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The aftershocks are still hitting today after Amazon.com (NASDAQ:AMZN | AMZN Price Prediction) reported blowout Q2 2026 results on July 30th, with the market bidding shares up another 5% (+23% over the past week!) as it digests Amazon’s across-the-board good news.

What’s more, derivative trades on ETFs including Direxion Daily AMZN Bull 2X Shares (NASDAQ:AMZU), Roundhill AMZN WeeklyPay ETF (CBOE:AMZW), and YieldMax AMZN Option Income Strategy ETF (NYSEARCA:AMZY) are all moving as well, but in different ways.

Let’s dig in.

Earnings Galore Amazon posted EPS of $5.75 against a consensus of $1.82 (a massive beat), on revenue of $200.6 billion, up 20% year over year. The engine was AWS, which grew 37% to $42 billion at a 39% operating margin, its fastest pace in 18 quarters. Advertising revenue grew 26% to $20 billion, and Q3 guidance called for net sales of $197 billion to $202.0 billion. The AI cycle at AWS was the through-line: fastest growth in years, expanding margins, and a capital plan built around it.

Amazon is one stock. But the three ETFs I mentioned above, which are built on top of it, are producing three very different weekly returns. AMZU amplifies. AMZW and AMZY convert upside into income.

AMZU: The Leveraged Bull That Doubled Down AMZU is a 2X daily leveraged single-stock ETF designed to deliver twice Amazon’s daily return, then reset each session. It won’t always get that number exactly right, but it’s directionally pretty good at that: AMZU shares are +9.4% today and up a whopping 47% in the past week. Of course, those magnified gains turn into magnified losses in the event of a downturn.

Context on the trend matters here, because leveraged funds decay in choppy tape. AMZU is only up 33% over the trailing year, despite Amazon stock itself being up 32% over the last year. That’s volatility drag in action: because the fund resets daily, sideways or choppy weeks compound against holders. It is a short-term tactical tool.

AMZW: Weekly Income, Capped Upside AMZW is set up as an options-income product that holds Amazon exposure and layers a weekly-distribution options overlay on top so owners earn weekly income. Because the options structure trades upside for income. When Amazon rallies hard, the fund’s overlay caps how much of that spike flows through to share price, converting some of that potential gain into premium collected and paid out as distributions.

Because of that income focus, AMZW doesn’t have the kind of levered gains that AMZU can boast day to day – it’s up “only” 27% in the last week. And of course, distributions from these funds can include return of capital and may erode NAV over time, so a high headline payout rate is not free money. After all – it’s down about half a percent YTD, and 11% over the last year.

AMZY: Covered Calls, Smallest Upside Capture If AMZY pushes even further on the income side of the spectrum, with a synthetic covered-call strategy generating monthly income. Over the trailing week, AMZY has gained 18%, which is less than Amazon’s stock itself moved over the same time period (23%).

The trade-off is the whole point of a covered-call fund. Selling calls each cycle brings in premium that funds distributions; in exchange, the fund gives up participation above the strike price during sharp rallies like we just saw. As with AMZW, distributions may include return of capital and can weigh on NAV over time, as evidenced by the fact that the fund itself is down 11% YTD.

Same Catalyst, Three Payoffs Each product is engineered for a different job, and Amazon’s earnings surge exposed that clearly:

AMZU amplified the move via 2X daily leverage, delivering the largest weekly gain at 47%, but daily-reset decay makes it a short-term tactical tool. AMZW captured a solid 27% while paying weekly income, giving up some upside to the options overlay. AMZY lagged at 18%, exactly what a covered-call fund does during a big rally in its underlying: capped upside, higher distributions. These are complex, higher-fee, single-stock-linked products, and they behave in ways that plain index funds do not. When the underlying pops 23% in a week on an earnings blowout, the leveraged version doubles down and the income versions convert part of that upside into cash payouts. The key is to make sure the tool you use matches your investing goals.

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3.8.2026 19:59

Americké akciové trhy vstoupují do srpna výrazným růstem, když investory povzbudilo zmírnění napětí na Blízkém východě, pokles cen ropy a pokračující solidní výsledková sezóna. Prezident Donald Trump uvedl, že jednání s Íránem mají začít ještě dnes a dohoda týkající se Hormuzského průlivu je podle něj blízko a zároveň odvolal plánovaný rozsáhlý útok na Írán. To podpořilo naděje na deeskalaci konfliktu a zmírnění energetických inflačních tlaků. Náladu dále podpořila data z amerického průmyslu, kde aktivita v červenci expandovala nejrychlejším tempem za více než čtyři roky. Investoři zároveň sledují pokračující výsledkovou sezónu a páteční data z trhu práce, která mohou ovlivnit očekávání ohledně dalšího postupu Fedu.

Růst je tažen jak megacapy, tak menšími společnostmi, přičemž technologie pokračují v zotavení což bylo patrné již koncem předchozího měsíce. Nasdaq Composite přidává zhruba 2 % po předchozím měsíčním poklesu o více než 3 %, který souvisel zejména s výprodejem čipových akcií a obavami z udržitelnosti vysokých investic do AI infrastruktury. Trhům pomáhá také výrazný pokles ropy: WTI ztrácí 5,9 % na 79,70 USD za barel, když naděje na obnovení jednání s Íránem snížily rizikovou prémii v cenách energií. Desetiletý americký výnos odepsal 5 bazických bodů na 4,69 %. Bitcoin přidal 0,6 % na 63 791 USD a zlato mírně oslabilo o 0,2 % na 4 036 USD za unci.

Z jednotlivých titulů nejvíce vyniká Amazon (AMZN +4,49 %), jehož tržní kapitalizace překonala hranici 3 bilionů USD. Akcii pomáhají silné výsledky a úleva investorů, že vysoké výdaje velkých technologických firem na umělou inteligenci začínají být podpořeny reálným růstem tržeb, zejména v cloudu. V centru pozornosti zůstávají také další technologické výsledky: dnes po trhu reportuje Palantir (PLTR +2,05 %), v úterý AMD (AMD +2,01 %) a SpaceX (SPCX +1,84 %). Z firemních zpráv dále zaujala AstraZeneca, která podle zdrojů zvažovala akvizici Bristol-Myers Squibb, což by mohlo znamenat historicky největší transakci ve farmaceutickém sektoru. Northrop Grumman (NOC +0,57 %) získal dohody až za 3 mld. USD na dodávky komponent pro raketové interceptory Lockheedu Martin (LMT -0,25 %). AMC Entertainment (AMC +0,71 %) oznámila rekordní víkendové tržby díky premiéře filmu Spider-Man: Brand New Day a Tyson Foods (TSn +2,5 %) snížil celoroční výhled zisku kvůli přetrvávajícím problémům v americkém hovězím průmyslu přičemž prvotní prudký propad ceny trh již umazal.

Index Dow Jones +0,9 % na 52955,58 b.
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Index S&P 500 +1,29 % na 7586,32 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +4,7 % Energie -1 % Zbytná spotřeba +2,6 % Zdravotní péče -0,4 % Informační technologie +1,5 % Nezbytná spotřeba -0,3 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna First Solar (FSLR) +12 % Marriott International (MAR) -7,2 % Coherent Corp (COHR) +8,7 % Fair Isaac Corp (FICO) -6,6 % GoDaddy (GDDY) +7,6 % Monolithic Power Systems (MPWR) -5,9 % Builders FirstSource (BLDR) +7,5 % Cboe Global Markets (CBOE) -5,6 % Oracle Corp (ORCL) +7,3 % eBay (EBAY) -4,6 %
Martin Varecha
Fio banka, a.s.
Prohlášení

© David Ryder / Getty Images

I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction), and the July 30, 2026 earnings report gave me another reason to keep the buy button warm. When a company at a $2.921 trillion market cap accelerates its cloud business to its fastest pace in 18 quarters while committing to what looks like more than $220 billion in capital spending this year, I read that as a demand problem I want to own.

