Amazon is a buy with 10-15% upside, driven by aggressive AI CapEx and long-term infrastructure leadership. AI CapEx fears are overblown; underinvestment poses a greater risk as compute demand could increase 2-3x by 2027. Logistics and advertising are evolving into high-margin, standalone platforms, likely to drive future margin expansion.
Find out how Jeff Bezos got the ball rolling in the competition with SpaceX's Starlink for space-based connectivity — and how Project Kuiper became Amazon Leo.
Investors are concerned that these two companies are overspending on AI.
Alex Coffey outlines eye-watering options activity in Nvidia (NVDA), Microsoft (MSFT), and Amazon (AMZN) just a day ahead of Nvidia's earnings. He walks investors through the strategies he sees these traders making.
The billionaire doubled his stake in Amazon.
The Nasdaq took a beating this morning. Here's what's behind the sell-off and why long-term investors should stay calm.
Alphabet and Amazon are poised to be long-term winners in artificial intelligence (AI).
Shopify (NASDAQ: SHOP | SHOP Price Prediction) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce.
President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working.
AMZN pushes Fire TV and Alexa+ upgrades to turn viewing and voice into shopping, as rising usage and purchases meet strong sales and heavy capex risks.