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SEATTLE, October 26, 2026--Warner Bros. Pictures Animation and Amazon Ads have teamed up to launch "Open to Fun" - an immersive, multi-channel campaign to celebrate the theatrical release of the new full-length animated feature, The Cat in the Hat, arriving in theaters November 6. Developed by Brand Innovation Lab, the creative team within Amazon Ads, the activation brings Dr. Seuss's iconic character off the page and into the daily lives of millions of customers through a dedicated Amazon Brand

Bank of America expects Amazon.com Inc (NASDAQ:AMZN) to beat third-quarter earnings expectations as accelerating growth at Amazon Web Services (AWS) offsets softer advertising growth. The bank forecasts the e-commerce and cloud computing group's revenue of $202.0 billion and operating profit...

Key TakeawaysAmazon CEO Andy Jassy says AI inference is still “an order of magnitude too expensive” for widespread use, and that Amazon’s own chips are a big part of bringing that cost down. Cheaper inference could open up the biggest part of the AI market, and Amazon’s Trainium chips let it add that capacity without buying every chip from NVIDIA.

Investing.com -- Anthropic PBC generated 48% of its revenue through cloud marketplace sales from Alphabet Inc.'s Google, Amazon.com Inc. and Microsoft Corp. in the first half of 2026, up from 11% in 2023, according to the company's IPO filing published Monday.

Amazon's stock sits well below its 52-week high while its core businesses accelerate at triple-digit rates, and that gap creates a question every investor holding cash should run the numbers on before 2030 arrives.

MOUNTAIN VIEW, Calif., October 26, 2026--H2O.ai, the trusted Sovereign AI Platform with the software and expertise to run predictive, generative, and agentic AI in production, today released TimeH2O-v1, a time-series foundation model that ranks first of 32 models on the fev-bench leaderboard by win rate. TimeH2O-v1 posted a 91.9% win rate and a skill score of 50.8 across the benchmark's 100 forecasting tasks, ahead of Timestral-209M, t0-gamma, TimesFM-3, and Chronos-2.

Anthropic will have to gain investor trust quickly as it spends big on its AI vision.

Verizon boosted its full-year outlook again as it continues to attract new customers. The mobile carrier also signed an AI deal valued at more than $2 billion with Amazon.

Bee turns everyday conversations into a recurring AI service.

Morgan Stanley sees AI, AWS growth, and warehouse robotics driving Amazon’s long-term upside, with a $350 price target, but reaching $1 trillion in AWS revenue depends on sustaining rapid growth and improving profits.

Amazon (NASDAQ:AMZN) reports third-quarter results Thursday, Oct. 29, after the bell. AWS has a $496 billion backlog, and I’ll be watching how fast that backlog turns into revenue. AWS Acceleration Meets a $220 Billion Spending Bill Last quarter, revenue reached $200.61B, up 19.6% year over year, and operating income rose 43% to $27.46B. AWS grew […]

Generac's first earnings report since landing a landmark Amazon data center deal arrives Wednesday, and investors are watching to see if a $1.6 billion backlog and a new factory can turn a headline agreement into hard shipment commitments.

The S&P 500 and Nasdaq are below key levels, but many non-AI stocks are flashing buy signals. Microsoft, Google, Amazon loom.

Amazon's stock popped after reporting strong AWS growth in Q2. I like the odds of history repeating.

Amazon.com (NasdaqGS:AMZN) dropped plans for a US$427 million data center complex in Loudoun County after sustained local opposition. The group redirected part of the cancelled data center budget toward new community investment initiatives in Northern Virginia, according to local officials. Anthropic reported that cloud capacity for AI workloads is being rationed across large providers, including Amazon Web Services, due to supply constraints. Security teams at Amazon are responding to the...

Andy Jassy says AWS capacity years out is already spoken for, yet Amazon is burning cash at a pace that raises an uncomfortable question about who exactly is doing the booking and what happens if their funding dries up.

Key Stats for Amazon StockCurrent Price: $248. 00Target Price (Mid): ~$617Street Target: ~$332Potential Total Return: ~149%Annualized IRR: ~24% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Some of the Nvidia (NVDA) server racks Amazon (AMZN) has taken delivery of are sitting in warehouses because the data centers meant to run them lack power, Business Insider reported on October 20.

Neighbors fought back against a massive Amazon data center project in Virginia, and something unexpected happened next. The outcome could set a precedent that forces every major cloud company to rethink where and how it builds.

AI infrastructure stocks have just been hit hard, even where earnings and backlogs looked solid, and that kind of indiscriminate selling often creates openings for patient investors watching Microsoft, Alphabet or Amazon. When builders and suppliers suddenly look risky, attention can swing back to mega-cap platforms with stronger balance sheets and flexible cloud budgets. This article walks through three stocks exposed to that story so you can judge where the real opportunity might sit. The...