The thesis in plain English: Amazon is building AI capacity to fulfill contracts customers have already signed. Anthropic committed up to 5 GW of Trainium chip capacity, OpenAI committed roughly 2 GW of Trainium capacity beginning 2027, and Amazon Bedrock customers spent more in Q2 than all prior quarters combined. AWS carries a $496B contracted backlog, which is the receipt for the spending.

Three Reasons the Conviction Holds First, AWS growth. Segment revenue reached $42.23 billion in Q2 2026, up 37% year over year, at a 39.4% operating margin. Andy Jassy told investors that Amazon’s “AI and Chips businesses each eclipsed run rates of more than $25 billion.” That is a booked run rate compounding at triple-digit percentages.

Second, the earnings power funding the buildout. Q2 operating income rose 43.24% to $27.461 billion. EPS came in at $5.75 against a $1.8227 estimate, a 215.47% beat. Full-year 2025 operating cash flow reached $139.514 billion. The balance sheet absorbs the strain: net debt to EBITDA of 0.45, interest coverage of 35.17x, and shareholders’ equity at $551.62 billion.

Third, the capex trajectory. H1 2026 capex hit $98.411 billion. Q2 alone was $54.208 billion, up 68.44% year over year. Polymarket traders assign a 62.5% probability that 2026 capex clears $220 billion. A hyperscaler outrunning its own capex guide because customers keep asking for more is the signal I want to see.

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Why Amazon and Not the Obvious Alternatives A reader might reach first for Microsoft (NASDAQ:MSFT) or Alphabet (NASDAQ:GOOGL). Both are quality operators. My money keeps going to Amazon because the customer pull evidence sits here in signed form. Project Rainier puts more than 500,000 Trainium2 chips behind Anthropic’s Claude training. Two of the most compute-hungry AI labs on the planet are running production workloads on silicon Amazon designed in-house, at a 39.4% AWS operating margin. Capacity is sold out through 2027 with booked commitments extending into 2028. That is a moat I can measure in contracts.

The Real Risk Free cash flow trailing twelve months turned negative at -$7.6 billion because capex now consumes 138% of first-half operating cash flow. Long-term debt climbed to $119.1 billion from $65.6 billion. If AI demand softens before this capacity monetizes, the return on invested capital math turns ugly. I have made peace with it because the demand is contractual, and the Q3 guide of $22.5 billion to $26.5 billion in operating income shows the operating engine compounding through the buildout.

What Keeps the Buy Button Active Amazon has told me it wants to spend more than $220 billion this year because customers made it. AWS growing 37% year over year at scale, an AI silicon franchise the two most demanding labs on earth already run on, and a Q3 operating income guide that dwarfs the year-ago quarter tells me this capex cycle is a wealth-building event I want to be part of. That is exactly why my next buy is already scheduled.

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Amazon's hot post-earnings run continued Monday, lifting the tech giant into the $3 trillion market cap club for the first time.

Amazon is the latest retailer to be sued for selling protein powder allegedly laced with toxic heavy metals – and duping customers into believing the supplements had “cleaner,” “quality” ingredients that provided “feel-good energy.”

A proposed class action, filed last week in federal court for the Western District of Washington, is accusing the e-commerce giant of deceptively marketing Orgain Organic Plant-Based Protein Powder – failing to disclose that it contained significant levels of arsenic, cadmium and lead.

The lawsuit is accusing Amazon of violating state consumer protection laws, alleging the company “knew or, at a minimum, should have known” that the products contained toxic metals that can lead to serious adverse health effects.

Amazon is the latest retailer to be sued for selling protein powder allegedly laced with toxic heavy metals. amazon.com Amazon and Orgain did not immediately respond to The Post’s requests for comment.

Costco is also currently facing litigation from the same law firm, Hagens Berman, accusing it of misleading consumers about the safety of Orgain protein powders.

Both complaints cited an investigation by the Clean Label Project and Consumer Reports, which found that Orgain’s Vanilla Bean protein powder exceeded its “level of concern” for lead.

Independent laboratory testing conducted by Hagens Berman also confirmed the presence of heavy metals in the contaminated products, according to the lawsuits.

Orgain has said its products are safe for daily use despite the Consumer Reports investigation, and their protein powders are not facing any recalls. They’re currently being sold at major retailers including Amazon, Costco, Target and Walmart.

There is no known safe level of exposure to heavy metals, which can pose serious health risks, including cancers; liver, kidney and brain damage; reproductive disorders; skin disorders; and cardiovascular disease, according to the World Health Organization and US Food & Drug Administration.

The lawsuit is accusing Amazon of violating state consumer protection laws. AFP via Getty Images Yet Amazon marketed Orgain’s Vanilla Bean and Creamy Chocolate Fudge protein powders as healthy supplements, using product listing descriptions such as “Cleaner Ingredients,” “Quality Ingredients,” “Higher Standards,” “Non-GMO,” “USDA ORGANIC” and “Feel Good Energy,” according to the lawsuit.

As a result of that marketing, plaintiff Dawn Cada, a resident of Florida, paid about $30 per container for 36 cases of the protein powder from 2022 through 2026 for her family, including her child with severe special needs, the lawsuit alleged.

The suit alleged other customers were also willing to pay a premium for the protein powders because they were “led to believe” the products “are free from harmful contaminants such as heavy metals.”

The lawsuit is seeking class-action status, with damages and relief for all members of the affected group.

According to the bombshell Consumer Reports study, more than two-thirds of the 23 protein powders and shakes included in the test contained more lead than food safety experts said would be safe to consume in a day – some by more than 10 times.

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The mega-cap tech trade got interesting again this summer. Apple (NASDAQ: AAPL | AAPL Price Prediction) is up 13.84% year to date, Alphabet (NASDAQ: GOOG) has gained 85.46% over the past year, and Amazon (NASDAQ: AMZN) just posted its fastest AWS growth in 18 quarters.

Between AI infrastructure spending, custom silicon, and a Services flywheel that keeps compounding, I think all three can push meaningfully higher into 2027. Here is how Apple gets to $400, Alphabet to $500, and Amazon to $350.

Apple’s Path to $400: Services and Siri AI Apple trades at $308.91 after a 7.24% pullback last week. The June quarter was the strongest ever, with revenue of $109.42 billion, up 16.4%, and EPS of $2.02 versus $1.89 consensus. That is nine consecutive quarters of beats. iPhone revenue jumped to $54.25 billion on iPhone 17 demand, and Services hit $30.74 billion.

Tim Cook said Apple delivered “double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment.” At $62.09 billion in nine-month buybacks plus a new $100 billion authorization, the float keeps shrinking.

Apple trades at a P/E near 40x. Hitting $400 keeps a similar multiple against fiscal 2027 EPS as WWDC26’s new Siri AI monetization ramps. That is a roughly 29% gain, well within reach given the 49.42% one-year return already on the tape.

Alphabet’s Path to $500: Cloud Acceleration Alphabet is the cheapest of the three at a 15x P/E, versus the S&P 500 near 22x. Q2 revenue was $119.80 billion, up 24.2%, and Google Cloud accelerated to 82% growth at $24.77 billion. Cloud has now gone from 48% in Q4 2025 to 63% to 82%, and the backlog exited Q1 at $460 billion.

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Sundar Pichai noted “nearly 90% of the Fortune 100″ use Gemini Enterprise, with models processing 22 billion API tokens per minute. Alphabet has beaten EPS 11 quarters in a row. A rerating to just 20x on rising 2027 estimates gets the stock to $500, a roughly 40% move from $356.65. Given the 85% one-year rally, another leg is plausible.

