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I rate Amazon a buy over 12–36 months, given AWS-led earnings growth and improving retail economics, but not a Strong Buy due to valuation demands. AWS reaccelerated to 37% revenue growth and 39.4% margin, driving 61% of Q2 operating income from just 21% of revenue. Retail's profitability is rising, with North America delivering a 7.9% margin and third-party advertising and subscription services enhancing monetization.

In July, Amazon's major catalyst was the release of strong second-quarter results. Robust demand for AI capabilities drove powerful quarterly results in the company's cloud services business, Amazon Web Services (AWS).

Amazon (AMZN -0.14%) CEO Andy Jassy is starting to forecast huge growth several years out.

The company and Gilroy, Calif., officials spent years quietly negotiating a $2 billion project that few residents knew about until construction began; now locals are upset.

Amazon CEO Andy Jassy recently acknowledged the company's capital expenditures budget is rising due to surging memory chip prices. Micron is only one of three manufacturers that supply advanced DRAM and high-bandwidth memory.

I think the primary reason everyone is talking about Amazon (AMZN -0.14%) is AWS's accelerating growth.

Amazon's $3 trillion valuation, achieved this week, is being treated as an artificial intelligence and cloud computing milestone. For retail leaders, it should be read as a broader signal that investors value the infrastructure surrounding commerce as much as the sale itself.

The tech stocks landscape is a complicated one right now. Investors have so many options, with technology equities delivering for portfolios year in and year out.

Amazon surpassed a $3 trillion market cap, driven by record Q2 2026 results and robust fundamentals, not just multiple expansion. Q2 revenue reached $200.61 billion (+20% YoY), AWS grew 36.7% YoY, and operating income soared 43% YoY to $27.5 billion with a 13.7% margin. CapEx guidance increased to $220 billion for 2026, but management emphasized demand is locked in, with a $496 billion AWS backlog growing triple digits YoY.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

Amazon owns more than a fifth of Anthropic. Anthropic's upcoming IPO could be a major catalyst for Amazon's stock.

Novo Nordisk's Wegovy and Eli Lilly's Zepbound and Foundayo will be available at a cost of $50 a month.

Amazon (NASDAQ:AMZN | AMZN Price Prediction) is spending a fortune on the AI effort.

More than 66 million. That's how many people in the U.S. get their health coverage from Medicare, according to the insurance program.

There is no announced or rumored deal for Reddit (NYSE:RDDT | RDDT Price Prediction).

Amazon is leveraging its global cloud leadership and ecosystem to power AI adoption worldwide, while Alibaba is embedding AI across China's vast digital economy. Amazon offers a more established and predictable AI growth story, whereas Alibaba's lower valuation and improving AI capabilities could deliver greater upside.

Amazon's pharmacy unit said on Thursday it would offer weight-loss drugs to eligible Medicare beneficiaries ​for $50 a month through a new federal program created to ‌expand access to the highly sought-after treatments.

Seeking Alpha welcomed 33 new analysts in July 2026. This article showcases their top picks and investment strategies. Highlighted companies include SELLAS Life Sciences, Chevron, B2Gold, Amazon, and QXO, each with detailed investment theses. Analysts emphasize asymmetric opportunities, event-driven catalysts, balance sheet strength, market structure, and sector-specific growth or risk factors.

Amazon is seeing huge demand for increased computing capacity. New capacity may not solve the memory chip pricing crisis.

In Amazon's infancy, Jeff Bezos remained solely focused on growing the business rather than the young company's volatile stock price. He found inspiration, however, in the same source of wisdom as Warren Buffett.

Amazon is increasing its capital expenditures to $220 billion, citing rising memory costs as a contributing factor. As a positive sign for Micron Technology and other memory and storage stocks, Amazon's capacity to build AI infrastructure can't keep up with demand.

Amazon is upgrading its Indiana data center campus to support its AGI team's frontier model effort. Amazon continues to invest in its own frontier models despite last month's AGI job cuts.

Amazon is no longer just a retailer. AWS and advertising now generate much of the company's profits, making the business higher quality than I once believed.

