Amazon.com Inc (AMZN)
Costco's 2x P/E Over Amazon Is Not Irrational (Rating Upgrade)
I am upgrading Costco to 'buy' as defensive rotation and predictable earnings drive outperformance versus the S&P 500 and growth/AI companies like Amazon. COST's international expansion, accelerating digital sales, and robust membership fee growth underpin steady revenue and operating leverage. Membership fees, especially from Executive members, now contribute over 53% of operating income, shielding profits from macro volatility.
Retail Sector Earnings in Focus
While Walmart faced some post-earnings pressure, the company is still enjoying strong momentum in its business, with growth in ecommerce and 'adjacent' new businesses like advertising, marketplace, and third-party fulfillment driving results.
Retail Sector Earnings in Focus
While Walmart faced some post-earnings pressure, the company is still enjoying strong momentum in its business, with growth in ecommerce and 'adjacent' new businesses like advertising, marketplace, and third-party fulfillment driving results.
Amazon's AWS expansion could drive potential revenue upside, analysts say
Amazon.com Inc (NASDAQ:AMZN)'s cloud unit, AWS, could see revenue growth above Street expectations thanks to significant capacity expansion, according to Bank of America analysts. “Based on capex disclosures and AWS commentary, we estimate AWS will add approximately 15 gigawatts of capacity by 2027,” the analysts forecast.
Amazon Shares Crash This Year
We are less than two months into the year, and Amazon's (NASDAQ: AMZN | AMZN Price Prediction) stock is in the midst of a collapse.
Amazon: Cheapest Valuation Since 2010 Makes This A Generational Buy
Amazon's $200 billion capex plan announced with the release of its Q4 2025 earnings spooked markets, sending shares to their cheapest price-to-operating cash flow levels since 2010. AMZN's e-commerce retail business logged double-digit percentage growth, AWS posted 24% growth (the highest growth since 2022), its chip business grew at triple digits, and Amazon Ads revenue surged 20%+. Amazon enters 2026 with a $57 billion net cash and marketable securities position.
Amazon's in a Bear Market—What to Expect for the Rest of Q1
After trading near $260 last November, tech titan Amazon.com Inc NASDAQ: AMZN sits just above $200 in late February. The decline has pushed the stock firmly into bear market territory, with more than 20% shaved off its recent peak.
A $200 Billion AI Bet Is Either Amazon's Masterstroke or Its Biggest Mistake
One of the magnificent seven, Amazon ( NASDAQ:AMZN | AMZN Price Prediction ) shares are currently sitting at $210.11 after shedding some valuation from previous highs.
Amazon's $200 Billion AI Spending Shocker Has Wall Street Asking One Question
Amazon.com ( NASDAQ:AMZN | AMZN Price Prediction) has committed $200 billion in capital expenditure (CapEx), disclosed during the Q4 2025 earnings call on Feb.
Amazon's CEO just made a scary prediction for 2026. Economists worry he's right
Last year was full of talk about tariffs. Are they coming up or going down?
AI robots may outnumber workers in a few decades as firms ramp up investment
A former Citi executive predicted that there will be more AI robots than human workers in just a few decades. "You can already buy a humanoid today, which gives you a payback period versus human workers of less than 10 weeks," the executive told CNBC's "Squawk Box Europe" on Monday.
Amazon: How I Learned To Stop Worrying And Love The CapEx
The investment case in Amazon is simple. Top-tier business trading barely above a market multiple. Current bearishness over CapEx is misplaced; investments are funding long-term growth, with AWS and chips businesses poised for significant future cash flow inflection. Retail and advertising segments are deepening their moats, growing faster than peers like COST and WMT, yet AMZN trades at a fraction of their multiples.
