Amazon.com, Inc. (AMZN) News
Track canonical SquawkNews coverage tagged to AMZN, Amazon.com, Inc.. This hub brings together deduplicated headlines about internet retail, consumer discretionary catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 455 indexed stories across 59 publication days and is ordered by the same first-publication timeline used by LiveCast.
H
Nvidia guides third-quarter revenue to $108 billion, up 4 years
Nvidia said it expects third-quarter revenue of $108 billion, above Wall Street’s $103.52 billion estimate, after reporting second-quarter revenue of $96.22 billion and adjusted EPS of $2.22.
EARNINGS | Aug 27, 2026, 04:24 AM UTC
L
Amazon Is Killing a Service That Once Looked Like the Future
Amazon Is Killing a Service That Once Looked Like the Future
EQUITY | Aug 26, 2026, 11:06 PM UTC
L
Google, Microsoft and Amazon Are Eyeing China's Hottest AI Model
Google, Microsoft and Amazon Are Eyeing China's Hottest AI Model
GEOPOLITICS | Aug 26, 2026, 10:56 PM UTC
M
AWS and NVIDIA to deliver 2 million additional GPUs
Amazon and NVIDIA said they will deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI.
EQUITY | Aug 26, 2026, 09:07 PM UTC
L
Amazon Lands a Major Deal That Could Change AWS Analytics
Amazon Lands a Major Deal That Could Change AWS Analytics
EQUITY | Aug 26, 2026, 07:26 PM UTC
L
How Meta’s AI workforce transformation plans went kaput
How Meta’s AI workforce transformation plans went kaput
EQUITY | Aug 26, 2026, 07:15 PM UTC
L
Amazon's 37% AWS Boom Still Burns Through Free Cash Flow
Amazon's 37% AWS Boom Still Burns Through Free Cash Flow
EQUITY | Aug 26, 2026, 07:06 PM UTC
L
Google, Microsoft and Amazon Could Open the Door to China's Hottest AI Model
Google, Microsoft and Amazon Could Open the Door to China's Hottest AI Model
GEOPOLITICS | Aug 26, 2026, 05:56 PM UTC
L
Amazon Insiders Dump More Than $15 Million in Stock
Amazon Insiders Dump More Than $15 Million in Stock
EQUITY | Aug 26, 2026, 05:26 PM UTC
H
Amazon, Microsoft and Google in early talks with Moonshot AI
Microsoft, Amazon and Alphabet are reportedly in early talks with China’s Moonshot AI over revenue-sharing deals for its Kimi K3 model, though the discussions are preliminary and may not produce agreements.
EARNINGS | Aug 26, 2026, 04:49 PM UTC
L
China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say
China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say
GEOPOLITICS | Aug 26, 2026, 02:43 PM UTC
L
MSFT, AMZN, GOOGL Reportedly In Revenue-Sharing Talks With China's Moonshot AI Over Kimi K3 Model
MSFT, AMZN, GOOGL Reportedly In Revenue-Sharing Talks With China's Moonshot AI Over Kimi K3 Model
GEOPOLITICS | Aug 26, 2026, 12:46 PM UTC
H
JD deal showcases stakes of a China-EU cold war
JD deal showcases stakes of a China-EU cold war
GEOPOLITICS | Aug 26, 2026, 12:00 PM UTC
L
Amazon expects Canada package volume to grow faster than US
Amazon expects package volume in Canada to grow faster than in the US over the next several years, according to Business Insider via TradingView News.
EQUITY | Aug 26, 2026, 09:17 AM UTC
H
Nvidia fiscal Q2 results may test AI infrastructure demand
Nvidia Corp. is set to report fiscal second-quarter results Wednesday after the bell, with Wall Street expecting $2.07 in adjusted EPS on $91.91 billion in revenue and the company guiding to $91 billion, plus or minus 2%
EARNINGS | Aug 25, 2026, 08:23 AM UTC
M
DHS proposes $103,265 H-1B fee for cap petitions
The U.S. Department of Homeland Security proposes a $103,265 fee for employers filing H-1B petitions subject to the annual statutory cap, including the 20,000 advanced-degree exemption.
REGULATION | Aug 25, 2026, 07:46 AM UTC
L
Amazon estimates over $530m in project investment
Amazon estimates more than $530m in project investment, according to an Insider post referencing $AMZN; no additional details or timing were provided in the feed.