Each of the major cloud providers reported strong double-digit cloud growth, driven by robust demand for AI. The hyperscalers are also increasing their capex spending to meet the unprecedented demand.

Vertiv (NYSE:VRT | VRT Price Prediction) and Astera Labs (NASDAQ:ALAB) both reported into the same tailwind: Amazon and Microsoft pouring roughly $100B to $105B combined per quarter into AI capex.

Amazon's leading cloud and e-commerce businesses have strong growth ahead. Apple has one of the best business models on the planet.

Amazon and Alphabet each have a thriving cloud business. Both companies are rapidly growing their revenue and profits.

Last month in this forum I alluded to “canaries” in the coalmine (see here) , referring to the high implied volatility on options of stocks like Micron (MU) and SpaceX (SPCX). One working hypothesis was that assisted by leverage (both direct and via ETFs that provide this leverage) the market is currently amplifying “bi-modality”, which basically means a schizophrenic pricing of return outcomes that differ significantly from each other- akin to the outcomes of a coin flip.

Amazon's cloud business alone is larger than most Fortune 500 companies. The company still sees a vast opportunity in this industry.

Zoox is entering a new phase of its business as it's getting ready to launch paid robotaxi rides in Las Vegas, becoming the first company in the US to charge for rides in a purpose-built, steering wheel-free autonomous vehicle. Zoox CEO Aicha Evans joins Bloomberg to discuss pricing, expansion plans and production ramp-up.

Recent earnings reports alleviated investors' concerns about cloud demand and AI spending. Microsoft has the best free cash flow and operating margins of the cloud majors.

Amazon remains a dominant force in retail, but this back-to-school season could create opportunities well beyond the e-commerce giant. Seasonal spending, promotional activity, and resilient consumer demand are setting the stage for select retailers to outperform. Discover three retail stocks poised to take advantage of the back-to-school shopping season.

Berkshire Hathaway finished selling its Amazon (NASDAQ:AMZN | AMZN Price Prediction) position earlier this year in two clean sweeps.

Nearly a year ago Zoox opened its robotaxi service to the public in Las Vegas. Now, it is ready to start charging for those rides.

Nearly a year ago, Zoox opened its robotaxi service to the public in Las Vegas. Now, it is ready to start charging for those rides.

Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment ​of its robotaxis that run without human controls.

AMCX, FTNT and AMZN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 5th, 2026.

Amazon's Zoox will begin charging fares in Las Vegas on Aug. 10. It's the company's first commercial market after Zoox started offering free rides to the public in parts of Las Vegas and San Francisco less than a year ago.

Here is how Amazon (AMZN) and BJ's Restaurants (BJRI) have performed compared to their sector so far this year.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

The Q2 earnings season has delivered some of the strongest corporate results in years, with S&P 500 companies reporting robust profit growth and a high rate of earnings beats.

During its recent earnings call, Amazon announced that it is raising its 2026 capex budget to $220 billion. CEO Andy Jassy says the spending is required to build out new data centers and bring more AI capacity online.

The setup is classic: a wounded stock paired with an intact franchise. Yet no deal for Snap (NYSE:SNAP | SNAP Price Prediction) has been announced or rumored, so this is a thought experiment.

Amazon's AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS's growth is only getting started.

August is when serious investors stop trading and start planning. With four full years remaining until 2030, the question worth asking today is which platform businesses have the earnings power, capital base, and AI monetization runway to compound at scale into the back half of the decade.

Amazon and Alphabet offer indirect exposure to Anthropic while also owning dominant, cash-generating businesses that can thrive regardless of the start-up's IPO outcome. Anthropic's value could boost both companies, but its stakes are still small relative to the overall size of these two tech giants.

FTNT, AMP, AMZN, VLO and APEMY have been added to the Zacks Rank #1 (Strong Buy) List on August 5th, 2026.

Amazon has a dominant positions in industries like e-commerce, cloud computing, digital advertising, streaming, and more. CEO Andy Jassy recently made a comment about the Amazon Web Services (AWS) cloud platform that should excite every shareholder.

Amazon-owned Zoox just received federal approval for up to 2,500 driverless vehicles annually. It's the first approval for a purpose-built driverless vehicle with no manual controls.