1 day ago
Chalk up another in the seemingly endless string of artificial-intelligence chip deals. Qualcomm
QCOM
+0.27%
has signed up Amazon.com
AMZN
-0.20%
as a customer for its processors, but the size and structure of the deal shows it’s still far from being a major threat to Nvidia
NVDA
-2.26%
.
QCOM
+0.27%
AMZN
#endless
QCOM
+0.27%
has signed up Amazon.com
AMZN
-0.20%
as a customer for its processors, but the size and structure of the deal shows it’s still far from being a major threat to Nvidia
NVDA
-2.26%
.
QCOM
+0.27%
AMZN
#endless
1 day ago
Qualcomm (QCOM) stock rose 3.2% on Sept. 8 after the chipmaker announced a partnership with Amazon (AMZN) focused on customized AI data center silicon. The agreement could generate up to $60 billion in revenue opportunities over the next decade, giving Qualcomm a new growth avenue as revenue related to Apple (AAPL) declines.
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
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Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#qualcomm #partnership #customized
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#qualcomm #partnership #customized
1 day ago
During a segment on the September 3 episode, Mad Money host Jim Cramer shared a detailed bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN). He stated:
Let's start with Amazon. Ever since we went out to see Amazon earlier this year, I've been stuck on something that CEO Andy Jassy told me. He said they're going to make an immense amount of money in artificial intelligence. They were going to profit from their gigantic commitment to data centers and next year will be huge for the compute sales. Well, I think it's being pulled forward. I think it may already be huge right now. I also remember Andy talking about the $50 billion semiconductor business that's buried in the company. I like the healthcare initiatives... Amazon Web Services is doing incredibly well. Their grocery delivery business, wow...
Alright, what can I say? All this for a stock that's up just 12% for the year; that's wrong. Amazon's balance sheet isn't as good as it was a year ago; enough already. What if Amazon Web Services is able to make four times what it just paid for 2 million GPUs from NVIDIA? That ratio, by the way, is what NVIDIA CEO Jensen Huang told me companies can expect to get when they buy NVIDIA chips. That makes me think that Amazon is cheap. We've all kind of forgotten that there's a reason why a smart executive like Andy Jassy is willing to wreck Amazon's balance sheet like the old days. It's because they're going to make fortunes with the money they spend. And we are getting closer and closer to seeing huge profits for investments that the Street has hated. You can't wait until next year to buy the stock of Amazon. And that's why it is a screaming buy with the stock trading at about 20 times this year's earnings. That's wrong.
Amazon Web Services remains the primary profit engine for the company. In the second quarter, AWS revenue surged 37% year over year to reach $42.2 billion, putting its annual run rate at roughly $169 billion. Operating income for the cloud unit jumped to $16.6 billion. Companies shifting their operations to handle AI and heavy workloads are turning those massive data center investments into high-margin profits. Aside from basic cloud hosting, Amazon.com, Inc. (NASDAQ:AMZN) is leaning into its own custom chips, like Trainium and Graviton, and growing adoption of the Bedrock platform to keep its revenue streams strong and diversified.
Not everyone on Wall Street shares Cramer's enthusiasm, as it could be pointed out that Amazon.com, Inc.'s (NASDAQ:AMZN) balance sheet is noticeably weaker than it was a year ago as its long-term debt increased from nearly $66 billion at the end of 2025 to nearly $129 billion by mid-2026. Heavy capital commitments and soaring data center expenses, with full-year capital expenditure guidance climbing around $220 billion, have strained cash flow flexibility. Investors could be worried that the company is spending too aggressively. If enterprise demand for artificial intelligence tools slows down or if the massi
Let's start with Amazon. Ever since we went out to see Amazon earlier this year, I've been stuck on something that CEO Andy Jassy told me. He said they're going to make an immense amount of money in artificial intelligence. They were going to profit from their gigantic commitment to data centers and next year will be huge for the compute sales. Well, I think it's being pulled forward. I think it may already be huge right now. I also remember Andy talking about the $50 billion semiconductor business that's buried in the company. I like the healthcare initiatives... Amazon Web Services is doing incredibly well. Their grocery delivery business, wow...
Alright, what can I say? All this for a stock that's up just 12% for the year; that's wrong. Amazon's balance sheet isn't as good as it was a year ago; enough already. What if Amazon Web Services is able to make four times what it just paid for 2 million GPUs from NVIDIA? That ratio, by the way, is what NVIDIA CEO Jensen Huang told me companies can expect to get when they buy NVIDIA chips. That makes me think that Amazon is cheap. We've all kind of forgotten that there's a reason why a smart executive like Andy Jassy is willing to wreck Amazon's balance sheet like the old days. It's because they're going to make fortunes with the money they spend. And we are getting closer and closer to seeing huge profits for investments that the Street has hated. You can't wait until next year to buy the stock of Amazon. And that's why it is a screaming buy with the stock trading at about 20 times this year's earnings. That's wrong.
Amazon Web Services remains the primary profit engine for the company. In the second quarter, AWS revenue surged 37% year over year to reach $42.2 billion, putting its annual run rate at roughly $169 billion. Operating income for the cloud unit jumped to $16.6 billion. Companies shifting their operations to handle AI and heavy workloads are turning those massive data center investments into high-margin profits. Aside from basic cloud hosting, Amazon.com, Inc. (NASDAQ:AMZN) is leaning into its own custom chips, like Trainium and Graviton, and growing adoption of the Bedrock platform to keep its revenue streams strong and diversified.
Not everyone on Wall Street shares Cramer's enthusiasm, as it could be pointed out that Amazon.com, Inc.'s (NASDAQ:AMZN) balance sheet is noticeably weaker than it was a year ago as its long-term debt increased from nearly $66 billion at the end of 2025 to nearly $129 billion by mid-2026. Heavy capital commitments and soaring data center expenses, with full-year capital expenditure guidance climbing around $220 billion, have strained cash flow flexibility. Investors could be worried that the company is spending too aggressively. If enterprise demand for artificial intelligence tools slows down or if the massi
4 days ago
Qualcomm (QCOM) on Tuesday said it has entered into a multi-generation custom chip deal with Amazon (AMZN). The companies say they are also developing networking capabilities and other future data center products.
