All articles tagged with #aws
Wolfe Research analyst Shweta Khajuria argues AMZN could lead the Magnificent Seven in 2026 as AWS growth reaccelerates to the mid-20% range in 2026–27, supported by capacity expansions and partnerships, plus strong retail, grocery, and advertising trends; she lifts the price target to $275 and assigns an Outperform, with a Strong Buy consensus among peers.
Amazon received a 'Perfect 10' Smart Score from TipRanks due to strong analyst support, hedge fund buying, positive news sentiment, and technical signals. The company's robust Q3 earnings, driven by AWS and a new $38 billion AI partnership with OpenAI, along with institutional interest and positive technical indicators, contribute to the optimistic outlook and a strong buy consensus among analysts, with potential upside of over 21%.
OpenAI's $38 billion deal with AWS raises significant questions about its impact on revenue and business strategy, highlighting the scale and importance of cloud partnerships in the tech industry.
OpenAI has signed a multi-year agreement to purchase $38 billion worth of AWS cloud infrastructure to support its AI training and services, marking a significant partnership between the AI startup and Amazon.
Amazon's stock is soaring, potentially its best day since 2022, driven by a strong rebound in AWS cloud growth and positive AI developments, restoring investor confidence and boosting the company's valuation.
Amazon's cloud unit AWS reported a 20% revenue increase in Q3, surpassing expectations, which helped the company forecast higher Q4 sales and boosted its stock by 14%. The company's strong cloud performance, driven by AI demand, offset softer e-commerce growth, leading to a significant market value increase. Amazon projects continued growth in AI and infrastructure, with increased capital expenditures planned for next year.
Amazon's stock surged over 10% after reporting better-than-expected Q3 earnings, driven by a 20% growth in AWS cloud sales and strong AI-related demand, easing concerns about its cloud market position; the company also provided optimistic guidance for Q4.
Amazon's Q3 earnings and sales surpassed Wall Street expectations, driven by a 20% increase in AWS revenue and strong growth in advertising and subscription services, leading to a 10% rise in its stock price. The company also announced a significant workforce reduction and provided optimistic guidance for Q4.
Amazon's latest earnings report shows strong Q3 results with revenue beats, ongoing investments in AWS and AI, and significant layoffs, while investors focus on its AI ambitions, AWS growth, and holiday sales outlook.
Amazon's upcoming Q3 earnings are under scrutiny as the company faces stiff competition in cloud services from Google and Microsoft, recent outages, and a strategic push into AI with new data centers and partnerships. Despite challenges, Amazon maintains a leading market share in cloud computing, but rivals are gaining ground with faster growth rates. The company also prepares for the holiday season with significant hiring and sales projections, amid ongoing layoffs to streamline operations.
Despite underperforming the market over the past five years, Amazon is considered a top growth stock due to its strong AWS cloud business, potential AI-driven revenue growth, and robust e-commerce operations, making it an undervalued investment opportunity for long-term investors.
Amazon's upcoming Q3 earnings report is highly anticipated, with a focus on AWS's sales growth and market share amid concerns about its lagging performance compared to competitors like Microsoft and Google, and the company's overall AI strategy. Despite recent setbacks, analysts remain broadly positive, and Amazon's stock shows signs of stability and potential growth.
Amazon Web Services' US-EAST-1 region experienced another outage affecting EC2, ECS, EMR Serverless, and other services due to internal dependencies and infrastructure issues, but the company reported that the problem has been resolved as of late October 29.
Amazon's DynamoDB experienced a critical DNS race condition caused by a flaw in its automated DNS management system, leading to a day-long outage that disrupted major AWS services and websites, with potential damages reaching hundreds of billions of dollars. The incident was triggered by a race condition between DNS Enactors, resulting in DNS records being deleted and causing widespread service failures across AWS's cloud infrastructure.
Amazon Web Services experienced a significant outage caused by a regional gateway issue on the US East Coast, affecting major platforms like Snapchat, Roblox, Robinhood, and others, with services gradually recovering after several hours, highlighting the widespread impact of cloud service disruptions on global digital infrastructure.