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210.14 4.77(2.32%)03/23/2026
Amazon.com, Inc. (AMZN)

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Jensen Huang Sees $1 Trillion in Demand: 3 AI Stocks to Buy Now  03/24 00:00   fool.com

Nvidia CEO Jensen Huang sees cumulative demand for Blackwell and Rubin chips reaching $1 trillion through 2027. Growing demand for artificial intelligence (AI) infrastructure positions Nvidia, Dell, and Amazon Web Services for strong growth.

Amazon seen as undervalued despite AI capex concerns: Jefferies  03/23 13:41   proactiveinvestors.com

Amazon.com Inc (NASDAQ:AMZN) may offer investors significant upside despite concerns over near-term capital expenditures and relative AWS growth, according to analysts at Jefferies. The firm highlighted that Amazon shares have “been a frustrating laggard as sentiment faded on outsized AI capex and trailing AWS growth versus peers.

EU competition chief to meet with big tech CEOs this week  03/23 12:28   youtube.com

EU competition chief Teresa Ribera sits down with CNBC's Deirdre Bosa to discuss the impacts of artificial intelligence, regulating tech companies, and more.

Amazon Gains on AWS Growth and AI Momentum  03/23 12:18   gurufocus.com

Amazon (AMZN, Financials) shares went up in premarket trade after Barclays repeated its Overweight rating and $300 price target. The bank said this was because

Amazon May Have Just Solved Its Anthropic Problem With OpenAI And Nvidia  03/23 12:03   seekingalpha.com

I believe Amazon.com, Inc. may have largely solved its Anthropic overhang, as the OpenAI Pentagon deal through AWS reduces a key risk tied to government and defense AI demand. The 1 million-GPU Nvidia deal reinforces that Amazon's AI buildout is real, large, and still accelerating despite broader market and geopolitical pressure. Despite AWS contributing only 18% of revenue, it accounts for 57% of operating income, highlighting the importance of this segment to the bull case.

Amazon Expects AWS Annual Revenue to Hit $600 Billion in 10 Years. The Stock Looks Like a Dirt Cheap Buy  03/23 12:00   fool.com

Amazon Web Services (AWS) has been a key growth area for Amazon in recent years. CEO Andy Jassy recently hiked his forecast for AWS due to opportunities related to artificial intelligence (AI).

Amazon hasn't been this cheap since 2008. Here's how the stock could rally 46% from here.  03/23 11:27   marketwatch.com

Amazon's $200 billion AI spending plans have weighed on the stock, overshadowing robust cloud and retail growth, Jefferies argues.

Amazon and USPS Negotiations Are Crumbling. Will This Hurt the eCommerce Giant's Stock?  03/23 10:49   fool.com

Amazon's contract with the USPS will expire in October. The USPS reportedly backed out of a potential renewal last December.

Snowflake Cuts Entire Team — Joins Amazon, Canva in AI Push  03/23 10:46   benzinga.com

The cuts, which affected approximately 70 specialized roles, mark one of the most aggressive pivots toward AI-generated content in the enterprise software sector to date.

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