Qualcomm stock climbed more than 5% on the news. Shares of Amazon were flat.
As part of the arrangement, Qualcomm has issued warrants to Amazon for 25 million shares of the company's common stock at a price of $161.26 per share.
The shares will vest in tranches based on Amazon placing purchase orders and completing those purchases with a total value warrant value of $60 billion.
"Qualcomm is pleased to work with AWS on customized silicon and connectivity solutions, bringing decades of leadership in advanced processing and power-efficient compute, to deliver breakthrough performance and enable the next generation of AI infrastructure," CEO Cristiano Amon said in a statement.
#qualcomm #generation #qcom
Qualcomm stock climbed more than 5% on the news. Shares of Amazon were flat.
As part of the arrangement, Qualcomm has issued warrants to Amazon for 25 million shares of the company's common stock at a price of $161.26 per share.
The shares will vest in tranches based on Amazon placing purchase orders and completing those purchases with a total value warrant value of $60 billion.
"Qualcomm is pleased to work with AWS on customized silicon and connectivity solutions, bringing decades of leadership in advanced processing and power-efficient compute, to deliver breakthrough performance and enable the next generation of AI infrastructure," CEO Cristiano Amon said in a statement.
#qualcomm #generation #qcom
4 days ago
Anthropic, the company behind the Claude artificial intelligence (AI) models, plans to publish its initial public offering (IPO) prospectus after Monday's Labor Day holiday, The Information reported late last month. A listing may follow as soon as late September or in October. Amazon (NASDAQ:AMZN) shareholders have a more specific reason than most to open the document when it lands.
On April 20, Anthropic committed to spend "more than $100 billion over the next ten years" with Amazon Web Services (AWS), Amazon's cloud computing segment. That promise is equal to about a fifth of AWS's backlog of contracted work, which reached about $496 billion in June.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In other words, Amazon has already told investors how much one of its biggest cloud customers intends to spend. What no Amazon filing can show is whether the customer's own finances support it. That's what the prospectus is for.
Image source: Getty Images.
#amazon #signal #anthropic
On April 20, Anthropic committed to spend "more than $100 billion over the next ten years" with Amazon Web Services (AWS), Amazon's cloud computing segment. That promise is equal to about a fifth of AWS's backlog of contracted work, which reached about $496 billion in June.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In other words, Amazon has already told investors how much one of its biggest cloud customers intends to spend. What no Amazon filing can show is whether the customer's own finances support it. That's what the prospectus is for.
Image source: Getty Images.
#amazon #signal #anthropic
6 days ago
Apple (AAPL) stock has seen a reversal of fortunes of sorts. It underperformed the Nasdaq 100 Index ($IUXX) in the first half of the year but has since raced ahead and is now outperforming the tech-heavy index. Apple's price action over the previous couple of years was dampened by lingering concerns that it was lagging in the artificial intelligence (AI) race as investors chased names seen as AI winners.
However, the situation has flipped over the last couple of months. Investors are now getting increasingly wary of tech companies' ever-rising capex to build AI infrastructure. For context, among its Magnificent 7 peers, Alphabet (GOOG) (GOOGL), Amazon (AMZN), and Tesla (TSLA) raised their respective 2026 capex budgets, while Meta Platforms (META) raised the lower end of the guidance by $5 billion. However, it maintained the upper end at $145 billion.
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#meta
However, the situation has flipped over the last couple of months. Investors are now getting increasingly wary of tech companies' ever-rising capex to build AI infrastructure. For context, among its Magnificent 7 peers, Alphabet (GOOG) (GOOGL), Amazon (AMZN), and Tesla (TSLA) raised their respective 2026 capex budgets, while Meta Platforms (META) raised the lower end of the guidance by $5 billion. However, it maintained the upper end at $145 billion.
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#meta
6 days ago
Building wealth in the stock market isn't about chasing hot trends. It's about owning high-quality businesses that can compound in value and potentially beat the market over long periods.
Amazon (NASDAQ: AMZN) and Visa (NYSE: V) are quality stocks that can help investors do exactly that. ******* ysts expect both companies to grow earnings at double-digit rates over the next several years. Here's why these growth stocks can deliver superior results for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon shares returned 560% over the past 10 years, beating the S&P 500's
251%. The stock has been roughly in line with the index so far in 2026. Even so, ******* ysts expect Amazon's earnings to grow about 20% annually in the years ahead -- a pace that can still support market-beating returns.
Amazon reported 20% year-over-year sales growth last quarter, with two of its largest segments -- online retail and Amazon Web Services (AWS) -- showing accelerating revenue growth.
#amazon #market #Growth #analysts
Amazon (NASDAQ: AMZN) and Visa (NYSE: V) are quality stocks that can help investors do exactly that. ******* ysts expect both companies to grow earnings at double-digit rates over the next several years. Here's why these growth stocks can deliver superior results for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon shares returned 560% over the past 10 years, beating the S&P 500's
251%. The stock has been roughly in line with the index so far in 2026. Even so, ******* ysts expect Amazon's earnings to grow about 20% annually in the years ahead -- a pace that can still support market-beating returns.
Amazon reported 20% year-over-year sales growth last quarter, with two of its largest segments -- online retail and Amazon Web Services (AWS) -- showing accelerating revenue growth.
#amazon #market #Growth #analysts
7 days ago
As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity ****** ysts. They may end up becoming the next big opportunities.
Amazon.com (AMZN), Alphabet (GOOGL) and Dell Technologies (DELL) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with an 88.17 buy point, according to IBD MarketSurge pattern recognition. The stock is trying to climb back above its 50-day moving average. A 2-for-1 stock split went into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.
