11:04 AM | Wednesday | Oct 28, 2026
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 hot on borrowed momentum.
Read full articleUBS 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 hot on borrowed momentum.
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Amazon unveiled five new Alexa devices today, including two new kinds of hardware: the Alexa Photo Frame, a smart picture frame, and the Echo Time, a smart alarm clock.
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Nvidia's addressable market has increased as the company has expanded its product offering. Meta Platforms is launching AI services that could be highly lucrative.
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CNBC calculated the rolling 60-day correlation of daily returns for each of the 21 unique pairs among the Magnificent Seven.
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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, and a wall of megacap earnings can override that history is the real question.
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Oct 28 (Reuters) - Amazon.com (AMZN.
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Amazon (NASDAQ: AMZN) stock could rally about 175% to $700 if its long-term bullish trend continues.
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Amazon's chief of Alexa and devices Panos Panay refuses to pick a favorite out of all the new Echo devices that Amazon unveiled today. But he does explain in detail why the Echo Time might improve your bedroom hygiene.
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Investors focus on Amazon's cloud business, but the most important indicator might lie in the company's warehouses.
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A $48,000 HSA sitting in cash loses ground every month to inflation, and the window to fix that is closing faster than most people realize. Three ETFs can change the trajectory before Medicare enrollment cuts off your ability to contribute for good.
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Amazon warehouse workers used to spend much of their days walking, pushing carts through long aisles to manually retrieve customer orders from shelves. Today, hundreds of "Hercules" robots do this instead, carrying towering yellow storage pods filled with inventory to employee workstations.
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Many investors stand to win big when Anthropic goes public. Stakes held by firms including Menlo Ventures, Sequoia, Sound Ventures, and Spark Capital are expected to return billions.
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Amazon is set to report Q3 results after market hours on Thursday, Oct. 29, as Wall Street weighs accelerating AWS growth, expanding AI opportunities, and massive capital expenditures.
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You don't need a ton of money to generate significant returns in the stock market.
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Amazon shifts AI focus to business impact, not just raw usage, in new developer guidelines. The company warns that AI metrics can create bad incentives, including “tokenmaxxing.
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Meta's negative free cash flow sent its credit default spreads and bond yields higher, but its announced equity offering on Monday helped calm nerves. Amazon, Microsoft and Alphabet report quarterly results this week.
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AI is already gutting tech payrolls at Microsoft, Amazon, and Meta, but the real wave of job losses may be building in a sector most people have barely noticed yet.
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Wall Street will closely monitor capital expenditures forecasts when Alphabet and Amazon report earnings this week. Smart investors should listen closely to commentary around big tech's AI infrastructure budgets.
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Amazon discouraged teams from relying solely on token usage or code generation as measurements of AI adoption, calling them "deeply flawed" in an internal memo. Companies are grappling with rising AI costs and how to reliably measure whether the tools lead to a boost in productivity.
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Amazon.com, Inc. is expected to report solid Q3 revenue growth, driven primarily by accelerating AWS performance. Heavy AI and cloud investments may pressure earnings and free cash flow, with net debt likely increasing again in Q3. Despite a pullback from highs, AMZN trades at a forward multiple (~24x) above peers with stronger growth and margins.
Oct 27 (Reuters) - The Federal Communications Commission said Tuesday ‌it has approved Amazon (AMZN.O), opens new tab Leo's $11.57 billion deal to acquire Globalstar (GSAT.O), opens new tab.
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Amazon.com, Inc. faces critical Q3 earnings, with AWS revenue and capex under intense scrutiny. Options market signals high implied volatility, with delta positioning favoring calls and a projected 7% post-earnings move. Key AMZN technical levels are $265 resistance and $244 support; a breakout could push AMZN to $280, while a breakdown targets $230.
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.
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AMZN heads into Q3 earnings with strong AWS growth and advertising prospects, but rising costs, heavy capex and a premium valuation raise questions about buying now.
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Tech stocks are rebounding with renewed AI enthusiasm ahead of major earnings and the Fed meeting. Cloud growth is in sharp focus for Alphabet (GOOG/GOOGL), Microsoft (MSFT), and Amazon (AMZN), with AWS demand described as 'insatiable.
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Google Cloud is growing faster than Amazon Web Services. Amazon Web Services accounts for the majority of Amazon's profits.
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Three of the big tech hyperscalers report their earnings this week, with massive implications for the broader stock market. Amazon (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) all report earnings this week.
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I downgrade Amazon from 'strong buy' to 'hold' due to weak shareholder economics. Despite robust Q2 2026 growth in net sales and operating income, AMZN's gains are not translating to shareholders. Amazon offers a vast array of products and services, yet value capture for investors remains insufficient.
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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.
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United Parcel Service, Inc. (NYSE:UPS) is proving that delivering fewer packages can be good for business — provided the ones it keeps pay better. The delivery giant raised its 2026 outlook after third-quarter results showed improving domestic margins and stronger international revenue, offering fresh evidence that its retreat from lower-margin Amazon.com, Inc. (NASDAQ:AMZN) shipments is reshaping its business economics.
