Amazon's AWS division posted its fastest growth in 18 quarters, driving a bullish outlook despite the stock lagging the S&P 500. The company is investing heavily in capex, with $200 billion planned for 2026, causing near-term cash flow concerns and stock price pressure. Analysts remain optimistic, projecting a 27% to 38% upside in the next year, with a long-term target of $500 per share by 2030 if AWS growth continues above 30%, free cash flow improves, and advertising plus custom silicon boost margins. The main risk is AI demand slowing, which could impact returns on the massive capex investments.
Corning's stock dropped nearly 46% in July 2026, one of its worst monthly declines, despite securing multibillion-dollar contracts with Amazon, Nvidia, and Verizon for AI fiber infrastructure. The selloff followed a slight revenue miss, even as the c...
Amazon's AWS and Alphabet's Google Cloud both reported strong Q2 2026 results, highlighting different strengths in cloud business models. AWS posted $42.2 billion revenue with a 39% operating margin and $16.6 billion operating income, showing profita...
Qualcomm and Amazon announced a multi-generation partnership to develop custom silicon chips for large-scale AI data centers, focusing initially on AI inference for Amazon Web Services. The collaboration also includes advanced optical connectivity so...
Amazon's Low-Earth Orbit (LEO) satellite project, Leo, is seen as a near-free call option with significant long-term upside. Despite Starlink's current dominance, Leo is gaining ground through strategic partnerships, competitive pricing, and advanced...
Amazon's AWS has partnered with Qualcomm to develop next-generation AI data center infrastructure chips, expanding beyond its in-house and Broadcom suppliers. AWS's AI demand is driving this move, with a $496 billion backlog and plans to double power...
