Core Viewpoint - Amazon.com Inc. has shown a recent gain of 3.5%, closing just above $173, but remains down 30% from its all-time high in February, lagging behind the S&P 500 during the market rebound [1][2]. Analyst Sentiment - Despite the stock's muted performance, analysts from Telsey Advisory Group, Goldman Sachs, Jefferies, and Scotiabank have reiterated Buy ratings, with Scotiabank setting a price target of $250, indicating over 40% upside from the recent close [2]. - Morgan Stanley maintains Amazon as a Top Pick with an Overweight rating, lowering its 2026 EPS forecast to $7 and resetting its price target to $245, still above current trading levels [3]. - Analysts view Amazon's current weakness as an opportunity, citing valuation, growth potential, and AI leverage as reasons for bullish sentiment ahead of earnings [4]. Valuation Comparison - Bank of America highlighted Amazon's valuation at 23x 2026 GAAP P/E, which is significantly lower than Walmart's 32x multiple, suggesting that macro headwinds have led investors to favor Walmart despite Amazon's superior AI potential and margin upside [5]. - Amazon's scale in logistics positions it well to gain market share amid rising tariffs, with the current P/E discount being notable as the stock trades at levels last seen in 2020 [6]. AWS and Macro Concerns - Wells Fargo reported that Amazon Web Services (AWS) has paused some leasing discussions for data centers, particularly internationally, which adds to cautious sentiment in a high-margin business [7]. - The pause in leasing discussions reflects broader industry trends as companies reassess aggressive leasing activity from the past year, although it does not imply cancellations [8]. - Macro uncertainties, including higher interest rates and trade concerns, continue to affect sentiment towards Amazon, despite analyst support [9]. Earnings Outlook - Amazon's upcoming earnings report is seen as a potential catalyst for the stock, with a 12-month price forecast averaging $248.13, indicating a 33.22% upside [10]. - A strong earnings report could lead to short-covering and renewed institutional interest, while a weaker report might prolong the current stagnation [11]. - Analysts remain optimistic about Amazon's valuation metrics, which are beginning to appear attractive, although buyer enthusiasm has yet to materialize [12].

In Brief Amazon’s Project Kuiper, the company’s initiative to launch a fleet of satellites into low-Earth orbit and beam internet connection to users, is struggling to ramp up production, Bloomberg reported on Wednesday.The competitor to Elon Musk’s Starlink has completed only a few dozen satellites, according to the report. The venture reportedly needs to quadruple its rate of production in order to meet a government deadline, which requires the company to launch 1600 satellites into space by next summer. ...

Amazon (AMZN 3.62%) is a dominant technology-driven enterprise that has customers all across the globe. It got here thanks to fantastic growth. Between 2014 and 2024, the company's revenue increased at a compound annual rate of 22%. This rapid ascent has made Amazon one of the world's most valuable businesses.Viewing things with a fresh perspective today, with an eye toward the future, you might be wondering if the company can continue on its impressive trajectory. There are reasons to remain bullish. Here' ...

Core Viewpoint - The U.S. equity market is facing challenges in 2025 due to economic uncertainty, geopolitical tensions, and a trade war with China, but high-quality companies like Microsoft, Amazon, and Oracle are well-positioned for long-term growth [1][2][3]. Microsoft - Microsoft has transitioned from a software license model to a subscription-based model, resulting in predictable and high-margin revenue streams [4][5]. - The company's diversified business segments, including Microsoft 365, Azure, and LinkedIn, contribute to steady cash flow and high customer retention [5]. - Microsoft's aggressive AI strategy, particularly its partnership with OpenAI, enhances enterprise adoption of its products [6]. - Wall Street projects Microsoft's revenue and earnings to grow annually by 11.9% and 12.3%, respectively, with a forward P/E ratio of 29.5x, lower than its five-year average of 33x [7][8]. Amazon - Amazon's ecosystem extends beyond e-commerce to include AWS, digital advertising, and AI initiatives, maintaining its long-term growth despite trade war disruptions [9]. - AWS, which accounted for 17% of revenue in 2024, contributed over 58% of operating income, with an annualized revenue run rate of $115 billion [10]. - Amazon invested $8 billion in AI and is developing over 1,000 generative AI applications, enhancing productivity and reducing costs [11]. - The company expanded same-day delivery sites by 60% year over year in 2024, improving customer convenience [12]. - Amazon's share price has decreased by nearly 29% from its all-time high, trading at a forward P/E of about 31.3x, significantly lower than its five-year average of 55.4x, presenting a buying opportunity [13][14]. Oracle - Oracle's stock has declined nearly 35% from its 52-week high, making it an attractive option for long-term investors due to its role in AI infrastructure and cloud services [15]. - The company's Remaining Performance Obligations (RPO) increased by 62% year over year to $130 billion, indicating strong future revenue potential [16]. - Oracle's cloud infrastructure is growing at 51% year over year, and it is building a significant AI training infrastructure with Nvidia's chips [17]. - Management anticipates 15% revenue growth in fiscal 2026 and 20% in 2027, along with a 25% increase in quarterly dividends [18]. - Oracle trades at 19.1 times forward earnings, below its five-year average of 32.6x, suggesting a favorable valuation for investors [19].

Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]

Amazon (AMZN -2.90%) is scheduled to report its highly anticipated quarterly financial results on May 1.*Stock prices used were the afternoon prices of April 19, 2025. The video was published on April 21, 2025. ...

I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly wor ...

Demand for artificial intelligence (AI) services is exploding. Some estimates believe it will be a $4.8 trillion market by 2033.Want to make sure your portfolio benefits? Each of these three stocks should benefit immensely from the rise of AI. But each has a slightly different angle of exposure. This is the No. 1 stock for AI investorsWhen it comes to investing in AI, Nvidia (NVDA -4.36%) remains king. AI models require specialized GPUs to operate, and according to most estimates, Nvidia has a 70% to 95% ma ...

Core Viewpoint - Marc Mysterio, an Irish-Canadian artist, has filed a lawsuit against Amazon Music, alleging a shadowban that has severely impacted his music visibility and streaming numbers [1][17]. Group 1: Allegations of Shadowban - Mysterio claims that his music has been shadowbanned since September 2024, resulting in a drop in streams from 80 million to zero and a loss of over 450,000 fans [2][3][16]. - The lawsuit indicates that a metadata attack targeted his ASIN (B0041A1P4U), causing significant financial and reputational damage [3][16]. - Mysterio's Amazon Music station ceased functioning on September 10, 2024, with zero songs appearing, and his artist page was temporarily removed [2][8]. Group 2: Technical Details - The investigation suggests that Mysterio's metadata was deleted via an IF-MATCH operation in Amazon S3, which organizes songs but is vulnerable to manipulation [7][14]. - Evidence of the attack includes a significant drop in streams, absence of songs, and partial restoration of metadata, indicating a targeted deletion [15][16]. - The lawsuit demands Amazon to investigate the alleged shadowban, restore metadata, and provide confirmation of the actions taken [11][12]. Group 3: Financial and Reputational Impact - The metadata attack has led to estimated damages in the millions due to the loss of streams and visibility [16]. - Mysterio's fanbase has decreased from 1.25 million to below 800,000, losing more than 4,000 fans daily [3][16]. - The operational disruption has hindered Mysterio's ability to utilize Amazon Music for Artists analytics and other promotional tools [16].

Amazon (NASDAQ: AMZN ) (TSX: AMZN:CA ) is paving the way for leadership in the artificial intelligence infrastructure market with a serious intention. My previous writing on Amazon pointed out revenue mix, OPEX, and CAPEX as key trigger points forAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receivin ...