#market #amphenol #data #Growth
Amazon.com (AMZN), Alphabet (GOOGL) and Dell Technologies (DELL) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with an 88.17 buy point, according to IBD MarketSurge pattern recognition. The stock is trying to climb back above its 50-day moving average. A 2-for-1 stock split went into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.
#market #amphenol #data #Growth
8 days ago
Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are two of the largest cloud computing providers. But which one of these hyperscalers makes for the better buy? I think there's one key metric that separates the two firms, and once you recognize it, it will be hard to consider investing in the other.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In terms of market share, Amazon Web Services (AWS) is the largest cloud computing provider in the world, with Microsoft Azure coming in second. That makes both firms very important, but of the two, it's pretty clear Amazon is growing at a faster pace.
At first glance, that **** ysis seems wrong. In their latest quarters, Azure grew by 43%, while AWS grew by 37%. But that's not what I'm talking about.
I'm looking more at the trend lines, and it's clear that AWS' growth is accelerating rapidly. During Q1, AWS's growth rate was 28%. In Q4 2025, its growth rate was 24%. Rewinding to Q3 2025, its growth rate was 20%. That's some rapid acceleration over the past year, and considering Amazon is still pouring hundreds of billions of dollars into expanding its cloud computing capacity, I won't be surprised to see AWS' growth rate continue to accelerate over the next few quarters.
#computing
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In terms of market share, Amazon Web Services (AWS) is the largest cloud computing provider in the world, with Microsoft Azure coming in second. That makes both firms very important, but of the two, it's pretty clear Amazon is growing at a faster pace.
At first glance, that **** ysis seems wrong. In their latest quarters, Azure grew by 43%, while AWS grew by 37%. But that's not what I'm talking about.
I'm looking more at the trend lines, and it's clear that AWS' growth is accelerating rapidly. During Q1, AWS's growth rate was 28%. In Q4 2025, its growth rate was 24%. Rewinding to Q3 2025, its growth rate was 20%. That's some rapid acceleration over the past year, and considering Amazon is still pouring hundreds of billions of dollars into expanding its cloud computing capacity, I won't be surprised to see AWS' growth rate continue to accelerate over the next few quarters.
#computing
8 days ago
Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and server processors. Together, the positions give Duquesne exposure to an AI infrastructure platform and a credible alternative chip supplier, although the filing does not disclose Druckenmiller's rationale.
Amazon.com, Inc. (NASDAQ:AMZN) offers the demand platform. AWS revenue grew 36.7% in the second quarter, while Amazon's capital-spending trajectory approached roughly $220 billion. The bull case is that its cloud customer relationships, custom silicon, and enormous infrastructure base let it capture AI usage across models and chips. The bear case is that depreciation, power, and construction costs arrive before utilization. Even strong cloud growth must eventually produce returns on a spending program larger than many national economies.
Advanced Micro Devices, Inc. (NASDAQ:AMD) offers more direct operating leverage. Its data-center revenue more than doubled, and customers want an alternative to Nvidia for accelerators and CPUs. If AMD's software improves and hyperscalers deploy Instinct at scale, revenue can grow faster than the broader infrastructure market. Yet it must compete against an entrenched platform while also funding an aggressive roadmap. A second-source narrative is valuable, but only sustained deployments turn it into durable margins.
The common exposure works because Amazon can profit from rising AI consumption regardless of which merchant chip gains share, while AMD can benefit if that consumption creates room for multiple suppliers. The risks also interact. Amazon's own chips could limit AMD's opportunity, and slower cloud utilization would pressure both the buyer of infrastructure and the seller of processors. Both positions could benefit if the market grows faster than those internal conflicts.
Hedge funds moved in the same direction. Amazon ownership rose to 369 funds in the second quarter from 353, while AMD ownership jumped to 164 from 134. Arrowstreet Capital increased its Amazon position 24% to 40.3 million shares, and Marshall Wace raised its AMD common-share stake 3% to 3.9 million shares. As of August 14, 40.1 million AMD shares were sold short, equal to 2.47% of the float and 1.5 days of trading volume. The modest short-interest snapshot shows limited reported short positioning in AMD; it does not resolve whether AMD can capture enough of the spending Amazon is helping unleash.
#amazon #shares
Amazon.com, Inc. (NASDAQ:AMZN) offers the demand platform. AWS revenue grew 36.7% in the second quarter, while Amazon's capital-spending trajectory approached roughly $220 billion. The bull case is that its cloud customer relationships, custom silicon, and enormous infrastructure base let it capture AI usage across models and chips. The bear case is that depreciation, power, and construction costs arrive before utilization. Even strong cloud growth must eventually produce returns on a spending program larger than many national economies.
Advanced Micro Devices, Inc. (NASDAQ:AMD) offers more direct operating leverage. Its data-center revenue more than doubled, and customers want an alternative to Nvidia for accelerators and CPUs. If AMD's software improves and hyperscalers deploy Instinct at scale, revenue can grow faster than the broader infrastructure market. Yet it must compete against an entrenched platform while also funding an aggressive roadmap. A second-source narrative is valuable, but only sustained deployments turn it into durable margins.
The common exposure works because Amazon can profit from rising AI consumption regardless of which merchant chip gains share, while AMD can benefit if that consumption creates room for multiple suppliers. The risks also interact. Amazon's own chips could limit AMD's opportunity, and slower cloud utilization would pressure both the buyer of infrastructure and the seller of processors. Both positions could benefit if the market grows faster than those internal conflicts.
Hedge funds moved in the same direction. Amazon ownership rose to 369 funds in the second quarter from 353, while AMD ownership jumped to 164 from 134. Arrowstreet Capital increased its Amazon position 24% to 40.3 million shares, and Marshall Wace raised its AMD common-share stake 3% to 3.9 million shares. As of August 14, 40.1 million AMD shares were sold short, equal to 2.47% of the float and 1.5 days of trading volume. The modest short-interest snapshot shows limited reported short positioning in AMD; it does not resolve whether AMD can capture enough of the spending Amazon is helping unleash.
