Amazon.com Inc (AMZN)
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).
Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy.
Here's Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock
Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials.
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?
Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).
Amazon Just Dropped An Important Update On The Next James Bond
The wait for the next James Bond is officially over. Or at least the waiting-to-find-out-if-they're-looking part.
Delta won't use Starlink. Elon Musk is not happy.
Delta Air Lines is one of few carriers opting against installing Starlink internet on its planes. The airline instead tapped Amazon LEO in March to become its in-flight WiFi provider.
Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers.
Amazon: Most Attractive Of The Hyperscalers
Amazon.com, Inc. is rated Buy with a $327 price target, driven by growth acceleration and record operating margins. AMZN's Q2 guidance projects 18% revenue growth and an operating profit of $20–24 billion, supported by a robust AWS backlog. Margin expansion in core retail and international segments offsets AWS depreciation, with custom chips reducing Nvidia dependence and boosting value.
Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI
On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually.
Amazon: AWS Remains The Growth Driver, Expecting More Record Highs
Amazon.com maintains a "Buy" rating, with shares near fair value but technical momentum and operational execution supporting further upside. Q1 results were robust: GAAP EPS of $2.78, revenue up 17% YoY, and AWS growth accelerating to 28% YoY, marking record efficiency. Heavy AI and AWS infrastructure investments are pressuring free cash flow, but strong EPS growth and numerous sell-side upgrades signal confidence.
Amazon workers are under pressure to up their AI usage—so they're making up extraneous tasks
According to Amazon employees, the company is pushing them to incorporate more and more AI in their workflows. What exactly they should be using it for is less clear, leaving the door open for employees to waste AI resources on unnecessary tasks.
Alexa Replaces Rufus as Amazon's AI Shopping Assistant
The new Alexa for Shopping feature can use data about the customer to help find products.
Amazon Fuses Alexa+ and Rufus Into Personalized AI Shopping Assistant
Amazon has announced a personalized AI assistant called Alexa for Shopping and will roll it out to all U.S. customers over the next week. Alexa for Shopping will be available to U.S.
