Amazon.com, Inc. (AMZN)
It's the latest step in Amazon's push to expand its return network beyond the Seattle tech giant's own brick-and-mortar locations.
SANTA CLARA, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Infoblox, the leader in uniting networking, security and cloud with a protective DDI platform, today announced the launch of Infoblox AWS Marketplace managed rules for AWS Network Firewall. This new integration strengthens organizations' cloud security posture with predictive, DNS-based threat intelligence natively within their existing Amazon Web Services (AWS) environments.
WASHINGTON--(BUSINESS WIRE)--Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and HUMAIN, a Public Investment Fund (PIF) company delivering global full-stack AI solutions, announced today at the U.S.-Saudi Investment Forum their plans to provide, deploy and manage up to 150,000 AI accelerators in a data center facility known as an “AI Zone” in Riyadh. As part of the expanded partnership, AWS will become HUMAIN's preferred AI partner globally, and the two companies wi.
Amazon.com Inc (NASDAQ:AMZN) has lost its legal challenge against its designation as a “Very Large Online Platform” (VLOP) under the European Union's Digital Services Act (DSA). The ruling, published on Wednesday, confirms that Amazon must comply with the strictest obligations under the DSA, which came into force in 2023.
I am reiterating my Buy rating on Amazon.com, Inc. stock with a raised price target of $310, implying 40% upside, driven by AWS acceleration and Trainium adoption. AWS revenue growth surged 20% YoY in Q3, outpacing expectations, fueled by Anthropic while backlog expanded to $200B as Amazon continues to expand capacity. Despite Microsoft and Nvidia's $15B investment in Anthropic, AWS remains Anthropic's primary cloud provider, ensuring continued growth for Amazon's cloud segment.
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AMZN remains a great Buy despite the recent break out, thanks to the outsized AWS prospects during the multi-year cloud super cycle as observed in the growing Trainium monetization. This is on top of the expanding AWS multi-year backlog and profit margins, as more of its data center capacity comes online and a further doubling expected by 2027. AMZN's advertising prospects appear extremely promising during the secular CTV growth, as it penetrates 43.1% of the streaming market as of September 2025.
Zoox is offering self-driving rides in San Francisco. Tesla has a permit for self-driving in Arizona.
MELI's margin pressure and regional volatility stack up against AMZN's steadier profit gains in the race for more upside.
Form 13Fs provide a way for investors to track which stocks Wall Street's savviest money managers -- and publicly traded companies -- are buying and selling. Amazon completely exited its stake in the largest quantum computing pure-play stock during the third quarter.