Tag

Amzn

All articles tagged with #amzn

technology8 days ago•15 min saved

Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race

Microsoft says commercial quantum machines could be in data centers by the end of the decade, with 2029 tasks that classical computers cannot perform, emphasizing a hybrid role rather than replacement. The stance signals long‑term upside for MSFT’s cloud/AI platform, while IonQ, Amazon, and Alphabet may benefit from cloud access and tools; near‑term stock moves are unlikely as quantum-driven data-center demand could emerge in the early 2030s, with QBTS and RGTI used as comparables.

via TipRanks|

#amzn #googl #ionq

market-news18 days ago•15 min saved

Amazon’s Capex Push Seen as Long-Term Opportunity by Top Investor

Despite Amazon’s $200 billion capex pledge for 2026 and a small earnings miss, top analyst Daniel Sparks says the market overreacted and presents a buying opportunity for long-term holders. He notes Amazon is monetizing capacity as it installs it, points to a fast-growing $10 billion chips business, and cites strong top- and bottom-line growth with guided 11–15% revenue growth for Q1 2026. With a Strong Buy consensus and a roughly 34% upside to a $281.68 12-month target, Sparks argues the capex cycle could pay off megacap investors over time.

via TipRanks|

#amazon #amzn #capex

market-news19 days ago•16 min saved

BoA Keeps Buy on Amazon as AI-Driven AWS Push Looms Large

Bank of America reiterates a Buy on Amazon after a mixed Q4 and a much larger capex plan. Analyst Justin Post trims the target to $275 but argues AWS capacity expansion and AI-driven demand could drive future growth, even as he cites margin volatility and possible negative free cash flow in 2026. The street remains broadly bullish with a Strong Buy consensus and ~35% upside to a ~$283 target. Amazon guided Q1 revenue above expectations, but capex is seen rising to about $200B in 2026, with AWS growth at 24% and overall revenue at $213.4B for Q4.

via TipRanks|

#ai #amazon #amzn

market-news21 days ago•14 min saved

MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say

Microsoft, Amazon, and Alphabet posted December-quarter results with AI-related capex driving cloud expansion: MSFT highlighted Azure growth and OpenAI partnerships, AMZN emphasized AWS capacity and AI silicon investments, and Alphabet showed Google Cloud backlog and margins improving. Analysts still rate all three as Strong Buys, with MSFT offering the highest upside and the lowest P/E, making it the preferred value pick among the hyperscalers.

via TipRanks|

#ai #amzn #googl

market-news21 days ago•13 min saved

Nvidia Stock Climbs as Huang Defends AI Capex Surge

Nvidia shares rose about 8% after CEO Jensen Huang argued on CNBC that AI-related capex by major tech firms is necessary and sustainable, driven by a massive infrastructure buildout for AI. He pointed to growing cash flows and rising demand for computing power, with hyperscalers like Meta, Amazon, Alphabet, and Microsoft potentially spending up to $660 billion on capex this year, much of it on AI infrastructure and Nvidia chips. Analysts show a Strong Buy consensus with an average target near $260, implying roughly 40% upside.

via TipRanks|

#amzn #googl #market-news

market-news21 days ago•13 min saved

Markets Pull Back as Tech and Crypto Trades Dry Up

Risk appetite across Wall Street has cooled as investors retreat from crowded trades in tech stocks, gold, and cryptocurrencies amid valuation concerns and worries about AI disruption and policy risks; the selloff spilled into indices, with the S&P 500 and Nasdaq down, Bitcoin dropping about 13% to around $63,000, and Amazon’s plans to spend heavily on data centers and chips adding to investor caution about AI investments and stretched valuations.

via TipRanks|

#amzn #bitcoin #market-news

market-news22 days ago•13 min saved

Polymarket Bets on Earnings: AMZN, RDDT, RBLX Seen Beating Estimates

Polymarket traders are pricing in earnings outcomes for Amazon (AMZN), Reddit (RDDT), and Roblox (RBLX) as they report after the Feb 5 close. AMZN is expected to post GAAP EPS of $1.95, Reddit $0.93, and Roblox a GAAP EPS loss of $0.47. Polymarket assigns roughly a 94% chance AMZN beats estimates, 93% for Reddit, and 68% for Roblox, but cautions that odds reflect trader sentiment and are not guarantees, so results may differ.

via TipRanks|

#amzn #earnings #market-news

market-news23 days ago•18 min saved

UBS Sees Big AWS Upside for Amazon Ahead of Earnings

Amazon stock fell about 4% on broad tech weakness ahead of earnings, but UBS argues AWS could double by 2028—potentially adding around $20 billion in free cash flow—while its near-term AWS growth is lifted to about 21% for Q4’25. The AI-capacity ramp at Project Rainier and strong GPU demandSupport continued revenue growth, even as some retail indicators soften and Amazon closes Go and Fresh to focus on Whole Foods and delivery expansion. Overall, analysts remain bullish with Upside targets, signaling upside potential into 2026.