Amazon’s Path to $350: AWS and Custom Silicon Amazon closed at $271.58 after popping 15.32% on earnings day. AWS grew 37% to $42.23 billion at a 39.4% operating margin. Andy Jassy said AI and Chips businesses each cleared $25 billion annualized run rates growing triple digits. Advertising climbed 26% to $19.81 billion, and operating income surged 43%.

OpenAI is committing to 2 GW of Trainium capacity starting 2027, and Anthropic is securing up to 5 GW. With Q3 operating income guided to as much as $26.5 billion, 2027 estimates should keep drifting up. Amazon trades near 38x earnings today. On 2027 operating income leverage, $350 implies a still-reasonable multiple. That is roughly 29% of upside.

The Bottom Line Bull cases require a lot to go right. Apple needs Siri AI monetization plus continued iPhone strength. Alphabet needs Cloud to stay above 50% growth without capex breaking free cash flow. Amazon needs AWS and custom silicon to deliver on the OpenAI and Anthropic commitments.

None of that is guaranteed. But with three consecutive quarters of accelerating results across the group, the setup for outsized 2027 returns is there. I would not expect gains like these every year, but Apple at $400, Alphabet at $500, and Amazon at $350 is the blueprint if the AI buildout keeps compounding.

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By PYMNTS  |  August 3, 2026

 | 

Amazon joined several of its fellow tech giants in the $3 trillion club, Reuters reported Monday (Aug. 3).

The company’s market value exceeded that figure for the first time Monday after Amazon reported earnings Thursday (July 30) that signaled that artificial intelligence continues to fuel demand for its cloud-computing offerings, the report said.

Amazon and Microsoft are the only two of the Magnificent Seven companies that have reported earnings so far this quarter and gotten a positive reception from investors, according to the report.

Google parent Alphabet, Meta and Tesla all saw their shares fall after reporting heavy AI spending.

Apple and Nvidia make up the remainder of the Magnificent Seven. Apple reported earnings Thursday, and shares were down on weak revenue guidance. Nvidia will report earnings Aug. 26.

Amazon and other tech giants have invested billions of dollars in expanding their AI infrastructure. Amazon is investing in Anthropic and last week completed a $50 billion investment in OpenAI.

Other companies whose market value has reached $3 trillion include Alphabet, Apple, Microsoft and Nvidia, the report said. As of Monday morning, Nvidia is the world’s largest company, with a market capitalization of nearly $5 trillion, a figure Apple also reached last week.

Meanwhile, PYMNTS reported Thursday that “Amazon appears to be abandoning the most expensive and least defensible layer of the AI stack in order to strengthen the businesses where it already enjoys structural advantages: cloud computing, retail operations, advertising and logistics.”

Its goal seems to be winning the AI economy, and the move shows capital discipline.

It also increases the stakes in Amazon’s competition with Walmart, as the latter company applies AI to product search, supply chains, employee productivity and store operations without making a major play to become a frontier-model leader. The contrast points to the next phase of retail AI competition.

“Amazon and Walmart are unlikely to win based on which company trains the most impressive general-purpose model,” the report said. “They will win based on which company can connect increasingly available intelligence to proprietary commercial systems.”

© AdrianHancu / iStock Editorial via Getty Images

Mega-cap AI names are surging in Monday midday trading as strong hyperscaler earnings and an easing geopolitical backdrop lift the entire cohort. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares are up 5% to $488.16, while Amazon (NASDAQ:AMZN) shares climb 5% to $283.89, pushing Amazon’s market capitalization past $3 trillion.

Meta Platforms (NASDAQ:META) shares lead the group, up 7% to $593.15, and Alphabet (NASDAQ:GOOGL) shares gain 5% to $374.40. Oracle (NYSE:ORCL) shares are rallying 8% to $139.80, and the Invesco QQQ Trust (NASDAQ:QQQ) is up 1.67% to $699.45.

The catalyst for MSFT, AMZN, META, GOOGL and ORCL is a mix of last week’s blowout hyperscaler earnings and a risk-on market mood after President Trump called off strikes on Iran. Traders are treating Monday’s session as an earnings-relief rally, with breathing room returning to a cohort that spent much of July fielding AI capex questions.

Earnings Momentum Fuels the Mega-Cap Bid Microsoft’s Q4 FY2026 report set the tone. Azure revenue grew 43% year over year (YoY), and the segment topped $100 billion in annual sales for the first time. CEO Satya Nadella stated, “This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation.”

Amazon followed with AWS revenue up 37% to $42.2 billion, its fastest pace in 18 quarters. CEO Andy Jassy noted that the company’s AI and chip businesses each now run at about a $25 billion annual revenue run rate. Consolidated Q2 2026 revenue reached $200.6 billion, and operating income climbed 43.2% YoY.

Meta Platforms shares have now recovered the 9% drop that followed the company’s mixed Q2 print. The report missed on EPS at $6.18 against $7.2173 expected, weighed by $2.4 billion in legal charges and $1.18 billion in severance. Advertising revenue still climbed 27% to $59.4 billion, and CEO Mark Zuckerberg stated, “AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities.”

Google and Oracle Round Out the Rally Google Cloud revenue accelerated to 82% growth at $24.8 billion in Q2 2026, and Alphabet raised full-year capex guidance to $195 billion to $205 billion (from $180 billion to $190 billion). GOOGL stock has recovered the post-earnings drop and now sits up 20% year to date (YTD).

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Oracle’s move is smaller. ORCL stock remains down 28% YTD, weighed by AI-spending concerns and heavy reliance on OpenAI, a private company with which Oracle signed a large multi-year cloud-infrastructure deal. The company’s Q4 FY2026 Cloud Infrastructure revenue jumped 93% to $5.8 billion, and remaining performance obligations (RPO) surged to $638 billion.

QQQ ETF shares capture the group-wide bid but temper it. The fund holds every hyperscaler in Monday’s rally, but the comparatively modest 1.67% move reflects the diversification of the NASDAQ 100 relative to today’s concentrated mega-cap tape. Mega-cap concentration still dominates the fund, and the small spread between the ETF and its top 10 holdings underscores how much of this rally sits in a handful of names.

Sentiment Flips With the Tape Retail sentiment shifted quickly with the numbers. MSFT sentiment on Reddit hit 94 (very bullish) on July 31, and AMZN peaked at 82 on August 2 in aggregate readings across major stock subreddits.

The prediction markets echo the tone. Polymarket assigns a 99.4% probability that MSFT closes higher today and a 93.1% probability for AMZN closing higher. The narrative has flipped from pre-earnings capex anxiety to validation of AI infrastructure demand.

What to Watch For MSFT, AMZN, GOOGL, META and ORCL, the bull case rests on cloud growth compounding at these rates and the RPO backlog converting to revenue. The bear case rests on free cash flow compression as capex intensity builds. Investors can watch for whether Monday’s gains hold into the close and whether QQQ confirms the breakout in its underlying hyperscalers.

Oracle’s next update and further capex color from Microsoft and Alphabet may shape the summer setup. A moderate position size is prudent given valuations already reflect much of the good news, and investors should consider keeping their exposure balanced across the group rather than chasing any single name into the print.

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Contact [email protected] for any questions or corrections.

Amazon.com stock is challenging resistance. Why is AMZN stock breaking out? What Is Driving Amazon’s AWS Growth?A BNP Paribas analyst reiterated a bullish stance and pointed to a path for AWS to become a $1 trillion business over time, leaning on signs of accelerating demand tied to AI workloads. The same note highlighted a second-quarter beat led by AWS and advertising, with worldwide net sales at $201 billion versus a $197 billion consensus estimate.

