Amazon.com Inc (AMZN)
Amazon Pulls The Mag 7 Higher
Amazon (NASDAQ: AMZN | AMZN Price Prediction) is up over 13% this year, which is the best advance of any of the Mag 7.
Will Strong AWS Performance Boost Amazon's Q1 Earnings Report?
AMZN's AWS growth, AI partnerships and $244B backlog set the stage for Q1, but heavy AI spending may pressure margins ahead of earnings.
Amazon Can Leverage Its Strengths To $400 By 2028
Amazon.com, Inc. is rated Buy, with a projected 2028 price target near $400, reflecting a 16% CAGR driven by high-margin segment growth. AWS, third-party seller services, and advertising are expected to comprise 59% of revenue by 2028, fueling operating leverage and margin expansion. Strategic investments in AI, satellite broadband (Leo), and autonomous rideshare (Zoox) aim to reinforce Amazon's infrastructure and competitive edge.
Why The Market Is Re-rating Amazon Stock
Amazon (AMZN) stock recently surpassed its 52-week peak, trading past $260 and recording a 15% gain year-to-date. At this price point, the 34x forward multiple leads many retail investors to perceive the stock as costly, often by contrasting it with its historical forward average of approximately 29x over the past four years.
The $600 Billion Question Hanging Over Big Tech This Earnings Season
Big Tech's capital expenditure plans for 2026 are stacking up to roughly $600 billion across the four hyperscalers, and Wall Street wants receipts.
For Hot AI Stocks, 'The Music's Playing'—And Shares Are Rising. Can This Continue?
The mantra on Wall Street these days: Keep calm and carry on buying tech.
Big Tech faces key earnings test on AI spending and cloud growth
This week's earnings from Apple Inc (NASDAQ:AAPL, XETRA:APC), Amazon.com Inc (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), and Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) are expected to reinforce one core theme: AI is no longer just a future growth story but a driver of real revenue, profits, and valuation for Big Tech. Analysts at Wedbush take the view that investors are still underestimating how quickly these companies are monetizing AI, whether through cloud demand (Microsoft, Amazon, Google), digital advertising (Meta), or upcoming product strategy shifts (Apple).
Buy, Sell or Hold Meta Platforms Stock? Key Tips Ahead of Q1 Earnings
META heads into Q1 results with ad revenues seen up 31%, but big AI spending, Reality Labs losses, and margin pressure could weigh on sentiment.
Should You Buy, Sell or Hold Amazon Stock Before Q1 Earnings?
AMZN heads into Q1 results with strong AWS and ad growth, but rising capex, tariffs and margin pressures can shape near-term performance.
Amazon-Anthropic: Generational AI Partnership Taking Over The Industry
Amazon.com, Inc. is leveraging its capital and infrastructure to deeply integrate Anthropic as both a strategic customer and investment, driving AWS revenue. Anthropic's enterprise monetization is accelerating, with Claude Code surpassing $2.5 billion in run-rate revenue and business subscriptions quadrupling since early 2026. Amazon's custom silicon (Trainium) offers 30–40% better performance per dollar, positioning AWS as a cost leader in AI workloads and inference.
VIX Fear Rising Toward 20 on Tech Earnings, Capex Risk, War Uncertainty
The CBOE Volatility Index (^VIX) is back on the move. The VIX climbed about 2% in early Monday trading, pushing back above 19 with the 20 threshold in view as traders position for the busiest stretch of first-quarter earnings season.
S&P 500 Holding Pattern: Mag 7 Earnings Collide With Oil Surge and Fed Fears
The S&P 500 opens in a holding pattern, with the S&P 500 (GSPC) heading into the trading session fractionally lower after rising to all-time highs last week.
