AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business's The Bottom Line.
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should be trading.
Best Buy TodayBBYBest Buy$90.54 -0.46 (-0.51%) As of 09/25/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$55.10▼$96.53Dividend Yield4.24%P/E Ratio15.06Price Target$85.40Add to WatchlistInvestors seeking hidden margin expansion often overlook traditional retail operations.
Amazon's ten-year run turned patient investors into big winners, but shareholders who bought in the last five years tell a much quieter story, and those counting on cash payouts got nothing at all.
Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
Amazon.com, Inc.'s valuation has faced renewed pressure after briefly joining the $3 trillion club. AMZN stock's underperformance in recent months highlights the market's concerns about Amazon's negative FCF profile and rising debt exposure amid renewed rate hikes, compounded by intensifying competition from Meta's Muse agent. Yet broadening agentic adoption is reinforcing AWS' growth outlook, expanding infrastructure demand beyond AI accelerators and across its diversified compute portfolio.
Amazon is making fast, free Prime delivery available beyond Amazon.com, giving merchants another way to use the company's logistics network to compete for online shoppers, according to a Thursday (Sept. 24) press release.
Amazon spent decades trying to make itself the place where merchants sell. Its next act may be considerably more ambitious: becoming the place where merchants run their businesses, regardless of where the sale happens.
On September 21, an investor post that Chamath Palihapitiya amplified claimed Amazon had cut off Meta's new Muse shopping agent from scraping its inventory, with Palihapitiya responding that he suspected everyone would start blocking everyone.
AWS is booming, custom silicon is fully subscribed, and Wall Street has loaded up on buy ratings, but the real question is whether Amazon can clear a target that even the bulls have not fully priced in.
Time to upgrade Amazon back to a buy, as recent weakness presents a timely entry amid reported threats from the Meta Muse AI agent. AMZN's advertising segment, now nearing $75B in annual revenue, is a critical growth and margin driver, but faces potential disruption from Muse. Amazon's aggressive investments in compute infrastructure and partnerships reinforce its AI and e-commerce ecosystem moat. Amazon understands AI very well.
The September 22 disclosure revealed that President Donald Trump, yet again, executed more than 1,000 trades in a single month. Among these stock market maneuvers made in July, two equity sales stand out for their sheer scale.