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
A 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
Amazon's robot count is now closing in on its 1.5 million human headcount, the clearest sign yet that fulfillment labor costs are headed down. Margin watchers should keep an eye on the stock.
JUST IN: Amazon has now deployed over 1 million robots across its operations, raising concerns about the future of its 1.5 million human workers.
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? 👀
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.
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.
Alphabet's cloud business is accelerating faster than any hyperscaler rival while the stock sits 21% below its 52-week high, and that disconnect between fundamentals and price is exactly where the bull case…
Microsoft's revenue surged nearly 18% last year while its stock sat almost perfectly flat, and that disconnect between earnings momentum and share price tells a story most investors are missing ahead of…
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will either validate that contrarian view or expose a cloud giant running…
Dan Schulman walked into Verizon carrying a turnaround promise and a mountain of debt, and one year later the scoreboard shows a CEO who delivered on some fronts while leaving others dangerously…
NVIDIA's quarterly revenue just doubled year over year and management is already supply-constrained on future demand, yet the risks hiding inside that explosive growth story could reshape what a 10-share stake is…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
Anthropic’s S-1 mentions AI could affect jobs in the technology, finance, law, and consulting sectors. Last year, CEO Dario Amodei said unemployment in the US could be affected enough that the national…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
Alphabet just doubled its capital spending while suspending buybacks, yet its AI flywheel connecting YouTube and Search keeps accelerating in ways most investors have not fully priced in.
MercadoLibre posted record revenue while its stock cratered, and two Wall Street firms now see a path to 50% gains from here. Whether that gap closes depends on a margin story that…
Our proprietary model and the full Wall Street consensus landed on virtually the same Amazon price target, but one upcoming earnings report could confirm the trade or blow the thesis apart.
Azure is accelerating, Copilot seats are piling up, and OpenAI just made a commitment that changes the math on Microsoft's cloud business entirely. But one expense line is growing faster than almost…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
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 $330.64, rated Buy. The Wall Street consensus target is $332.24. AMZN price prediction →