Amazon will report its 2026 third-quarter earnings on Oct. 29. Investors will be looking to see whether it can repeat AWS's strong sales growth, which was 37% in the second quarter.
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SAN FRANCISCO--(BUSINESS WIRE)--Mintlify, the AI-native knowledge platform company powering developer documentation for companies like Anthropic, Microsoft, Spotify, and Coinbase, today announced two milestones in its relationship with Amazon Web Services (AWS): Mintlify now delivers 99.999% uptime on AWS while serving more than 300 million human visitors and more than 2 billion agent visits in the last year—and Mintlify Enterprise is available in the AI Agents and Tools category of AWS Marketp.
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Amazon.com, Inc. heads into Q3 earnings on October 29 at about 16.6x trailing cash flow, cheaper than Alphabet and Microsoft at around 21x, even though its earnings are growing faster. AWS growth and backlog are outpacing capex, with AWS revenue up 36.
7% and backlog surging from $200B to $496B, supporting a bullish setup into earnings. AMZN's own chips and cheap borrowing are turning the capex into a moat, especially with CoreWeave's bonds now trading near 16% as credit tightens around the companies that borrowed too.
Elon Musk just issued a blunt warning about the artificial intelligence (AI) infrastructure boom.
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Amazon is rated Hold with a fair value of $225 versus a $248 share price, citing capital intensity concerns. AWS growth and margin sustainability are pivotal; 39%-40% AWS growth with stable margins would justify a higher valuation. The $220B capex program raises questions about long-term cash flow and return on investment, overshadowing near-term EPS beats.
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DoorDash is reportedly about to buy Instacart, Meta taps market to raise $35 billion, and more…
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Amazon's stock has barely budged this year, yet the business underneath it is accelerating in ways that make most rivals look structurally overpriced. One looming risk, though, could unravel the entire thesis if a single market condition shifts.
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Amazon Web Services earned more operating income last quarter than the North America and International retail segments combined. Heavy AI spending is pushing free cash flow into negative territory.
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Oct 27 (Reuters) - Wall Street expects Amazon, Microsoft and Alphabet to report on Wednesday faster growth in their cloud businesses, but a turbulent market selloff and concerns over rising costs of AI financing are tempering optimism.
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Amazon launched a series of new devices this month, including Alexa tablets and Bee AI wearables. Rising memory costs forced "difficult trade-offs" on Amazon's device prices, sales, and profit.
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Amazon's strong business results haven't stopped the company from underperforming the S&P 500. The company is due to report its third-quarter results after the market closes on Oct. 29.
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Cyndeo Wealth Partners LLC trimmed its position in Amazon.com, Inc. (NASDAQ: AMZN) by 14.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 170,562 shares of the e-commerce giant's stock after selling 28,961 shares during the quarter.
Amazon.com comprises about 1.9% of Cyndeo
Hanson and Doremus Investment Management increased its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 13.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,944 shares of the e-commerce giant's stock after purchasing an additional 3,438
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AMZN heads into Q3 earnings with strong AWS growth and advertising prospects, but rising costs, heavy capex and a premium valuation raise questions about buying now.
Read full article
Tech stocks are rebounding with renewed AI enthusiasm ahead of major earnings and the Fed meeting. Cloud growth is in sharp focus for Alphabet (GOOG/GOOGL), Microsoft (MSFT), and Amazon (AMZN), with AWS demand described as 'insatiable.
Read full article
Google Cloud is growing faster than Amazon Web Services. Amazon Web Services accounts for the majority of Amazon's profits.
Read full article
Three of the big tech hyperscalers report their earnings this week, with massive implications for the broader stock market. Amazon (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) all report earnings this week.
Read full article
I downgrade Amazon from 'strong buy' to 'hold' due to weak shareholder economics. Despite robust Q2 2026 growth in net sales and operating income, AMZN's gains are not translating to shareholders. Amazon offers a vast array of products and services, yet value capture for investors remains insufficient.
Read full article
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.
Read full article
United Parcel Service, Inc. (NYSE:UPS) is proving that delivering fewer packages can be good for business — provided the ones it keeps pay better. The delivery giant raised its 2026 outlook after third-quarter results showed improving domestic margins and stronger international revenue, offering fresh evidence that its retreat from lower-margin Amazon.com, Inc. (NASDAQ:AMZN) shipments is reshaping its business economics.
Amazon will report its 2026 third-quarter earnings on Oct. 29. Investors will be looking to see whether it can repeat AWS's strong sales growth, which was 37% in the second quarter.
Read full article
Amazon.com, Inc. heads into Q3 earnings on October 29 at about 16.6x trailing cash flow, cheaper than Alphabet and Microsoft at around 21x, even though its earnings are growing faster. AWS growth and backlog are outpacing capex, with AWS revenue up 36.
7% and backlog surging from $200B to $496B, supporting a bullish setup into earnings. AMZN's own chips and cheap borrowing are turning the capex into a moat, especially with CoreWeave's bonds now trading near 16% as credit tightens around the companies that borrowed too.
Elon Musk just issued a blunt warning about the artificial intelligence (AI) infrastructure boom.
Read full article