#amazon #shares
8 days ago
Amazon (NASDAQ: AMZN) stock has rebounded this year, and it's up roughly the same as the S&P 500. However, it's trading at it lowest P/E ratio ever, at only 21 times trailing-12-month earnings.
Why is the market pricing it so low? Here's my honest answer.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon's stock started trailing the market after it announced that it was increasing its capital expenditures (capex) last year. Spending continues to rise, and management expects to spend $220 billion in 2026 alone.
The market has gotten on board with the spending after seeing some early results. In the 2026 second quarter, for example, revenue from cloud business Amazon Web Services (AWS) increased nearly 37% year over year, the highest level in 18 quarters.
#signal
Why is the market pricing it so low? Here's my honest answer.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon's stock started trailing the market after it announced that it was increasing its capital expenditures (capex) last year. Spending continues to rise, and management expects to spend $220 billion in 2026 alone.
The market has gotten on board with the spending after seeing some early results. In the 2026 second quarter, for example, revenue from cloud business Amazon Web Services (AWS) increased nearly 37% year over year, the highest level in 18 quarters.
#signal
9 days ago
Amazon (AMZN) shares are in a late-summer funk, and it's getting uglier by the day.
Shares of the tech beast have now tanked by about 11% from August's all-time high. With the 2% decline on Tuesday, the stock finished the session below its key 100-day moving average per Yahoo Finance AlphaSpace data.
The stock has underperformed the S&P 500 (^GSPC) this year, rising 10% compared to a 12% advance for the benchmark index.
Two factors may be at play in driving the pullback in Amazon.
For starters, on Tuesday, the Federal Trade Commission (FTC) and 22 states filed a lawsuit alleging that Amazon's advertising practices have overcharged its roughly 1.2 million advertisers by $20 billion from 2019 to the present.
#shares #Stock #alphaspace
Shares of the tech beast have now tanked by about 11% from August's all-time high. With the 2% decline on Tuesday, the stock finished the session below its key 100-day moving average per Yahoo Finance AlphaSpace data.
The stock has underperformed the S&P 500 (^GSPC) this year, rising 10% compared to a 12% advance for the benchmark index.
Two factors may be at play in driving the pullback in Amazon.
For starters, on Tuesday, the Federal Trade Commission (FTC) and 22 states filed a lawsuit alleging that Amazon's advertising practices have overcharged its roughly 1.2 million advertisers by $20 billion from 2019 to the present.
#shares #Stock #alphaspace
9 days ago
Amazon's e-commerce revenue will exceed $750 billion this year, surpassing both Exxon and Microsoft in total revenue.
AWS projects $180 billion in 2026 revenue at 40% growth, representing an estimated $2 trillion of Amazon's $3 trillion market cap.
Breaking Amazon into two public companies could let investors separately choose its stable e-commerce and high-growth AWS businesses.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Investors often forget that Amazon (NASDAQ: AMZN) has $700 billion in e-commerce revenue based on its first-half revenue run rate. Since its fourth quarter is by far its largest, the number will probably exceed $750 billion. That will make the e-commerce division as large as Exxon's (NYSE: XOM) total and larger than Microsoft's (NASDAQ: MSFT). In fact, including AWS, Amazon was the No.1 company among the Fortune 500, having passed Walmart (NYSE: WMT) last year.
#total
AWS projects $180 billion in 2026 revenue at 40% growth, representing an estimated $2 trillion of Amazon's $3 trillion market cap.
Breaking Amazon into two public companies could let investors separately choose its stable e-commerce and high-growth AWS businesses.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Investors often forget that Amazon (NASDAQ: AMZN) has $700 billion in e-commerce revenue based on its first-half revenue run rate. Since its fourth quarter is by far its largest, the number will probably exceed $750 billion. That will make the e-commerce division as large as Exxon's (NYSE: XOM) total and larger than Microsoft's (NASDAQ: MSFT). In fact, including AWS, Amazon was the No.1 company among the Fortune 500, having passed Walmart (NYSE: WMT) last year.
#total
9 days ago
Nvidia (NVDA) CEO Jensen Huang has a message for investors worried about hyperscaler AI spending: The boom is nowhere near over.
Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) continue to pour billions into data centers, but some investors fear those enormous capital expenditures could eventually peak and pressure Nvidia's growth.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
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#nvda
Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) continue to pour billions into data centers, but some investors fear those enormous capital expenditures could eventually peak and pressure Nvidia's growth.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#nvda
10 days ago
Nvidia (NVDA) recently got another massive vote of confidence from one of the world's biggest cloud companies. Last week, Amazon Web Services, the cloud computing unit of Amazon (AMZN), announced it will deploy two million additional Nvidia GPUs across its global network over the next two years.
The move builds on a partnership that already spans 16 years. For investors watching NVDA stock, it signals that demand for AI chips continues to climb, driven by higher capital expenditures.
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#NVIDIA
The move builds on a partnership that already spans 16 years. For investors watching NVDA stock, it signals that demand for AI chips continues to climb, driven by higher capital expenditures.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#NVIDIA
10 days ago
Billionaire Philippe Laffont made two of Coatue Management's most revealing second-quarter moves at opposite ends of the AI supply chain. The fund increased its Micron Technology, Inc. (NASDAQ:MU) position by 1,794% to 3.14 million shares and expanded its Amazon.com, Inc. (NASDAQ:AMZN) stake 49% to 11.83 million shares. Micron sells the high-bandwidth memory AI systems consume; Amazon turns those systems into cloud services. The paired positions give Coatue exposure to both the component bottleneck and the infrastructure owner, although the filing does not disclose Laffont's rationale.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) has direct exposure to scarcity. Its record fiscal third-quarter results reflected surging HBM demand, and every new accelerator requires large amounts of advanced memory. Tight supply and higher-value products can lift margins dramatically. The danger is that memory remains cyclical, although the traditional boom-and-bust framework may be getting outdated. See why here.
