Amazon.com Inc (AMZN)
The Core Hyperscaler Battle: First-Mover Software Integration Vs. Raw Infrastructure Scale
Microsoft and Amazon reported earnings a day apart, and their AI bets look nothing alike. One is selling into workflows it already owns, the other is racing to fill racks fast enough to meet demand that keeps outpacing supply.
Amazon's $220 Billion Bet Is Starting To Pay Off
AWS revenue grew 36.7% as its $496 billion backlog provides unusually strong visibility into future cloud and AI demand. Amazon plans roughly $220 billion of 2026 capex, creating near term cash flow pressure despite rapidly expanding operating income. Advertising grew 26% to $19.8 billion, while North American retail margins reached 7.9% as commerce economics improved.
Investment Wisdom Always Says Buy Assets, So Don't Ignore That Wisdom As It Relates To This Hyperscaler
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is a feature rather than a warning sign.
Jim Cramer Says He May Quit Amazon for the Rival That Jumped 24% in a Month
Jim Cramer said it live on CNBC's Squawk on the Street on September 28, 2026, after seeing a demonstration of a new AI shopping capability from Meta Platforms (NASDAQ:META | META Price Prediction): “I'm an Amazon guy, but maybe I
AI Is Burning Through More Money Than Any Technology Boom in History — Now Comes the Hard Part
A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the figure on July 22, 2026.
Amazon Is Spending Another $1 Billion on AI Data Centers — But This Time, It's Not Buying a Single GPU
Headline Number: $1 Billion for the Neighbors On October 2, 2026, Amazon (NASDAQ:AMZN | AMZN Price Prediction) attached a dollar figure to something no chip plant can make: permission to build.
Amazon exec says finding FDE talent is very challenging: ‘These are unicorns'
Amazon Web Services has made a $1 billion bet on FDEs. Finding the right workers isn't easy, an Amazon exec told Business Insider.
Amazon responds to data center backlash, says it no longer uses NDAs
Amazon Web Services CEO Matt Garman said the company has stopped using nondisclosure agreements (NDAs) in its dealings with government agencies as it seeks approval to build new data centers.
Amazon Looks to Offload $8B of Nvidia AI Chips From Its Balance Sheet
Amazon is looking to get $8 billion worth of AI chips off its balance sheet, per a report late yesterday.
Amazon comes out swinging against data center moratoriums, warning the 'consequences would last generations'
AWS chief Matt Garman warned that data center pushback could cost the US in the AI race. The US "could be writing its own losing ticket to this race," Garman wrote in a blog post that referenced World War II.
Wall Street Just Launched an ETF for Large Language Models. Here's What's Inside
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the two most famous AI developers in the world
I'm Buying This Hyperscaler On Repeat Before The Anthropic IPO
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market has noticed yet.
