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260.28 -0.78 (-0.30%) 08/26/2026
Amazon.com, Inc. (AMZN)

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Amazon just tripled its order of Nvidia chips over ‘surging demand'  08/26 19:47   techcrunch.com

Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon's data centers.

Wednesday's Final Takeaways: Moonshot AI's Talks with MSFT, AMZN, GOOGL; PCE Sees Uptick  08/26 17:30   youtube.com

China's Moonshot AI is reportedly in talks with several Mag 7 companies over Kimi revenue sharing. In the U.S., investors are keeping a close eye on inflation after core PCE came in slightly hotter than expectations.

Amazon: Proven Capital Allocation At A Good Price  08/26 15:42   seekingalpha.com

Amazon is attractively priced, supported by outstanding capital allocation and a deliberate investment cycle driving temporary free cash flow depression. AMZN's AWS segment is booming, with 2Q26 operating income up 63% YoY and revenue up 37% YoY, underpinned by robust AI and chip businesses. Management expects AWS revenue could eventually reach $1 trillion, with 85% of global IT spend still on-premises, indicating a long runway for growth.

Peter Thiel and David Tepper Are Buying Amazon Stock Hand Over Fist: Should You Follow the Smart Money?  08/26 15:41   fool.com

Amazon is pouring hundreds of billions of dollars into expanding AWS' data center infrastructure. The cloud computing segment will be the key driver of the company's performance.

Live: Will Nvidia Crush Q2 Earnings Tonight After the Market Closes?  08/26 14:56   247wallst.com

Nvidia walks into tonight's report carrying a $91 billion revenue target, a near-certain Blackwell ramp, and a stock that has beaten earnings four straight times yet still fallen in the days that followed. Something has to give.

Amazon's 37% AWS Boom Still Burns Through Free Cash Flow  08/26 14:05   gurufocus.com

Amazon (AMZN), the e-commerce, advertising and cloud-computing giant, posted 37% second-quarter AWS revenue growth—its fastest cloud expansion in roughly four

Amazon's Anthropic Stake Just Bought It Something Credit Markets Couldn't  08/26 11:50   seekingalpha.com

Amazon.com, Inc. delivered a record Q2 2026, with $200.6B in sales and 43% operating income growth, driven by AWS and advertising. AWS accounted for 21% of revenue but contributed 60% of operating income, with a 39.4% margin and a $496B backlog growing at a triple-digit pace. AMZN's Anthropic stake provides Amazon with strategic financial flexibility, AWS cloud revenue, and a hedge against Nvidia's chip pricing power.

Amazon Is Shutting Down a Service That Predated the AI Boom  08/26 11:38   gurufocus.com

Amazon.com Inc. (AMZN, Financials) is shutting down a service that used to be a creative workaround to the limitations of artificial intelligence. Mechanical Tu

Billionaires Are Quietly Loading Up on Amazon While It Trades Like a Value Stock  08/26 11:30   fool.com

Several hedge fund managers bought Amazon stock during the second quarter.

Amazon is shutting down a go-to option for gig workers. It's the latest casualty of AI growth.  08/26 11:27   businessinsider.com

Amazon is shutting down crowdsourced work platform Mechanical Turk, it said on Tuesday. Mechanical Turk became a favorite with gig workers who completed tasks to earn money.

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