AWS

68 articles
The Motley FoolThe Motley Fool··Prosper Junior Bakiny

Amazon Poised to Outpace Market Growth as Margin Expansion Accelerates

Amazon could outperform markets over next decade through robotics-driven cost cuts, AI chip deployment, and ad business expansion.
NVDAMETAMSFTAMZNGOOG+3AI chipscapital expenditure
The Motley FoolThe Motley Fool··Will Healy

Amazon's Fuel Surcharge Won't Derail Growth as Cloud and Ads Power Forward

Amazon implements 3.5% temporary fuel surcharge on third-party sellers April 17, but analysts say AWS growth and diversified revenue streams limit investor concern.
AMZNAWSe-commerce
The Motley FoolThe Motley Fool··Lawrence Nga

Amazon: Why Beginner Investors Should Consider This Tech Giant as Their First Stock

Amazon offers beginner investors a comprehensible business model, multiple growth drivers, and low entry barriers with as little as $500, making it ideal for first-time stock purchases.
AMZNcloud computingAWS
The Motley FoolThe Motley Fool··Billy Duberstein

Amazon Surges 4.9% on AI Momentum as Jassy Signals $200B Data Center Bet Will Pay Off

Amazon stock rallied 4.9% after CEO Jassy's letter revealed $15B AI run rate, fully subscribed custom chips, and sold-out CPU capacity.
AMZNTSLAcapital expenditurecloud computing
The Motley FoolThe Motley Fool··Adria Cimino

Amazon's AWS Offers Shelter for Risk-Averse AI Investors Amid Market Turbulence

Amazon emerges as a stable AI play for cautious investors, leveraging AWS's diversified cloud services to weather volatility in the AI sector.
AMZNcloud computingAWS
GlobeNewswire Inc.GlobeNewswire Inc.··Na

TGS Locks Multi-Year AWS Deal, Reports 2025 Results at Virtual AGM

TGS ASA secured multi-year AWS partnership as preferred cloud provider and held 2026 virtual AGM, publishing 2025 results and management compensation details.
AMZNTGSGYcloud computingstrategic partnership
The Motley FoolThe Motley Fool··Keithen Drury

Billionaire Investors Double Down on Amazon as AI Momentum Powers Valuation Case

Billionaires accumulate Amazon stock amid triple-digit AWS AI growth, viewing 27x forward earnings as justified by AI infrastructure opportunity.
AMZNAI chipsstock valuation
The Motley FoolThe Motley Fool··Daniel Sparks

Amazon's $200B AI Bet Looks Cheap at Current Valuations

Amazon stock down 9% YTD amid $200B AI capex concerns, but strong AWS growth and cash flow suggest pullback is a buying opportunity for long-term investors.
AMZNcapital expenditurecloud computing
The Motley FoolThe Motley Fool··Jennifer Saibil

Amazon's $200B AI Bet vs. Apple's Gemini Partnership: Divergent Paths in the AI Race

$AMZN planning $200B AI infrastructure investment; $AAPL taking conservative approach via Gemini partnership. Market favors Apple's capital discipline.
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The Motley FoolThe Motley Fool··Trevor Jennewine

Amazon Lands $50B OpenAI Deal While Robotaxi Unit Hits 350K Autonomous Rides

Amazon expands OpenAI partnership to $50B with $138B AWS commitment over eight years. Zoox robotaxi completes 350K rides, expanding to Austin and Miami.
MSFTAMZNGOOGGOOGLUBER+1cloud computingAWS
The Motley FoolThe Motley Fool··Sean Williams

Amazon's Valuation Discount Rivals Nvidia's as AI Dominance Reshapes Tech

Amazon trades at historically cheap 9.8x forward cash flow, outvaluing Nvidia as AWS AI growth and advertising expansion go underappreciated.
NVDAAMZNvaluationAWS
The Motley FoolThe Motley Fool··Brett Schafer

Amazon at Crossroads: $200B AI Bet Tests Investor Patience as AWS Soars

Amazon invests $200B in AI infrastructure, faces near-term cash flow challenges, but AWS's 24% growth and long-term potential signal generational opportunity for patient investors.
AMZNdata centersvaluation
The Motley FoolThe Motley Fool··James Brumley

Amazon's $200B AI Bet in 2026 Could Test Investor Patience as Spending Surges 53% Above Forecasts

Amazon plans $200B AI infrastructure spending in 2026—53% above analyst estimates—risking shareholder returns if deployment disappoints.
MSFTAMZNGOOGGOOGLstock valuationcapital expenditure
The Motley FoolThe Motley Fool··Adria Cimino

Jassy's Bold AWS Bet: Amazon AI Ambitions Could Double Cloud Revenue to $600B

Amazon CEO Andy Jassy predicts AWS revenue could reach $600 billion within a decade, driven by AI demand, doubling his prior forecast and addressing investor returns concerns.
NVDAAMZNcapital expenditurecloud computing
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Amazon AWS Revenue Poised to Exceed Forecasts, Jassy Signals Robust Cloud Growth

Amazon CEO Andy Jassy signals AWS cloud revenue will exceed prior forecasts, suggesting strong growth and margin expansion potential for the company's most profitable business segment.
AMZNcloud computingAWS
The Motley FoolThe Motley Fool··Keithen Drury

Tech Giants $MSFT, $AMZN, $GOOGL Position for AI Boom With Data Center Expansion

Microsoft, Amazon, and Alphabet position themselves as essential AI infrastructure providers through massive data center expansions, capturing long-term revenue from growing enterprise AI demand.
MSFTAMZNGOOGGOOGLdata centerscloud computing
The Motley FoolThe Motley Fool··Adria Cimino

Amazon Emerges as Top AI Play Amid Market Pullback, Trading at Valuation Discount

Amazon trades at 27x forward earnings, down from 35x, offering AI exposure through AWS while e-commerce provides stability and cash flow.
AMZNvaluationcloud computing
The Motley FoolThe Motley Fool··Daniel Sparks

AWS Accelerates to 13-Year High as Amazon's AI Bet Triggers Stock Selloff

Amazon's AWS cloud division hits fastest growth in 13 quarters amid $200B AI spending spree, causing 9% YTD stock decline despite record operating cash flow.
AMZNvaluationcapital expenditures
The Motley FoolThe Motley Fool··Neil Patel

Amazon Edges Apple as Better Buy on Growth, Valuation Gap

Amazon offers better value than Apple with lower P/E ratio (29.3 vs. 32.3) and faster earnings growth projections (18% vs. 11.4%), driven by AWS and AI capabilities.
AMZNAAPLvaluationcloud computing
The Motley FoolThe Motley Fool··Daniel Sparks

Palantir's AI Boom Masks Valuation Concerns as Amazon Offers Better Risk-Reward

Palantir's 70% growth masks 240x P/E valuation and slowing contract growth. Amazon offers superior risk-reward with 24% AWS growth and 29x P/E.
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