I am strongly bullish on Amazon, driven by AWS's strategic $50 billion OpenAI partnership and AI infrastructure investments. AWS's accelerating AI workloads and multi-year agreements position AMZN to capture outsized cloud and data center growth through 2031. AMZN leads peers in revenue, EBITDA margin (20.33%), and cloud market share, justifying its higher 3.13x P/S valuation amid superior growth.

NEW YORK--(BUSINESS WIRE)--After more than 40 years shaping the way America cooks and entertains, Martha Stewart is introducing her first-ever kitchen electrics collection, available exclusively in Amazon's stores at launch. Designed to make everyday cooking easier, the collection combines practical features with modern design and reliable performance for home cooks of all skill levels. The new collection includes a range of countertop essentials—including stand mixers, coffee/spice grinders, o.

Investors have been rotating out of tech and into value stocks. Some fear that AI infrastructure investment could be peaking.

The Navy, like other branches of the military, runs hundreds of retail stores globally that offer discounted, tax free goods to service members, veterans and their families, generating over $2 billion in annual sales. The stores help support retention, morale and ultimately, U.S. national security by funneling profits into programs that assist sailors and their families, but that network is now at risk as larger, savvier retail giants like Walmart, Amazon and Target chip away at The Navy Exchange's market share, forcing it to embark on a costly turnaround plan.

This week's Amazon/USPS deal is one of the more interesting signals I've seen about where the company's delivery strategy is actually headed.

Apple has one of the best business models on the planet. Amazon continues to innovate and evolve to drive growth.

The rise and fall of oil prices are what get the headlines, but that's just the start of the problem the world faces.

Amazon's aggressive push into artificial intelligence is raising investor concerns over soaring capital spending, but analysts argue the strategy is aligned with surging cloud demand. As the company ramps up data center investments, metrics like backlog growth and improving productivity suggest the long-term payoff could outweigh near-term pressure on margins.

Amazon's aggressive AI investments are spooking investors — but one analyst believes they're necessary for the company to fulfill accelerating cloud demand.

Certain brands are reportedly having a harder time selling on Amazon these days. As The Information reported Tuesday (April 7), the eCommerce giant has in recent months brushed off requests from wholesale suppliers to increase what it pays for their products.