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
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: RedditA roughly $4.5 billion data center backlog, including Amazon deliveries slated for 2027 and 2028, makes Generac an AI power supplier. Earnings beat expectations with revenue missing expectations, and full-year sales growth guidance held in the mid-to-high teens.
A consumer assistant carrying a $1.7 billion compute bill next year is the clearest read yet on what inference actually costs Amazon, and the fix is routing work away from Anthropic toward its own models.
Amazon internally projected Alexa+ cloud computing costs to reach around $1.7 billion in 2026, nearly triple the previous year's figure. To reduce costs, $AMZN was working to rely less on Anthropic's AI models and route more requests to its own cheaper systems. The company also https://t.co/jFZLpcP4cR
You aren’t getting anything for “free.” You’ve been on an extended unpaid tryout, writing reviews of dozens of items. Now that you’ve “gotten the job,” you’re getting paid in socks and lightbulbs.
Walmart's invite-only reviewer program hands out furniture, appliances and e-bikes, but Amazon Vine veterans in the thread warn the haul gets reported to the IRS as income. Free merchandise paid for with unpaid hours and a tax bill is a trade worth pricing before you take it.
SPYheating up fast
Tesla is running away with the board at 491 comments and the mood stays bullish, while traders are souring on Netflix into tech earnings season. The broad-market S&P 500 ETF is heating up fast, a sign retail is leaning into the whole tape.
Source: RedditAn industrial conglomerate getting repriced as an AI supply chain name is the kind of shift that happens before the multiple catches up, and the expanded Amazon data center tie-up gives the raised guidance a visible customer.
EARNINGS: $MMM posted a Q3 beat-and-raise on growing sales of chipmaking machines and materials as a result of the AI boom, including an expanded data center partnership with Amazon
Brian Nowak lifting Amazon to Top Pick status alongside a $350 target is the stronger signal here: analysts reserve that designation for their highest-conviction names heading into earnings season.
Amazon $AMZN price target raised to $350, named a Top Pick at Morgan Stanley Morgan Stanley analyst Brian Nowak raised the firm's price target on Amazon to $350 from $335 and keeps an Overweight rating on the shares, which were also moved to Top Pick among the analyst's https://t.co/nUUnW0XzcS
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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 $377.20, rated Buy. The Wall Street consensus target is $332.41. AMZN price prediction →