Micron plans more than $25 billion of capital spending, and competitors responding to shortages could eventually weaken pricing just as new factories become expensive to operate.
Amazon.com, Inc. (NASDAQ:AMZN) provides a more diversified route. AWS revenue grew 36.7% in the second quarter, and Amazon can monetize computing, storage, networking, models, and its own chips. That breadth reduces dependence on any single hardware cycle. It also requires roughly $220 billion of capital spending, however, creating a high return threshold. If customers optimize workloads or AI revenue develops more slowly than capacity, depreciation can outrun utilization.
#NASDAQ #amzn #second
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) has direct exposure to scarcity. Its record fiscal third-quarter results reflected surging HBM demand, and every new accelerator requires large amounts of advanced memory. Tight supply and higher-value products can lift margins dramatically. The danger is that memory remains cyclical, although the traditional boom-and-bust framework may be getting outdated. See why here.
Micron plans more than $25 billion of capital spending, and competitors responding to shortages could eventually weaken pricing just as new factories become expensive to operate.
Amazon.com, Inc. (NASDAQ:AMZN) provides a more diversified route. AWS revenue grew 36.7% in the second quarter, and Amazon can monetize computing, storage, networking, models, and its own chips. That breadth reduces dependence on any single hardware cycle. It also requires roughly $220 billion of capital spending, however, creating a high return threshold. If customers optimize workloads or AI revenue develops more slowly than capacity, depreciation can outrun utilization.
#NASDAQ #amzn #second
10 days ago
Amazon (AMZN) shares are in a late summer funk, and it's getting uglier by the trading day.
Shares of the tech beast have now entered a technical correction after tanking about 11% from August's all-time high. With the 2% decline on Tuesday, the stock finished the sessions below its key 100-day moving average per Yahoo Finance AlphaSpace data.
The stock has under-performed the S&P 500 this year, rising 10% compared to a 12% advance for the benchmark index.
Two factors may be in play driving the pullback in Amazon.
For starters, on Tuesday the Federal Trade Commission (FTC) and 22 states filed a suit alleging Amazon's advertising practices overcharged its roughly 1.2 million advertisers by $20 billion plus from 2019 to the present.
#tuesday #Stock #finance
Shares of the tech beast have now entered a technical correction after tanking about 11% from August's all-time high. With the 2% decline on Tuesday, the stock finished the sessions below its key 100-day moving average per Yahoo Finance AlphaSpace data.
The stock has under-performed the S&P 500 this year, rising 10% compared to a 12% advance for the benchmark index.
Two factors may be in play driving the pullback in Amazon.
For starters, on Tuesday the Federal Trade Commission (FTC) and 22 states filed a suit alleging Amazon's advertising practices overcharged its roughly 1.2 million advertisers by $20 billion plus from 2019 to the present.
#tuesday #Stock #finance
10 days ago
As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC). On August 31, Piper Sandler reiterated an Overweight rating on Amazon (NASDAQ:AMZN) with a $320.00 price target.
According to the firm, AMZN's return on invested capital is holding up far better than giants Meta Platforms, Inc. (NASDAQ: META) and Alphabet Inc. (NASDAQ:GOOGL). Interestingly, the firm projects this ROIC figure to fall from about 17% in 2018-2025 to about 14% in 2026.
Piper's note states the obvious: Amazon spending is more focused on AWS. Revenue for AWS jumped 37% year-over-year to $42.2 billion in Q2, the fastest growth it has had in four years. Meanwhile, AWS contract backlogs at the end of the quarter stood at $496 billion, up from $364 billion in the prior three-month period.
The bull case for Amazon lies in its ROIC, the figure Piper sees deteriorating the least amongst Meta, Alphabet, and Amazon. The note affirms that Amazon is the best-positioned amongst the three, and that its ROIC is the most consistent.
The company-specific ROIC trends generally match management commentary on ROIC, the note stated.
#piper
According to the firm, AMZN's return on invested capital is holding up far better than giants Meta Platforms, Inc. (NASDAQ: META) and Alphabet Inc. (NASDAQ:GOOGL). Interestingly, the firm projects this ROIC figure to fall from about 17% in 2018-2025 to about 14% in 2026.
Piper's note states the obvious: Amazon spending is more focused on AWS. Revenue for AWS jumped 37% year-over-year to $42.2 billion in Q2, the fastest growth it has had in four years. Meanwhile, AWS contract backlogs at the end of the quarter stood at $496 billion, up from $364 billion in the prior three-month period.
The bull case for Amazon lies in its ROIC, the figure Piper sees deteriorating the least amongst Meta, Alphabet, and Amazon. The note affirms that Amazon is the best-positioned amongst the three, and that its ROIC is the most consistent.
The company-specific ROIC trends generally match management commentary on ROIC, the note stated.
#piper
10 days ago
The U.S. Federal Trade Commission, joined by 22 states, has sued Amazon.com, Inc. (NASDAQ:AMZN) over allegations that the company secretly inflated prices in its advertising auctions for more than seven years. The FTC alleges that Amazon used an undisclosed "soft reserve price" to raise the amount advertisers paid above what competitive bidding would have produced.
According to the complaint, the practice affected more than one million brands and sellers and may have generated tens of billions of dollars in additional revenue for Amazon. The FTC also alleges that the pricing changes became increasingly aggressive, with advertisers paying their own bids roughly 80% of the time for Sponsored Products by 2024.
Amazon.com, Inc. (NASDAQ:AMZN) disputes the allegations, arguing that the FTC misunderstands how its advertising auctions work and that its pricing practices improve ad relevance and value for advertisers.
Photo by Bryan Angelo on Unsplash
The biggest positive for Amazon.com, Inc. (NASDAQ:AMZN) is that the lawsuit does not immediately undermine the underlying strength of its advertising business. Amazon generated about $68 billion in advertising revenue in 2025, making advertising an increasingly important and high-margin contributor to the company's overall profitability.