EQUITY | Aug 24, 2026, 07:29 PM UTC
L
Amazon project targets automated delivery stations
Pro reports an Amazon project aims to automate delivery stations, without providing details on scope, timeline, or financial impact for AMZN.
GEOPOLITICS | Aug 24, 2026, 07:28 PM UTC
L
Amazon planning new automated warehouses, insider indicates
Amazon is planning new automated warehouses, according to an insider report cited Pro for $AMZN; no additional operational details were provided.
EQUITY | Aug 24, 2026, 07:28 PM UTC
H
Marvell stays JPMorgan top chip pick on AI demand
Marvell Technology remains one of JPMorgan’s top semiconductor picks, with the firm expecting fiscal second-quarter results in line with or slightly above consensus and third-quarter revenue guidance above the Street est
EARNINGS | Aug 24, 2026, 04:22 PM UTC
M
Amazon robotaxis begin charging for rides
Amazon’s autonomous vehicle without a steering wheel, dashboard or pedals is the first to charge for rides, according to the report.
EQUITY | Aug 24, 2026, 10:39 AM UTC
H
Trump backs U.S. data-center buildout, says communities are mistaken
President Donald Trump says communities rejecting data-center projects are “making a mistake,” arguing the facilities bring jobs, investment and tax revenue and that the U.S. leads China in AI “by a lot.”
EARNINGS | Aug 24, 2026, 06:16 AM UTC
H
coming out of earnings for most, valuations not very stretched vs history; standard deviations above/below 10-year weekly average forward P/
coming out of earnings for most, valuations not very stretched vs history; standard deviations above/below 10-year weekly average forward P/E (ex. covid period): AAPL 1.58, WMT 1.37, JPM 1.26, AVGO 0.19, TSLA 0.07, LLY -
EARNINGS | Aug 21, 2026, 06:17 PM UTC
M
U.S. Treasury buyback move lifts TLT from danger zone
The article says Treasury Secretary Bessent’s increased buyback of long-dated securities has helped iShares 20+ Year Treasury Bond ETF TLT bounce out of the danger zone, while the initial euphoria faded.
MACRO | Aug 21, 2026, 04:52 PM UTC
M
Nevada permits Tesla, Uber and Waymo robotaxi operations
Nevada regulators unanimously grant Tesla, Uber and Alphabet’s Waymo permits to operate robotaxi services in Clark County, with Tesla approved for up to 5,000 vehicles and Waymo and Uber for up to 1,000 each.
REGULATION | Aug 21, 2026, 12:59 PM UTC
M
Global long-end bond yields rise as central banks normalize
The 30-year Treasury yield touched 5.33%, its highest since June 2007, while long-dated government yields also rose in Japan, Germany, France and the UK.
MACRO | Aug 21, 2026, 12:43 PM UTC
M
Apple, Amazon, Meta, Microsoft, Nvidia face voice-training lawsuits
Apple, Amazon, Meta, Microsoft, Nvidia and other tech giants face lawsuits alleging they used thousands of hours of human voices without permission to train AI.
REGULATION | Aug 21, 2026, 12:41 AM UTC
M
Amazon Prime Video to invest $2 bln in Latin America
Amazon says Prime Video will invest $2 billion in Latin America between 2027 and 2030.
EQUITY | Aug 20, 2026, 05:35 PM UTC
L
Amazon Prime Video to invest $2 billion in Latin America
Amazon says Prime Video will invest $2 billion in Latin America between 2027 and 2030.
EQUITY | Aug 20, 2026, 05:34 PM UTC
H
Target raises FY2026 adjusted EPS guidance after Q2 beat
Target reports second-quarter earnings of $2.46 a share and sales of $26.539 billion, both above consensus, and lifts FY2026 adjusted EPS and sales guidance.
EARNINGS | Aug 20, 2026, 11:46 AM UTC
L
Amazon assumed Buy with $335 price target at RBLT
RBLT assumes Amazon (AMZN) at Buy with a $335 price target; no catalyst or magnitude for the rating change was supplied.
EQUITY | Aug 20, 2026, 11:18 AM UTC
M
Amazon initiated at Rosenblatt with Buy, named a top pick
Rosenblatt analyst Scott Devitt assumes coverage of Amazon with a Buy rating and calls the stock a top pick, citing AI’s role in long-term positioning and potential upside versus current expectations.
