Amazon.com, Inc. attempts to justify its massive $200B CapEx plan with clear AI monetization visibility through 2028, easing investor concerns. AMZN's AWS ecosystem is seeing robust demand, with custom chip initiatives and deepening partnerships like Anthropic driving future growth. The Globalstar acquisition and Amazon's Leo satellite ambitions position AMZN for durable price advantages and new growth levers.

While the world waits in line for Nvidia Corp‘s (NASDAQ:NVDA) next delivery, Amazon.com, Inc. (NASDAQ:AMZN) and Anthropic just signed a $100 billion, 10-year commitment that aims to break the GPU monopoly.

Amazon is my top investment, driven by a horizontally integrated ecosystem and self-reinforcing flywheel across retail, cloud, silicon, robotics, and connectivity. AMZN's AWS leads cloud hosting with a $142B run rate, 24% growth, and accelerating momentum from generative AI and custom silicon, supporting high-margin expansion. Amazon's $25 billion investment in Anthropic secures a decade-long infrastructure partnership, mandating the use of custom Trainium silicon and guaranteeing $100 billion in future AWS revenue.

Amazon (AMZN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Here are five key things investors need to know to start the trading day.

Workers and labor advocates say the company's injury rates and how it treats injured staff remain a problem

Amazon is making a broader argument about fraud in online commerce. The threat is no longer limited to fake handbags, copycat electronics and trademark abuse.

SEATTLE--(BUSINESS WIRE)---- $AMZN #Amazon--A WA woman represented by Hagens Berman filed a personal injury lawsuit against Amazon alleging it sold her a defective camp stove that exploded.

Alphabet and Amazon both look like great buys as the market shifts back toward growth stocks.

Big tech stocks have demonstrated something over time.