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AWS

68 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Amazon Shares Decline Amid Heavy Investment Outlook Despite Cloud Strength

Amazon shares down 13% YTD despite strong cloud growth, as investors worry about the company's $200 billion 2026 capital spending plan and near-term profitability impact.
AMZNAI chipsstock valuation
The Motley FoolThe Motley Fool··Adam Spatacco

Amazon Stock Slides on AI Spending Plans; AWS Growth Signals Long-Term Positioning

Amazon stock down 14% YTD amid $200B AI spending plans, but AWS shows strength with 24% revenue growth and $244B contract backlog, signaling long-term positioning.
NVDAAMZNcapital expenditurescloud computing
The Motley FoolThe Motley Fool··Billy Duberstein

AWS Projects Years of Capacity Constraints as Amazon Defends $200B Investment Plan

AWS expects years of capacity constraints, projecting strong demand will absorb all server capacity produced. CEO defends Amazon's aggressive $200B investment plan.
MSFTAMZNORCLORCLpDAWScloud infrastructure
The Motley FoolThe Motley Fool··Trevor Jennewine

Ackman's Pershing Square Doubles Down on Amazon, Meta With 23% Portfolio Allocation

Ackman's Pershing Square allocates 23% to Amazon and Meta, betting on their AI capabilities and monetization potential across cloud, e-commerce, and advertising platforms.
METAAMZNAI chipscloud computing
The Motley FoolThe Motley Fool··Brett Schafer

Amazon's AI Investment Gamble: Market Skepticism Meets Growth Prospects

Amazon plans $200 billion AI investment in 2026, pressuring near-term profits but potentially driving trillion-dollar revenue by 2030. Strong AWS performance provides financial cushion.
AMZNdata centersstock valuation
The Motley FoolThe Motley Fool··Keithen Drury

Amazon Stock Poised for Recovery as AWS Accelerates AI Infrastructure Push

Amazon stock declined 7% despite strong earnings, but AWS's 24% growth and $200B capex program position it for recovery as AI demand accelerates.
AMZNvaluationcapital expenditure
Investing.comInvesting.com··Sam Quirke

Amazon Stock Enters Oversold Territory as Technical Indicators Mirror Prior Rally Signals

Amazon stock fell 20% from November peak, entering oversold territory with RSI below 30—historically signaling recovery. Analysts remain bullish with $300+ price targets.
AMZNearnings misscapital expenditure
The Motley FoolThe Motley Fool··Stefon Walters

Two Tech Leaders Emerge as Long-Term Holdings for Growth Investors

Amazon and CrowdStrike identified as strong long-term tech investments. Amazon dominates cloud computing; CrowdStrike leads in AI-driven cybersecurity solutions.
MSFTAMZNGOOGGOOGLCRWDcloud computingAWS