Amazon's stock dropped 7.49% last month even as AWS reported its fastest growth in 18 quarters, growing 37% year-over-year. The decline is mainly due to heavy capital spending of $53.1 billion in Q2 and a negative free cash flow outlook for 2026, despite strong fundamentals in cloud, AI, and advertising. Loop Capital analyst Rob Sanderson projects a $405 price target, implying a 60% upside based on AWS's enterprise growth, retail margin expansion, and a scaling ad business. The stock's risk-reward profile is attractive if Amazon's heavy spending leads to future monetization and cash flow improvements by 2028.
Alphabet's cloud revenue surged 82% in Q2 2026 to $24.77 billion, with a backlog of over $460 billion, showing strong customer demand. Its core business also grew steadily, supporting ongoing investments in cloud and AI infrastructure despite a doubl...
Amazon Ads grew 26% to $19.8 billion driven by search intent and sponsored products, while Walmart Connect grew 43% leveraging in-store traffic and purchase data. Amazon focuses on digital shelf ads and premium video content, including live sports, w...
Wall Street analysts largely agree on Amazon, with most rating it a buy and a price target suggesting 28.65% upside, driven by strong AWS growth and accelerating revenue. Tesla, however, faces mixed opinions with a lower 8.12% upside and concerns ove...
Anthropic's planned November IPO valuation is now expected by some investors to be around $1.5 trillion, down from an earlier $2 trillion estimate. This lower valuation reflects slower revenue growth, with Q3 revenue rising 45% from Q2, compared to a...
Amazon has warned it may close over a dozen warehouses and cut thousands of jobs in New York City if the Delivery Protection Act is passed. The bill would require Amazon to directly hire 5,000 delivery workers currently employed by contractors, aimin...
