Amazon shares rose over 5% after Morgan Stanley named it a top pick and raised its price target to $350, citing strong growth prospects for Amazon Web Services (AWS). Morgan Stanley projects AWS revenue growth of 47% in 2027 and 42% in 2028, with operating margins between 42% and 44%, positioning AWS as a highly profitable business. The firm highlighted catalysts including Nvidia's GPU supply to AWS, new shopping technologies, and robotics expansion in fulfillment centers. This bullish outlook suggests Amazon could generate $16.50 earnings per share by 2028, driven by AWS's accelerating growth and operational efficiency.
Amazon shares gained nearly 5% on Pluang, trading at USD 262.38 as of Oct 20, 2026 00:21 WIB, close to its 52-week high of USD 284.02. Morgan Stanley shares fell slightly by 0.51%, priced at USD 179.62. This shows strong investor interest in Amazon amid the positive outlook for AWS.
Amazon is financing a 960-megawatt nuclear power plant in Indiana, set to be operated by American Electric Power and using 12 small modular reactors from X-energy. Amazon will be the first customer to purchase power from the plant, which will be buil...
Microsoft's Azure and Amazon's AWS both showed strong growth in Q3, with Azure up 43% and AWS up 37%. Investors are focused on whether their heavy AI investments will translate into sustained revenue gains. Microsoft benefits from software like Micro...
Amazon's stock rose 5% after Morgan Stanley upgraded it to a top pick and raised its price target to $350, citing faster growth in Amazon Web Services (AWS) and new AI-related opportunities. Morgan Stanley now expects AWS revenue to grow 47% in 2027 ...
Amazon's AWS division posted its fastest growth in 18 quarters, growing 37% last quarter, driving optimism despite Amazon's free cash flow turning negative and long-term debt nearly doubling. The company is investing heavily—about $200 billion in 202...
Massive investments exceeding $10 trillion in AI infrastructure are transforming markets, offering significant opportunities and systemic risks. Investors may find outsized returns in semiconductor, memory, storage, and networking suppliers over the ...
