The Magnificent 7, comprising 33% of the S&P 500, has underperformed and now trades at its lowest forward PE premium in a decade. Despite slowing earnings growth and elevated capex, I see strong upside in Meta, Google, and Amazon, with Meta and Google at critical support levels. Microsoft, Nvidia, and Tesla face headwinds from capex, slowing growth, or declining estimates; I plan to trim Microsoft and avoid new positions in Apple, Nvidia, or Tesla.

AMZN ramps up logistics with faster delivery, lower costs and massive investment, sharpening its edge as rivals boost AI-driven supply chains.

Amazon.com (NASDAQ:AMZN | AMZN Price Prediction) stock is down roughly 3% in Friday trading, sliding from an opening price of $207.54 to around $200.

To be frank, the company's assets are an embarrassment of riches.

Amazon.com stock (NASDAQ: AMZN) is down 8% this year, as higher-than-expected capex guidance and other factors weigh on investor sentiment.

Amazon's commerce segment may benefit from the recent Supreme Court ruling on tariffs, with the expanded profit margins likely to occur as soon as FQ2'26 and/or inventory renewal. The outsized FY2026 capex guidance is well supported by the multi-year cloud supercycle tailwinds and growing multi-year RPOs, despite near-term Free Cash Flow/balance sheet risks. AMZN's sell-off has triggered the cheaper P/E of 26x, 3Y PEG of 1.50x, and the expanded upside potential to a long-term price target of $315.30.

Most investors seem to have one foot on either side of the fence, waiting for clarity.

DDPAI announces its expansion into North America with the launch on Amazon Canada, offering affordable dash cams designed to enhance driving safety and eve

American Airlines is in talks with SpaceX's Starlink and Amazon to revamp in-flight internet and entertainment, according to a person familiar with the matter. The carrier is also considering adding seatback screens again to its narrow-body fleet.

Amazon has spent more than a decade automating its logistics network. The company has already deployed more than 1 million robots across its operations, and its recent acquisitions have steadily extended machine capability deeper into the fulfillment stack.