Assessing TAMs, market share, margins and multiples can help investors maintain a "big picture" view of Amazon's prospects. I do so across three of Amazon's main business lines, via a bear and bull ca
Apple, Coca-Cola, and Amazon are all still evergreen investments.

Buy, Sell, Or Hold Amazon Stock?

05:00am, Tuesday, 05'th Nov 2024
Amazon stock (NASDAQ: AMZN) has fared well this year, rising by over 30% so far. At its current market of just under $200, the stock is trading roughly 5% below its fair value of $210 - the Trefis est
AWS's robust growth, especially in AI and cloud services, strengthens Amazon's revenue and positions it as a leader in cloud infrastructure. Amazon has significantly improved its operational efficienc
AI could offer these already solid tech stocks an additional boost.
Amazon has reportedly launched a partnership with Mexican grocery delivery startup Jüsto. As Bloomberg News reported Monday (Nov. 4), that collaboration will see Amazon offer Jüsto's service on its
Utility stocks are hurting amid news that the Federal Energy Regulatory Commission (FERC) rejected an amended interconnection service agreement between Amazon.com (AMZN) and Talen Energy (NASDAQ:TLN
@CharlesSchwab's October STAX report showed a 2.7% uptick compared to September. Joe Mazzola notes that Nvidia (NVDA) lagged in buys while tech competitors like Amazon (AMZN), Microsoft (MSFT), and Pa
Third-quarter earnings season enters the home stretch this week. The quarter appears to have been mixed for corporate America, with companies broadly beating estimates while scaling back fourth-quarte
After a key part of Amazon's (NASDAQ:AMZN) nuclear power deal with Talen Energy was rejected by the Federal Energy Regulatory Commission, UBS said investors in the sector should look "through the no
Amazon, Meta, and Microsoft have placed big bets on nuclear power to secure electricity for their data centers as AI and cloud computing have sent power use surging.
Physical Intelligence, a robot startup based in San Francisco, has raised $400 million at a $2.4 billion post-money valuation, the company confirmed Monday to CNBC. Investors included Amazon founder J
Shares in companies looking to power data centres with nuclear energy fell after a proposed deal by Amazon.com Inc (NASDAQ:AMZN) was rejected by the Federal Energy Regulatory Commission. The FERC o
Amazon boasts competitive advantages across several product segments.
Expedia chairman Barry Diller called the timing of The Washington Post's decision not to endorse a presidential candidate a "blunder," in a Monday appearance on CNBC's Squawk Box. He also said the mov
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