Amazon.com, Inc. is redefining its AI infrastructure strategy with Trainium, a custom chip now driving multibillion-dollar business and 150% quarterly growth. Trainium's price/performance edge and vertical integration are compressing AWS margins short-term but set the stage for long-term margin expansion and competitive moats. DCF analysis indicates a fair value of $308.06, projecting 28.7% upside, with robust revenue and margin growth assumptions underpinned by AI-driven operating leverage.

Amazon increased the number of items it delivered to Prime members in the United States the same or next day by 30% in 2025. The company delivered over 8 billion items the same or next day in the U.S., it said in a Tuesday (Feb. 3) press release.

After a sluggish 2025, Amazon (NASDAQ: AMZN) enters 2026 with renewed interest from Wall Street. Shares gained roughly 5% last year, significantly trailing the S&P 500's 16% advance.

After a sluggish 2025, Amazon (NASDAQ: AMZN) enters 2026 with renewed interest from Wall Street. Shares gained roughly 5% last year, significantly trailing the S&P 500's 16% advance.

Amazon (NASDAQ: AMZN) just filed paperwork to cut another 2,200 corporate jobs in Seattle, marking the latest chapter in what's becoming a systematic hollowing-out of its headquarters. The WARN notice with Washington's Employment Security Department signals permanent cuts hitting the region where Amazon once symbolized tech's gravitational pull. Here's the tension: Amazon's stock is up 7.27%... Amazon Cuts Another 2,200 Jobs in Seattle as Headquarters Hollows Out.

Amazon is positioned for AWS revenue acceleration, while Microsoft Azure faces stagnation and benefits from diversified enterprise exposure. AWS's growth is driven by Anthropic's AI workloads and ongoing infrastructure expansion, with Q4 FY25 revenue expected to rise 21-23% YoY. Non-cloud segments, including Amazon Ads and North America/International, remain robust, supporting stable overall growth and operating leverage.

Country Trust Bank lessened its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 8.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 601,023 shares of the e-commerce giant's stock after selling 55,890 shares during the period. Amazon.com makes up about

American Capital Advisory LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 63.9% during the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 8,081 shares of the e-commerce giant's stock after buying an additional 3,152 shares during the period. Amazon.com makes up approximately 0.8% of American

Great Point Wealth Advisors LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 3,584 shares of the e-commerce giant's stock, valued at approximately $787,000. Several other hedge