In the third quarter, Citadel sold 1.6 million shares of Amazon (NASDAQ: AMZN) and purchased 388,000 shares of Palantir ...
JPMorgan predicts Amazon's growth in AI, AWS, and margins will drive stock growth in the next decade, despite heavy ...
If Nvidia's revenue growth slows down in 2026 while Alphabet and Amazon keep chugging along, then Nvidia's earnings will likely fall along with its high price-to-earnings ( P/E) ratio. That could lead ...
That would bring the company's operating earnings at that point to $138 billion compared to $80 billion today. The combination of that expected steady rise in earnings and Amazon's currently ...
For most of its 27 years as a public company, Amazon investors have been asked to sacrifice profit for growth. That's no longer necessary. In its first-quarter earnings report on Tuesday, Amazon's ...
Amazon founder Jeff Bezos famously told rivals, "Your margin is my opportunity." His successor as CEO, Andy Jassy, is telling Wall Street about opportunities to increase margin. Jassy, who took the ...
Another boost for Amazon investors, their operating income margin on AWS last quarter was 33%. That number jumped to 34.7% this quarter. So it’s not just higher revenue than expected, its also better ...
Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating income rose 31% ...
Amazon's non-AWS business is similar to Costco, just more than twice as large. AWS is Amazon's high-margin cash cow, earning roughly twice as much operating income in Amazon's third-quarter 2025 as ...
FedEx (NYSE: FDX) and UPS (NYSE: UPS) just wrapped up earnings that tell strikingly different stories. FedEx is expanding ...
This is the yearly update on my Amazon coverage, where I focus on the deconsolidation of Amazon's financial statements. Amazon meaningfully improved margins throughout every part of the business. Both ...