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AMZN

AMZD

AMZU

AMZN Q1 2026 First Take: In absolute terms, results were solid. Total revenue rose nearly 17% YoY, or ~15% ex-FX, with growth accelerating QoQ. Operating income came in near 24bn, well above the prior guidance high of 21.5bn and ahead of the Street. That said, after a run of positive catalysts, the stock has already rebounded over 30% from the lows to new highs. Expectations have shifted up, so from a surprise perspective, this print may not qualify as a major beat. Details: 1) AWS revenue grew 28% YoY, a sharp reacceleration of ~5ppt vs. last quarter. However, most major sell-side firms had already raised Q1 and forward AWS growth assumptions materially. 28% lands at the low end of the updated range, with some bullish houses modeling well above 30%. 2) By contrast, the broad retail segment was more of a positive surprise. Segment revenue rose 14% YoY, +2ppt QoQ, while total order growth reached 15%, the highest since 2021. Faster logistics (e.g., same-day/next-day) and near-field fresh grocery likely helped. 3) Profit beat across the board, with North America, Intl and AWS OPMs all above expectations. North America and Intl retail margins continued to expand, contrary to concerns that Middle East tensions and higher oil would weigh on retail profitability. AWS margin narrowed on higher investment, but not by much. 4) Total capex reached 44.2bn this quarter, up by almost 5bn QoQ and above the already high consensus (~43bn). This points to a faster, more aggressive build-out of compute than previously expected, implying AWS growth could further accelerate. 5) Guidance for Q2 revenue is notably upbeat, with the top end implying ~19% YoY, a further acceleration. Assuming retail grows 15%–16% next quarter, the guide implies AWS growth of roughly 30%–35%, in line to slightly ahead of the latest sell-side resets. However, the guided midpoint for Q2 operating income at 22bn is below the Street. Implied OPM of 11.2% trails the prior 12.1% expectation, suggesting conflict-related headwinds and capex intensity may weigh more visibly next quarter. $Amazon(AMZN.US) $Direxion Daily AMZN Bear 1X Shares(AMZD.US) $Direxion Daily AMZN Bull 2X Shares(AMZU.US)

Amazon

Direxion Daily AMZN Bull 2X Shares

Amazon Reorganizes with Another Round of Layoffs

Amazon Shuts Down Singapore Local Station

AWS Updates CloudWatch to Support OpenTelemetry Protocol

Amazon Singapore to Gradually Cease Local Fulfillment Services and Terminate Local Seller Partnerships

Amazon CEO Herington Sells Large Amount of Company Stocks

Amazon Considers Selling Its Own Chips to Other Companies

Amazon Opposes New York City Council Bill, Warnings of Last-Mile Delivery Threat

Amazon Plans Large-Scale Layoffs in May 2026

Amazon Web Services Accelerates Internal AI Applications After Layoffs

Amazon to Invest Over 5 Billion Euros in Poland from 2026 to 2028 for Logistics and Cloud Services Upgrade

AI giants take measures against poisoning, Amazon employees complain about AI transformation

Amazon Launches New Subscription Service

Amazon Closes Some Physical Stores and Plans to Open a Large One in Orland Park

Amazon CEO Douglas J. Herrington Sells Company Stocks

AWS Launches OpenCLAW for Running AI Agents

Vistra Predicts Amazon Website to Power Up in Q4 2027 and Fully Operational by Q4 2032

Moody's Adjusts Amazon's Outlook to Stable from Positive

Jim Cramer Trusts Amazon Stock

Amazon plans to spend $200 billion on AI

Amazon to Close All Fresh Groceries and Go Convenience Stores

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

.DJI

CSCO

CSCL

The Dow Jones Industrial Average fell by 178 points, primarily due to share losses from Cisco and Amazon.com Inc., which dropped 3.0% and 2.9% respectively. These declines contributed approximately 70 points to the index's decrease. Other significant contributors to the decline included Sherwin-Williams, Goldman Sachs, and 3M.

