AMZN

Amazon's stock, up 30.4% over six months but flat recently, now depends on AWS's contracted revenue for its next leg. AWS generated $42.2 billion in Q2 2026, about a fifth of total revenue but 60% of operating profit, wi

Hyperscalers Amazon, Alphabet, Microsoft, and Meta are expected to spend $720–$745 billion on capital expenditures in 2026, much of it on AI infrastructure, driving demand for semiconductors. Gartner projects global AI s

On August 11, Amazon launched OpenAI's Daybreak Red and Daybreak Blue cybersecurity models on Amazon Bedrock, with AWS security teams already using them to accelerate vulnerability detection and remediation. This follows

Microsoft has the least upside potential among Big Tech hyperscalers, with a median analyst price target of $555, implying only an 11% gain from its Aug. 7 close of $499.99. In contrast, Meta leads with a 26.6% expected

Jeff Bezos sold over $4 billion in Amazon shares last week, a planned transaction from eight months prior that surprised investors and briefly hurt the stock despite a strong Q2 earnings report. Amazon's revenue grew 20%

Amazon stock fell 1.8% on Tuesday after briefly surpassing a $3 trillion market cap for the first time, following a post-earnings rally fueled by surging AWS growth and AI demand. AWS second-quarter sales jumped 37% to $

AI and hyperscaler companies have upended the usual earnings-season pattern of smaller companies driving larger stock swings, according to ORATS data. In the first weeks of the second-quarter earnings season starting mid

Zacks Investment Ideas highlighted SpaceX, Amazon, Microsoft, and Alphabet amid market optimism on August 11, 2026. The QQQ finished the first 150 days of 2026 up 17.7%, with historical data showing strong subsequent gai