In the quarter, AWS backlog was cited at $496 billion, up more than 150% year over year and 36% quarter over quarter, while operating income was $27.5 billion versus a $23.6 billion estimate and adjusted EBITDA was $53.5 billion versus $50.8 billion. Guidance commentary also flagged a Prime Day timing shift and higher capex, with third-quarter net sales guided to $197 billion to $202 billion and operating income to $22.5 billion to $26.5 billion.

Expectations were already elevated into the print, with analysts looking for $1.82 in EPS on about $196.02 billion in second-quarter revenue and guidance calling for $194 billion to $199 billion in revenue, putting even a modest AWS upside surprise in the driver’s seat.

Critical Price Levels To Watch For AMZNWith price near $276.97, the stock is pressing the top of its 52-week range ($278.56 high), which often turns into a "prove it" zone where breakouts need follow-through. It’s also extended above its major trend gauges—about 13.9% above the 20-day SMA ($243.86) and about 18.1% above the 200-day SMA ($235.01)—so bulls typically want to see consolidation hold rather than a sharp snapback.

MACD is the cleaner momentum lens here: it’s above its signal line and the histogram is positive, which points to improving upside pressure versus the prior downswing. In plain terms, when MACD is above the signal line, it suggests buyers are gaining control even if the stock is still working through overhead supply near highs.

Key Resistance: $278.50 — sitting just under the $278.56 52-week high, a spot where breakouts often stall on first test Key Support: $225.00 — a lower pivot area that stands out as a prior buyer-defense zone if the trend cools off Amazon’s Benzinga Edge Rankings ExplainedBelow is the Benzinga Edge scorecard for Amazon.com, highlighting its strengths and weaknesses compared to the broader market:

The Verdict: Amazon.com’s Benzinga Edge signal reveals a growth-led profile with supportive momentum and decent quality, which fits a stock trying to hold near the top of its yearly range. The main tactical risk is that extended distance above key moving averages can invite pullbacks, so bulls typically want to see strength hold above nearby breakout levels rather than fade back into the prior range.

AMZN Stock Price Movement in Premarket TradingAMZN Stock Price Activity: Amazon.com shares were up 1.86% at $276.64 during premarket trading on Monday, according to Benzinga Pro data.

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An updated edition of the June 12, 2026 article.

The health and fitness industry has evolved far beyond its traditional niche to become a major global market, fueled by a widespread shift toward healthier living. Consumers are no longer content with occasional exercise. Instead, they are placing greater importance on balanced diets, regular fitness routines and a more comprehensive approach to overall wellness. Demand continues to expand across gyms, nutritional supplements and personalized wellness programs, while technological advancements have made health management more accessible and engaging. Wearable devices, fitness applications and virtual coaching platforms now provide real-time tracking, customized guidance and continuous motivation. At the same time, rising awareness of obesity, chronic diseases and mental health has reinforced the importance of preventive care in everyday life.

Leading technology companies are playing an important role in driving this transformation. Apple (AAPL - Free Report) , through its Apple Watch ecosystem and Fitness+ platform, combines health tracking with guided workout experiences. Amazon (AMZN - Free Report) is strengthening its healthcare presence with One Medical, using AI-powered tools and virtual care services to improve accessibility and convenience. Together, these initiatives are reshaping how consumers manage their well-being by connecting fitness, healthcare and daily routines, while supporting the industry's long-term growth.

Market projections highlight the significant opportunity ahead. The global health and wellness market is expected to reach $7.76 trillion by 2035, witnessing a CAGR of 4.94% from 2026. Demand continues to benefit from preventive healthcare initiatives, workplace wellness programs and supportive government policies. Meanwhile, specialized offerings such as boutique fitness studios and premium wellness clubs reflect a broader focus on physical fitness, nutrition and mental well-being. This evolving environment is opening new growth opportunities for companies like Garmin Ltd. (GRMN - Free Report) , Life Time Group Holdings (LTH - Free Report) and DexCom, Inc. (DXCM - Free Report) .

For investors, the message is clear: wellness represents a sustainable long-term investment theme. As consumers continue to prioritize healthier lifestyles, demand for fitness, nutrition and digital health solutions is expected to remain strong. This Health & Fitness Screen showcases leading companies in the sector — including those highlighted above — helping investors identify opportunities in an industry with solid long-term growth potential.

Ready to uncover more transformative thematic investment ideas? Explore 39 cutting-edge investment themes with Zacks Thematic Investing Screens and discover your next big opportunity.

3 Health & Fitness Stocks to Buy Now

Garmin has steadily expanded from a GPS technology company into a broader health and fitness platform built around connected wearables, training tools and wellness services. Its fitness portfolio now spans Forerunner running watches, cycling computers, Tacx indoor trainers, smartwatches under the Venu, vívoactive, vívomove, Lily, vívosmart and Bounce brands, as well as heart rate monitors, smart scales, blood pressure monitors and sleep monitors. The Zacks Rank #1 (Strong Buy) company complements these devices with Garmin Connect, where users can monitor workouts, health metrics and wellness data, join training groups, participate in challenges and analyze performance. Garmin has also added Garmin Connect+ for premium insights and dashboards, while the Connect IQ platform allows third-party developers to create applications, widgets and watch faces that expand device capabilities. Together, these offerings have transformed Garmin from a hardware-focused manufacturer into a connected health and fitness ecosystem. You can see the complete list of today’s Zacks #1 Rank stocks here.

Building on this foundation, Garmin has introduced products and services that support different fitness levels and training goals. Its portfolio now serves runners, cyclists, multisport athletes and general wellness users through features such as continuous health monitoring, heart rate tracking, ECG functionality, Garmin Pay, music storage and advanced training tools. The MYLAPS business further extends Garmin's reach by providing sports timing and performance analysis solutions for event organizers, clubs, federations and athletes. More recently, the company strengthened its fitness ecosystem by acquiring TrainingPeaks and TrainHeroic, bringing endurance and strength training platforms into the business. Management believes these platforms will create a more complete training experience by connecting wearable data with coaches who can review performance and provide personalized guidance.

Garmin's current approach reflects an effort to deepen customer engagement while expanding into new wellness categories. During the last reported quarter, the company introduced the Forerunner 70 and Forerunner 170 running smartwatches and announced the CIRQA Smart Band, a screenless wearable offering health and wellness insights without requiring a subscription. Management also noted strong demand for advanced wearables, with growth across all fitness product categories, and expects the fitness segment to remain the company's largest contributor to growth in 2026. By combining new devices, subscription services, coaching platforms and connected software, Garmin continues evolving its health and fitness business from selling wearable devices to delivering an integrated platform that supports training, wellness and long-term user engagement.

Life Time Group Holdings has built its business around premium health, fitness and wellness experiences rather than a traditional gym model. The company operates large athletic country club destinations that combine fitness, recreation and wellness under one roof. Its offerings include strength and cardio equipment, group fitness studios, yoga and Pilates, indoor and outdoor pools, racquet sports, LifeSpa, LifeCafe, recovery spaces, childcare, Kids Academy and personal training. Members also gain access to nutrition coaching, physical therapy, chiropractic care, swim lessons, athletic events and a digital platform that extends services beyond the club. Over more than three decades, the company has expanded this ecosystem into an omni-channel experience serving nearly 1.6 million individual members across more than 185 centers in the United States and Canada, positioning itself as a comprehensive healthy lifestyle brand rather than only a fitness operator. 

