcement Wednesday the company said plans to bring Amazon Pharmacy to nearly 4,500 locations around the country, which is an addition of around 2,000 cities and towns by the end of 2026.
BETA Technologies is rated a speculative buy, leveraging a unique OEM and vertically integrated energy aviation stack for eVTOL and CTOL aircraft. BETA's stepwise certification approach—CTOL first, then VTOL—lowers risk and enables earlier, diversified revenue streams compared to peers. Strategic backing from Amazon and GE Aerospace was already known; the recent price surge on Amazon's stake disclosure is not fundamentally justified.
Amazon stock (NASDAQ: AMZN) has faced a punishing seven-day slide, with the stock tumbling 16% and erasing approximately $416 billion in market value. This "free fall" has brought Amazon's current market capitalization to $2.2 trillion and dragged its year-to-date return to -10%, significantly underperforming the S&P 500's 1.4% gain.
Italian tax police carried out searches on Thursday at Amazon's headquarters in Milan in a new tax evasion investigation into the U.S. tech giant, two sources with direct knowledge of the matter told Reuters.
As Amazon prepares to launch 32 satellites into orbit on Thursday, investors have been surprised by how much the company is spending on its Leo business.
While Amazon stock has historically delivered explosive gains—rallying over 30% in under two months on 13 separate occasions—it is currently in a "free fall" following a disappointing 2026 capital expenditure forecast. Shares plummeted nearly 17% in a month as investors balked at the company's plan to spend $200 billion on AI infrastructure, sparking concerns over near-term cash flow.
Amazon's AI spending plans have spooked investors and triggered a 16% selloff — but some believe the tech giant's $200 billion bet can pay off.