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.
Berkshire Hathaway's strategy hasn't changed; only the details have.
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.