The once-unstoppable Mag 7 are showing cracks, with most companies falling short of sky-high expectations during this earnings season. Tech selloffs have intensified, dragging the group lower amid concerns over ballooning AI capex without proportional returns. Amazon stands out as a potential lifeline, with AWS delivering robust AI-driven growth that could offset broader worries and support the stock amid the rotation to defensives. Amazon's cloud arm AWS reported strong momentum, with revenue climbing 19% year-over-year to $27.5 billion in the latest quarter. AI services within AWS grew even faster, up 48% as customers ramped adoption of Bedrock and SageMaker tools for custom model building. This performance highlights AWS's edge in enterprise AI workloads, where high-margin recurring rev

What Amazon's Chart Says Heading Into Earnings "Magnificent Seven" member $Amazon.com(AMZN)$   has fallen some 6.5% over the past three months and 4% over the past year, trailing the $S&P 500(.SPX)$   in both time periods. What does the retail-and-cloud giant's chart and fundamental analysis say ahead of Thursday's Q4 results? Let's check: Amazon's Fundamental Analysis The Street is looking for AMZN to report $1.95 of Q4 GAAP earnings per share on just about $211.2 billion of revenue. That would represent a 4.8% gain from Q4 2024's $1.86 of GAAP EPS, while reflecting 12.5% growth from the $187.8 billion Amazon recorded i

🚨🚨🚨Market sentiment today is characterized by a "risk-off" mood as investors pull back from both traditional tech stocks and digital assets. Here is your summary for Thursday, February 5, 2026. 📉 Crypto Market Summary The cryptocurrency market is currently under significant pressure, hitting levels not seen in over a year.  * Bitcoin (BTC): Dropped nearly 2% today to around $71,000, marking its lowest point in 15 months. It has now retraced over 42% from its October 2024 peak of $126,000.  * Market Cap: The total crypto market cap has shed approximately $460 billion in value over the past week.  * Key Drivers: Analysts point to a lack of "crypto-specific" bad news, instead blaming a spillover from a global sell-off in technology stocks. High leverage in the system has trigge

Excellent question that gets to the heart of the current market's dilemma. The "Magnificent 7" narrative is fracturing, and Amazon is now a critical test case for whether AI-driven growth can justify soaring costs in a suddenly valuation-sensitive market. 1. The Context: A Market in Transition The recent tech selloff signals a regime change: the market is no longer rewarding "growth at any cost." It's demanding profitable growth, clear ROI on AI investments, and resilient core businesses. Amazon's report will be judged through this harsh new lens. 2. Will AWS Strength Outweigh AI Capex Concerns? This is the core tension. The answer hinges on guidance and margins. The Bull Case (AWS Outweighs): If Amazon shows: AWS revenue acceleration (consensus ~+15% y/y) driven by new AI product adoption

$Amazon.com(AMZN)$  move in to Google, they are investing alot. 

$Amazon.com(AMZN)$  AWS gaining market share of Cloud will boost earnings price target for AMAZON increased to $360

I think AWS's strength will outweigh Al capex concerns and reward Amazon's bold Al positioning. The $50B investment in OpenAI, although significant, has the potential to drive long-term growth and solidify AWS's position as a leader in AI infrastructure and applications. The strategic implications of this investment could lead to increased revenue streams, improved margins, and enhanced competitiveness, ultimately revaluing the stock upwards. With AWS's continued solid growth and Amazon's history of successful strategic investments, I believe the market will view this move as a positive catalyst for the stock, driving AMZN's valuation higher.

Amazon Earnings Preview: Gradually Accelerating AWS vs. Free Cash Flow Concerns $Amazon.com(AMZN)$   will announce its FY2025 Q4 earnings report after the market closes on February 5. Core Financial Indicators – Amazon's revenue is expected to be $211.23B for 2025Q4, up 12.48% YOY. The company previously guided Q4 revenue of 206–213 billion, implying year-over-year growth of 9.7% to 13.4%.  – EPS is estimated to be $1.959, up 5.33% YOY. – On profits, the company had guided Q4 operating profit of 21–26 billion, and results typically come in near the high end. Its upper limit implies a growth rate of 22.6%. Three Things to Watch Global Retail Growth The retail segment grew by 11% in North America and 14%

