AMZN News
19 R40 articles on Amazon.com, Inc. (AMZN). Latest, Sep 23, 2026: Affirm Priced Amazon UK at 0% or 22%. Its Merchant Fee Rate Fell as Free Volume Grew.
R40 Coverage
Affirm Priced Amazon UK at 0% or 22%. Its Merchant Fee Rate Fell as Free Volume Grew.
Affirm's Amazon.co.uk card is 0% Pay-in-3 or 22% APR on £50 baskets. Merchant-funded volume grew 48% last year and its merchant fee fell to 2.29% of GMV.
None of Amazon's Three 90 Percents for Seller Assistant Is an Adoption Rate
Amazon's Seller Assistant post carries three separate 90% figures measuring availability, acceptance and context. Active users are hundreds of thousands.
Amazon Barred Meta's Agent on Its Conditions of Use, the One Claim It Did Not Lose
Amazon blocked Muse on 20 September citing its customer agreement, not the anti-hacking law it lost on 4 August. Shopify opened Shop Pay to it next day.
Amazon Is Expected to Take $1.2 Billion a Year of Generac Generators. That Is Half Generac's Commercial Sales.
Amazon is expected to take $2.4B of Generac backup generators in 2027-28, $1.2B a year or 54% of Generac's C&I pace. The $8B only caps warrant vesting.
Amazon Told Its Banks It Was Done Borrowing, Then Sold £4.25 Billion of Sterling Bonds
Amazon told underwriters in July it would not issue more debt in 2026, then priced a debut £4.25bn sterling book on 9 September — 2.6% of its capex plan.
Amazon Pays $4.03 Billion to Exercise. Our Model Sits 25% Under Qualcomm's $5 Billion Target.
Qualcomm gave Amazon 25m warrant shares at $161.26. The $4.03B is what Amazon pays in; 85% is unvested; our base case sits $1.2B under the $5B target.
India's Proposed Satellite Rate Takes 13% of Starlink's Revenue. SpaceX Asked for Under 1%.
The reported 5% spectrum charge sits on top of an 8% licence fee. SpaceX and Kuiper asked for under 1% with no other charges. TRAI refused the 5% in December.
Anthropic Doesn't Trade. It Is Already a $53.4B Line in Amazon's Quarter and Two-Thirds of Microsoft's Beat.
Amazon booked $53.4 billion primarily from its Anthropic stake, and a $3.2 billion gain was two-thirds of Microsoft's beat. The IPO reprices both at once.
Europe's Cloud Is 70% U.S.-Run. AI Is Concentrating the Next Wave of Capacity.
Amazon, Microsoft and Google hold 70% of Europe's cloud market, versus 15% for local providers. Hyperscalers may drive 65–70% of 2028 data-center demand.
The Non-Linear Rise of AI Tokens: Why Cheaper Intelligence Creates More Demand
Token prices are collapsing while usage explodes. The cause is a sequence of demand regimes — chat, coding agents, persistent multi-agent systems — each bigger.
SpaceX Paid $19.6B for Pre-Revenue Spectrum. Our Model Breaks Even at 23M Handsets.
SpaceX's $19.6B EchoStar spectrum buys a vertical our model still scores at zero for six quarters. Break-even is 23.2M monetised handsets against 74.3M assumed.
Satellite Spectrum: What the Bands Are, How the Licences Are Won, and Who Holds What
A first-principles guide: what each satellite band is for, why orbit decides which bands work, how the ITU hands out transmit rights, and who holds what today.
Amazon and Uber Both Promised a Million Drone Deliveries This Week. Amazon Means a Year, Uber Means a Day.
Amazon projects a million Prime Air deliveries in 2026 — about 2,700 a day. Uber and Zipline target a million a day by 2029, 365 times Amazon's whole year.
Amazon Q2 2026: AWS Reaccelerates to 37% Growth, Stock Jumps 8%+ After Hours
Amazon posted record operating income and its fastest AWS growth in over four years, sending shares up more than 8% after hours, even as Q3 revenue guidance landed below consensus. We break down the real quarter underneath the Anthropic-inflated headline EPS.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Amazon's $200B AI Bet Triggers Worst Selloff in a Year
Amazon stock drops 16% over seven days as massive capex guidance spooks investors. Bill Ackman's Pershing Square sees opportunity.
Amazon Q4 and Full Year 2025 Earnings Analysis
Amazon reports solid Q4 with 24% AWS growth, but $200B 2026 capex guidance spooks investors on free cash flow concerns.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Amazon Q4 2025 Earnings Preview: Why Wall Street Keeps Underestimating Bezos's Machine
Wall Street expects $1.97 EPS but has underestimated Amazon by 24% on average over 11 quarters. AWS and ads should drive another beat.
February 2026
Amazon capex hike seen as bullish for AI ecosystem despite stock drop
Hyperscalers (AMZN, GOOGL, MSFT) signaling ~$600B+ combined spend; positive for shovel sellers like NVDA.
Amazon shares drop 7-8% on $200B 2026 AI capex guidance
Investors concerned over massive spending increase and cautious profit outlook, despite strong Q4; stock lags broader tech rebound.
AMZN CEO Jassy: Extraordinary opportunity to aggressively invest and lead in AI/AWS
Jassy frames $200B capex as 'extraordinarily unusual opportunity to forever change the size of AWS and Amazon'; bullish long-term signal amid short-term FCF concerns.
January 2026
Amazon Q4 Earnings Preview
Earnings on February 5 after close; expected move ±7.5%; watch AWS margin expansion and AI workload capture.
Amazon Technical View
Daily chart shows sideways consolidation above 200-day MA; support at 232-235, resistance at 248-258; viewed as trend consolidation if support holds.
AMZN Neutral Bias
Trading sideways, range-bound with no momentum; RSI 44; wait for breakout from support 232/228 or resistance 245/250.