Amazon.com Inc (AMZN)
May Outlook: AI Fundamentals Overpower Geopolitics
For months, the Nasdaq has moved at the mercy of the Middle East headlines and $100 oil. But a quiet, critical shift is happening.
Amazon Opens Supply Chain Tools to All Businesses
Amazon is expanding its supply chain offering beyond its own retail/merchant operations. Amazon Supply Chain Services (ASCS) opens the company's freight, distribution, fulfillment and parcel shipping tools to businesses of all types and sizes, according to a Monday (May 4) press release.
Amazon's Q1: The Massive CapEx Is Finally Paying Off
Amazon.com, Inc. reported exceptional first quarter results, with cloud revenue growing 28% year-over-year to reach a 150 billion annualized run rate. Surging enterprise artificial intelligence adoption is driving massive demand for custom silicon. AMZN's record operating margins offset concerns about trailing free cash flow dropping significantly amid massive capacity buildouts and satellite network expansions.
Amazon opens up its global logistics network to all businesses
Amazon is opening its global logistics network to all businesses, the company announced on Monday. The new service, called Amazon Supply Chain Services, pits the e-commerce directly against UPS and FedEx.
Amazon Eyes $320 as AWS Growth Fuels Bullish Outlook
Amazon delivered a clean earnings report, and our model leans into the strength. Amazon (NASDAQ:AMZN | AMZN Price Prediction) trades at $265.06 after rising 27.27% over the past month, but our proprietary work suggests the rally has room.
Is Trending Stock Amazon.com, Inc. (AMZN) a Buy Now?
Recently, Zacks.com users have been paying close attention to Amazon (AMZN). This makes it worthwhile to examine what the stock has in store.
Amazon: Nice Growth, But Cash Burn Rate Soars
Amazon.com, Inc. delivered a solid Q1 earnings double beat, with especially strong AWS revenue growth and improved operating cash flow. AWS revenues accelerated 28% year-over-year, but margin compression and heavy AI-driven capital expenditures led to significant free cash flow burn. AMZN's retail business grew impressively despite weak consumer sentiment.
Is Big Tech's $725B AI splurge being funded by mass layoffs?
A widely reported figure this past week is that 81,747 tech workers lost their jobs in Q1 2026, the highest quarterly layoff figure the industry has seen in at least two years. This has sparked the debate once again about large tech firms, AI and layoffs.
Amazon: Why Is There No Focus On The Chip Business, Mr. Market?
Amazon delivered a breakout Q1 2026, with AWS revenue up 28% and robust sequential improvements across all segments. I maintain a Strong Buy rating, emphasizing the underappreciated upside from AMZN's rapidly scaling custom AI silicon business, now at a $20B run rate with triple-digit growth. Trainium chip commitments exceed $225B, with the silicon business poised to reach an $80B+ annual run rate by Q1 2028, driving AWS and overall company growth.
Amazon Has Broken Out After Q1 Earnings (Rating Upgrade)
Amazon.com, Inc. is upgraded to Buy following a decisive breakout above long-term technical resistance of around $250. The many fundamental EPS drivers revealed in AMZN's Q1 earnings could sustain the upward movement for a while. AMZN stock valuation risk exists at over 30x FY1 P/E but is offset by an owners' earnings analysis and strong growth drivers.
Rivian stock drops 5%: is Amazon reliance a growing risk?
Shares of Rivian Automotive, Inc. fell sharply on Friday after the release of its latest quarterly results, as investors shifted focus from improving fundamentals to the company's growing reliance on a single customer and the uncertain ramp-up of its next-generation vehicle platform. The stock declined about 5.7% on Thursday.
Amazon: The Market Is Missing What AWS Just Confirmed
Amazon.com, Inc. delivered robust Q1 results, with AWS revenue accelerating 28% y/y, reinforcing its ability to convert elevated AI spending into monetizable capacity. AWS backlog grew almost 50% Q/Q to $364 billion, further improving visibility into sustained demand and revenue acceleration over the next two years as incremental capacity is deployed. Looking ahead, OpenAI model integration should dilute Azure's prior competitive advantage, and support continued AWS Bedrock momentum and adjacent adoption of Trainium and Graviton.
