Headquartered in Seattle, WA Fiscal year ends December NASDAQ: AMZN amazon.com
Amazon.com, Inc. operates through three reportable segments: North America, International, and Amazon Web Services (AWS).
- **Retail:** Revenue comes from online store product sales and physical stores, including Whole Foods Market and Amazon Fresh-format grocery.
- **Marketplace:** Third-party seller services include commissions plus fulfillment and shipping fees.
- **Advertising:** Sponsored ads, display, video and streaming TV ads, increasingly managed through the AI-driven Amazon Ads Agent.
- **Subscriptions:** Prime memberships, Prime Video, music, audiobooks and e-books.
- **Other:** Shipping and healthcare services, video licensing and co-branded credit cards.
AWS provides cloud infrastructure and AI services, including:
- The Amazon Bedrock inference platform, which hosts models from OpenAI, Anthropic and others.
- Bedrock AgentCore for building and running AI agents.
- Trainium custom AI chips, Lambda serverless computing, and the AWS Continuum security service.
- The Amazon Quick work assistant, Kiro developer tools, and DuckDB analytics following the DuckLabs acquisition.
Amazon also sells consumer devices: Echo, Kindle, Fire TV, Ring, Blink and Bee, alongside the Alexa and Alexa+ assistants. Its entertainment arm, Amazon MGM Studios and Prime Video, carries live sports such as Thursday Night Football and the NBA.
Newer ventures include:
- Amazon Pharmacy.
- Amazon Now ultra-fast delivery.
- The Amazon Leo low Earth orbit satellite broadband service.
- Zoox autonomous robotaxis.
The company is currently investing heavily in AI data center capacity. Updated
Automotive revenue jumped 89% to a record $1.99 billion, offsetting a decline in handset chip revenue. Amon is calling fiscal 2027 the start of a non-handset inflection, reiterating a $5 billion data center target alongside a new Amazon AI infrastructure collaboration.
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.
As of Sep 30, 2026 · disclosed Nov 3, 2026 · ~45 days stale — long positions only.
Nearly 100% of Amazon's disclosed equity book sits in just five names, with Rivian alone at 62.7% as of September 30. The reportable portfolio is a narrow bet on EVs, nuclear and AI silicon.
Intel tops the board on the fewest comments of the group, with 3,184 upvotes piled onto a bearish take. Big Tech names stay split ahead of earnings, Reddit's own stock is heating up, and Caterpillar chatter is souring.
Source: RedditFour of the market's largest cash machines now spend $201.9 billion a quarter on AI buildout, so the free cash flow that funded buybacks and dividends is the line to watch next earnings season.
AI is burning Big Tech's free cash flow: The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, rose +$36.9 billion in Q3 2026, to a record $201.9 billion. This figure has more than doubled over the last 12 months and is up +356% since Q1 https://t.co/1bDyyin35Y
UBS is underwriting AWS growth above 40% into 2027-28, which is the bull case investors are being asked to pay for while AI capex squeezes free cash flow.
Wall Street updates its price targets on Amazon $AMZN following its Q3 earnings, with analysts highlighting strong long-term AWS growth despite rising AI spending and free cash flow pressure: UBS: $348 → $352 (Buy) – AWS growth outlook above 40% for 2027-28 supports confidence https://t.co/75RrD4q2Eh
AWS revenue grew 39% to $45.98 billion, its fastest in nearly five years, with Jassy projecting over 40% growth in both 2027 and 2028. Amazon is holding 2026 capital spending at roughly $220 billion to feed it, while EPS and revenue came in narrowly missing expectations.
A 3.70% slide to $245.19 takes roughly $100 billion off a $2.6 trillion market cap, and Q3 results land tonight after the bell. Rare size for a mega-cap this liquid, so keep an eye on the stock into the report.
Alphabet owns the conversation today with 1,495 comments, nearly triple the next name, as retail traders argue both sides of its cloud and AI search story. Microsoft chatter is heating up fast, while Amazon is the one losing the room.
Source: RedditMicrosoft surged over 6% today, and if you hold a 401(k) or IRA, that move almost certainly rippled through your retirement savings in ways most investors never think to check.
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Amazon.com, Inc. operates through three reportable segments: North America, International, and Amazon Web Services (AWS). - **Retail:** Revenue comes from online store product sales and physical stores, including Whole Foods Market and Amazon Fresh-format grocery. - **Marketplace:** Third-party seller services include…
24/7 Wall St.'s 12-month price target for AMZN is $320.84, rated Buy. The Wall Street consensus target is $327.08. AMZN price prediction →