Dow Jones futures: The S&P 500 and Nasdaq are below key levels, but many non-AI stocks are flashing buy signals. Microsoft, Google, Amazon loom.

The Scotch tape giant just picked up its second major AI cloud customer in three months.

Amazon survived a brutal 50% stock collapse, a CEO transition, and its first losing year in nearly a decade, then came roaring back with cloud growth nobody saw coming. Whether you bought in last year or ten years ago changes everything about how that story ends for your portfolio.

AWS just posted its fastest growth in 18 quarters, yet Amazon shares still sit well below their 52-week high. The path to $500 by 2030 exists, but it hinges on one part of the business clearing a very high bar.

Amazon stock looks attractively valued heading into its latest quarterly earnings report.

For questions about this article or underlying research, email help@trefis.com.

AMZN, GE and TTE face distinct challenges, from AI infrastructure costs and supply chain pressures to geopolitical risks, while pursuing growth opportunities.

The flaw sits under most of the web, and the clock started before the public ever heard about it.

Amazon (AMZN) concluded the recent trading session at $250.28, signifying a -4.61% move from its prior day's close.

Amazon, GE Aerospace and TotalEnergies feature in today's top research reports, highlighting growth drivers, strategic investments and risks shaping their outlooks.
One emoji from Elon Musk has Amazon investors paying close attention, and SpaceX's war chest suggests the joke may not be a joke at all.

The chemical company is working to expand and scale the R&D and manufacturing of its Expanded Beam Optical products, which it expects will generate $40 million by the end of 2026.

Amazon's cloud business is accelerating at its fastest pace in 18 quarters, but the company just burned through billions in free cash flow. Whether that spending fuels massive gains or derails a monthly investment plan depends on a few key numbers to watch.

Citadel’s CEO Ken Griffin said that investors are "almost certainly" in the middle of an AI bubble right now. In an interview with Bloomberg on Tuesday at the Future of Global Markets Conference in New York, Griffin said, "Any radical...

Amazon is tapping into long-term AI trends with AWS and its custom processors.

Morgan Stanley sees strong upside in Amazon stock.

Amazon.com has ridden a powerful three year run in its share price, and the question now is whether the cash the business can realistically generate backs up where the stock trades today. With investors focused on AI spending, data centers, security and devices, the real issue is how those projects feed into future cash flows rather than just the story around them. Over the past 3 years, Amazon.com has returned 116.1%. That places significant emphasis on the idea that future cash generation...
Amazon's operating cash flow towers over Target, but valuation multiples tell a different story.

Amazon.com Inc (NASDAQ:AMZN) could strengthen its retail margins through warehouse automation and an expanding logistics network, as investments in fulfillment capacity and third-party parcel delivery create new opportunities, according to Jefferies. Following a discussion with a logistics...

The tech giant is not building upon its portfolio of Virginia-based data centers with the university’s property.

Amazon purchased a 120-acre site in Loudoun County from George Washington University for $427M in February.

Amazon.com Inc. (NASDAQ:AMZN) is buying billions in Nvidia Corp. (NASDAQ:NVDA) AI hardware, but some new server racks are sitting in warehouses because its data centers lack the electricity to run them, Business Insider reported Tuesday. Internal emails show Amazon expected...
Amazon stock has recently proved strong following its earnings reports. Here's how to play expected high volatility in shares.

Thankfully, I don't have to choose.

Amazon is sending refunds for a major settlement. What did they do wrong?
The e-commerce giant is increasing U.S. holiday staffing by 20% compared to the past three seasons.

AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free cash flow are raising serious questions about whether Amazon can actually afford its own ambitions.

Key TakeawaysBloomberg Intelligence’s Mandeep Singh says Microsoft, Amazon, Alphabet and Oracle hold a combined backlog of $2 trillion, and that the first three will beat consensus as their clouds speed up over the next three or four quarters. The clouds can only grow as fast as new capacity comes online, so this spending has revenue to show for it in a way Meta’s doesn’t.

Investing.com -- UBS raised its price target on Amazon to $348 from $318 and reiterated its Buy rating ahead of third-quarter results on Oct. 29, telling investors that Wall Street is underestimating Amazon Web Services margins.

M&Ms, Snickers, Milky Way, and other traditional favorites have taken a hit for one clear reason.

Amazon.com Inc (NASDAQ:AMZN) CEO Andy Jassy says AI inference remains roughly 10 times too expensive for widespread use in business software, and believes Amazon’s own chips could help bring costs down. “It’s still an order of magnitude too expensive in...