#amazon #amzn #allegations
According to the complaint, the practice affected more than one million brands and sellers and may have generated tens of billions of dollars in additional revenue for Amazon. The FTC also alleges that the pricing changes became increasingly aggressive, with advertisers paying their own bids roughly 80% of the time for Sponsored Products by 2024.
Amazon.com, Inc. (NASDAQ:AMZN) disputes the allegations, arguing that the FTC misunderstands how its advertising auctions work and that its pricing practices improve ad relevance and value for advertisers.
Photo by Bryan Angelo on Unsplash
The biggest positive for Amazon.com, Inc. (NASDAQ:AMZN) is that the lawsuit does not immediately undermine the underlying strength of its advertising business. Amazon generated about $68 billion in advertising revenue in 2025, making advertising an increasingly important and high-margin contributor to the company's overall profitability.
#amazon #amzn #allegations
10 days ago
Snowflake is due to report earnings Wednesday afternoon, with the cloud database software provider's stock seen swinging up to 10.5% in either direction by the end of the week.
Wall Street **** ysts expect another solid quarter of growth from Snowflake.
Snowflake is set to report its latest quarterly results after the closing bell on Wednesday, with the cloud database software provider's stock seen potentially rising to a fresh five-year high following the results.
Based on current options pricing, Snowflake (SNOW) shares are expected to swing up to 10.5% in either direction by the end of the week. A move of that size from Monday's close could lift the stock to $361, which would be its highest point since late 2021, or drag it below $297, giving back some of its recent gains.
Snowflake shares have added about half of their value since the start of the year as investors have bought into the company's AI vision. Back in May, shares rallied more than 35% in a single session following stronger-than-expected results, a raised outlook, and $6 billion deal with Amazon (AMZN).
#shares #cloud #software
Wall Street **** ysts expect another solid quarter of growth from Snowflake.
Snowflake is set to report its latest quarterly results after the closing bell on Wednesday, with the cloud database software provider's stock seen potentially rising to a fresh five-year high following the results.
Based on current options pricing, Snowflake (SNOW) shares are expected to swing up to 10.5% in either direction by the end of the week. A move of that size from Monday's close could lift the stock to $361, which would be its highest point since late 2021, or drag it below $297, giving back some of its recent gains.
Snowflake shares have added about half of their value since the start of the year as investors have bought into the company's AI vision. Back in May, shares rallied more than 35% in a single session following stronger-than-expected results, a raised outlook, and $6 billion deal with Amazon (AMZN).
#shares #cloud #software
11 days ago
AWS growth reaccelerating to 37% makes Amazon's (AMZN) 21x P/E look cheap versus peers, with our price target implying 33% upside.
Amazon and NVIDIA (NVDA) will deliver 2 million additional GPUs for agentic AI, accelerating the cloud infrastructure arms race.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon (NASDAQ:AMZN) delivered one of its cleanest quarters in years, with AWS accelerating for the fifth straight quarter and advertising growing at 26% pace. The market has yet to fully price in this acceleration. Our Amazon 24/7 Wall St. price target signals meaningful upside.
Metric
#NVIDIA #grab
Amazon and NVIDIA (NVDA) will deliver 2 million additional GPUs for agentic AI, accelerating the cloud infrastructure arms race.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon (NASDAQ:AMZN) delivered one of its cleanest quarters in years, with AWS accelerating for the fifth straight quarter and advertising growing at 26% pace. The market has yet to fully price in this acceleration. Our Amazon 24/7 Wall St. price target signals meaningful upside.
Metric
#NVIDIA #grab
12 days ago
Marvell Technology (MRVL) keeps winning over the **** ysts. GF Securities reiterated its favorable view on the stock, naming it a top pick within its positive outlook on custom AI chips. **** yst Henry Huang said much of the growth he sees comes from Alphabet's (GOOG) (GOOGL) Google. He expects three of Marvell's chip lines tied to Google to bring in around $3 billion each by 2028. Huang also sees Marvell playing a growing role in Amazon.com's (AMZN) Trainium chips, worth roughly $1 billion this year and $2 billion next year. GF was not alone. Wells Fargo, Morgan Stanley, Susquehanna, and Rosenblatt Securities all raised their Marvell price targets within a day of each other.
None of this comes out of nowhere. Just a few days back, Marvell signed a custom chip deal with Google that let the search giant take a potential $12 billion equity stake in the company. Huang expects that partnership to improve Marvell's odds of winning even more of Google's future chip work.
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#huang #Google #chip #within
None of this comes out of nowhere. Just a few days back, Marvell signed a custom chip deal with Google that let the search giant take a potential $12 billion equity stake in the company. Huang expects that partnership to improve Marvell's odds of winning even more of Google's future chip work.
Jeff Bezos' Heartfelt Tribute to Dolly Parton Drew Brutal Backlash: 'Nobody Wanted to Hear This From You' — He Once Gave Her $100 Million for Charity
Intel vs. AMD: Why the Market Share Number Is Misleading
A $100 Billion Buildout In Louisiana Is Planned for Starship. What This Means for SPCX Stock.
#huang #Google #chip #within
13 days ago
Artificial intelligence is changing the landscape in the technology sector. So, as Tim Cook gets set to retire from the CEO spot at Apple (NASDAQ: AAPL) on Sept. 1, investors should probably anticipate some change. But will the stock's performance follow the trend set by Amazon (NASDAQ: AMZN), which has underperformed since Jeff Bezos stepped down as CEO?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Jeff Bezos helped turn Amazon into an industry-leading technology company, taking it from an e-commerce disruptor selling books to a diversified technology services company. There's no question that he was an important figure at the company. However, he stepped down as CEO in mid-2021. Since that point, Amazon's stock has been a laggard.
