Amazon has ordered six additional Ariane 6 rocket launches to expand its Amazon Leo satellite network, aiming to compete with SpaceX's Starlink. Despite having nearly 400 satellites in orbit and signing enterprise deals with companies like Delta and Vodafone, Amazon Leo remains behind Starlink, which already serves millions of users. Amazon's strong financial backing and diversified launch partners give it a solid foundation, but it needs to increase launch cadence and publicize coverage and subscriber data to close the gap. Analysts view Amazon stock as a buy, banking on AWS growth with satellite efforts as a promising optionality.
As of Sep 16, 2026 02:02 WIB, Amazon (AMZN) shares trade at USD 247.85, down 2.24% for the day on Pluang. SpaceX (SPCX) stock is priced at USD 144.18, declining 2.66% in the same session. Amazon's market cap stands at $2.73 trillion, notably larger than SpaceX's $1.95 trillion, highlighting Amazon's financial strength despite the competitive satellite market.
Google's cloud business grew 82% in Q2 2026, outpacing rivals like Microsoft, Meta, and Amazon, while trading at a relatively low P/E of 14. Despite recent stock price pullbacks, strong fundamentals including a $514 billion backlog and widespread Gem...
Amazon's stock is up just 9.84% year-to-date and remains 12% below its 52-week high despite strong earnings growth and AWS's fastest expansion in 18 quarters. Analysts are unanimously bullish with zero sell ratings, but concerns over Amazon's high ca...
Marvell Technology faces new competition as Qualcomm enters Amazon's AI custom silicon and optical connectivity ecosystem. Despite this, Marvell's data-center revenue grew 46% year-over-year in Q2 FY2027, prompting management to raise revenue forecas...
Microsoft, Amazon, and Salesforce are making massive investments in AI, but with different strategies. Microsoft leads with $115.95 billion in capex for cloud infrastructure, signaling strong contracted demand with a $678 billion backlog and Azure hi...
Amazon Prime Video is expanding its news coverage by introducing short-form news clips featuring local and national stories, available on TVs and soon on web and mobile apps. This move aims to attract younger viewers, especially Gen Z, who prefer qui...
