Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.

AMZN's Prime growth, faster delivery and expanded content slate are deepening loyalty, supporting retail and advertising growth.

SEATTLE--(BUSINESS WIRE)--Amazon Ads announces First Day Ready, a multi-phase brand partnership campaign developed by Brand Innovation Lab, the creative arm of Amazon Ads, that connects brands to Gen Z students heading to college.The campaign brings together brand sponsors — Gatorade, Michael Kors, SharkNinja — each paired with an influencer ambassador across shoppable video, custom brand experiences, creator content, and a campus block party culminating in a concert presented by Amazon Music."B.

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.

Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding which AI spending spree is actually worth backing.

Form 13F filings allow investors to track which stocks Wall Street's savviest asset managers bought and sold in the latest quarter. Billionaire David Tepper has piled into foundational AI stocks, such as Nvidia, Taiwan Semiconductor Manufacturing, and Amazon.

Most of the "Magnificent Seven" stocks are still doing well. Just don't expect generational returns anymore.

Etsy (NYSE: ETSY - Get Free Report) and Amazon.com (NASDAQ: AMZN - Get Free Report) are both consumer discretionary companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation and profitability. Earnings and Valuation This table compares Etsy and Amazon.com"s

AI could accelerate X-Energy's path toward commercial nuclear power.

There's no cut-and-dried definition, but if you know who, then you largely know what, why, and how.