via TipRanks|

#amazon #amzn #aws

market-news24 days ago•22 min saved

AI Stocks Showdown: AMD and AMZN Capture Street Bets Ahead of Q4

TipRanks compares AMD, Palantir (PLTR), and Amazon (AMZN) ahead of their Q4 earnings and finds Wall Street leaning toward AMD and AMZN due to AI GPU demand and AWS growth, while Palantir is viewed more cautiously on valuation. Forecasts: AMD EPS $1.32 on $9.67B revenue; PLTR EPS $0.23 on $1.34B; AMZN EPS $1.96 on $211.42B. Price targets imply upside (AMD $285.90; AMZN $296.79; PLTR $189.94). Overall sentiment: Strong Buy for AMD and AMZN; Moderate Buy for Palantir.

via TipRanks|

#ai #amd #amzn

market-news24 days ago•14 min saved

Citizens Boosts Amazon Price Target on AWS Growth and Anthropic Bets Ahead of Q4

Citizens’ Andrew Boone lifted AMZN’s price target to $315 from $300 and reaffirmed a Buy, implying over 30% upside. Boone cited AWS growth and Amazon's investment in Anthropic as key drivers. Wall Street expects Amazon to report Q4 FY25 earnings of $1.97 per share on about $211.4 billion in revenue. TipRanks shows a Strong Buy consensus with an average target of $296.79, about 24% upside.

via TipRanks|

#amazon #amzn #anthropic

business25 days ago•14 min saved

Earnings Week Preview: Options Imply Wide Moves for Amazon, Google, AMD (Feb 2–6, 2026)

TipRanks’ earnings-move preview estimates ATM option-driven post-earnings moves for major stocks this week (Feb 2–6, 2026), noting that volatility generally rises before earnings and crushes afterward. The piece lists daily move expectations by ticker, e.g., Monday: DIS ±6.38%, PLTR ±10.47%; Tuesday: AMD ±8.87%, CMG ±9.57%, ENPH ±13.39%, EPD ±2.23%, MRK ±4.90%, PEP ±4.10%, PFE ±3.44%, SMCI ±12.30%, PYPL ±8.50%; Wednesday: LLY ±6.51%, GOOGL ±6.18%, NVO ±7.71%, QCOM ±6.66%, ABBV ±4.78%, ARCC ±4.83%, ACB ±19.21%, SNAP ±15.73%, UBER ±7.42%, GOOG ±6.16%, ARM ±9.42%; Thursday: AMZN ±7.52%, B ±20.55%, BMY ±4.63%, COP ±4.94%, MSTR ±8.72%, RBLX ±15.37%, IREN ±16.97%; Friday: CGC ±13.76%. The article also cautions about the risks of options trading.

via TipRanks|

#amzn #business #earnings-moves

business29 days ago•14 min saved

Nvidia’s CoreWeave Bet Draws Game-Changer Tag From Evercore

Evercore ISI analyst Amit Daryanani calls Nvidia’s additional $2 billion investment in CoreWeave a game-changing move that could lift Nvidia’s stake to about 12–13% and unlock high-margin software monetization (SUNK and Mission Control) while CoreWeave expands into CPUs and storage, targeting over $100 million in ARR; CRWV carries a rough $126.77 price target with roughly 14–15% upside, though risks include customer concentration and potential GPU obsolescence.

via TipRanks|

#ai #amzn #business

business1 month ago•16 min saved

Netflix Surpasses 325 Million Subscribers Amid Warner Deal Scrutiny

Netflix quietly surpassed 325 million paid subscribers, a milestone that boosted NFLX shares even as the company plans to stop reporting subscriber figures; the milestone comes as European regulators scrutinize Netflix’s Warner Bros. Discovery deal, with Paramount Skydance signaling potential pushback, while analysts still rate NFLX as a Moderate Buy with upside around 35% to a $116.42 target.

via TipRanks|

#amzn #business #europe

business1 month ago•14 min saved

Amazon Trims 14,000 Corporate Roles Ahead of Feb Earnings

Amazon is reportedly cutting about 14,000 corporate jobs ahead of its Feb. 5 earnings release, targeting AWS, Prime Video, and HR; the cuts would remove roughly 10% of Amazon’s corporate staff (out of 1.58 million employees) as part of a ongoing automation push, continuing a trend after 2022–2023 layoffs, while the company remains a major employer and analysts maintain a Strong Buy view on AMZN.

via TipRanks|

#amazon #amzn #automation

business1 month ago•6 min saved

Amazon's Decade-Long Growth Engine: Cloud, Ads, and AI Keep It Bullish

Amazon remains a long‑term buy as its dominant positions in e‑commerce, digital advertising, and AWS cloud fuel ongoing growth, with AI demand adding to AWS momentum. The stock trades at about 35x earnings—rich relative to the S&P 500—but a wide economic moat, sizable addressable markets, and continued reinvestment in new initiatives support higher revenue and profits over the next decade, including strong ad growth (22% in Q3 2025) and substantial cloud adoption still to come.

via The Motley Fool|

#ai #amazon #amzn