Over time, Life Time has broadened its health and fitness business by adding specialized programs that deepen member engagement while addressing different stages of the wellness journey. The company has expanded Dynamic Personal Training, Dynamic Stretch, small-group training, ARORA for older adults and MIORA, which focuses on performance and longevity health through assessments, therapies, recovery tools and supplements. It has also strengthened its pickleball presence, introduced CTR reformer-based Pilates classes, expanded Hybrid XT strength and conditioning programs, and launched LT Games to create competitive fitness experiences. Alongside these initiatives, Life Time has invested in its digital platform, incorporating artificial intelligence and personalized wellness content while also expanding complementary offerings such as Life Time Work and Life Time Living to integrate health and wellness into members’ daily routines. 

The #1 Ranked company’s recent strategy reflects a shift from simply adding members to increasing the value and engagement of each membership. Management has focused on attracting couples and families, emphasizing premium memberships while reducing lower-priced qualified medical memberships. At the same time, Life Time continues introducing new training formats and expanding high-demand in-center services such as dynamic personal training and LifeSpa, which have supported stronger member participation and higher revenue per membership. The company is also accelerating new club openings in affluent markets while maintaining its focus on premium experiences, allowing its health and fitness platform to evolve through a combination of expanded facilities, innovative programming and a broader wellness ecosystem that supports long-term member engagement. 

DexCom has steadily broadened its role in health and fitness by building continuous glucose monitoring (“CGM”) systems that support diabetes management as well as metabolic health. Its portfolio has progressed from earlier CGM platforms to the Dexcom G7 and G7 15 Day systems, which provide real-time glucose readings, customizable alerts, cloud-based reporting and seamless data sharing with caregivers and clinicians. The devices also integrate with insulin pumps, smart insulin pens, Apple Watch, Garmin wearables and a wide range of digital health applications, making glucose monitoring part of a connected health ecosystem. The company further widened its reach with the launch of Stelo, the first over-the-counter glucose biosensor in the United States for adults with prediabetes and Type 2 diabetes who do not use insulin, extending access beyond prescription users and into broader metabolic health management.

The business has also advanced by making its technology simpler, more accurate and easier to fit into daily life. The G7 platform introduced a smaller all-in-one wearable, faster sensor warm-up, redesigned mobile application, longer sensor life and enhanced alert settings, while the G7 15 Day extended wear time to more than 15 days. DexCom has complemented these hardware improvements with software platforms such as Dexcom Clarity, Dexcom Follow and Dexcom Share, enabling remote monitoring, data analysis and better care coordination. At the same time, collaborations with insulin delivery companies and digital health partners have expanded the utility of its CGM systems, allowing glucose data to support automated insulin delivery, connected devices and personalized health applications.

More recently, DexCom has focused on expanding the value of glucose sensing beyond diabetes treatment. Clinical evidence presented by the company highlights benefits across metabolic health, including cardiovascular risk, weight management, chronic kidney disease and medication optimization. Investor Day outlined a strategy centered on making DexCom the leading glucose sensing solution for a broader population while improving customer experience and expanding internationally. The Zacks Rank #2 (Buy) company is also developing new digital tools such as Smart Basal and Smart Bolus to simplify insulin management, enhancing electronic health record integration for clinicians, and using AI-driven features within the redesigned Stelo app to deliver more personalized insights. These initiatives reflect DexCom's evolution from a diabetes device manufacturer into a broader digital health company focused on helping people better understand and manage their metabolic health.

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SummaryAmazon.com, Inc. is reiterated as a Strong Buy, driven by AWS-led margin and revenue expansion amid accelerating AI infrastructure demand.AWS posted 36.7% YoY revenue growth and 39% operating margin in Q2 ’26, fueling overall margin improvement to 13.7%.High-Margin Services—ads, third-party seller, and subscriptions—are expanding, while retail remains low-margin; negative FCF is offset by robust operating cash flow.CapEx is set to rise to $220B by 2027 to double cloud capacity; key risks include AI demand slowdown, competition, and potential new debt issuance. Derick Hudson/iStock Editorial via Getty Images

Investment Thesis In my last article about Amazon.com, Inc. (AMZN), I highlighted that its cloud business (the AWS segment) drives the company’s margin expansion, while e-commerce drives revenues. Since then, the stock price has been up

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Long-term interest rates have climbed to their highest levels in two decades, and hyperscaler debt issuance is emerging as a key culprit. 

Apollo Global’s chief economist Torsten Slok flagged “hyperscaler issuance” as one of three main drivers behind 30-year Treasury yields sitting at a 20-year high, alongside inflation and fiscal deficits, in a recent note.

AMZN stock is climbing. See the chart and price action here.  Palumbo Wealth Management coined the phrase “AI Debt Tsunami” in a note last week, pointing to Morgan Stanley figures showing high-grade AI debt supply reached $270 billion by early July — more than double all of 2025’s total. 

Off-balance-sheet debt, including sale-leaseback structures on data centers, has reportedly swelled to $1.65 trillion, according to Nikkei Asia, further obscuring true leverage

Goldman Sounds Debt AlarmHyperscaler leverage ratios doubled from 0.9x to 1.8x in roughly six months, and the bond market’s pain threshold has shrunk from $75 billion to just $25 billion, according to Goldman.

Credit-default-swap spreads on major tech issuers have widened sharply as investors weigh whether AI investments will generate returns fast enough to service the new debt load. 

Goldman singled out Microsoft and Alphabet for retaining “fortress” balance sheets and strong free cash flow, even as the broader AI ecosystem faces mounting strain. 

The firm projects hyperscalers will spend a combined $5.8 trillion on AI infrastructure through 2030, a figure that will keep pressuring credit markets and, by extension, long-term Treasury yields for years to come.

Photo: SujaImages / Shutterstock

This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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3.8.2026 16:00, AMZN, MAR, TSN

Index Dow Jones +1,11 % na 53069,53 b., S&P 500 +0,67 % na 7539,86 b., Nasdaq Composite +0,84 % na 25586,22 b.

Americké akciové indexy rostou poté, co prezident Donald Trump odvolal plánovaný útok na Írán, což vedlo ke poklesu cen ropy.

Společnost Amazon (+5 %) poprvé ve své historii překonala tržní kapitalizaci 3 bil. USD a stala se teprve pátou firmou na světě, která dosáhla této hranice. Akcie navazují na silný růst z minulého týdne po zveřejnění výsledků za druhé čtvrtletí, které ukázaly zrychlující se růst výnosů cloudové divize.

Akcie zpracovatele masa Tyson Foods se obchodují poblíž nuly poté, co společnost zaznamenala ve třetím čtvrtletí nižší tržby v důsledku 16% poklesu objemu prodejů hovězího masa a zároveň snížila svému celoročnímu výhledu zisku pro celou skupinu i samotný segment hovězího masa.

Cenné papíry řetězce hotelů Marriott International oslabují o 5,3 % v reakci na slabší výhled zisku pro třetí čtvrtletí a zprávu, že celoroční růst čistého počtu pokojů očekává na spodní hranici původního rozmezí 4,5 % až 5 %.

