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.
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.
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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.
Bezos still has major skin in the game. His huge Amazon stake keeps his interests closely tied to long-term shareholder value.