- The Dow Jones Industrial Average is experiencing a decline, primarily driven by drops in shares of Cisco and Amazon.com Inc.  
- Cisco's stock decreased by $3.60 (3.0%), and Amazon.com Inc. fell by $7.76 (2.9%), contributing to a combined decline of approximately 70 points on the index.  
- Additionally, Sherwin-Williams Co., Goldman Sachs, and 3M have also significantly impacted the Dow's performance.

MarketWatch Automated

Dow Jones Industrial Average

Cisco

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Sherwin Williams

Goldman Sachs

GS Hldg R

Cisco, Amazon.Com Inc. Share Losses Lead Dow's 175-Point Fall

GOOG

GOOGL

METD

METU

METW

AMZZ

Meta's recent layoff of 8,000 employees highlights the 'Automator's Paradox,' where AI-driven efficiencies threaten consumer demand. As companies like Meta, Amazon, and Google invest heavily in AI, they risk dismantling the consumer base that sustains the economy. A study suggests that rapid automation could lead to systemic economic collapse, necessitating interventions like a Pigouvian automation tax to mitigate unemployment and preserve consumption.

- Meta's layoff of 8,000 employees signals a structural shift in the tech economy, driven by significant AI investments.  
- The “Automator's Paradox” highlights the risk of companies automating jobs faster than the economy can adapt, potentially leading to a collapse in consumer demand.  
- A proposed solution is a Pigouvian automation tax, which would help internalize the social costs of unemployment and ensure that the wealth generated by AI supports human participation in the economy.

benzinga_article

Meta Platforms

Alphabet - C

Alphabet

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Roundhill META WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

The Automation Paradox: Why Replacing Humans With AI Is An Economic Suicide Pact

OKLO

OKLL

AMZW

Analysts have initiated coverage of Amazon-backed X-Energy (XE) with positive ratings, calling it a 'frontrunner' in the small modular reactor market. JPMorgan set a price target of $38, indicating a 48% upside, while Guggenheim's target is $57, suggesting a 122% upside. X-Energy's strong backlog and control over its nuclear fuel business are seen as key advantages. In contrast, Jefferies issued a Hold rating with a target of $28, indicating cautious optimism. Rivals Oklo and NuScale Power are also in the mix, with Oklo showing slightly better upside potential.

- Analysts on Wall Street have initiated coverage of X-Energy, a small modular reactor company backed by Amazon, with mostly positive ratings.  
- JPMorgan has rated X-Energy as Overweight with a $38 price target, highlighting its significant nuclear energy backlog as a competitive advantage, while Guggenheim also favors its licensing model and sets a target of $57.  
- In contrast, Jefferies has adopted a more cautious stance, issuing a Hold rating with a price target of $28, suggesting limited upside potential.

Tip Ranks

Oklo

X-Energy

NuScale Power

Defiance Daily Target 2X Long OKLO ETF

Roundhill AMZN WeeklyPay ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Analysts Hail Amazon-Backed X-Energy as 'Frontrunner' in Race with Oklo, NuScale Power

EBIZ

ONLN

IBUY

I thought I could juggle motherhood and a promotion at Amazon. A turning point made me reevaluate everything.

businessinsider

SPDR S&P Retail ETF

Global X E-commerce ETF

ProShares Online Retail

VanEck Retail ETF

Amplify Online Retail ETF

I thought I could juggle motherhood and a promotion at Amazon. A turning point made me reevaluate everything.

CLOU

Gradient Investments senior portfolio manager Keith Gangl discusses market volatility, resilient company earnings, and his top stock picks, including Amazon, on 'The Claman Countdown.'

Global X Cloud Computing ETF

Dow rallies after Trump halts Iran attack; expert eyes Amazon, cybersecurity

Celonis has expanded its collaboration with AWS to enhance business operations through a new zero-copy connection to AWS services. This integration allows real-time operational context to be fed into Amazon Bedrock, improving AI agent performance and reducing data duplication. The partnership aims to accelerate the time to value for customers by simplifying data management and enhancing operational efficiency, as highlighted by industry leaders like BMW Group.

- Celonis has announced an expanded collaboration with Amazon Web Services (AWS) to enhance AI solutions through operational context via a new zero-copy connection.  
- This integration allows for high-performance data access, reduced data duplication, and improved security and governance, providing real-time operational context to AI agents built with Amazon Bedrock.  
- By utilizing this connection, businesses can accelerate value realization from their data while minimizing unnecessary data movement and complexity in managing AI pipelines.

