AMZN
Snapshot
mcap $2.7T · fwd P/E 23.8 · P/S 3.5 · rev +20% y/y · margin 17% · short 0.8% of float · beta 1.4 · 59% of 52w range
Active theses holding AMZN
Recent news
Amazon's No-Dividend Strategy Still Wins for Long-Term Investors
Amazon shares have surged 66,570% over 25 years, turning $10,000 into $6.7 million, despite never paying a dividend. The company, led by founder Jeff Bezos and CEO Andy Jassy, reinvests all capital into growth initiative
Sep 26, 2026
Amazon's Kuiper vs SpaceX Starlink: Investor Concern?
Amazon is entering the satellite internet market with Project Kuiper, aiming to compete with SpaceX's Starlink, which generated $4.3 billion in Q2 revenue from its connectivity segment. Amazon has contracted Arianespace
Sep 25, 2026
Goldman Sachs warns AI investments may take years to pay off
Goldman Sachs strategist Ryan Hammond warns that major AI investments by hyperscalers like Amazon, Oracle, and Microsoft may take years to pay off, requiring roughly $300 billion in AI revenue in the next few years just
Sep 25, 2026
Coinbase Tokenized Stocks Added as USDC Loan Collateral on Aave
Coinbase tokenized stocks are now live as collateral for USDC loans on Aave via the new Equities Hub. Launched Friday, the market supports tokenized shares of Apple, Amazon, Google, Meta, Microsoft, Nvidia, and Tesla. Us
Sep 25, 2026
Big Tech's Data Center Boom Threatened by Scarce Electricity
Big Tech's data center expansion, driven by AI, faces a critical electricity shortage. AI power demand could surge over 1,100% by 2033, reaching 315 gigawatts globally, with the U.S. accounting for 64%. Hyperscaler capit
Sep 25, 2026
Goldman Sachs Sees 2027 Rebound for Hyperscaler Stocks
Goldman Sachs predicts a rebound for hyperscaler stocks in 2027, following underperformance in 2026 driven by investor concerns over rising AI spending. The report highlights that while the S&P 500 has rallied, major tec
Sep 25, 2026
Goldman Sachs Warns on Big Tech AI Debt Flood
Goldman Sachs Asset Management has turned underweight on Big Tech credit, warning that massive AI infrastructure spending will drive a flood of new bond issuance from hyperscalers like Amazon, Meta, Alphabet, Microsoft,
Sep 25, 2026
Amazon's $200B AI Capex Signals Strong AWS Demand
Amazon CEO Andy Jassy committed roughly $200 billion in capital expenditures for 2026, signaling strong confidence in AI-driven AWS demand. The AWS backlog reached $496 billion, growing triple digits year over year, with
Sep 25, 2026
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