Amazon.com Inc (AMZN)
Amazon Prime Leverages July 4 Promo to Push Everyday Fuel Perks
Amazon is highlighting the fuel savings benefits of Prime membership with a limited-time promotion that offers 50 cents per gallon off one fuel purchase over the Fourth of July holiday weekend. The promotion runs from Thursday to Sunday (July 2 to 5), the company said in a Tuesday (June 30) press release.
Amazon launches new $1 billion FDE org, following OpenAI and Anthropic
As companies struggle to integrate AI, they're increasingly ready to bring in outside help — and service providers are launching new purpose-built groups to make sure they get it.
Australia's competition regulator takes Amazon to court over alleged unfair Prime subscription contract terms
"We allege that Amazon AU included multiple unfair terms in its contracts with Australian annual Prime subscribers," said the Australian Competition and Consumer Commission. The ACCC is seeking consumer redress, penalties, costs, declarations and other orders.
Watch out, Amazon: the Kobo eReader now has a Goodreads rival
Another challenge to the Amazon Kindle-Goodreads book tracking empire has emerged.
Amazon's Stock Is On the Rise. It's Hiking Cloud Prices, and Prime Day Sales Likely Topped Estimates.
Tech stocks are back on the rise after a slump last week, and Amazon is leading the way.
Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock
I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now.
Amazon: Market's Skepticism Creates A Massive Mispricing
Amazon (AMZN) is finally upgraded to Strong Buy, as I saw a highly compelling entry point after recent underperformance and a pullback below $245. AMZN's aggressive CapEx and cloud capacity buildout position it to dominate AI infrastructure and monetize the higher-margin token-as-a-service layer. Despite near-term negative free cash flow margins projected through FY2026, analysts expect a positive inflection in 2027 and margin recovery toward 8% by FY2028. Not expected to be permanent.
AI Demand Is Outstripping Supply — Even Google Can't Keep Up
Artificial intelligence has moved beyond proving it works.
Amazon: Macros Support Further Uptick (Rating Upgrade)
Amazon might have seen a sharp correction in the past month, but I believe it's due for an uptick now even as some risks persist. With the macroeconomic situation easing, consumer confidence can improve and inflation can subside, stoking further growth for its big e-commerce segment and sustaining improved margins. After a strong Q1 2026 and the company's positive outlook for Q2 2026, my estimates for 2026 have been upgraded, with net income projections indicating attractive forward multiples.
Amazon's AI Spending Is Building A Stronger Moat
Amazon has declined over 17% from all-time highs, but this is consistent with its historical rally cycles and not alarming. Q1 2026 results showed strong fundamentals: $181.5B revenue (+17% YoY), EPS of $2.78 (vs. $1.64 consensus), and a record 13.1% operating margin. Concerns over FCF erosion stem from massive $200B FY2026 CapEx, but these investments support long-lived AWS assets and future growth.
Are You Misreading Amazon's Massive AI Bill?
This article was written by Doug Nathman, with research by his team at Trefis.
Amazon (AMZN) Suffers a Larger Drop Than the General Market: Key Insights
In the most recent trading session, Amazon (AMZN) closed at $227.01, indicating a -3.1% shift from the previous trading day.
