Amazon's AWS revenue grew 36.7%, supported by a $496 billion backlog signaling strong future demand for cloud and AI services. The company plans approximately $220 billion in capital expenditures by 2026, which may pressure near-term cash flow despite rapidly increasing operating income. Advertising revenue rose 26% to $19.8 billion, and North American retail margins improved to 7.9%, reflecting better commerce economics. Amazon's stock trades at 30.3 times next year's earnings, expected to fall to 18.9 times in three years as earnings growth justifies the valuation premium.
Amazon's stock price stands at USD 251.28 on Pluang as of Oct 05, 2026 19:01 WIB, showing a slight 0.10% decrease in one day. Despite the company's ambitious $220 billion capital expenditure plan highlighted in the news, the market values Amazon with a hefty $2.71 trillion market cap and an enterprise value of $2.81 trillion. Trading near its 52-week high of $284.02, Amazon remains a major player in the consumer cyclical sector with a typical hold time of 127 days on Pluang.
Amazon is investing hundreds of billions in data centers, servers, and chips, aiming for long-term returns as these assets generate revenue over decades. AWS revenue grew 37% in Q2 with a strong operating margin, and the company has a $496 billion ba...
October online sales are expected to reach $95.8 billion, an 8% increase year-over-year, driven by early holiday promotions from Amazon, Target, and Walmart. Qualcomm and Huawei finalized a multi-year cross-licensing agreement covering 5G, AI, and ne...
Jim Cramer expressed doubts about his loyalty to Amazon after seeing Meta's new AI shopping feature, highlighting Meta's 24% stock rise over the past month compared to Amazon's decline. He noted that Meta's AI assistant could challenge Amazon's domin...
Amazon is restructuring ownership of $8 billion worth of Nvidia AI chips by placing them in a special purpose vehicle that sells debt to investors and leases the chips back to Amazon. This move helps Amazon protect its credit rating by shifting the h...
Amazon committed over $1 billion through its Built Together program to support communities around its U.S. AI data centers, focusing on job training, water preservation, and energy affordability. This move aims to ease local opposition and moratorium...
