Amazon's AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS's growth is only getting started.

August is when serious investors stop trading and start planning. With four full years remaining until 2030, the question worth asking today is which platform businesses have the earnings power, capital base, and AI monetization runway to compound at scale into the back half of the decade.

Investors are increasingly concerned about Meta's AI spending and its impact on the company's cash flow.

Amazon and Alphabet offer indirect exposure to Anthropic while also owning dominant, cash-generating businesses that can thrive regardless of the start-up's IPO outcome. Anthropic's value could boost both companies, but its stakes are still small relative to the overall size of these two tech...

FTNT, AMP, AMZN, VLO and APEMY have been added to the Zacks Rank #1 (Strong Buy) List on August 5th, 2026.

Amazon has a dominant positions in industries like e-commerce, cloud computing, digital advertising, streaming, and more. CEO Andy Jassy recently made a comment about the Amazon Web Services (AWS) cloud platform that should excite every shareholder.

Amazon-owned Zoox just received federal approval for up to 2,500 driverless vehicles annually. It's the first approval for a purpose-built driverless vehicle with no manual controls.

SpaceX has a rich valuation. Amazon's fast-growing cloud computing business has a bright outlook.

Now is the time to buy hyperscaler stocks as they start to break out.

A U.S. appeals court overturned a March ruling that temporarily barred Perplexity's artificial intelligence-powered agentic shopping tools from accessing Amazon's platform, Reuters reported Tuesday (Aug. 4).

Amazon.com remains a powerhouse in cloud computing and digital advertising while streamlining its global fulfillment network. Carnival is capitalizing on record travel demand and expanding its fleet capacity to improve its overall debt profile.

Berkshire Hathaway closed out its 2.3 million-share Amazon position in the first quarter of 2026, when Greg Abel took over as CEO. AWS, Amazon's cloud business, reported a 37% sales increase in the 2026 second quarter.

Amazon's net margin climbed to 10.8% while Dutch Bros trades at a 71.6x forward P/E, a stark contrast in profitability and valuation.

Amazon.com, Inc. just broke the bank with AI and AWS investments. Its free cash flow went negative. Its aggressive AI and AWS investments have driven negative free cash flow, with CAPEX expected to reach $220B in 2026. And I think it won't change soon. AWS remains the growth engine, now exceeding a...

The 47% earnings headline has an asterisk

Amazon.com, Inc. has scaled a $3 trillion valuation milestone; the market is finally convinced with its AI strategy and its massive backlog that has reached $500 billion as of Q2. AWS's AI and chip businesses now boast a combined $50 billion annualized run rate, corroborating its ability to...

Jeff Bezos is still focused on Prime Video at Amazon. He wants the division to implement more AI to drive engagement.

Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

The post-earnings rally in mega-cap tech has turned into a genuine squeeze, it seems.