Index S&P 500 +0,67 % na 7539,86 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +3,8 % Energie -1,8 % Zbytná spotřeba +3,3 % Utility -0,6 % Finanční sektor +0,8 % Informační technologie -0,4 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Builders FirstSource (BLDR) +7,4 % Seagate Technology Holdings (STX) -7,4 % ServiceNow (NOW) +7,0 % Western Digital Corp (WDC) -6,2 % Axon Enterprise (AXON) +5,7 % Monolithic Power Systems (MPWR) -5,9 % Intuitive Surgical (ISRG) +5,7 % Marriott International (MAR) -5,3 % First Solar (FSLR) +5,7 % Micron Technology (MU) -5,1 % Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení

Posted by Defense World Staff on Aug 3rd, 2026

Eurizon Asset Management Hungary Ltd. trimmed its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 28.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,000 shares of the e-commerce giant’s stock after selling 2,000 shares during the quarter. Amazon.com accounts for 1.1% of Eurizon Asset Management Hungary Ltd.’s portfolio, making the stock its 4th largest position. Eurizon Asset Management Hungary Ltd.’s holdings in Amazon.com were worth $1,041,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. S&CO Inc. boosted its holdings in shares of Amazon.com by 3.5% in the first quarter. S&CO Inc. now owns 197,153 shares of the e-commerce giant’s stock valued at $41,061,000 after buying an additional 6,580 shares during the period. Liberty Square Wealth Partners LLC lifted its position in Amazon.com by 1.3% in the 1st quarter. Liberty Square Wealth Partners LLC now owns 8,552 shares of the e-commerce giant’s stock valued at $1,781,000 after acquiring an additional 111 shares in the last quarter. SEB Asset Management AB bought a new stake in Amazon.com in the 1st quarter valued at $631,546,000. Paradigm Strategies in Wealth Management LLC boosted its stake in Amazon.com by 9.2% in the 1st quarter. Paradigm Strategies in Wealth Management LLC now owns 3,417 shares of the e-commerce giant’s stock worth $712,000 after purchasing an additional 287 shares during the period. Finally, Swiss National Bank boosted its stake in Amazon.com by 7.4% in the 1st quarter. Swiss National Bank now owns 28,236,000 shares of the e-commerce giant’s stock worth $5,880,712,000 after purchasing an additional 1,933,600 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

More Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat. Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny. Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter. Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit Insider Buying and Selling at Amazon.com In other news, CEO Matthew S. Garman sold 15,467 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer directly owned 14,159 shares in the company, valued at approximately $3,729,480.60. The trade was a 52.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.42, for a total value of $5,268,400.00. Following the completion of the transaction, the chief executive officer directly owned 2,205,766 shares of the company’s stock, valued at approximately $581,042,879.72. This trade represents a 0.90% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 76,867 shares of company stock valued at $20,253,702 in the last three months. Corporate insiders own 8.90% of the company’s stock.

Amazon.com Stock Performance Shares of AMZN stock opened at $271.58 on Monday. The stock has a market cap of $2.92 trillion, a P/E ratio of 21.85, a P/E/G ratio of 2.01 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The company has a fifty day moving average price of $245.70 and a two-hundred day moving average price of $236.15. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $278.56.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.68 EPS. As a group, equities analysts predict that Amazon.com, Inc. will post 7.84 EPS for the current year.

Analyst Upgrades and Downgrades AMZN has been the topic of several recent research reports. KeyCorp lifted their price target on Amazon.com from $335.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday. Moffett Nathanson increased their price objective on Amazon.com from $283.00 to $288.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Citigroup reissued a “buy” rating and issued a $350.00 target price (up from $325.00) on shares of Amazon.com in a research report on Friday. UBS Group set a $318.00 target price on Amazon.com and gave the company a “buy” rating in a research note on Friday. Finally, China Renaissance lifted their price objective on shares of Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $322.56.

Read Our Latest Analysis on Amazon.com

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Articles Five stocks we like better than Amazon.com 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story AbbVie Quietly Solved Its Biggest Problem—Now What? Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade Strategy’s Structural Strength: Hidden in a $8 Billion Illusion Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Commonwealth Financial Services LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 14.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,955 shares of the e-commerce giant’s stock after buying an additional 2,571 shares during the quarter. Commonwealth Financial Services LLC’s holdings in Amazon.com were worth $4,156,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares during the period. State Street Corp grew its stake in shares of Amazon.com by 1.8% in the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after purchasing an additional 6,971,680 shares during the last quarter. Geode Capital Management LLC increased its holdings in Amazon.com by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after purchasing an additional 2,479,324 shares during the period. Norges Bank acquired a new stake in Amazon.com in the fourth quarter valued at $32,868,735,000. Finally, Auto Owners Insurance Co increased its holdings in Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after purchasing an additional 98,090,585 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In AMZN has been the topic of several recent research reports. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $320.00 target price (down from $330.00) on shares of Amazon.com in a report on Friday. Truist Financial increased their price target on Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Friday. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research report on Friday. William Blair restated an “outperform” rating on shares of Amazon.com in a research report on Thursday, April 9th. Finally, Maxim Group lifted their price objective on Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $322.56.

Read Our Latest Analysis on Amazon.com

Insiders Place Their Bets In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer directly owned 14,159 shares in the company, valued at approximately $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total value of $620,003.94. Following the completion of the transaction, the vice president directly owned 119,780 shares in the company, valued at approximately $31,427,876.40. This trade represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 76,867 shares of company stock valued at $20,253,702 in the last 90 days. Company insiders own 8.90% of the company’s stock.

Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat. Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny. Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter. Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit Amazon.com Stock Performance Shares of Amazon.com stock opened at $271.58 on Monday. The business has a 50-day moving average price of $245.70 and a two-hundred day moving average price of $236.15. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The company has a market cap of $2.92 trillion, a P/E ratio of 21.85, a PEG ratio of 2.01 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the business earned $1.68 EPS. The firm’s revenue was up 19.6% compared to the same quarter last year. As a group, analysts anticipate that Amazon.com, Inc. will post 7.84 EPS for the current year.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Further Reading Five stocks we like better than Amazon.com 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story AbbVie Quietly Solved Its Biggest Problem—Now What? Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade Strategy’s Structural Strength: Hidden in a $8 Billion Illusion Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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SummaryAmazon (AMZN) earns a Buy rating, with fair value estimated at $320, reflecting AWS-driven operating income growth and improving retail margins. AWS revenue surged 37% to $42.2B, operating margin expanded to 39.4%, and backlog reached $496B, supporting multi-year growth visibility. Capital intensity remains a risk; free cash flow is negative and debt has doubled, but management projects strong operating income growth through 2026. Failure points include AWS growth below 25%, margin compression, or retail/advertising underperformance, which could materially weaken the investment thesis. Yuriy T/iStock Editorial via Getty Images

The Quarter That Changed The Capital-Spending Debate Amazon's (AMZN) most powerful bull thesis isn't just about AI ultimately validating the massive amount being spent now. Rather, Amazon is generating sufficient incremental

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Amazon.com maintains a dual advantage through its global e-commerce dominance and its highly profitable AWS cloud computing division. CAVA Group is rapidly expanding its footprint in the Mediterranean fast-casual dining space with strong digital sales and a growing physical presence.

Amazon (AMZN +15.32%) shares surged after a strong second-quarter earnings report. What likely really grabbed investors' attention was CEO Andy Jassy predicting that its cloud computing unit, Amazon Web Services (AWS), could become a $1 trillion revenue business. Jassy is not known for his bold predictions, unlike Elon Musk, so this likely carried more weight with investors.

Cloud growth keeps accelerating The highlight of Amazon's quarter was once again AWS, with revenue surging 37% year over year to $42.2 billion. That was an acceleration from the 28% growth it saw in the first quarter and the 24% growth it saw in the fourth quarter. It was AWS' fastest revenue growth in nearly four and a half years (18 quarters).

Jassy said that both its artificial intelligence (AI) and chip businesses now had more than $25 billion revenue run rates, with its AI business growing by triple digits. Its backlog also grew by triple digits to $496 billion.

Operating income in the segment, meanwhile, jumped 63% to $16.6 billion. Its operating margin of 39% has now risen for four straight quarters, helped by use of its custom chips and investments in software and optimization. While Jassy said margins could fluctuate, he also said the steady rise hasn't been random.