Press Releases

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Bayerische Motoren Werke AG Pref

Celonis Collaborates with AWS to Optimize Business Operations with Industrialized Enterprise AI

Amazon.com is facing a proposed class-action lawsuit from consumers claiming they paid higher prices on imported goods due to tariffs later deemed unlawful by the U.S. Supreme Court. Filed in Seattle, the lawsuit alleges Amazon collected significant amounts from price increases without passing benefits back to shoppers. This legal challenge adds to Amazon's scrutiny amid broader actions against major companies regarding tariff costs. The outcome will depend on Amazon's court response and potential similar cases in the retail sector.

GuruFocus

Costco Wholesale

Nike

FedEx

Amazon Faces Consumer Lawsuit Over Tariff-Related Price Hikes

FTXR

Amazon is launching a pilot program in Washington, DC, called 'MicroFreight DC,' utilizing e-cargo bikes for neighborhood deliveries. This initiative, in partnership with the District Department of Transportation, aims to reduce congestion and emissions by replacing traditional delivery vans with battery-powered cargo bikes. The program will deploy up to 15 e-cargo bikes from a microhub in Southwest DC, with a speed limit of 15 mph.

Electrek

SPDR S&P Transp

iShares US Transportation ETF

First Trust NasdaqTransport

Amazon is deploying these massive cargo e-bikes for deliveries

Lone Pine Capital LLC has reduced its stake in Amazon.com, Inc. by 2.4 million shares. Despite this, TipRanks’ AI Analyst rates AMZN as an Outperform, citing strong profitability and AWS/AI momentum, though recent free-cash-flow conversion is weak. The stock has a P/E of ~31.7 and no dividend yield.

- Lone Pine Capital LLC recently reduced its position in Amazon.Com, Inc. by 2,414,520 shares.  
- TipRanks’ AI Analyst, Spark, rates AMZN as an Outperform, noting strong profitability and AWS/AI momentum, but cites challenges such as weak free-cash-flow conversion and a high P/E ratio.  
- Amazon's year-to-date price performance stands at 14.44%, with a current market cap of $2841.4 billion.

Lone Pine Capital trims Amazon.com stake by 2.4M shares

.NDX

US major stock indices closed lower, with the Nasdaq and Russell 2000 leading declines due to higher yields and oil prices. The Dow fell 1.07%, S&P 1.24%, and Nasdaq 1.54%. Weekly performance saw losses erase earlier gains, with notable losers including Raytheon (-17.17%) and Shake Shack (-13.89%). Winners included Nebius NV (+24.19%) and Cisco (+22.41%). NVIDIA led gains among major stocks, while Amazon and Tesla were among the weakest performers.

- The major US stock indices closed lower, with the Nasdaq and Russell 2000 experiencing the largest declines, driven by sharply higher yields and rising oil prices.  
- The Dow fell by 537.07 points or 1.07%, while the Russell 2000 tumbled 69.70 points or 2.44%, and the week's losses erased earlier gains across major indices.  
- Notable large-cap losers included Raytheon and Shake Shack, while Nebius NV and Cisco were among the week’s significant winners.

Direxion Daily AMZN Bear 1X Shares(AMZD.US)

Cisco, Amazon.Com Inc. Share Losses Lead Dow's 175-Point Fall

The Automation Paradox: Why Replacing Humans With AI Is An Economic Suicide Pact

Analysts Hail Amazon-Backed X-Energy as 'Frontrunner' in Race with Oklo, NuScale Power

I thought I could juggle motherhood and a promotion at Amazon. A turning point made me reevaluate everything.

Dow rallies after Trump halts Iran attack; expert eyes Amazon, cybersecurity

Celonis Collaborates with AWS to Optimize Business Operations with Industrialized Enterprise AI

Amazon Faces Consumer Lawsuit Over Tariff-Related Price Hikes

Amazon is deploying these massive cargo e-bikes for deliveries

Lone Pine Capital trims Amazon.com stake by 2.4M shares

US major indices close lower. Declines today erase the week's gains.