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AMZN

Snapshot
mcap $2.8T · fwd P/E 25.0 · P/S 3.6 · rev +20% y/y · margin 17% · short 1.0% of float · beta 1.5 · 70% of 52w range

Active theses holding AMZN

Recent news

Goldman Sachs warns AI capex boom to last until 2028
Goldman Sachs warns that the AI capital expenditure boom will persist until at least 2028, driven by a supply-demand imbalance that won't balance until the first half of that year. Big Tech companies like Alphabet, Meta,
Aug 31, 2026
Amazon stock buoyed by Prime membership growth and sports content
Amazon's stock is gaining momentum in the second half of 2026, driven by Prime membership growth and expanded sports content. On August 13, Prime Video released its 2026-27 NBA schedule, including exclusive Eastern Confe
Aug 31, 2026
Amazon AWS GovCloud Adds Third-Party AI Models
Amazon is expanding AI tools for U.S. government customers on its AWS GovCloud platform, adding models from OpenAI, Anthropic, Meta, NVIDIA, and xAI via Amazon Bedrock, alongside its own Nova models. This allows agencies
Aug 31, 2026
Amazon invests $5.3 billion in Saudi AWS region
Amazon has committed $5.3 billion to build its first AWS Cloud Infrastructure Region in Saudi Arabia, announced at the LEAP conference in Riyadh and set to launch in December 2026. The investment expands AWS to 40 global
Aug 31, 2026
FTC to sue Amazon over ad pricing practices
The Federal Trade Commission and 22 states filed a lawsuit Monday in Seattle federal court alleging Amazon secretly inflated advertising prices on its retail platform, costing an estimated 1.2 million advertisers over $2
Aug 31, 2026
Magnificent Seven Stocks Underperform; Tesla Drags, Smaller AI Companies Offer Growth
The Magnificent Seven stocks are underperforming the broader market in 2025, with the Roundhill Magnificent Seven ETF up only 5% year to date, trailing the S&P 500 and Nasdaq. Tesla is the primary drag, down over 20% yea
Aug 31, 2026
BCC Research: AI Reshapes Solar as Data Center Demand Surges
Artificial intelligence is reshaping the solar energy value chain as surging data center electricity demand drives renewable power needs. A BCC Research report identifies over 50 potential AI applications in energy and m
Aug 31, 2026
X-Energy IPO Uses AI to Boost Nuclear Reactor Design Speed
X-Energy, a nuclear company public since April, is leveraging AI to accelerate reactor design and deployment. In July, it joined Project Prometheus, a $60 million Department of Energy initiative with Idaho National Labor
Aug 30, 2026

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