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Amazon's e-commerce operation, meanwhile, continues to perform well. Its North America sales jumped by 16% year over year to $116.2 billion, while international sales rose 15% to $42.2 billion. Advertising continues to be a big driver, with ad revenue climbing 26% to $19.8 billion, fueled by its sponsored ad business.

The company once again saw nice operating leverage in its North American e-commerce operations, with its operating income for its North American segment jumping 21% to $9.1 billion. Its international segment saw operating income rise 15% to $1.7 billion.

Overall, Amazon's revenue jumped by 20% year over year to $200.61 billion, which easily topped the $196.47 billion analyst consensus, as compiled by LSEG. Earnings per share (EPS) more than tripled to $2.78, but they included a large gain from Amazon's investment in Anthropic, so they were not comparable to analyst estimates for EPS of $1.82.

Looking ahead, Amazon projected that its third-quarter revenue would climb to between $197 billion and $202 billion (representing growth of between 9% and 12%), which was below the $204.1 billion consensus. Adjusted for the shift in Prime Day, growth would be between 13% and 16%. Currency is expected to be an 80-basis-point drag.

Jassy also said Amazon would increase its capex budget this year, taking it from $200 billion to $220 billion, largely due to higher memory costs. He said AWS demand continues to outstrip capacity and that this will continue in 2027, while adding that "the demand we already have for 2028 is striking." Jassy topped it off by saying he sees AWS becoming a $1 trillion business in time, with strong ROIC (return on invested capital) and free cash flow.

He also went over some basic economics of the cloud business, noting that AWS should break even on its server and networking investments in two to three years, while its servers have useful lives of five to six years and it signs five-year leases. The company's data centers, meanwhile, have over 30-year useful lives, and the economics become stronger over time as Amazon doesn't have to make these upfront data center investments.

Image source: Getty Images.

Jassy has long been derided given the underperformance of Amazon's stock, despite the strong job he's done positioning both the company's e-commerce and cloud computing businesses. However, I think the vision he laid out for AWS becoming a $1 trillion revenue business and simply explaining AWS' economics really struck a chord with investors.

Even after the jump in its stock price, Amazon still trades at an attractive valuation, with a forward price-to-earnings ratio of about 31 times 2026 analyst estimates and 27 times 2027 estimates. That's still a historically low valuation for the stock and well below its retail peers Walmart and Costco. With its e-commerce business humming along and AWS gaining strong momentum, the stock still looks like a long-term buy at these levels.

Amazon (AMZN +15.32%) surprised investors with a significant acceleration in revenue.

Posted by Defense World Staff on Aug 1st, 2026

Amazon.com, Inc. (NASDAQ:AMZN)’s share price gapped up prior to trading on Friday following a stronger than expected earnings report. The stock had previously closed at $235.50, but opened at $265.00. Amazon.com shares last traded at $267.6630, with a volume of 28,879,419 shares changing hands.

The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 19.59%. The firm had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the prior year, the business posted $1.68 EPS. The business’s revenue was up 19.6% compared to the same quarter last year.

More Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat. Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny. Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter. Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit Wall Street Analyst Weigh In AMZN has been the topic of a number of analyst reports. Maxim Group increased their price target on Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Royal Bank Of Canada upped their target price on Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday. Phillip Securities raised Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 target price on the stock in a report on Wednesday, May 13th. The Goldman Sachs Group restated a “buy” rating and issued a $375.00 price target (up from $335.00) on shares of Amazon.com in a research report on Friday. Finally, Needham & Company LLC restated a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research report on Friday. Fifty-six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $322.12.

View Our Latest Report on Amazon.com

Insider Transactions at Amazon.com In other news, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,427,876.40. This trade represents a 1.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $239.77, for a total value of $239,770.00. Following the transaction, the chief executive officer directly owned 484,527 shares of the company’s stock, valued at $116,175,038.79. This trade represents a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 135,719 shares of company stock worth $36,438,002. 8.90% of the stock is owned by insiders.

Institutional Inflows and Outflows A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after buying an additional 8,913,959 shares in the last quarter. State Street Corp boosted its holdings in shares of Amazon.com by 1.8% during the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after acquiring an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC grew its position in Amazon.com by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after acquiring an additional 2,479,324 shares during the last quarter. Norges Bank bought a new stake in Amazon.com during the 4th quarter worth $32,868,735,000. Finally, Auto Owners Insurance Co increased its holdings in Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after purchasing an additional 98,090,585 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Amazon.com Trading Up 15.3% The firm has a market cap of $2.92 trillion, a price-to-earnings ratio of 21.85, a PEG ratio of 1.75 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The business has a fifty day simple moving average of $245.70 and a 200-day simple moving average of $236.22.

About Amazon.com (Get Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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Posted by Defense World Staff on Aug 1st, 2026

Atlas Wealth LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 359.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 103,926 shares of the e-commerce giant’s stock after acquiring an additional 81,283 shares during the period. Amazon.com accounts for 2.7% of Atlas Wealth LLC’s investment portfolio, making the stock its 11th largest holding. Atlas Wealth LLC’s holdings in Amazon.com were worth $21,645,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Frontier Asset Management LLC lifted its position in shares of Amazon.com by 29.0% in the 1st quarter. Frontier Asset Management LLC now owns 3,648 shares of the e-commerce giant’s stock worth $760,000 after purchasing an additional 821 shares during the period. FSA Advisors Inc. bought a new stake in shares of Amazon.com in the 1st quarter valued at $1,122,000. Future Fund LLC increased its position in shares of Amazon.com by 2.9% during the first quarter. Future Fund LLC now owns 17,509 shares of the e-commerce giant’s stock worth $3,647,000 after buying an additional 498 shares during the period. Aire Advisors LLC raised its stake in Amazon.com by 2.3% during the first quarter. Aire Advisors LLC now owns 25,254 shares of the e-commerce giant’s stock worth $5,260,000 after buying an additional 574 shares during the last quarter. Finally, Kera Capital Partners Inc. lifted its stake in shares of Amazon.com by 0.8% in the 1st quarter. Kera Capital Partners Inc. now owns 46,162 shares of the e-commerce giant’s stock valued at $9,614,000 after purchasing an additional 368 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Wall Street Analyst Weigh In A number of research firms recently issued reports on AMZN. Stifel Nicolaus set a $319.00 target price on shares of Amazon.com and gave the company a “buy” rating in a research report on Thursday, April 30th. UBS Group set a $318.00 price target on Amazon.com and gave the stock a “buy” rating in a research note on Friday. Roth Capital raised their price objective on Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. China Renaissance boosted their price objective on Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of Amazon.com in a research report on Friday. Fifty-six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and an average target price of $322.12.

Check Out Our Latest Stock Analysis on Amazon.com

Amazon.com News Roundup Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat. Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny. Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter. Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit Insider Transactions at Amazon.com In other news, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the sale, the chief executive officer owned 2,205,766 shares in the company, valued at approximately $581,042,879.72. This trade represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,427,876.40. This trade represents a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 135,719 shares of company stock worth $36,438,002. 8.90% of the stock is owned by insiders.

Amazon.com Price Performance Shares of NASDAQ:AMZN opened at $271.58 on Friday. The company has a 50 day moving average of $245.70 and a 200 day moving average of $236.22. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56. The stock has a market cap of $2.92 trillion, a P/E ratio of 21.85, a P/E/G ratio of 1.75 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 19.59%. The business’s quarterly revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.68 earnings per share. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 7.84 EPS for the current fiscal year.

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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Amazon (NASDAQ: AMZN) could reach a $5 trillion market capitalization as early as mid-2028, according to a forecast generated by ChatGPT based on the company’s latest fundamentals.

The prediction follows Amazon’s stronger-than-expected second-quarter results on July 30, 2026, which pushed its market value to approximately $2.92 trillion. 

