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Amazon Expands Mississippi Data Centers as AI Buildout Grows to $25B
business1 day ago

Amazon Expands Mississippi Data Centers as AI Buildout Grows to $25B

Amazon said it has accelerated its Mississippi data-center program to about $25 billion as part of a broader plan to invest roughly $200 billion in AI infrastructure in 2026, sending shares higher after CEO Andy Jassy floated selling its own AI chips to outside customers. The push follows earlier Mississippi investments ($10B in Madison County and $3B in Warren County) and adds another $11B for Madison County and $1B for Hinds County, with additional data-center bets in Pennsylvania and New Zealand. Analysts remain bullish with a Strong Buy consensus and an average target around $284, implying upside from current levels.

via TipRanks|
#ai-chips#amazon#amzn
Jefferies backs AMZN on AI/AWS upside with $300 target
market-news11 days ago

Jefferies backs AMZN on AI/AWS upside with $300 target

Jefferies analyst Brent Thill argues Amazon's long-term AI and AWS advantages justify a Buy rating and a $300 price target, despite near-term headwinds from AI capex and AWS growth slower than peers; he sees an asymmetric setup as AI spending normalizes and AWS re-accelerates, with AMZN trading at a discount to Walmart and an expected ~43% upside over the next year.

via TipRanks|
#ai#amazon#amzn
Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race
technology1 month ago

Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race

Microsoft says commercial quantum machines could be in data centers by the end of the decade, with 2029 tasks that classical computers cannot perform, emphasizing a hybrid role rather than replacement. The stance signals long‑term upside for MSFT’s cloud/AI platform, while IonQ, Amazon, and Alphabet may benefit from cloud access and tools; near‑term stock moves are unlikely as quantum-driven data-center demand could emerge in the early 2030s, with QBTS and RGTI used as comparables.

via TipRanks|
#amzn#googl#ionq
Amazon’s Capex Push Seen as Long-Term Opportunity by Top Investor
market-news2 months ago

Amazon’s Capex Push Seen as Long-Term Opportunity by Top Investor

Despite Amazon’s $200 billion capex pledge for 2026 and a small earnings miss, top analyst Daniel Sparks says the market overreacted and presents a buying opportunity for long-term holders. He notes Amazon is monetizing capacity as it installs it, points to a fast-growing $10 billion chips business, and cites strong top- and bottom-line growth with guided 11–15% revenue growth for Q1 2026. With a Strong Buy consensus and a roughly 34% upside to a $281.68 12-month target, Sparks argues the capex cycle could pay off megacap investors over time.

via TipRanks|
#amazon#amzn#capex
BoA Keeps Buy on Amazon as AI-Driven AWS Push Looms Large
market-news2 months ago

BoA Keeps Buy on Amazon as AI-Driven AWS Push Looms Large

Bank of America reiterates a Buy on Amazon after a mixed Q4 and a much larger capex plan. Analyst Justin Post trims the target to $275 but argues AWS capacity expansion and AI-driven demand could drive future growth, even as he cites margin volatility and possible negative free cash flow in 2026. The street remains broadly bullish with a Strong Buy consensus and ~35% upside to a ~$283 target. Amazon guided Q1 revenue above expectations, but capex is seen rising to about $200B in 2026, with AWS growth at 24% and overall revenue at $213.4B for Q4.

via TipRanks|
#ai#amazon#amzn
MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say
market-news2 months ago

MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say

Microsoft, Amazon, and Alphabet posted December-quarter results with AI-related capex driving cloud expansion: MSFT highlighted Azure growth and OpenAI partnerships, AMZN emphasized AWS capacity and AI silicon investments, and Alphabet showed Google Cloud backlog and margins improving. Analysts still rate all three as Strong Buys, with MSFT offering the highest upside and the lowest P/E, making it the preferred value pick among the hyperscalers.

via TipRanks|
#ai#amzn#googl
Nvidia Stock Climbs as Huang Defends AI Capex Surge
market-news2 months ago

