Amazon continues to be a strong buy due to accelerating earnings growth, margin expansion, and strategic investments like Anthropic. Its regionalization and supply chain improvements are delivering better-than-expected cost savings and operating leverage, especially in North America. The AWS cloud segment shows robust growth with a $150 billion run-rate and record margins of 37.6%, supporting long-term expansion. The forecast suggests an 80% upside to $439 per share by 2030, based on $187 billion in operating income and a fair valuation multiple.
US stock futures indicate a steep decline with Nasdaq 100 expected to fall about 2.8%, driven by a deepening sell-off in technology shares worldwide. Major tech companies like Alphabet, Amazon, and Meta saw significant losses, while Asian and Europea...
Google's stock fell as much as 7% after two top AI researchers, John Jumper and Noam Shazeer, left for competitors Anthropic and OpenAI. These departures raise concerns that Google is losing its edge in AI talent and innovation, potentially falling b...
Major tech companies are expected to spend about $750 billion on AI development this year, primarily funded through debt rather than cash reserves. This marks a shift from the past decade when these firms self-funded growth, making them less sensitiv...
Amazon reported a strong Q1 2026 with EPS of $2.78, beating estimates by over 60%, and AWS growth accelerating to 28%. However, shares remain flat at $244.39 due to massive $200 billion planned capital expenditures in AI, chips, and infrastructure, w...
Amazon is expanding its conversational AI assistant Alexa+ to India by inviting users to beta test a Hindi-language version. The company emailed select customers to join the beta program by June 22, aiming to refine Alexa+ with user feedback. Alexa+ ...
