Amazon’s AWS Could Compound to $222 Billion by 2027. TD Cowen Says That’s 11% More Than Anyone Expects

AWS' Taimur Rashid highlights the benefits of partnering with AWS' Forward Deployed Engineering team, which aims to drive AI deals and revenue. AWS invested $1 billion in this initiative, focusing on co-sales and partner training. In Q2 2026, AWS reported $42.2 billion in revenue, growing 37% year-over-year, and maintains 28% of the global cloud market share, according to Synergy Research Group.

Amazon (AMZN) fell 0.5% to $260.77 despite strong Q2 results, with revenue up 20% to $200.6B and AWS sales up 37% to $42.2B. However, management raised 2026 capital spending to $220B, raising concerns about cash flow and valuation.

Amazon (AMZN) reported Q2 2026 revenue of $200.61 billion, up 19.62% YoY, with AWS growing 37% to $42.23 billion. The company's stock trades at a discount to Microsoft, but 24/7 Wall St. sets a 12-month price target of $340.77, implying 30.03% upside. AWS's growth and AI investments drive optimism, though capex concerns remain.

Investors Stanley Druckenmiller and Cathie Wood both increased their stakes in Amazon (AMZN) and Alphabet (GOOGL) during Q2 2026. Druckenmiller's Duquesne raised its Amazon stake by 1,083% to 541,600 shares, while ARK increased its position by 18% to 1.59 million shares. Both also invested in Alphabet, with Druckenmiller opening a new position and Wood increasing ARK's stake by 45%. Amazon's AWS division showed strong growth and margins, while Alphabet offers exposure to both AI infrastructure a

Oracle, Alphabet, and Amazon reported strong cloud revenue growth in Q2, driven by AI infrastructure demand. Oracle's cloud revenue grew 93%, Alphabet's Google Cloud accelerated to 82% growth, and Amazon's AWS saw its fastest growth in 18 quarters. Each company faces risks related to capital expenditure and free cash flow.

FSSAI issued over 150 notices to food companies, e-commerce platforms, and restaurant chains for misleading claims, false advertising, and labeling non-compliance. Actions include product seizures and license suspensions. Companies like Amazon, Flipkart, KFC, McDonald's, Pizza Hut, Domino's, and Costa Coffee are involved. Some firms have started taking corrective measures.