As the chart below highlights, Amazon's roughly 50% price advance is well behind the over 100% gain of the Nasdaq-100 and the roughly 90% rise in the S&P 500 index (SNPINDEX: ^GSPC), as of this writing. To be fair, Bezos was at the helm while the company was still a relatively small business, so growth was much easier to achieve. Today, Amazon is a $2.8 trillion market cap technology giant. It is much harder to grow a large business, as it often requires massive capital investments.
That, of course, is showing up in the artificial intelligence (AI) spending underway today. AI really only started to take off after Bezos stepped aside. Although there is massive spending across the industry, Amazon alone is expected to invest $220 billion in 2026. While the now-giant Amazon hasn't kept up with the broader market, it has continued to cement its position as an industry leader. This dynamic is important to keep in mind as you consider Tim Cook's departure from Apple.
#company #NASDAQ
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Jeff Bezos helped turn Amazon into an industry-leading technology company, taking it from an e-commerce disruptor selling books to a diversified technology services company. There's no question that he was an important figure at the company. However, he stepped down as CEO in mid-2021. Since that point, Amazon's stock has been a laggard.
As the chart below highlights, Amazon's roughly 50% price advance is well behind the over 100% gain of the Nasdaq-100 and the roughly 90% rise in the S&P 500 index (SNPINDEX: ^GSPC), as of this writing. To be fair, Bezos was at the helm while the company was still a relatively small business, so growth was much easier to achieve. Today, Amazon is a $2.8 trillion market cap technology giant. It is much harder to grow a large business, as it often requires massive capital investments.
That, of course, is showing up in the artificial intelligence (AI) spending underway today. AI really only started to take off after Bezos stepped aside. Although there is massive spending across the industry, Amazon alone is expected to invest $220 billion in 2026. While the now-giant Amazon hasn't kept up with the broader market, it has continued to cement its position as an industry leader. This dynamic is important to keep in mind as you consider Tim Cook's departure from Apple.
#company #NASDAQ
13 days ago
Amazon.com (AMZN) stock has been relatively volatile in the last 52-weeks. One concern has been high capital investments and its potential outcome in terms of growth and margins.
Yet, there are positives that have supported AMZN stock price-action on corrections. Amazon Web Services (AWS) has been on a healthy growth trajectory, and the outlook is bright. This view is underscored by the point that AWS reported a record order backlog of $496 billion as of Q2 FY26.
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#amazon #Services #sandisk
Yet, there are positives that have supported AMZN stock price-action on corrections. Amazon Web Services (AWS) has been on a healthy growth trajectory, and the outlook is bright. This view is underscored by the point that AWS reported a record order backlog of $496 billion as of Q2 FY26.
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How to Play the Post-Earnings Selloff in Marvell Technology Stock
#amazon #Services #sandisk
13 days ago
For years, U.S. stocks have been the default choice for investors – institutional or otherwise – and the center of global finance. And it's not hard to see why. The biggest names in AI are all in U.S. markets. Nvidia (NVDA), Microsoft (MSFT), Meta (META), Amazon (AMZN) - established names that are raking in billions of dollars during what arguably is the biggest technology boom in recent history.
But something is changing in the status quo. International emerging markets are receiving a larger share of new ETF investments worldwide. It's still smaller than what the U.S. is receiving, sure, but it's the kind of growth you can't ignore.
Sandisk Stock Could Nearly Double to $3,000, According to Wall Street
Warren Buffett's Granddaughter Says He Disowned Her and Twin Sister in a Letter —'I Have Not Emotionally or Legally Adopted You as a Grandchild…'
How to Play the Post-Earnings Selloff in Marvell Technology Stock
#Stock #nvda #Microsoft
But something is changing in the status quo. International emerging markets are receiving a larger share of new ETF investments worldwide. It's still smaller than what the U.S. is receiving, sure, but it's the kind of growth you can't ignore.
Sandisk Stock Could Nearly Double to $3,000, According to Wall Street
Warren Buffett's Granddaughter Says He Disowned Her and Twin Sister in a Letter —'I Have Not Emotionally or Legally Adopted You as a Grandchild…'
How to Play the Post-Earnings Selloff in Marvell Technology Stock
#Stock #nvda #Microsoft
13 days ago
Motley Fool Rule Breakers first recommended Nvidia (NASDAQ: NVDA) at a split-adjusted price of $0.16 in April 2005. Our Breakers team recommended it again in 2009 at $0.39. Since then, we've made more than 30 investments and recommendations across The Motley Fool.
Very few public companies deserve to be held for 20+ years. And getting just a few of these right can transform the financial lives of Fools. Thank you, Nvidia.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia reported second-quarter earnings on Wednesday, and the stock is up 7% since. Revenue grew 106% year over year, the fourth straight quarter of acceleration. Nvidia also locked in hundreds of billions of dollars of memory and advanced packaging through 2032.
The valuation remains compelling: Nvidia is worth $5.5 trillion, but it also trades at a forward P/E ratio in the low 20s. That's well below market averages.
Management has developed a cash machine: Take just one of Amazon's (NASDAQ: AMZN) planned buildouts; it could require 2 million Nvidia chips! Nvidia's CFO Colette Kress expects the top five hyperscalers to spend nearly $800 billion on capital spending in 2026. In 2027? Over $1.3 trillion.
#NVIDIA
Very few public companies deserve to be held for 20+ years. And getting just a few of these right can transform the financial lives of Fools. Thank you, Nvidia.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia reported second-quarter earnings on Wednesday, and the stock is up 7% since. Revenue grew 106% year over year, the fourth straight quarter of acceleration. Nvidia also locked in hundreds of billions of dollars of memory and advanced packaging through 2032.
The valuation remains compelling: Nvidia is worth $5.5 trillion, but it also trades at a forward P/E ratio in the low 20s. That's well below market averages.
Management has developed a cash machine: Take just one of Amazon's (NASDAQ: AMZN) planned buildouts; it could require 2 million Nvidia chips! Nvidia's CFO Colette Kress expects the top five hyperscalers to spend nearly $800 billion on capital spending in 2026. In 2027? Over $1.3 trillion.
