Headquartered in Seattle, WA Fiscal year ends December NASDAQ: AMZN amazon.com
Amazon.com, Inc. is a global technology and e-commerce company operating through three reportable segments: North America, International, and AWS (Amazon Web Services). The company sells consumer products through its online stores and physical retail locations (including Whole Foods Market), provides marketplace services for third-party sellers, operates one of the world's largest cloud computing platforms (AWS), runs a fast-growing digital advertising business, and offers subscription services including Amazon Prime, Prime Video, and digital media. Amazon also invests in emerging businesses including satellite internet (Project Kuiper/Amazon Leo), autonomous vehicles (Zoox), healthcare (Amazon Pharmacy), AI development (including its Trainium custom silicon and Amazon Bedrock model hosting platform), and grocery delivery. The company serves hundreds of millions of consumers globally, millions of third-party sellers, and hundreds of thousands of AWS enterprise customers. With over 1.59 million employees, Amazon operates an extensive logistics and fulfillment network enabling same-day and sub-hour delivery in hundreds of cities worldwide. Updated
Kindig is putting a number on the AI buildout that anchors the capex debate: up to $6.5 trillion by 2030, with Nvidia and the four hyperscalers sitting on the receiving end of most of it.
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN
Three years ago, $10,000 split between Shopify and Amazon looked like the same e-commerce bet. Shopify's half is now worth $30,678 against Amazon's $19,959, a gap of more than $10,700 on identical money.
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
Memory is where the crowd is parked today: Micron drew 417 comments, with Sandisk and SK Hynix riding the same AI storage trade. Nvidia and Amazon are drawing arguments on both sides, Uber chatter is heating up, and Microsoft is souring fast.
Source: RedditCramer's message: public perception is now the AI trade's problem, and he thinks that plus long-end yields sets up a rough October. He still wants Goldman Sachs on weakness, calling it the most beaten-down of the bank names raised by a caller.
2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
With Cook out of the CEO chair as of September 1, the case for Apple built on services, health data and payments now belongs to someone else to defend. Cramer's replay is a reminder that the growth story he backed for a decade rested on those businesses.
Cramer's point: if permitting and power fights slow US buildouts, AI capex migrates south, and Amazon's Queretaro site is the template.
Trump, pro-data center should mention how easy it is to go to Mexico. While the President seems to be inclined to slow things down, the border states would welcome them. So would Queretaro, where Amazon is building one.. It will happen. They get the win. They have the cards.
Nearly 20 points separated the best and worst names at Friday's close: Iren gave up 12.72% while Workday added 6.38%. Three losers dropped more than 10% in a single session, a reset worth checking before Monday.
Bank of America just revised its Big Tech capex forecast into trillion-dollar territory, and now investors want to know which AI spender actually earns that money back. Microsoft and Amazon are placing…
Fifty-eight analysts cover Amazon and not one rates it a sell, yet the stock still sits well below its 52-week high while free cash flow turns negative and capital spending surges to…
Among the Magnificent 7, one stock sits just below its 52-week high with a $678 billion backlog, zero analyst sell ratings, and a capex bet so large it could either supercharge returns…
Everyone knows the AWS story, but three faster-growing businesses quietly running alongside it could change how investors value Amazon entirely.
Meta and Amazon are burning through cash at a historic pace, but only one of them can show investors exactly when the bills stop and the returns begin.
Soaring Treasury yields have battered utility, real estate, and telecom stocks into multi-year lows, but five Wall Street favorites now sit at entry points that income investors rarely see. The question is…
Netflix shares have dropped 26% this year even as revenue keeps climbing, and a largely overlooked segment of its business could be the catalyst that catches investors off guard.
Florida just rejected an $18 billion settlement that every other state accepted, and now its attorney general wants a judge to gut the very features that make Instagram and Facebook profitable. Here…
When Fox News asked Jeff Bezos what a retiree should own in an age of AI hype, his answer surprised the anchor and left a single word doing all the heavy lifting.
I have added to my Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) position more times than I can count, and I keep coming back for more. Owning it takes a small amount of…
Azure and AWS both posted record-breaking quarters, but one company's cash machine quietly outpaces the other by tens of billions of dollars each year. The gap between them reveals which stock earns…
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is $434.48 over the next 12 months. That is 27.66% above the latest $340.35 close and ahead of the…
UPS yields 7% and the dividend has held steady for seven straight payments, but one look at where the cash is actually coming from turns that income story into something far more…
AWS just posted its fastest growth in four and a half years, yet Amazon shares sit 12% below their peak and capex is climbing at a pace that worries even the bulls.…
For 15 years, borrowing was close to a free lunch. Companies locked in 3% debt, homeowners secured sub-4% mortgages, and Washington financed deficits at yields that barely registered. That era is over. …
Amazon.com, Inc. is a global technology and e-commerce company operating through three reportable segments: North America, International, and AWS (Amazon Web Services).
24/7 Wall St.'s 12-month price target for AMZN is $332.03, rated Buy. The Wall Street consensus target is $330.59. AMZN price prediction →
