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The Latest Breaking News from AWS

Amazon takes on FedEx and UPS by letting other companies use its global warehousing and delivery network

Amazon Supply Chain Services (ASCS) is Amazon's answer to FedEx, UPS – shipping is now open to all.

5 Mega-Cap Stocks That Beat Q1 2026 Earnings and Are Still Climbing

5 Mega-Cap Stocks That Beat Q1 2026 Earnings and Are Still Climbing

Alphabet, Amazon, Apple, Qualcomm, and Caterpillar all topped Q1 2026 estimates, with standout results in cloud, AI infrastructure, and automotive revenue growth.

Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush

Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

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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.

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?

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

'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.

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$50 Billion in Revenue a Year: How the Trainium Chip Business Could Soon Seriously Move the Needle for Amazon Stock

$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.

3 Reasons Why Marvell Stock is a Buy Now

3 Reasons Why Marvell Stock is a Buy Now

Marvell Technology is turning AI demand into long-term, high-visibility revenue growth.

Amazon’s Earnings Just Sent the Stock to New Highs—What’s Next?

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.

'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

'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.

Why one outage can still take down half the internet

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.

Why Dan Ives Is Betting on 35% Upside for Oracle Stock: This ‘Secret Sauce’ Will Make ORCL a Key Part of the ‘AI Revolution’

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.

AWS and OpenAI confirm cloud partnership — a day after ChatGPT maker ended its Microsoft exclusivity

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.

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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.

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.

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.

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.

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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.

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.

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.

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.

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.

OpenAI breaks free of Microsoft's cloud

With its newest partnership deal OpenAI gets the cloud freedom Anthropic always had.

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.

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