EQUITY | Aug 20, 2026, 09:16 AM UTC
H
US Treasury doubles long-bond buybacks, El-Erian calls it a band-aid
Mohamed El-Erian says the U.S. Treasury’s move to at least double liquidity-support buybacks for long-dated bonds is a short-term “Band-Aid,” while Treasury says the change runs Sept. 9 through Nov. 4.
EARNINGS | Aug 20, 2026, 05:32 AM UTC
L
Mag 7 names rise as semis weaken in tech rotation
AMZN, AAPL, TSLA and META are higher, helping offset a 1.9% drop in the SOX as traders rotate within tech toward new leadership.
EQUITY | Aug 19, 2026, 07:19 PM UTC
H
Amazon shares rise with mega-cap tech on Treasury buyback plans
Amazon.com shares are trading higher Wednesday alongside mega-cap tech after the U.S. Treasury said it will double maximum debt buybacks for long-term government bonds to $4 billion per operation starting Sept. 9.
EARNINGS | Aug 19, 2026, 05:39 PM UTC
L
CNBC Halftime names final trades in IBIT, AMZN, IAU, TGT
CNBC Halftime features final trades for IBIT, AMZN, IAU and TGT, but no individual trade rationale or catalyst is supplied.
EQUITY | Aug 19, 2026, 05:00 PM UTC
L
Amazon plans massive Prime Air drone-delivery expansion
Amazon plans a roughly sixfold expansion of Prime Air by the end of 2026, stepping up its autonomous-aircraft last-mile delivery push.
EQUITY | Aug 19, 2026, 04:05 PM UTC
L
XAI says Grok 4.6 is generally available on Amazon Bedrock
XAI says its Grok 4.6 model is generally available on Amazon Bedrock, pointing to new availability of the offering via AMZN’s cloud platform.
CRYPTO | Aug 19, 2026, 03:11 PM UTC
L
Amazon says Alexa+ is now free on compatible Fire TV devices
Amazon says Alexa+ is now included for free on compatible Fire TV devices in a blog post.
EQUITY | Aug 19, 2026, 03:01 PM UTC
H
Strategist says buy technology, financials and industrials
Carson Group Chief Market Strategist Ryan Detrick says investors should buy technology, financials and industrials, while the firm raised its S&P 500 target to a 15%-18% gain for the year.
EARNINGS | Aug 19, 2026, 12:11 PM UTC
M
Amazon expands drone deliveries to suburban Chicago and Atlanta
Amazon is expanding drone deliveries to suburban Chicago and Atlanta, advancing its decade-old research-and-development project toward a commercial service.
EQUITY | Aug 19, 2026, 10:31 AM UTC
H
Amazon Prime Air to expand in Chicago, Atlanta, Cleveland, Syracuse
Amazon says Prime Air will launch by year-end across suburban Chicago and Atlanta, plus metro Cleveland and Syracuse, expanding its drone delivery footprint roughly 6x and targeting nearly 30M people by end-2026.
MACRO | Aug 19, 2026, 10:20 AM UTC
M
Sanders attacks Flock Safety over AI license plate cameras
Sen. Bernie Sanders criticized Flock Safety’s AI-powered license plate reader network, saying it amounts to “mass surveillance” as the company says it has more than 120,000 cameras across the country.
REGULATION | Aug 19, 2026, 04:21 AM UTC
H
Fabrinet shares tumble as Nvidia datacom weakness overshadows results
Fabrinet reported fiscal fourth-quarter revenue of $1.316 billion and non-GAAP EPS of $4.10, topping consensus, but shares fell after datacom sales declined sequentially due to lower sales to Nvidia.
EARNINGS | Aug 18, 2026, 04:12 PM UTC
H
AI borrowing boom competes with Treasury bond demand
Reuters and other reports say AI-related debt supply from Amazon, Alphabet, Meta, Oracle and Microsoft is swelling, widening hyperscaler spreads and adding to pressure in long-dated Treasuries.
EARNINGS | Aug 18, 2026, 04:00 PM UTC
M
Amazon plans to expand Louisiana data center investment to $18 billion
Amazon plans to grow its Louisiana data center investment from $12 billion to $18 billion with a third data center campus.
EQUITY | Aug 18, 2026, 03:04 PM UTC
M
AMZN plans Louisiana data-center investment increase to $18B
Amazon (AMZN) plans to grow its Louisiana data center investment from $12B to $18B with a third data center campus.
