$Amazon.com(AMZN)$ Rosenblatt raised its Amazon price target to $360 from $335 and kept a Buy rating. The firm pointed to concern that personal agents and AI shopping assistants could displace Amazon's retail media model as they compress the discovery and purchase funnel. Rosenblatt argues that risk is overstated, calling the narrative false and noting this is not the first time Amazon has faced pressure from secular changes in consumer behavior. The firm also raised its long-term estimates, saying it has conviction Amazon can navigate this transition largely unaffected even if the advertising model changes.
$Amazon.com(AMZN)$ Early usage for Meta MUSE looks focused on life task management. Commerce is under 10%, though that should expand as trust builds. The e-commerce and fulfillment moat doesn't really work without Amazon. The ads side is where I'm watching closely, but there's still plenty of time to keep the ads business running through other channels.
$Amazon.com(AMZN)$ Points of confluence suggest this could move higher soon. There was a weekly falling wedge that formed into a cup and handle on the weekly chart, inside a broadening formation. We have a breakout of the wedge followed by a retest. Price is sitting at the .618 fib. Should see 270 by the second week of October at the latest.
$Amazon.com(AMZN)$ One of the cheaper stocks out there. It has been somewhat stagnant, but I think this one could perform well over the next few years. Great value company that seems to be getting pushed aside with all the AI focus.
$Amazon.com(AMZN)$ They guided for Q3-2026 revenue of up to $202 billion. I took the Q3-2025 numbers and applied a very modest increase across Americas, International, and AWS, and I arrive at $204 billion in revenue. Worth noting I only put AWS growing at 20% for this beat. However, the actual numbers show AWS growing at 37% or more. So I expect a huge surprise on the October 28 earnings date. Good luck.
$Amazon.com(AMZN)$ Watching for a bounce into the end of the week. It pulled back to the previous support/demand zone and found some buyers at the 50DMA.
$Amazon.com(AMZN)$ Bezos is buying a piece of Liverpool at a $6B valuation, while $Manchester United PLC(MANU)$ is trading at $3.67B. Feels like buying a dollar for fifty cents. Even at $33 a share, where Sir John Ratcliffe bought his stake, the market cap is only around $5.5B. I'm long and have been for a while.
$Amazon.com(AMZN)$ Earnings season is nearly wrapped up. Almost 90% of S&P 500 companies have reported, and the results are coming in stronger than expected. Q2 EPS growth is tracking around +30% YoY, excluding investment gains from $Alphabet(GOOGL)$ and AMZN. That is well above the 22% growth expected on July 1. Including those one-time gains, EPS growth approaches +50% YoY. What stands out is that 76% of companies have beaten EPS expectations. That matches last quarter, which was the strongest beat rate since 2021. AI spending is not happening in isolation. Hyperscaler capex is increasingly showing up through stronger cloud growth, earnings, and operating leverage. The market may be ente