Amazon.com Inc (NASDAQ:AMZN) may offer investors significant upside despite concerns over near-term capital expenditures and relative AWS growth, according to analysts at Jefferies. The firm highlighted that Amazon shares have “been a frustrating laggard as sentiment faded on outsized AI capex and trailing AWS growth versus peers.

EU competition chief Teresa Ribera sits down with CNBC's Deirdre Bosa to discuss the impacts of artificial intelligence, regulating tech companies, and more.

I believe Amazon.com, Inc. may have largely solved its Anthropic overhang, as the OpenAI Pentagon deal through AWS reduces a key risk tied to government and defense AI demand. The 1 million-GPU Nvidia deal reinforces that Amazon's AI buildout is real, large, and still accelerating despite broader market and geopolitical pressure. Despite AWS contributing only 18% of revenue, it accounts for 57% of operating income, highlighting the importance of this segment to the bull case.

Amazon Web Services (AWS) has been a key growth area for Amazon in recent years. CEO Andy Jassy recently hiked his forecast for AWS due to opportunities related to artificial intelligence (AI).

Amazon's $200 billion AI spending plans have weighed on the stock, overshadowing robust cloud and retail growth, Jefferies argues.

Amazon's contract with the USPS will expire in October. The USPS reportedly backed out of a potential renewal last December.

The cuts, which affected approximately 70 specialized roles, mark one of the most aggressive pivots toward AI-generated content in the enterprise software sector to date.

Market-wide risk-off sentiment is driving declines across major indices, high-growth stocks, REITs, small caps, BDCs, gold etc. Covered call ETFs present a potential hedge, offering defensive positioning and income amid elevated volatility and interest rates. Most covered call ETFs fail to deliver on their promise due to persistent losses, falling dividends, and opportunity costs during market rebounds.

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Microsoft, Meta, Google, Amazon, and Nvidia are all being overlooked while a new Super Micro Computer scandal shakes the market.