The state of New Jersey sued Amazon.com on Wednesday, accusing the company of unlawfully refusing workplace accommodations to warehouse employees who have disabilities or were pregnant and firing some who asked for them.
Amazon has an unparalleled business moat due to scale, cost efficiencies, and brand recognition. Profit margins are set to expand due to efficiencies and a higher percentage of revenue coming from high-margin business. The stock is attractively valued at current prices.
Amazon.com, Inc.'s AWS outage this Monday disrupted major industries worldwide, highlighting, in my opinion, the cloud's centrality. AMZN stock is probably the worst performing out of the Mag7, but is finally seeing bullish sentiment get revived on the dominant positioning of Amazon Web Services and new automation green shoots. Amazon's aggressive automation plan, to replace 600,000 jobs with robots, aims to boost margins and long-term growth, reinforcing its status as an optimizer.
Amazon.com Inc. (NASDAQ: AMZN) hired over 200,000 part-time workers to help with holiday sales.
Amazon and Google are competing to provide cloud-computing services for AI start-up Anthropic.
The retail giant has used robots in its warehouses for years, but it appears that the company is ramping up in a big way.
The world's largest cloud computing platform, Amazon Web Services (AWS), has experienced a major outage that has impacted thousands of organizations, including banks, financial software platforms such as Xero, and social media platforms such as Snapchat.
Amazon settles its FTC lawsuit, and agrees to pay billions for "tricking" customers into Prime subscriptions.
After five years of lagging the S&P 500, I am buying Amazon for the first time. I will detail why the risk-reward profile has fundamentally changed. Amazon's free cash flow just collapsed by 66% to $18.4 billion, which has spooked the market. The FCF drop is driven by a massive, deliberate surge in AI CapEx. Amazon is building a full-stack AI business—from custom chips to developer tools—that the market is ignoring.
The AWS outage affected sites from Amazon to Disney + to Coinbase. Transcript: CAROLINE WOODS: It's still pumpkin spice season - but Starbucks is gearing up for the holidays.
Amazon is undergoing a major investment phase, with over $100B planned for data center expansion to support AI and automation. Despite short-term free cash flow pressure, AWS and advertising are driving higher margins and profitability, positioning AMZN for long-term growth. At $216, AMZN trades at 14x EV/EBITDA forward 2025, with potential to reach $230 per share if EBITDA targets are met by 2026.
Amazon.com, Inc. is rated a Buy due to solid fundamentals, rising margins, and significant potential AI-driven productivity improvements. AMZN's aggressive AI investments are expected to boost efficiency and profitability, even as they drive workforce reductions across the company. Widespread AI adoption poses a long-term risk to global consumption by reducing jobs and incomes, potentially impacting overall economic demand. AMZN investors should keep an eye on these trends.