Amazon.com, Inc.'s AWS revenue surged 36.7% YoY to $42.2 billion, marking five consecutive quarters of accelerating growth for AMZN despite its enormous scale. AWS backlog reached $496 billion, rising $130 billion QoQ, while 2027 capacity is largely reserved and 2028 demand remains strong. AWS operating margin expanded to approximately 39.4%, strengthening the case that rapidly growing AI workloads can deliver attractive profitability.

Both earnings and revenue growth were the highest since 2021.

Wall Street's love affair with Amazon (NASDAQ:AMZN | AMZN Price Prediction) has rarely looked this one-sided.

Amazon (AMZN) shares declined around 1% on Thursday as attention turned to a privacy dispute involving Twitch and the use of creator content for artificial inte

I hit the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) again this week, and I will hit it again next month.

With $35.2 billion in trailing net revenue, MercadoLibre's business would have to almost triple to reach 12 figures. Analysts see net revenue failing to top 30% after this year, as the consensus ignores the recent acceleration.

David Tepper's Appaloosa Management nearly doubled its Amazon (NASDAQ:AMZN | AMZN Price Prediction) stake in the first quarter of 2026, adding roughly 2.14 million shares to bring the total to about 4.3 million, a position worth approximately $900 million and disclosed in a 13F filed May 15.

Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock NewsIllinois ticket wins $1.04B Powerball jackpot: A single ticket sold i

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

SpaceX (NASDAQ:SPCX | SPCX Price Prediction) never ceases to be in the headlines, it seems.