Headquartered in Seattle, WA·Fiscal year ends December·NASDAQ: AMZN·amazon.com
About Amazon
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
Musk is treating Amazon's block on Grok shopping agents as an opening for an X storefront, which would turn an access fight into a retail threat.
Maybe we should start a competitor to Amazon 🤔 https://t.co/OkjTB9jmGZ
[Quoted @thecsguy]: amazon is blocking grok @bots from ordering, and elon's answer is just have your bot buy it somewhere else.
one of my grok bots only handles my amazon returns, so i'm watching this one closely.
would you switch stores for your bot? 🛒
Elon, i think its time for an X Shop? 👀
Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
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.
29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield
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.
Cramer says the 30-year Treasury yield is the highest in 24 years, with over 40% of S&P 500 names in a bear market
Public backlash against AI and data centers is the new narrative risk that could make October ugly
Goldman Sachs called the most beaten-down of a caller's bank ideas alongside Capital One and BNY Mellon
Interviews with Meta's Dina Powell McCormick on its AI agent Muse and BWX Technologies on its new long-term strategy
Cramer'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.
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.
Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money
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.
Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
Amazon and Walmart both run booming ad businesses, but they are selling completely different things to advertisers and the gap between them is widening fast. Which model survives the next wave of…
Analysts have nearly united behind one mega-cap while remaining deeply split on the other, and the price targets reveal exactly why these two stocks belong in completely different conversations.
Anthropic's November IPO is reshaping what Amazon and Alphabet investors expect to see on their balance sheets, and the gap between what investors hoped for and what they now discuss hints at…
Five Walmart milestones generated five very different outcomes for investors who bought on the headline. Which entry turned $1,000 into nearly $6,000, and which one left buyers underwater despite years of patience?
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Amazon and JPMorgan are blocking AI agents that can already pay with crypto, but a small Boston company thinks a protocol built on a forgotten HTTP error code can change their minds.
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
Both Alphabet and Amazon just posted accelerating cloud growth and are pouring tens of billions into AI infrastructure, but only one of them trades at a bargain multiple while controlling every layer…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Amazon.com, Inc. is a global technology and e-commerce company operating through three reportable segments: North America, International, and AWS (Amazon Web Services).
What is the AMZN stock price target?
24/7 Wall St.'s 12-month price target for AMZN is $330.99, rated Buy. The Wall Street consensus target is $331.20. AMZN price prediction →