Nvidia Stock Climbs as Huang Defends AI Capex Surge

Nvidia shares rose about 8% after CEO Jensen Huang argued on CNBC that AI-related capex by major tech firms is necessary and sustainable, driven by a massive infrastructure buildout for AI. He pointed to growing cash flows and rising demand for computing power, with hyperscalers like Meta, Amazon, Alphabet, and Microsoft potentially spending up to $660 billion on capex this year, much of it on AI infrastructure and Nvidia chips. Analysts show a Strong Buy consensus with an average target near $260, implying roughly 40% upside.

via TipRanks|
#amzn#googl#market-news
Markets Pull Back as Tech and Crypto Trades Dry Up
market-news2 months ago

Markets Pull Back as Tech and Crypto Trades Dry Up

Risk appetite across Wall Street has cooled as investors retreat from crowded trades in tech stocks, gold, and cryptocurrencies amid valuation concerns and worries about AI disruption and policy risks; the selloff spilled into indices, with the S&P 500 and Nasdaq down, Bitcoin dropping about 13% to around $63,000, and Amazon’s plans to spend heavily on data centers and chips adding to investor caution about AI investments and stretched valuations.

via TipRanks|
#amzn#bitcoin#market-news
Polymarket Bets on Earnings: AMZN, RDDT, RBLX Seen Beating Estimates
market-news2 months ago

Polymarket Bets on Earnings: AMZN, RDDT, RBLX Seen Beating Estimates

Polymarket traders are pricing in earnings outcomes for Amazon (AMZN), Reddit (RDDT), and Roblox (RBLX) as they report after the Feb 5 close. AMZN is expected to post GAAP EPS of $1.95, Reddit $0.93, and Roblox a GAAP EPS loss of $0.47. Polymarket assigns roughly a 94% chance AMZN beats estimates, 93% for Reddit, and 68% for Roblox, but cautions that odds reflect trader sentiment and are not guarantees, so results may differ.

via TipRanks|
#amzn#earnings#market-news
UBS Sees Big AWS Upside for Amazon Ahead of Earnings
market-news2 months ago

UBS Sees Big AWS Upside for Amazon Ahead of Earnings

Amazon stock fell about 4% on broad tech weakness ahead of earnings, but UBS argues AWS could double by 2028—potentially adding around $20 billion in free cash flow—while its near-term AWS growth is lifted to about 21% for Q4’25. The AI-capacity ramp at Project Rainier and strong GPU demandSupport continued revenue growth, even as some retail indicators soften and Amazon closes Go and Fresh to focus on Whole Foods and delivery expansion. Overall, analysts remain bullish with Upside targets, signaling upside potential into 2026.

via TipRanks|
#amazon#amzn#aws
AI Stocks Showdown: AMD and AMZN Capture Street Bets Ahead of Q4
market-news2 months ago

AI Stocks Showdown: AMD and AMZN Capture Street Bets Ahead of Q4

TipRanks compares AMD, Palantir (PLTR), and Amazon (AMZN) ahead of their Q4 earnings and finds Wall Street leaning toward AMD and AMZN due to AI GPU demand and AWS growth, while Palantir is viewed more cautiously on valuation. Forecasts: AMD EPS $1.32 on $9.67B revenue; PLTR EPS $0.23 on $1.34B; AMZN EPS $1.96 on $211.42B. Price targets imply upside (AMD $285.90; AMZN $296.79; PLTR $189.94). Overall sentiment: Strong Buy for AMD and AMZN; Moderate Buy for Palantir.

via TipRanks|
#ai#amd#amzn
Citizens Boosts Amazon Price Target on AWS Growth and Anthropic Bets Ahead of Q4
market-news2 months ago

Citizens Boosts Amazon Price Target on AWS Growth and Anthropic Bets Ahead of Q4

Citizens’ Andrew Boone lifted AMZN’s price target to $315 from $300 and reaffirmed a Buy, implying over 30% upside. Boone cited AWS growth and Amazon's investment in Anthropic as key drivers. Wall Street expects Amazon to report Q4 FY25 earnings of $1.97 per share on about $211.4 billion in revenue. TipRanks shows a Strong Buy consensus with an average target of $296.79, about 24% upside.

via TipRanks|
#amazon#amzn#anthropic