Amazon's commerce segment is expected to benefit from a recent Supreme Court ruling on tariffs, likely improving profit margins by the second quarter of fiscal year 2026 or during inventory renewal. Despite near-term risks to free cash flow and the balance sheet, Amazon's large capital expenditure guidance for FY2026 is supported by strong growth in cloud services and rising long-term revenue from orders. The stock's recent price drop has made its valuation more attractive, with a price-to-earnings ratio of 26 and a three-year PEG ratio of 1.50, suggesting potential upside to a long-term target price of $315.30. Additionally, strong growth in higher-margin advertising and subscription segments supports Amazon as a compelling buy at current levels.
Dave Brown, a senior vice president at Amazon Web Services (AWS) and a key figure since its early days, is leaving the company at the end of this month for a new role outside Amazon. Brown helped launch AWS's core EC2 service and later led its comput...
The rapid growth of hyperscale data centers, driven by AI demand, is causing U.S. electricity consumption to surge after a decade of stagnation. Experts predict data centers will use 11-16% of total electricity by 2030, with investments in these faci...
The global hybrid robots market is projected to grow from $5.68 billion in 2026 to $10.03 billion by 2030, with a CAGR of 15.3%. Growth is fueled by advances in AI, autonomous operations, and smart manufacturing, alongside rising demand for robots in...
Electrovaya Inc. has announced a commercial agreement with Amazon to support the deployment of its Infinity Battery Technology in material handling operations, with potential expansion into robotics and energy storage applications. Amazon will receiv...
TappAlpha introduced the TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF (TMGN), which offers exposure to the Cboe Magnificent 10 Index featuring leading tech companies like Nvidia, Microsoft, and Apple. This ETF applies TappAlpha's options-b...
