Amazon's ambition to turn its cloud computing business into a $1 trillion-a-year revenue engine is still a long way from becoming reality, but the pursuit of that target could create substantial value for shareholders, according to Morgan Stanley analyst Brian Nowak. Amazon Chief Executive Andy Jassy recently said AWS could "very possibly" become a business generating $1 trillion in annual revenue, highlighting the scale of the opportunity management sees in cloud computing and artificial intelligence.
404 Media put an Apple AirTag in a rare book and tracked it to an Amazon warehouse in Las Vegas, where a team cuts the bindings off books and scans the pages.
Amazon's stake in Anthropic creates a powerful double benefit: huge equity gains plus a long-term AWS/Trainium spending commitment. Alphabet's SpaceX stake has become a highly valuable liquid asset, but the company's IPO added volatility and temporarily reduced Alphabet's financial flexibility.
On a recent episode of The Investor's Podcast (838), Daniel Mahncke and Shawn O'Malley argued that Amazon offers more asymmetric upside than its hyperscaler peers: “Amazon has literally built one of the largest chip businesses in the world in the last couple of years, and barely anyone has even noticed.
Amazon is very far from its goal of achieving $1 trillion in cloud revenue, but it could deliver handsome returns for investors as it pursues that target, an analyst notes.
Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.
Amazon is buying tons of rare books, cutting off their spines, and scanning them for AI training, according to 404 Media, which placed a tracking device in a rare book that ultimately arrived at an Amazon facility in Las Vegas.
Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman's growing bets on the Magnificent Seven stocks.
Ackman's Pershing Square exited its position in Alphabet in the second quarter, with Amazon now accounting for ~10% of the firm's reported holdings. So far, the investment case for Amazon has played out as Ackman expected when he originally bought the stock in April 2025.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) briefly crossed the $3 trillion market cap threshold in early August.
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