AMZN
AMZN
$263.24
$-1.89 (-0.71%)
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Price History (Last 30 Days)
Latest News & Updates
Amazon remains the only $3 trillion company that has never paid a dividend, unli...
Amazon remains the only $3 trillion company that has never paid a dividend, unlike Microsoft, Apple, Nvidia, and Alphabet. The company is spending heavily on AI and cloud infrastructure ($220 billion expected in 2026), resulting in negative free cash flow of $7.6 billion over the past 12 months. Management believes this aggressive capital investment strategy will generate better returns than shareholder payouts, with AWS revenue growing 37% year-over-year.
Micron and Sandisk stocks have declined 25-42% from 2026 highs due to market con...
Micron and Sandisk stocks have declined 25-42% from 2026 highs due to market concerns about future memory chip price declines. However, the article argues both are buying opportunities given severe memory chip shortages driven by AI buildout, with Wall Street projecting 85-140% revenue growth for FY 2027. New production capacity won't come online until late 2027-2028, supporting elevated prices and strong demand in the near term.
Second-quarter earnings season shows strong results with 86% of S&P 500 companie...
Second-quarter earnings season shows strong results with 86% of S&P 500 companies beating earnings expectations and 75% exceeding revenue forecasts. Year-over-year earnings growth reached 50.4% and revenue growth 15%, the highest rates since 2021. Energy sector led with 42.5% revenue growth due to elevated oil prices, while Alphabet and Amazon significantly boosted overall earnings through one-time investment gains rather than operating income.
Jeff Bezos maintains a ~9% stake in Amazon worth approximately $245 billion, mak...
Jeff Bezos maintains a ~9% stake in Amazon worth approximately $245 billion, making him the company's largest individual shareholder. His continued ownership signals strong alignment with long-term shareholder interests and provides stability to the stock. While planned stock sales may create short-term market pressure, Bezos' substantial remaining stake demonstrates confidence in Amazon's future and ensures the founder remains deeply invested in the company's success.
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the...
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.
Amazon is positioned to reach a $4 trillion market capitalization before 2030, d...
Amazon is positioned to reach a $4 trillion market capitalization before 2030, driven by projected revenue growth to $1.1 trillion by 2028 (15% CAGR), expansion in e-commerce, thriving digital advertising (26% YoY growth), and AWS growth (37% YoY) with a $496 billion backlog. The stock trades at a reasonable 22.4 P/E ratio, suggesting limited downside risk.
Sea Limited, a Southeast Asian e-commerce conglomerate, is positioned as a poten...
Sea Limited, a Southeast Asian e-commerce conglomerate, is positioned as a potential Amazon-like growth opportunity. With a market cap about one-fortieth of Amazon's, Sea operates Shopee (largest e-commerce platform in Southeast Asia), Garena (gaming), and Monee (fintech). Q2 2026 showed strong growth with 48% revenue increase to $7.8 billion and net income up 11% to $458 million, despite a P/E ratio of 50.
The article evaluates three major hyperscaler stocks in the AI infrastructure sp...
The article evaluates three major hyperscaler stocks in the AI infrastructure space. Amazon is recommended as a buy due to strong cloud growth, custom chip advantages, and its stake in Anthropic. Microsoft is rated a hold after proving skeptics wrong with solid earnings and a sticky SaaS business. SpaceX is recommended to avoid due to unsustainable cloud pricing, technical challenges with space data centers, and an extremely high valuation of 39x forward P/S ratio.
Despite AMD's stock outperformance in 2026, the article argues Nvidia is the bet...
Despite AMD's stock outperformance in 2026, the article argues Nvidia is the better buy. AMD trades at a 63x forward P/E ratio compared to Nvidia's 24x, a valuation gap that appears unjustified given Nvidia's superior scale, faster growth (85% vs 50% revenue growth), higher profitability ($48.5B vs $1.6B free cash flow), and stronger market position. Historical patterns suggest AMD's elevated valuation may face compression while Nvidia has room for expansion.
The S&P 500's Shiller CAPE ratio has reached levels not seen since the dot-com b...
The S&P 500's Shiller CAPE ratio has reached levels not seen since the dot-com bubble in 2000, raising concerns about market valuations. While the current economy appears strong with low unemployment, similarities exist between today's AI infrastructure spending boom and the internet bubble. However, many Magnificent Seven companies trade at reasonable valuations compared to historical averages. The author advises long-term investors to focus on AI stocks with more reasonable valuations that can better weather potential market corrections.
