Amazon is rated Buy as its growth and valuation increasingly depend on AI-driven AWS and data center investments. AWS is expected to generate over 70% of Amazon's EBITDA by 2030, but long-term returns rely heavily on monetizing AI-as-a-service. Key risks include potential oversupply, declining returns on invested capital, and uncertainty about OpenAI and Anthropic's ability to pay for computing resources. The upcoming Anthropic IPO is a critical near-term event that could validate AI economics and boost Amazon's stock.
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...
Amazon Web Services CEO Matt Garman announced the company has ceased using nondisclosure agreements (NDAs) with government agencies to address transparency concerns in its data center projects. This move comes amid widespread criticism and moratorium...
