AMAZON COM INC
Amazon operates online and physical stores serving consumers, and provides services to sellers, developers, enterprises, content creators, and advertisers. Its operations are organized into North America, International, and Amazon Web Services (AWS). Through its stores, Amazon offers products across dozens of categories, including products sold by Amazon and third-party sellers. It also sells Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero devices, produces media content, and offers Amazon Prime subscriptions. AWS provides on-demand technology services, including computing, storage, databases, analytics, and artificial intelligence and machine learning. Amazon earns money from product sales and seller programs, for which it charges fixed fees, a percentage of sales, per-unit activity fees, interest, or a combination. It also offers content publishing and sales programs, and advertising services such as sponsored ads, display, and video advertising. Amazon is headquartered in Seattle, Washington.
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No SEC Form 4 filings for $AMZN in the last 30 days.
See all $AMZN insider activity →Google Cloud gained 3% market share in Q3 2026, while AWS lost 3%. Total cloud spending reached $168B, up 55% YoY. Anthropic and SpaceX entered the top 10. Synergy Research Group provided the data.
Amazon Web Services (AWS) is reportedly the buyer in a $264M land deal for a potential data center campus in West Richland, WA, according to the Tacoma News Tribune. The project could span 1,000 acres and create up to 150 jobs. AWS confirmed its involvement but no permits have been filed yet.
Amazon's stock fell 6.5% after reporting a $42.4B negative cash flow due to AI investments, totaling $94.8B in spending. Despite this, revenue grew 12% to $201.9B, with a net income of $20.7B. Advertising revenue declined, while AWS saw growth, according to the company.
Over the past 7 days, AlphAI's AI scored 625 news stories mentioning AMZN (AMAZON COM INC). Coverage has skewed bearish: 115 bullish, 106 neutral, and 404 bearish.
Recent AMZN coverage spans financial news, sector analysis and market movers.
Negative impact due to market share decline.
The land purchase signals AWS's expansion of data center capacity, which may be viewed positively by investors.
Heavy AI spending pressures earnings and cash flow, likely weighing on the share price.
Analyst upgrade suggests potential upside for Amazon.
Commitment growth for Amazon’s custom chips is a positive read-through for AWS AI infrastructure economics, but the market will focus on whether commitments convert into paying usage while margins hold.
AlphAI scores every news story that mentions AMZN with an AI model for sentiment and relevance, and aggregates insider trades from AMAZON COM INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Google Cloud gained 3% market share in Q3 2026, while AWS lost 3%. Total cloud spending reached $168B, up 55% YoY. Anthropic and SpaceX entered the top 10. Synergy Research Group provided the data.
2 min readAmazon Web Services (AWS) is reportedly the buyer in a $264M land deal for a potential data center campus in West Richland, WA, according to the Tacoma News Tribune. The project could span 1,000 acres and create up to 150 jobs. AWS confirmed its involvement but no permits have been filed yet.
2 min readAmazon's stock fell 6.5% after reporting a $42.4B negative cash flow due to AI investments, totaling $94.8B in spending. Despite this, revenue grew 12% to $201.9B, with a net income of $20.7B. Advertising revenue declined, while AWS saw growth, according to the company.
2 min readFreedom Broker kept Amazon.com's rating at Buy and increased its price target to $330 from $255, suggesting a 34.3% upside from the Nov 2 close. Recent analyst targets for Amazon.com range from $250 to $360.
1 min readAmazon (AMZN) shares rose 0.21% to $246.15 on November 3, driven by increased commitments for its custom chips, Graviton and Trainium, which grew over 20-fold year-over-year. AWS reported $46B in revenue and $17.8B in operating income, with an implied 38.7% operating margin. Management plans to offer Trainium outside AWS by late 2027. GuruFocus notes AMZN's high quality score but also highlights two severe warning signs.
4 min readMicrosoft loses CVP Mazhar Mohammed to AWS, gains Chad Thompson from Alteryx. Amazon appoints Gail Carpenter as CFO of Global Entertainment and Advertising. Lila Bio, a biotech startup, names Kimberly Ma as CDO. BECU appoints Geoffrey Fonga as VP of AI transformation. RevealDx, developing AI for cancer detection, adds two leaders. LogicGate, a software company, names two new leaders. Known, an AI accountability infrastructure company, appoints Edna Conway to its advisory council.
5 min readWall Street ended October with a tech sell-off, led by a 5.3% Nasdaq decline. Intel dropped 28.58% on weak guidance, while Alphabet lost $500B in market value after missing revenue estimates. Investors shifted to defensive sectors like consumer staples and healthcare. Concerns focus on AI's financial viability and high debt levels in neoclouds like CoreWeave and Nebius.
7 min readHyperscalers Microsoft, Alphabet, Amazon, Meta, and Oracle spent so much on AI that their free cash flow turned negative in Q3. Analyst Ed Elson projects $2T in capex over 2 years, with only $600B in cash, creating a $1.5T gap. Microsoft remains positive, while others may need investor funding. Meta's capex exceeded operating cash in Q3, highlighting the growing gap.
6 min readPfizer PFE reported Q3 revenue of $16.6B, beating estimates, and raised full-year guidance. Trump announced ending U.S. military aid to Israel by year-end. Spain opened new sanction proceedings against Apple AAPL and Amazon AMZN for alleged anti-competitive practices.
6 min readAnthropic, an AI lab preparing for an IPO, has secured over $800 billion in compute commitments from Amazon, Google, and Broadcom. Jeffrey Gundlach of DoubleLine Capital called its pursuit of an investment-grade bond rating 'absurd.' Broadcom guarantees $43 billion of Anthropic's debt, while Amazon provides financing. Analysts note that Anthropic's future commitments may strain its cash flow, making an investment-grade rating unlikely.
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