Amazon.com, Inc.·Consumer Cyclical
Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). Its products offered through its stores include merchandise and content purchased for resale; and products offered by third-party sellers The company also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Rings, Blink, eero, and Echo; and develops and produces media content. In addition, it offers programs that enable sellers to sell their products in its stores; and programs that allow authors, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, the company provides compute, storage, database, analytics, machine learning, and other services, as well as fulfillment, advertising, and digital content subscriptions. Additionally, it offers Amazon Prime, a membership program. The company serves consumers, sellers, developers, enterprises, content creators, and advertisers. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington.
Consumer Cyclical
Specialty Retail
1,560,000
1997-05-15
1.47

Amazon (NASDAQ:AMZN | AMZN Price Prediction) is starting to look like a real frontrunner in physical AI.

Pershing Square's lead investor made some big moves among the "Magnificent Seven."

Wall Street has spent the last six months questioning Mark Zuckerberg's aggressive AI capital spending, with Meta Platforms (NASDAQ:META | META Price Prediction) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year.

Despite a massive rally in recent months, I'm reiterating my Strong Buy rating on shares of Amazon.com, Inc. The company's combination of a healthy e-commerce/Ads/subscription business, surging AWS sales, and soaring custom silicon business provides a slew of tailwinds to propel AMZN's future growth. Amazon ended Q1 2026 with a net cash and cash equivalents/marketable securities balance of $24 billion.

New York City Mayor Zohran Mamdani pushed back after Jeff Bezos said doubling his taxes would not help “that teacher in Queens.” Bezos called instead for eliminating federal income taxes on the bottom half of earners, arguing that would do more to help working-class Americans.

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is the undisputed AI chip king, and its heft lead probably won't be given up anytime soon, even as more tech titans spend on their own custom silicon efforts.