Amazon said that USPS backed out at the "eleventh hour" in contract negotiations in December. Amazon said it had aimed to expand the volume of packages it routes through USPS.

Seven companies remain leaders in their respective industries. But their elevated valuations and moderating growth metrics reduce relative appeal below their peak years. With only one of the Magnificent Seven earning a Quant "Strong Buy," the message is clear that selectivity matters, especially in an environment of shifting investor sentiment. Seeking Alpha's Quant System provides a structured, data-driven, factor-based approach to evaluating these shifts, helping investors focus on the metrics they prefer to prioritize.

Taiwan Semiconductor Manufacturing produces most of the advanced AI chips used in data centers. The company expects its AI accelerator revenue to compound at a mid-to-high-50% rate from 2024 to 2029.

Amazon.com, Inc. remains undervalued as robust AI-driven AWS growth and new verticals reinforce long-term earnings potential. AMZN targets $600B AWS revenue over the next decade, with strategic OpenAI partnerships deepening federal and enterprise adoption. Health AI and expanding Digital Advertising/Subscription Services diversify revenue, supporting margin expansion and recurring growth.

Amazon said its recent contract renewal negotiations with the U.S. Postal Service ended when it "abruptly walked away at the eleventh hour." The company said it was working toward a new agreement with the mail service "to increase our volumes with USPS, not reduce them.

At an all-hands meeting this week, CEO Andy Jassy updated his vision for growth at Amazon Web Services (AWS), the company's cloud segment. He believes the proliferation of AI will help AWS grow 366% over the coming decade.

Amazon remains a compelling buy, with robust revenue, profit, and cash flow growth across both e-commerce and AWS segments. AMZN's Q4 2025 revenue rose 13.6% year-over-year to $213.4B, while operating cash flow surged to $54.5B and EBITDA reached $41.9B. AWS delivered 23.6% revenue growth and accounted for nearly half of total segment profits, driven by custom chip momentum and major client wins.

Amazon ( NASDAQ:AMZN | AMZN Price Prediction ) has delivered tremendous growth in its Amazon Web Services (AWS) division for years, powering the company's profitability even as overall revenue expansion has moderated from the hyper-growth eras of the past.

Bill Ackman has some grand ambitions as he looks to kick off his big Pershing Square IPOs while looking to build an entity that's more like Berkshire Hathaway (NYSE:BRK.B).

One of the the biggest stock-market stories of 2026 so far has been investors' growing affinity for value stocks.