Why Morgan Stanley and Goldman Sachs May Be Too Bullish on SpaceX Stock Both investment banks could be utilizing overly optimistic growth estimates for the firm. Barchart · 20h ago
Google, Amazon, and Microsoft Face a $4.2 Trillion AI Problem — and the Math Is Getting Dangerous Google, Amazon, and Microsoft face an AI industry that requires $4.2 trillion in new annual revenue by 2031. Financing buys time, but investors need proof that AI spending can deliver lasting profits. Barchart · Oct 5
Why Amazon Wants to Offload its Nvidia Chips – And Why It Could Be Good News for AMZN Stock Could Amazon’s plan to offload $8 billion in Nvidia chips unlock financial flexibility, strengthen its balance sheet, and boost AMZN stock? Barchart · Oct 5
Amazon Stock Is Underperforming Amid Agentic AI Fears. How to Play AMZN Here. Amazon has underperformed the market this year, among other things, due to the threat from AI agents. However, Rosenblatt Securities believes that the fears are overblown. Barchart · Oct 4
This Top Cloud Giant Just Won the First Ever Alliance Approval for NATO Data AWS just became the first cloud provider cleared to handle NATO RESTRICTED data across every member nation. Barchart · Sep 24
How to Play AMZN Stock as Amazon Unveils Project Mercury Amazon wants to grow its same-day delivery hubs to more than 1,000 by 2031 through Project Mercury. Could that expansion give AMZN stock a fresh catalyst? Barchart · Sep 18
A $2.4 Billion Reason Why Generac Stock Is Up Today Generac stock rallies on a $2.4 billion Amazon deal. Jefferies reiterates its bullish view on GNRC shares. Barchart · Sep 17
Dear Amazon Stock Fans, Mark Your Calendars for October 6 Amazon's Prime Big Deal Day sales will be held early next month. Barchart · Sep 17
Unusual Out-of-the-Money Put Option Volume in Amazon Shows Investors Bullish on AMZN Today, Amazon Inc. (AMZN) put options at a $220 strike expiring in 45 days have had unusually heavy volume. That AMZN put strike is 11.5% below its price, and investors collect a 1.45% yield, a bullish play. Barchart · Sep 15
Amazon's Operating Cash Flow Could Push AMZN Over $314 - What's the Best AMZN Play? Amazon's strong revenue and operating cash flow forecasts could push AMZN above $314, up 22%. Two plays are to short out-of-the-money (OTM) puts or a vertical bull put credit spread. Barchart · Sep 14
Long-Term Bull Put Spread Provides Opportunities for Amazon Bulls Amazon (AMZN) looks ready to bounce back from the recent bout of selling and looks like a good bullish candidate for the remainder of the year. Barchart · Sep 14
Amazon’s Robot Push Raises a Bigger Question About Its Next Margin Lever Amazon is reportedly developing Project Tetromino, an AI and robotics initiative to automate package sorting for last-mile delivery, as AMZN shares trade over 10% below their recent record high. MarketBeat · Sep 3
Nvidia Could Soon Trail Only Amazon in Tech Revenue. Why I Favor NVDA Stock Here. Nvidia could soon trail only Amazon among U.S. tech companies by revenue, raising the question of which stock offers the better investment opportunity. Barchart · Sep 1
Amazon Stock Is Near Record Highs. Why There’s Still Room for AMZN to Grow. Although Amazon stock is trading close to record levels, the solid momentum across its businesses could support additional gains. Barchart · Aug 31
Barchart · Aug 29 Project Tetromino Likely to Drive Operational Efficiency and Margin Expansion for Amazon Stock Amazon develops 'Tetromino' as it steps up warehouse automation.
Barchart · Aug 28 Amazon’s Post-Q2 Earnings Rally Has Faded But Don’t Give Up on AMZN Stock Just Yet Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.
Barchart · Aug 28 Amazon Takes on Waymo and Tesla With Massive Robotaxi Launch in San Francisco. What That Means for AMZN Stock. Amazon-backed Zoox is launching robotaxis in San Francisco, taking on Waymo and Tesla as the ride-hailing market races toward $514 billion by 2031.
Barchart · Aug 28 How Is Amazon.com’s Stock Performance Compared to Other Internet Retailers AMZN has outperformed the broader market over the past year, and analysts are highly bullish on its future potential.
Barchart · Aug 24 Amazon’s Drone Bet Is Getting Serious: Nearly 500 Cities Could Change the AMZN Story Amazon plans to expand Prime Air to nearly 500 U.S. cities and towns by year-end, adding a new long-term catalyst to its broader AI and AWS growth story.
Benzinga · Aug 18 AI's Half-Trillion-Dollar Borrowing Binge Is Competing With Uncle Sam for Bond Buyers Four companies are driving most of the fresh corporate bond supply tied to the AI buildout. Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) sold about $194 billion of bonds in 2026 through early July, up 79% from roughly $108 billion for all…
Barchart · Aug 18 Amazon Thinks AI Is About to Change the Way We Shop. Goodbye, Search Bar. Amazon is betting that conversational AI will replace traditional product searches, with early adoption already driving billions in additional sales.
Kiplinger · Aug 17 Stocks Struggle as Long-Term Yields Rise: Stock Market Today Fear of a Fed move to tighten monetary policy has receded, but market-based interest rates are still trending higher.
Benzinga · Aug 17 Americans Are Pulling Back on Spending as US Retail Sales Fell 0.6% in July: Amazon, Non-Store Retailers Hit Hardest Market commentator The Kobeissi Letter said U.S. consumers are becoming more cautious with their spending after July retail sales fell more than expected.
Barchart · Aug 11 Nvidia’s Best Customers Have a Reason to Stop Buying So Many Nvidia Chips Nvidia’s biggest customers are buying more of its chips while spending billions to reduce their dependence, creating a new risk for Nvidia
Benzinga · Aug 10 Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data.