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Amazon stock eyes $300 as AWS growth accelerates despite recent share stagnation.

Market News
12 Sep 2026
24/7 Wall Street
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Bullish
Amazon stock eyes $300 as AWS growth accelerates despite recent share stagnation.

Amazon's stock has remained relatively flat in 2026 despite strong business growth, including AWS's fastest growth in nearly five years at 36.7% and a booming advertising unit. The stock currently trades at $251.89, with analysts predicting it could reach $300 or more, supported by rising earnings estimates and a forward P/E ratio around 20.8x. Key risks include heavy capital spending on AI infrastructure, which has turned free cash flow negative, and external factors like regulatory inquiries. If AWS growth stays strong and operating income meets expectations, Amazon's stock could realistically hit $300 this year.

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Qualcomm loses Apple modem business but gains $60B Amazon deal for AI data center chips.

Qualcomm loses Apple modem business but gains $60B Amazon deal for AI data center chips.

Qualcomm is losing a significant revenue source as Apple replaces its modems with in-house chips, cutting Apple-related revenue by about 50% in the coming quarter. However, Qualcomm has partnered with Amazon to develop AI data center infrastructure, ...

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Neutral
6 hours ago
Investors shift to frontier tech like SpaceX amid new Single Stock futures launch at CME Group.

Investors shift to frontier tech like SpaceX amid new Single Stock futures launch at CME Group.

Investors are rotating capital into frontier tech stocks such as SpaceX, Anthropic, and OpenAI, anticipating their upcoming IPOs and signaling a shift from legacy tech giants. The FAB 10 and MANGOS baskets highlight this trend, with SpaceX's $75 bill...

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Neutral
12 hours ago
Fidelity's FYEE ETF outperforms JEPI in 2026 with similar income but higher total returns.

Fidelity's FYEE ETF outperforms JEPI in 2026 with similar income but higher total returns.

Fidelity's Yield Enhanced Equity ETF (FYEE) has outperformed the popular JPMorgan Equity Premium Income ETF (JEPI) in 2026 by delivering a higher total return of 10.44% year-to-date compared to JEPI's 3.85%, while providing nearly the same cash incom...

Market News
Bullish
22 hours ago
Three lesser-known ETFs offer monthly yields up to 14%, tapping small-cap volatility, preferreds, and Nasdaq options.

Three lesser-known ETFs offer monthly yields up to 14%, tapping small-cap volatility, preferreds, and Nasdaq options.

Three ETFs—IWMI, GPIQ, and PFFA—offer high monthly income streams of up to 14%, each using unique strategies: IWMI leverages small-cap volatility with tax-efficient index options; GPIQ writes modest Nasdaq-100 call options to balance growth and incom...

Market News
Bullish
22 hours ago
Anthropic IPO set to be largest ever, surpassing SpaceX, impacting Alphabet and Amazon stocks.

Anthropic IPO set to be largest ever, surpassing SpaceX, impacting Alphabet and Amazon stocks.

Anthropic is preparing for what is expected to be the largest IPO in history, surpassing SpaceX's record. This event is significant because it directly affects major tech companies Alphabet and Amazon, both of which have substantial investments and o...

Market News
Bullish
1 day ago
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