#NVIDIA
14 days ago
As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity **** ysts. They may end up becoming the next big opportunities.
Amazon.com (AMZN), Alphabet (GOOGL) and Eli Lilly (LLY) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with a 176.33 buy point, according to IBD MarketSurge pattern recognition. The stock, however, is below its 50-day moving average. A 2-for-1 stock split is set to go into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.
#amphenol #important #stocks
Amazon.com (AMZN), Alphabet (GOOGL) and Eli Lilly (LLY) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with a 176.33 buy point, according to IBD MarketSurge pattern recognition. The stock, however, is below its 50-day moving average. A 2-for-1 stock split is set to go into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.
#amphenol #important #stocks
16 days ago
Citizens' **** yst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that the stock deserves to trade at a higher valuation.
Citizens believes that two factors support a higher valuation for Amazon.com, Inc. (NASDAQ:AMZN), one of which is its cloud computing leadership through Amazon Web Services. AWS is currently the undisputed leader in cloud infrastructure with an estimated 28% of market share.
In the second quarter of 2026, AWS net sales grew 37% year-over-year to $42.2 billion. Operating income for the segment grew to $16.6 billion from $10.2 billion a year ago. This means that AWS accounted for an estimated 60% of Amazon's operating income while contributing one-fifth of revenue.
AWS is now essentially a "$169 billion annualized revenue run rate business," with the company now building a narrative around their custom silicon. The business has a chips revenue run rate "over $25 billion," and an AI-specific revenue run rate also "over $25 billion."
On the retail side, North America segment sales rose 16% to $$116.2 billion. Operating income climbed to $9.1 billion, supported by the company's efficient fulfillment network.
#revenue #year #rate #NASDAQ
Citizens believes that two factors support a higher valuation for Amazon.com, Inc. (NASDAQ:AMZN), one of which is its cloud computing leadership through Amazon Web Services. AWS is currently the undisputed leader in cloud infrastructure with an estimated 28% of market share.
In the second quarter of 2026, AWS net sales grew 37% year-over-year to $42.2 billion. Operating income for the segment grew to $16.6 billion from $10.2 billion a year ago. This means that AWS accounted for an estimated 60% of Amazon's operating income while contributing one-fifth of revenue.
AWS is now essentially a "$169 billion annualized revenue run rate business," with the company now building a narrative around their custom silicon. The business has a chips revenue run rate "over $25 billion," and an AI-specific revenue run rate also "over $25 billion."
On the retail side, North America segment sales rose 16% to $$116.2 billion. Operating income climbed to $9.1 billion, supported by the company's efficient fulfillment network.
#revenue #year #rate #NASDAQ
16 days ago
The red-hot memory chip rally may be back on thanks to Nvidia (NVDA).
"So the price increases [on memory chips] are astronomical. In some cases, you have secured, we call it capacity, but you actually don't know how many you're getting, and at what price," Nvidia CFO Colette Kress told Yahoo Finance moments after the tech giant's earnings call on Thursday.
The memory chip market has tightened considerably as demand for high-bandwidth memory (HBM) and advanced dynamic random-access memory (DRAM) used in AI servers continues to outpace supply.
Companies such as SK Hynix (SKHY), Samsung Electronics (005930.KS), and Micron (MU) have largely sold out their premium AI memory capacity through much of 2026 as customers, including Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Meta (META), race to build AI infrastructure.
The shortage has pushed memory prices sharply higher and given suppliers greater pricing power after several years of weak industry conditions. Experts expect memory supply to remain constrained into 2027, creating a favorable backdrop for the industry's largest producers.
#memory #NVIDIA #meta #capacity
"So the price increases [on memory chips] are astronomical. In some cases, you have secured, we call it capacity, but you actually don't know how many you're getting, and at what price," Nvidia CFO Colette Kress told Yahoo Finance moments after the tech giant's earnings call on Thursday.
The memory chip market has tightened considerably as demand for high-bandwidth memory (HBM) and advanced dynamic random-access memory (DRAM) used in AI servers continues to outpace supply.
Companies such as SK Hynix (SKHY), Samsung Electronics (005930.KS), and Micron (MU) have largely sold out their premium AI memory capacity through much of 2026 as customers, including Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Meta (META), race to build AI infrastructure.
The shortage has pushed memory prices sharply higher and given suppliers greater pricing power after several years of weak industry conditions. Experts expect memory supply to remain constrained into 2027, creating a favorable backdrop for the industry's largest producers.
#memory #NVIDIA #meta #capacity
17 days ago
Nvidia (NVDA) reports its second quarter earnings after the bell today.
Nvidia stock snapped its 7-day losing streak on Tuesday, closing up about 2.19% percent. The sell-off marked the stock's longest losing streak since 2022.
Nvidia's report comes as chip stocks more broadly struggle to hang on to gains over the past month following July's steep declines over fresh fears about whether companies will see returns on their vast AI investments.
Microsoft (MSFT), Amazon (AMZN), and Google (GOOG, GOOGL) helped allay at least some of those fears, thanks to strong growth numbers in their respective cloud businesses, though Google, along with Meta (META), spooked investors on increased spending.
Nvidia stock edged higher by 0.2% before the bell on Wednesday.
#NVIDIA #meta #losing
Nvidia stock snapped its 7-day losing streak on Tuesday, closing up about 2.19% percent. The sell-off marked the stock's longest losing streak since 2022.
Nvidia's report comes as chip stocks more broadly struggle to hang on to gains over the past month following July's steep declines over fresh fears about whether companies will see returns on their vast AI investments.
Microsoft (MSFT), Amazon (AMZN), and Google (GOOG, GOOGL) helped allay at least some of those fears, thanks to strong growth numbers in their respective cloud businesses, though Google, along with Meta (META), spooked investors on increased spending.
Nvidia stock edged higher by 0.2% before the bell on Wednesday.
#NVIDIA #meta #losing