ENERGY | Aug 18, 2026, 03:03 PM UTC
H
Walmart shares rise ahead of Q2 2027 earnings Thursday
Walmart Inc. (WMT) trades higher as investors position ahead of its second-quarter 2027 earnings report scheduled for Thursday before the opening bell, with Street estimates at 74 cents EPS on $186.82B revenue versus 68
EARNINGS | Aug 18, 2026, 01:53 PM UTC
H
JPMorgan's Bill Eigen Warns the AI Boom Is Starting to Resemble the 2008 Housing Crash: 'What I'm Terrified of Is…'
J.P. Morgan Asset Management’s Bill Eigen is growing increasingly cautious about the financial architecture underpinning the artificial intelligence boom, warning that investors should watch the pace of AI growth, spendi
MACRO | Aug 18, 2026, 08:24 AM UTC
H
Target falls as investors await second-quarter earnings Wednesday
Target Corp. shares trade lower on Monday as investors take profits ahead of its second-quarter earnings report on Wednesday, while softer U.S. retail sales data weighs on sentiment.
EARNINGS | Aug 17, 2026, 05:56 PM UTC
H
Anthropic revenue jumps 14x; AI stock flows strengthen
Anthropic’s revenue increased 14x in Q2 from a year ago to $11.5B, while the piece also flags a Chinese AI system targeting Nvidia’s CUDA moat and mixed early money flows in major tech names.
EARNINGS | Aug 17, 2026, 05:37 PM UTC
H
New York factory activity jumps to 4-year high in August
The New York Fed’s Empire State manufacturing index rose to 20.6 in August from 15.6 in July, above the 10.0 consensus estimate, while new orders, shipments and employment remained positive.
EARNINGS | Aug 17, 2026, 04:24 PM UTC
H
Eisman says AI boom has Achilles' heel, but no short yet
Steve Eisman says AI depends heavily on OpenAI and Anthropic and calls that an “Achilles’ heel,” but says it is too early to short the boom without evidence of deterioration.
EARNINGS | Aug 17, 2026, 01:39 PM UTC
H
Morgan Stanley: AWS could reach $1T revenue in 8-10 years
Morgan Stanley says Amazon’s AWS could reach $1T in revenue over the next 8-10 years, implying a path toward $500B of company-wide EBIT and a $500 share price by YE27, alongside an Overweight rating and a $335 price targ
EARNINGS | Aug 17, 2026, 01:05 PM UTC
H
Amazon stock: Morgan Stanley outlines bull vs base AWS path
Morgan Stanley reiterates a $335 base price target and a $500 bull case for Amazon, arguing AWS could reach $1 trillion in annual revenue over 8-10 years and citing 2Q26 commentary on AI and compute capacity needs.
EARNINGS | Aug 17, 2026, 09:23 AM UTC
H
Third Point cuts Amazon stake to 1.8 million shares
Third Point LLC reduced its Amazon.com stake by 9.8% to 1.8 million shares, according to an SEC filing.
MNA | Aug 14, 2026, 09:22 PM UTC
H
Thrive Capital discloses 904,038 Amazon shares worth $215.5 million
Thrive Capital said in a regulatory filing that it held 904,038 Amazon shares valued at $215.5 million as of June 30, alongside other public positions.
EARNINGS | Aug 14, 2026, 07:49 PM UTC
H
Microsoft, Alphabet, Meta free-cash-flow outlooks flagged for 2027
Microsoft is highlighted as the strongest projected free-cash-flow generator among hyperscalers in 2027, while Alphabet and Meta are projected to remain negative and Amazon thinly positive, based on third-party estimates
EARNINGS | Aug 14, 2026, 10:42 AM UTC
M
eBay stock outperforms as Amazon and Walmart fall, Target rises
eBay closed 12.35% short of its $119.31 52-week high reached on May 20, outperforming Amazon (-0.80% to $265.13), Walmart (-0.25% to $115.72) and Target (+0.98% to $155.51).
EQUITY | Aug 13, 2026, 08:54 PM UTC
H
Nebius says customer prepayments help fund AI infrastructure
Nebius said on its second-quarter earnings call that customer prepayments are becoming an increasingly important source of funding for its AI infrastructure expansion, with roughly 70% of Q2 deals including upfront prepa
EARNINGS | Aug 13, 2026, 07:03 PM UTC