Amazon.com Inc (AMZN)
Amazon's Stock Is On the Rise. It's Hiking Cloud Prices, and Prime Day Sales Likely Topped Estimates.
Tech stocks are back on the rise after a slump last week, and Amazon is leading the way.
Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock
I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now.
Amazon: Market's Skepticism Creates A Massive Mispricing
Amazon (AMZN) is finally upgraded to Strong Buy, as I saw a highly compelling entry point after recent underperformance and a pullback below $245. AMZN's aggressive CapEx and cloud capacity buildout position it to dominate AI infrastructure and monetize the higher-margin token-as-a-service layer. Despite near-term negative free cash flow margins projected through FY2026, analysts expect a positive inflection in 2027 and margin recovery toward 8% by FY2028. Not expected to be permanent.
AI Demand Is Outstripping Supply — Even Google Can't Keep Up
Artificial intelligence has moved beyond proving it works.
Amazon: Macros Support Further Uptick (Rating Upgrade)
Amazon might have seen a sharp correction in the past month, but I believe it's due for an uptick now even as some risks persist. With the macroeconomic situation easing, consumer confidence can improve and inflation can subside, stoking further growth for its big e-commerce segment and sustaining improved margins. After a strong Q1 2026 and the company's positive outlook for Q2 2026, my estimates for 2026 have been upgraded, with net income projections indicating attractive forward multiples.
Amazon's AI Spending Is Building A Stronger Moat
Amazon has declined over 17% from all-time highs, but this is consistent with its historical rally cycles and not alarming. Q1 2026 results showed strong fundamentals: $181.5B revenue (+17% YoY), EPS of $2.78 (vs. $1.64 consensus), and a record 13.1% operating margin. Concerns over FCF erosion stem from massive $200B FY2026 CapEx, but these investments support long-lived AWS assets and future growth.
Are You Misreading Amazon's Massive AI Bill?
This article was written by Doug Nathman, with research by his team at Trefis.
Amazon (AMZN) Suffers a Larger Drop Than the General Market: Key Insights
In the most recent trading session, Amazon (AMZN) closed at $227.01, indicating a -3.1% shift from the previous trading day.
Amid Amazon's Robot Surge, Proteus Charts a New Path Forward
Many of your Prime Day orders are being handled by Roomba-esque bots as part of Amazon's quest to deliver packages faster.
Amazon Music Pays Creators Twice What Spotify Pays, Top Law Firm Suggests
It defies what most in the music biz have believed until now: Spotify pays itself more than what it pays to the record labels, according to a streaming royalty calculator launched by leading law firm Manatt Phelps & Phillips.
Amazon Pledges $48B to Scale AI Infrastructure in India: What's Ahead?
AMZN boosts its India commitment to $48B by 2030, expanding AI, cloud and logistics infrastructure as rivals race for the same growth market.
3 High-Growth Stocks to Buy and Hold for the Long Term in June
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade.
