Amazon.com Inc (AMZN)
Amazon's Prime Video to invest at least 90 mln euros in 2026 in local production, regulator says
Amazon's Prime Video will invest at least 90 million euros ($105.95 million) in European video and movie production in French language this year, the French telecoms regulator said on Thursday.
Record Earnings Expected in 2026 Q1
Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.
What's Wrong With Transportation Sector? Buy These ETFs Instead
Transport ETFs are lagging as fuel costs rise and Amazon disrupts logistics, while tech and airline-linked ETFs show relative strength.
Amazon Opens Its Vast Logistics Network To Every Business—Not Just Marketplace Sellers
Amazon has launched Amazon Supply Chain Services that unlocks its full end-to-end logistic network—offering freight, distribution, fulfillment and parcel shipping services—to businesses of every type and size beyond its marketplace sellers.
Amazon's Trillion-Dollar Blueprint For Planetary Lead
Amazon is rated Strong Buy, with a $374.25 long-term target, reflecting a transformative shift into an agentic, vertically integrated AI and logistics platform. AMZN's moat is anchored by four single-seller business bases: custom silicon, stateful agentic networks, physical supply chain abstraction, and orbital data gravity. Despite $200B CapEx and near-term FCF compression, AMZN's $464B forward revenue commitments and OB-NCF valuation signal a derisked J-curve arbitrage with 36%+ upside.
60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fifth consecutive quarter beating Wall Street's EPS bar, and the trailing P/E of 33x is doing something that should not be possible for a business growing the way this one is.
Just How Big a Problem Could Amazon's Cash Burn Rate Be?
Shares of Amazon.com Inc NASDAQ: AMZN have traded above $270 for several sessions in a row for the first time. They've gained more than 35% since the end of March with a move that has taken the stock to fresh all-time highs and marks a sharp turnaround from the concerns that dominated after February's earnings report.
Brown Advisory Large-Cap Sustainable Growth Strategy Q1 2026 Portfolio Activity
Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. Microsoft traded down despite delivering robust earnings results and providing forward guidance above consensus expectations. During the first quarter, we purchased both Palo Alto Networks and Cintas and sold Dynatrace and Verisk Analytics.
Artisan Value Fund Q1 2026 Portfolio Activity
We initiated four new positions in Q1, an above-average pace of activity. We also used the increased volatility to upgrade overall portfolio quality. Our three largest new positions were Amazon.com, Universal Music Group and IQVIA Holdings. In addition to sales of Humana and PayPal, we also exited our positions in social technology leader Meta Platforms and beverages company Diageo.
In the global AI race, a sanctioned Chinese firm says cheaper models can still win
AI competition shifted beyond tech as platforms hold financial and user advantages, analysts say. SenseTime is betting that lower-cost models could win market share despite quality gaps, cofounder Lin Dahua told CNBC.
Amazon's stock has come alive, setting the company up to join an exclusive club
Amazon's stock needs to rise less than 2% for the company's market cap to top $3 trillion — something only four other companies have ever achieved.
Amazon Weighs Merging AI Chat Into Its Main Search Bar
Amazon has kept its Rufus AI shopping assistant largely separate from its main search bar since the tool's 2024 launch. The company is now leaving the door open to changing that.