With shares trading near $271 as of press time, the stock would need to gain about 71% to reach a $5 trillion valuation. Notably, Amazon ended July up more than 15% following its earnings-driven rally.

AMZN one-week stock price chart. Source: Finbold Based on current growth trends, ChatGPT projects Amazon will reach the milestone between June and September 2028.

The forecast assumes AWS growth remains between 25% and 35%, advertising revenue continues growing at double-digit rates, and AI demand stays strong. 

Under a more bullish scenario, where AWS sustains 35% to 40% growth through 2027, Amazon could reach a $5 trillion valuation as early as late 2027 or early 2028. 

Conversely, slower cloud growth, weaker AI returns, or a deteriorating economy could delay the milestone until 2029 or beyond.

To this end, ChatGPT assigned a 25% probability that Amazon reaches $5 trillion before the end of 2027, a 45% probability that it does so in 2028, a 20% probability that it occurs between 2029 and 2030, and a 10% probability that it does not happen before 2031.

Amazon earnings strengthen the bull case Amazon reported $200.6 billion in second-quarter revenue, up 20% year over year, alongside $5.75 earnings per share and $27.5 billion in operating income.

AWS generated $42.2 billion in revenue, growing 37% annually, its fastest pace in more than four years. The cloud unit also delivered $16.6 billion in operating income.

Meanwhile, advertising revenue rose 26% to about $19 billion, while Amazon disclosed that its AI and custom-chip businesses have each surpassed $25 billion annualized revenue run rates.

Key catalysts ahead At the same time, ChatGPT noted that AWS remains central to Amazon’s outlook. Cloud growth accelerated from 28% in Q1 to 37% in Q2, while the business now operates at an annualized revenue run rate of roughly $169 billion and has a backlog of about $496 billion.

The next major test will be Amazon’s Q3 2026 earnings report in late October, where investors will watch whether AWS can maintain growth above 30%.

Advertising growth will also be closely monitored, while Amazon’s planned $200 billion in 2026 capital expenditures, including an additional $20 billion for AI infrastructure, data centers, and custom chips, remains a key variable.

Finally, the 2026 holiday shopping season will offer fresh insight into consumer demand and the performance of Amazon’s core retail business heading into 2027.

Few companies are as closely associated with their founder as Amazon (AMZN +15.32%) is with Jeff Bezos.

Bezos left a lasting imprint on the company, focusing on long-term thinking, customer satisfaction, and a "Day One" mentality. He stepped down as CEO in 2021 when the stock was around an all-time high during the pandemic, leaving Andy Jassy, the head of Amazon Web Services, to take the reins.

While the company has continued to grow since then and delivered solid results, the stock has slumped, underperforming the S&P 500 as the chart below shows.

AMZN Total Return Level data by YCharts

The stock fell sharply during the 2022 bear market and has struggled to regain ground since then, as its valuation has compressed and its growth rate has moderated.

However, Amazon just turned in its biggest gain in more than a decade, as the stock jumped 15.3% on Friday on the back of a breakout earnings report that included its fastest revenue growth in five years.

Revenue jumped 20% to $167.7 billion, but the biggest highlight may have been Amazon Web Services, the company's cloud computing business, which reported revenue up 37% to $42.2 billion, its fastest rate in 18 quarters. That helped reassure investors who may have been nervous about the company's plans to spend $220 billion in capital expenditures this year.

Bottom-line results were also strong, with operating income up 43% to $27.5 billion.

Image source: Amazon.

One reason for investors to pause Amazon's Prime Day shifted from July to June this year, temporarily inflating revenue and adding approximately 500 basis points to its total growth.

In other words, the 20% growth rate is likely not sustainable, and the company guided to revenue growth of just 9%-12% in the third quarter.

However, the shift in Prime Day wouldn't affect AWS, which is now the primary source of its operating profit.

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Is Amazon a buy? Amazon does seem to be hitting an inflection point in some ways. It exceeded a $25 billion annual revenue run rate in both AWS's AI and chips businesses, and both grew in the triple digits year-over-year.

Additionally, the company's investments in grocery and faster delivery also seem to be paying off.

After a 15% pop and a boom in its cloud business, things are suddenly looking different for Amazon. The stock looks like a good long-term buy as it could finally narrow the gap with the S&P 500.

On Thursday, July 30, Amazon Inc.(AMZN) released its Q2 2026 earnings report. Given its crucial position as a Mag 7 mega-cap straddling both tech and e-commerce, Amazon’s earnings reports are usually closely watched by the broader investing community.

Key Takeaways: Amazon reported its Q2 2026 earnings report on Thursday, which widely outperformed analyst expectations. The Mag 7 mega-cap overshot expectations in earnings per share by over $3, and reported revenue of $200.6 billion — 20% higher than 2025’s numbers. There are many ways for advisors to capitalize on Amazon’s momentum, be it through a thematic fund like the Amplify Online Retail ETF (IBUY) or a value approach like State Street SPDR Portfolio S&P 500 Value ETF (SPYV). Amazon resoundingly outperformed Q2 expectations across the board. Earnings per share came in at $5.75 — $3 higher than what many analysts had anticipated. Net sales reached $200.6 billion — 20% higher than last year’s numbers and again outperforming analyst expectations. 

Amazon Web Services cloud computing platform was another key area of outperformance. The company reported that AWS generated $42.2 billion for the quarter, topping expectations by nearly $2 billion.

Amazon’s AI Investing is Paying Off This development is particularly critical, as it addresses widespread skepticism about whether the tech industry’s relentless AI investing is going to pay off. Judging from Amazon’s latest results, the company’s AI investments are certainly proving worthwhile in near-term gains.

“AWS is booming, growing 36.7% year-over-year in Q2 — our fastest growth in 18 quarters — and our AI and Chips businesses each eclipsed run rates of more than $25 billion,” added Andy Jassy, CEO and President of Amazon. “In Stores, we again set record delivery speeds for Prime members in the first half of the year — over 40% more items delivered same-day or overnight, with Grocery and Everyday Essentials growing meaningfully faster than the rest of the business. And, Advertising had another strong quarter with 26% year-over-year growth. There’s a lot to be excited about, and we have much more coming for customers in the second half of the year and beyond.”

Amazon’s successful quarterly results capped off a major week of Big Tech quarterly earnings report. Microsoft reported similarly successful results, buoyed by its AI cloud business. Meanwhile, Meta struggled amid weakening free cash flow and an underwhelming revenue forecast. 

See More: How VALQ Capitalized on June’s Historic Value Migration

IBUY and SPYV: Two Different Vehicles for AMZN Exposure Advisors and investors looking to capitalize on Amazon’s post-earnings momentum have several ways of doing so through the ETF wrapper. One prominent option is the Amplify Online Retail ETF (IBUY).

IBUY’s portfolio contains a variety of e-commerce giants from across the globe. This includes Amazon and other major names like Wayfair, Etsy, and Peloton. Because IBUY allocates capital relatively evenly across its portfolio, the fund captures Amazon’s growth without leaving investors overly dependent on a single market giant.

Value investors holding the State Street SPDR Portfolio S&P 500 Value ETF (SPYV) are also reaping the rewards right now. This may come as a surprise to those who still view Amazon strictly as a growth stock, but the retail and tech giant currently commands a top holding spot in SPYV’s value-focused portfolio.

Whether it’s through a thematic fund like IBUY, a value approach like SPYV or another strategy, now is a good time to consider the best available investment options because it looks like the best may be yet to come for Amazon.

For more news, information, and analysis, visit the Thematic Investing Content Hub.

vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for IBUY, for which it receives an index licensing fee. However, IBUY is not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of IBUY.