Amazon.com, Inc. (AMZN)
AMZN posts record Q4 revenues and surging AWS growth, but a $200B 2026 capex plan and shrinking free cash flow highlight risks as the stock trades above industry P/E.
Amazon won a temporary injunction against Perplexity to block its Comet AI browser from scraping its website. The company sued Perplexity in November, accusing the startup of concealing its AI shopping agents.
Musk wrote "Proceed with caution" on X in response to a post discussing a report by Rafe Rosner-Uddin of the Financial Times, which said Amazon engineers are examining several incidents linked to AI-assisted coding changes.
A federal judge sided with Amazon in its lawsuit over Perplexity's Comet browser, granting a preliminary injunction in an early legal test of AI-powered shopping tools.
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Amazon's top retail technology executive is convening a "deep dive" meeting on Tuesday to discuss a string of recent site outages. The company said AI-assisted production changes were partly to blame for the issues, according to a memo viewed by CNBC.
These stocks make great buys today as their valuations have declined. They each are giants in their fields and have solid long-term prospects.
Last November, Bank of America analysts issued a stark warning: hyperscaler borrowing for AI data centers was exploding. Meta Platforms (NASDAQ: META), Oracle (NASDAQ: ORCL), and others issued bonds and loans at double the pace of the prior decade. Companies that once self-funded massive expansions through overflowing cash reserves have now tapped those resources dry and must... AI's Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well.
The retail giant faces an uphill battle.