Amazon Stock

Amazon earnings preview: $27B cash gap excludes its OpenAI bet

Amazon approaches its October 29 earnings report with a measurable cash hurdle. Its second-quarter filing shows $71.419 billion of operating…

2 weeks ago

Amazon Stock’s Real Test Is the Margin Ladder

Amazon stock does not need another article saying AI is expensive. The harder question is whether Amazon now has enough…

6 months ago

Amazon Supply Chain Services Launch: AMZN at 52W High, FedEx -7.4%, UPS -8.9%

Amazon just made the most important logistics announcement of the post-ChatGPT era. The company is opening its entire supply chain…

6 months ago

AI Capex Carries U.S. Economy: 75% of Q1 GDP Growth, IA13 Trickle-Down

Big Tech is spending so much money building AI infrastructure that it is, quite literally, carrying the entire U.S. economy…

6 months ago