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Online retail Q2 earnings recap showed solid fundamentals, with Amazon outperforming consensus as revenues grew 19.6% year over year to $200.6 billion. AWS accelerated 36.7% alongside massive expansi…
Amazon reported record AWS growth but shares dipped as massive AI infrastructure spending flipped free cash flow to a significant outflow. While AWS remains a high-margin powerhouse, investors are de…
Amazon is experiencing significant growth driven by its dominant AWS cloud segment and AI investments, which are finally paying off. Despite a stellar Q2 report with 20% sales growth, the stock remai…
Amazon's strong revenue growth, especially in AWS, is offset by massive AI spending plans and margin pressures, leaving investors questioning future cash flow. Despite modest valuation relative to gr…
Amazon's Q2 2026 earnings report showed a significant surge, but 85% of the reported income came from unrealized paper gains in its investment in Anthropic. Without these gains, Amazon's earnings per…
Amazon delivered strong Q2 results, with revenue up 20% to $200.6 billion, beating estimates. AWS surged 37% year-over-year to $42.2 billion amid soaring AI demand. Despite raising 2026 capex to $220…
Amazon hits all-time high above $287 after strong earnings, driven by AWS's fastest growth in 18 quarters (37%) and AI investment gains. Despite inflated earnings from Anthropic stake, forward P/E of…
S&P 500 posted a rare 5% four-day surge, only the third such move in 30 years, driven by AI optimism and strong earnings from Microsoft and Amazon. History shows mixed outcomes, urging caution amid b…
Amazon posted blockbuster Q2 earnings with AWS growth at fastest pace since 2021, driving shares above $3T market cap. Bezos' $4.07B share sale caused a minor pullback, but analysts remain bullish wi…
Cathie Wood's ARK Invest bought $28.7M in TSMC and SpaceX shares, funded by trimming Amazon, Alphabet, and Shopify positions, signaling a shift toward AI/semiconductor and space tech plays.
Amazon's Q2 earnings revealed a $496B AWS backlog, justifying its $220B capex plan. Revenue grew 20% YoY, EPS surged, and AWS growth accelerated to 36%, easing investor fears over AI spending risk.
Amazon raised 2025 capex guidance to $220B on AI infrastructure demand, pressuring free cash flow negative. CEO Jassy sees AWS potentially becoming a trillion-dollar business long-term, framing heavy…
AWS CEO says capacity is booked through 2028, with AWS revenue up 37% and AI/Chips businesses topping $25B run rates. UBS sees 48% AWS growth next year, fueling a 20% five-day stock surge.
Amazon's Q2 results beat expectations with 20% revenue growth and EPS of $5.75. CEO Jassy revealed AI chip business (Trainium) hit $25B run rate, growing triple-digit YoY, posing long-term competitiv…
Microsoft and Amazon both posted strong earnings and AI-driven cloud growth. Microsoft leads on cash flow, valuation, and backlog, making it the 'cleaner pick,' while Amazon's custom silicon offers l…
US futures rise on renewed US-Iran diplomacy and strong Amazon/Microsoft earnings, offsetting Apple/Meta disappointment. Oil prices dropped over 5% on eased supply concerns and OPEC+ output increase.
Amazon hit a record high, crossing $3 trillion market cap after strong Q2 earnings driven by AWS growth of 37% and 43% operating income growth. Analysts see path to $4 trillion if profit growth conti…
Cathie Wood's Ark Invest bought Amazon, CoreWeave, and Rocket Lab shares even as they rallied. Amazon hit a new high after strong AWS-driven earnings, while CoreWeave got a bullish Piper Sandler rati…
Amazon hits $3.06T market cap on 37% AWS growth, strongest in 18 quarters. Analyst sets $432.91 price target (59.4% upside) despite negative free cash flow and $200B 2026 capex plans.
Amazon trades cheaper than S&P 500 on earnings but pricier on cash flow, which is negative due to massive $220B AI/cloud capex. AWS growth accelerating (37% YoY) offers upside, but margin compression…