Amazon Stock Forecast: Could AI and Chips Make AMZN a $4 Trillion Company? Amazon could be the next Magnificent 7 stock to hit a $4 trillion market cap. Here's why. Barchart · May 4
Amazon's Massive Capex Spending Reduces FCF to a Trickle - But Does the Market Care? Amazon produced just $1.232 billion in free cash flow on a trailing 12-month basis in Q1. That's barely 0.17% of its TTM sales, despite a 19.8% operating cash flow margin. But does the market care? Barchart · May 3
Amazon’s Middle East data centers damaged by Iran drone and missile attacks will be down for several months during repairs — U.S. and Iran currently observing an uneasy truce, but renewed strikes possible if talks break down Amazon says that it will take months before it can return its Bahrain and UAE data center back to full operational status. In the meantime, the company suspends billing for affected customers while also recommending that they move to other Regions to restore service. Tom’s Hardware · May 3
'Tens of millions of Graviton cores': AWS scores huge coup as Meta 'buys' hundreds of thousands of CPUs and infrastructure, confirming Jeff Bezos' hyperscaler as the essential backbone of the agentic AI Era in a major blow to AMD and Intel ambitions Meta expands its AWS partnership by renting tens of millions of Graviton cores, signaling a shift toward infrastructure over direct hardware ownership. TechRadar · May 1
$50 Billion in Revenue a Year: How the Trainium Chip Business Could Soon Seriously Move the Needle for Amazon Stock Amazon is positioning its Trainium chips as a potential $50 billion revenue engine, signaling a major new growth pillar beyond AWS. Barchart · May 1
3 Reasons Why Marvell Stock is a Buy Now Marvell Technology is turning AI demand into long-term, high-visibility revenue growth. Barchart · Apr 30
Amazon’s Earnings Just Sent the Stock to New Highs—What’s Next? Amazon’s blowout earnings confirm its AI-driven growth story, but after a sharp rally to new highs, the challenge now is sustaining that momentum. MarketBeat · Apr 30
'It’s very unusual for business to grow this fast': Even Amazon CEO Andy Jassy is surprised at AWS cloud success — and AI domination is next AWS reports its best growth rate in 15 quarters, and at 28%, it's propping up total Amazon revenue by quite a margin. TechRadar · Apr 30
Why one outage can still take down half the internet When Cloudflare goes down, a significant amount of the internet falls with it. Services stalled, platforms froze, find out why a single outage causes so much difficulty. TechRadar · Apr 30
Why Dan Ives Is Betting on 35% Upside for Oracle Stock: This ‘Secret Sauce’ Will Make ORCL a Key Part of the ‘AI Revolution’ Ives and his team have a price target of $225 for Oracle. Barchart · Apr 29
AWS and OpenAI confirm cloud partnership — a day after ChatGPT maker ended its Microsoft exclusivity AWS is already a big investor in OpenAI – Amazon Bedrock now gets access to more models after Microsoft loses exclusivity. TechRadar · Apr 29
ALAB, MRVL: Why the Biggest Winners from Amazon’s $100 Billion Anthropic Deal Could Be These 2 Stocks Both of these companies are expected to see a windfall from the $100 billion Anthropic-Amazon deal. Barchart · Apr 29
AWS reveals its own desktop AI agent to help get all your work done AWS has launched its own on-device AI assistant, Quick, designed to link with all your local and third-party data sources. TechRadar · Apr 29
AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: ‘Everything is going to be remade’ In an interview with Fortune, the CEO of Amazon Web Services discussed the company’s new push into productivity software as well as its partnership with OpenAI. Fortune · Apr 29
Barchart · Apr 28 5 Magnificent 7 Stocks Report Earnings This Week. Here's What to Watch for Each. When these five Magnificent 7 stocks report earnings this week, it will likely impact the entire market. Here's what to know.
Barchart · Apr 28 Amazon Reports Earnings Tomorrow, But a Key OpenAI-Bedrock Announcement May Mean Nothing Else Matters for AMZN Stock Just one day after OpenAI announced that Microsoft would no longer have exclusive access to its models, Amazon CEO Andy Jassy announced that the models will be available to AWS customers within weeks.
MarketBeat · Apr 28 3 Stocks Leading the Charge in the Agentic AI Era Amazon, Salesforce, and Alphabet are each building distinct positions in agentic AI through infrastructure, enterprise software, and vertical integration.
Barchart · Apr 28 Amazon Is Now a Chip Company, and AMZN Stock Is Worth Buying Even at All-Time Highs Amazon's Inferentia chips could make it a serious player for AI on the edge, boosting its margins significantly.
Barchart · Apr 28 Do Wall Street Analysts Like Amazon.com Stock? Amazon.com has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
TechRadar · Apr 28 OpenAI and Microsoft make a huge change to their exclusive partnership - does this open the door for AWS to swoop in? OpenAI says it wants to serve all customers regardless of cloud provider, but Microsoft remains a "primary" provider.
Axios · Apr 28 OpenAI breaks free of Microsoft's cloud With its newest partnership deal OpenAI gets the cloud freedom Anthropic always had.
Barchart · Apr 27 Amazon Just Signed a Major Deal to Supply Its In-House Chips to Meta Platforms. AMZN Stock Now Has Multiple AI Chip Catalysts. With demand surging, Amazon is moving beyond cloud into AI chips, and its growing silicon push is opening multiple new growth catalysts.
Barchart · Apr 27 Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player.
Barchart · Apr 27 Amazon Stock Surges Ahead of Q1 Earnings: What Lies Ahead? Amazon’s Q1 will reflect strong revenue momentum. However, profitability may face short-term headwinds due to heavy investment.
International Business Times · Apr 25 Cloud Titans Battle 2026: Microsoft Azure vs AWS vs Google Cloud - Which Stock to Buy? As artificial intelligence reshapes the global economy, the battle among cloud computing giants Microsoft, Amazon and Alphabet's Google Cloud is intensifying, with investors scrambling to pick the best stock for 2026 gains amid surging demand for data centers, AI infrastructure and enterprise software.