Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

Amazon (AMZN) is rated Buy, with growth and valuation increasingly tied to AI-driven AWS and data center capex. AWS is projected to drive over 70% of AMZN's EBITDA by 2030, but long-term returns hinge on AI-as-a-service monetization. Key risks include potential oversupply, declining ROIC, and uncertainty around OpenAI and Anthropic's ability to pay for compute.

Baxter Bros Inc. purchased a new position in Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 78,464 shares of the e-commerce giant's stock, valued at approximately $18,701,000. Amazon.com makes up 2.2% of Baxter Bros Inc.'s portfolio, making the stock its 12th

Avise Financial Cooperative Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ: AMZN) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,830 shares of the e-commerce giant's stock, valued at approximately $1,390,000. Amazon.com comprises about 1.0% of Avise Financial Cooperative Inc.'s holdings,

Amazon, Micron, and Broadcom each play key roles in the booming business of AI. Amazon sees a particular trend continuing until at least 2028.

Abbot Financial Management Inc. purchased a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 17,271 shares of the e-commerce giant's stock, valued at approximately $4,116,000. Amazon.com makes up 1.4% of Abbot Financial Management Inc.'s holdings, making the

Amazon is adding the Activity Feed from its Quick desktop app to the AI assistant's iPhone and Android apps, combining email, Slack messages, calendar invites and CRM updates into one prioritized list.

The difference is stark, and should make you reconsider an investment in the stock.

Alphabet, Amazon and IBM offer investors AI and quantum exposure, backed by growing cloud, AI and enterprise businesses with current demand.

Amazon is going to make it easier to shop when you're watching TV. The retail giant on Thursday announced a series of new features that will allow customers to discover products across thousands of Prime Video titles through integrations with its existing X-Ray experience, which today displays real-time actor bios, character names, soundtrack music, and more.