AWS has gained market share in Cloud, I'am very bullish on AMAZON stock price target of $360

$Amazon.com(AMZN)$  AWS will gain market share of the Cloud is the leader , price target for AMAZON stock $360

$Amazon.com(AMZN)$ is set to report its fiscal Q4 2025 earnings on Thursday, February 5, 2026, after the market closes. While Amazon enters the report with a "Strong Buy" consensus from analysts, the stock has been a relative laggard over the last year, remaining nearly flat while the S&P 500 gained ~15%. The narrative for this quarter is a tug-of-war between AWS acceleration and massive AI capital expenditures (capex). Key Metrics to Watch Investors will be scanning the report for these three "make or break" figures: AWS Revenue Growth & Backlog: Consensus estimates for AWS growth sit around 21% to 22% ($34.9B+). Watch the $200B+ backlog; if Amazon can show a faster conversion of this backlog into current revenue, it signals that AI is fi

$Amazon.com(AMZN)$  yes AWS is gaining market share of Cloud very bullish on Amazon stock price target $360

$Amazon.com(AMZN)$  AWS results for for Amazon will show increase in market share of Cloud price target $360 

$Amazon.com(AMZN)$  msft fall, meta up, apple "meh", Tesla "huh",  Now left Google, amzn and NVDA for the big boys... I think amzn going to post boomz earnings but stock price no boomz.  Who cares.. if it collapses like msft, it's going to be a buy for me.

$Amazon.com(AMZN)$  This is ultimately a capital allocation and timing question, not a demand question. Can AWS absorb a hypothetical US$50B OpenAI-style bet? From an operating standpoint, yes. Amazon generates enough operating cash flow for AWS to sustain heavy investment without existential strain. The issue is free cash flow optics, not balance-sheet survival. A deal of this size would front-load cash outflows while monetisation lags, temporarily compressing FCF and keeping investors focused on capex discipline rather than growth acceleration. However, if structured partly through equity, long-dated commitments, or capacity-sharing agreements, the near-term FCF hit could be softened. AWS’s scale gives it flexibility smaller hyperscalers do

$Amazon.com(AMZN)$   📊 What Happened Last Week 💥 1. Big AI Investment Rumor Hits Headlines Last week multiple outlets reported that Amazon (AMZN) is in discussions to invest up to $50 billion into OpenAI’s latest funding round, which could value the AI leader near $830 billion / +$100 B fundraising target.  This wasn’t a confirmed deal—just negotiation talk according to Wall Street Journal sources—but it was enough to spur market reactions. ⸻ ☁️ 2. AWS Still a Key Strength Even in a broader tech selloff, AWS (Amazon Web Services) has remained a strong narrative anchor for AMZN: • AWS is viewed as a critical infrastructure platform for AI, cloud, and enterprise computing. • Investors are watching AWS’s role amid

The potential $50 billion investment in OpenAI by Amazon Web Services (AWS) is a strategic move that could significantly impact the company's competitive positioning in the AI infrastructure and applications market. This investment, if realized, would not only bolster AWS's capabilities in AI but also potentially accelerate long-term revenue growth beyond its core cloud services. Strategic Implications of the Investment Enhanced AI Capabilities: A $50 billion investment in OpenAI would substantially enhance AWS's AI capabilities, allowing it to offer more sophisticated and competitive AI services to its customers. This could include advanced natural language processing, computer vision, and predictive analytics, among others. Competitive Advantage: Such an investment would place AWS in a s

When Running Out of Space Becomes Expensive For most of my investing life, hard drive makers lived in the bargain bin of technology. Demand surged, factories expanded, supply flooded the market, and margins collapsed. Investors learned not to get emotionally attached. Scarcity matters now in a way it never did before. Cloud consolidation means a handful of hyperscalers command enormous, predictable storage volumes, allowing them to pre-book multi-year capacity. Add AI workloads that generate massive cold data archives, and suddenly bulk storage demand is structurally sticky. Seagate now occupies the opposite end of the spectrum. Its manufacturing capacity is effectively committed through 2026, with hyperscale cloud operators already locking in supply. Instead of chasing unpredictable PC de

ARKQ Investment Tracker position change: Increased position in Amazon.com by 664 shares, the number of shares held increased 0.31% compared to the previous period and now represents 2.71% of the total position.