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Amazon Rises on AWS Growth, Outshining Tech Anxiety
business1 day ago

Amazon Rises on AWS Growth, Outshining Tech Anxiety

Amazon shares rose about 1.8% to around $263.16 after stronger AWS growth—37% to $42.2 billion—helped offset broader tech worries, as second-quarter sales climbed 20% to $200.6 billion. AWS’s booming performance underscored the company’s cloud moat, while Amazon said 2026 capital spending could reach roughly $220 billion, about $20 billion more than prior plans, signaling continued cloud investment even as trailing free cash flow remains negative.

via Yahoo Finance|
#amazon#aws#business
Amazon breaches $3 trillion as cloud surge powers earnings rally
business22 days ago

Amazon breaches $3 trillion as cloud surge powers earnings rally

Amazon hit an all-time high and its market value surged above $3 trillion after a strong Q2 showing driven by AWS/cloud growth and AI demand; revenue was $200.61 billion with adjusted EPS of $1.97, and AWS revenue reached $42.2 billion. The company raised 2026 capex guidance to $220 billion amid ongoing capacity expansion, while rival cloud providers also posted robust growth.

via CNBC|
#amazon#aws#business
Amazon climbs on AWS cloud boom and AI momentum
markets25 days ago

Amazon climbs on AWS cloud boom and AI momentum

Amazon stock rose about 15% after a strong Q2 as AWS revenue reached $42.2 billion, up 36.7% year over year, driven by cloud and AI services. The company also noted AI and custom-chip businesses surpassing $25 billion in annualized revenue, and it raised its AI infrastructure capex to about $220 billion, with AWS at roughly a $170 billion annual revenue run rate, prompting CFRA to call the quarter a “home run.”

via Yahoo Finance|
#ai#amazon#aws
Amazon jumps 15% on AWS cloud growth and AI momentum driving blowout quarter
finance25 days ago

Amazon jumps 15% on AWS cloud growth and AI momentum driving blowout quarter

Amazon stock jumped about 15% after a stellar Q2 driven by AWS’s 36.7% YoY revenue growth to $42.2 billion and strong AI-related businesses, with the company also highlighting a $25 billion annualized run rate for its AI and chip divisions. Amazon plans roughly $220 billion in AI infrastructure capex, a sign of high confidence in continued growth as AWS margins improve and backlog hits a record $496 billion, leading analysts to call the report a “home run.”

via Yahoo Finance UK|
#amazon#artificial-intelligence#aws
Memory Costs Lift Amazon Capex to $54B as Revenue Surges
finance25 days ago

Memory Costs Lift Amazon Capex to $54B as Revenue Surges

Amazon posted Q2 net sales of $200.6B (up 20%), led by AWS growing 37% to $42.2B and advertising up 26% to $19.8B; diluted EPS was $5.75 but included about $53.4B of non-operating pre-tax income from Anthropic. Capex jumped to $54.2B this quarter, prompting a full-year capex forecast around $220B due to memory-cost pressures and capacity constraints; trailing free cash flow swung to a $7.6B outflow and long-term debt rose toward $129B. AWS backlog stood at $496B. For Q3, revenue is guided to $197-202B, below consensus as Prime Day shifts into June.

via Yahoo Finance|
#amazoncom#aws#capex
Amazon climbs on AWS cloud boom and AI momentum in blowout quarter
finance26 days ago

Amazon climbs on AWS cloud boom and AI momentum in blowout quarter

Amazon topped Q2 expectations as AWS revenue rose 36.7% year over year to $42.2 billion, driven by core cloud services and AI offerings. The company also said its AI and custom‑chip businesses each surpassed a $25 billion annualized revenue run rate, with a $496 billion backlog and capex guidance raised to about $220 billion to fund AI infrastructure, aiding a premarket stock advance and reinforcing AWS as a high‑growth, margin‑expanding engine.

via Yahoo Finance|
#amazon#artificial-intelligence#aws
AWS bets on multiple AI models via Bedrock to win the AI race
technology26 days ago

AWS bets on multiple AI models via Bedrock to win the AI race

Amazon CEO Andy Jassy argues AWS can win in AI without a single dominant model, by making Bedrock a hub for access to multiple leading foundation models from providers like OpenAI and Anthropic. The shift is from building one best model to optimizing “intelligence per dollar,” with customers wanting diverse, cost-efficient AI options. Amazon will continue developing its own frontier models, but Bedrock’s multi-model approach is positioned as the centerpiece of its AI strategy.

via Business Insider|
#ai-models#amazon#aws
Amazon’s Hidden Silicon Engine May Redefine Its Valuation
business1 month ago

Amazon’s Hidden Silicon Engine May Redefine Its Valuation

Amazon’s AWS silicon unit, Trainium, is quietly scaling toward a roughly $50 billion annual revenue run rate with over $225 billion in commitments, while AWS revenue continues to grow and earnings margins stay robust. The market largely values AMZN as a retailer, but this in‑house chip business could unlock meaningful upside and help offset capital spend if AI demand stays strong, according to the analysis.

via 24/7 Wall St.|
#amazon#aws#business
AWS regional outage cuts dozens of sites offline in Oregon
technology1 month ago

AWS regional outage cuts dozens of sites offline in Oregon

A regional AWS outage in the US-West-2 (Oregon) region disrupted access to dozens of popular websites and services, including Apple Pay, DoorDash, Reddit, and Hulu, and affected AWS offerings such as EC2, ECS, API Gateway, and IoT Core. The issues began around 6:40 a.m. ET and were resolved by about 9 a.m. ET, with AWS attributing the disruption to connectivity problems and reporting no data loss. The event highlighted how regional cloud outages can ripple across many online services.

via New York Post|
#aws#cloud-computing#internet-services
Amazon Stock Set for Upside on AWS AI Push, Targets $324
business1 month ago

Amazon Stock Set for Upside on AWS AI Push, Targets $324

24/7 Wall St. says Amazon (AMZN) could reach about $324 by year’s end, implying roughly 31–32% upside from the current price as AWS AI monetization accelerates. The bull case hinges on AWS growth reaccelerating (AWS backlog at $364B; Trainium commitments over $225B; Anthropic deal) with a strong Q1 showing, while acknowledging free cash flow collapsing ~95% due to heavy capex (2026 capex near $200B) and rising debt. Long‑term upside is contingent on AI infrastructure execution, with projections extending beyond 2026 if ROI meets expectations and AI monetization scales, but risks include capex volatility and debt load.

via 24/7 Wall St.|
#ai#amazon#amzn
Allbirds rebrands as Smartbird, names AWS veteran Nadia Carlsten as CEO to drive AI pivot
business2 months ago

Allbirds rebrands as Smartbird, names AWS veteran Nadia Carlsten as CEO to drive AI pivot

Allbirds stock surges over 50% after the company renames to Smartbird and appoints Nadia Carlsten, a former AWS executive, as CEO, signaling a shift from sneakers to enterprise AI infrastructure and data-center services; the move follows earlier plans to tackle AI market needs and comes as analysts project trillions in AI-related capital expenditures through 2030.

via Yahoo Finance|
#ai#allbirds#aws