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.
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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…
Vandita Jadeja 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. …
Nearly every analyst covering a $3 trillion company agrees it belongs higher, yet the stock still trades below its 52-week high. The real question is how much higher, and the answer depends…
Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: Oracle’s infrastructure arm is growing far faster than AWS, yet AWS still brings in far…
A failed satellite launch and six straight earnings misses cut AST SpaceMobile nearly in half, but one Wall Street analyst sees a path back that most investors are overlooking.
August's trade gap blew past forecasts while the stock market shrugged and climbed higher, and the reason behind both moves points to a spending wave that could just as easily flip into…
Jay Cooke's bank failure in 1873 wiped out more than a hundred railroads and triggered a five-year depression, and a new Brookings paper argues the AI buildout dwarfs that spending frenzy as…
AJ Tiarsmith Three large-cap value funds share the same general playbook but landed in very different places over the past year, and the gap comes down to decisions buried inside their indexes that most…
Amazon is spending $200 billion in a single year to dominate cloud infrastructure, but its free cash flow just turned negative and its stock has slipped 8% from its post-earnings peak. The…
NVIDIA’s $5.841 Trillion Valuation Outweighs Three Tech Giants NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) carried a market value of $5.841 trillion as of 11:33 a.m. ET on October 6, 2026. That one…
Rich Duprey Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in…
Vandita Jadeja 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 →
