Amazon is a global technology company and streaming platform that serves as a key host for independent cinema, including works by Reema Das. The organization is currently navigating the legal implications of government restrictions on Anthropic while managing the fallout of recent drone strikes that have caused significant outages at its data centers across the Persian Gulf.
“অ্যামাজন মাত্র কয়েক মাসের মধ্যে ৩,০০০ কর্মী ছাঁটাই করেছে।”
“if you don't have them human anymore, guess what? All of a sudden, you can start dropping robo taxis in people's, you know, freaking driveway well ahead of time of them needing to hail the car. And the cost of keeping that robo taxi there is next to nothing because you don't have a person to pay. Oh, and by the way, while people are sleeping, those transportation units, those self-driving Teslas can probably do package delivery for Amazon...”
“compete with Warner Brothers Discovery, they compete with Paramount, they compete with Disney, they compete with Apple TV and Amazon Prime and Tik Tok”
“Amazon during their um during their whatchamacallit their annual shareholder letter. They mentioned that two large AWS customers have already asked if they could buy all of Graviton's instances capacity in 2026.”
“They mentioned that two large AWS customers have already asked if they could buy all of Graviton's instances capacity in 2026.”
“In late February, OpenAI announced a strategic partnership with Amazon, in which Amazon would invest $50 billion in OpenAI”
“Amazon is buying GASAT GSAT for $90 a share. which was out earlier this morning.”
“Well, now you're 20% higher and you're going to take out the longs or the low the highs here after making those lows.”
“Amazon Leo, previously Amazon Project Kappers. We've talked about this actually the rumors last week. So they are going to acquire the company Global Star. So Global Star shareholders will receive either $90 per share in cash or 3210 shares of Amazon that are capped at $90 per share.”
“Global Star acquisition strengthens Amazon's satellite service portfolio.”
“OpenAI, but not just them, you know, really everybody else from Google to Microsoft to Amazon is very heavily reliant on Nvidia to build the infrastructure.”
“there's a bid for Global Star $9 billion. Amazon is in talks. So is Starlink.”
“Revenue coming at 213.4 roughly billion dollars. Street was looking for 211 or so.”
“Since 2010, Amazon has poured over $40 billion into India. And they aren't done.”
“They have actually committed another $35 billion by 2030.”
“Amazon are aiming for 3.8 million jobs and actually want to enable $80 billion worth in exports.”
“The company is going to apply a 3.5% fuel sir charge.”
“They also sold 77% of their Amazon holdings.”
“Looking at Microsoft planning to spend $99 billion on AI data centers in 2026, 125 billion for Meta, 180 and 200 billion for Google and Amazon.”
“This suggests that Amazon's advertising business is the most stable and is the one growing the most consistently.”
“More importantly, in this past third quarter, Citadel sold 1.6 million shares of Amazon.”
“Amazon is cultivating an environment that extends way past the online bookstore, and they're still going.”
“Amazon stock is currently trading around $229, near the higher end of its one-year trading range.”
“Amazon is currently down over 9% in after hours trading after reporting its fourth quarter 2025 earnings results.”
“However, free cash flow decreased to 11.2 billion for the trailing 12 months.”
“we expect to invest about $200 billion in capex across Amazon in 2026.”
“I think that also deserves a multiple compression in terms of price to operating cash flow. But still I think that Amazon is starting to look quite cheap here. They just grew their operating cash flows by 20% year-over-year, and they're trading for their lowest multiple since the financial crisis.”
“They just grew their operating cash flows by 20% year-over-year, and they're trading for their lowest multiple since the financial crisis.”
“I thought this was a pretty good earnings report from Amazon. It wasn't a blowout quarter or anything like that, but the business is chugging along and a lot of its highly profitable business segments are actually accelerating.”
“it's very clear that investors and the market as a whole are skeptical that Amazon's $200 billion of capex is actually going to be profitable and to work out over the long term.”
“Amazon is also projecting to be free cash flow negative in 2026, which means they're probably going to have to take on debt next year.”
“Amazon is scheduled to report third quarter financial results after the stock markets close on October 30th and investors are asking me if they should buy the stock before the company announces those results.”
“I'm hearing the same thing from Amazon, right? Saying that demand exceeds supply.”
“So the stock looks undervalued regardless of the valuation metric I'm utilizing.”
“Clients like Amazon, Walmart, BMW, AT&T, and Home Depot are all using it.”
“seeing Amazon allocate a huge 9% of their portfolio to this one stock, I do think is a big vote of confidence that any investor should be happy to see.”
“Amazon just deployed the world's first GB300 supercluster, which is 4600 Nvidia Blackwell GPUs connected on quantum grade networking.”
“you could see some of the parts Amazon the AWS that could add you could say conservatively another 25 30%.”
“Its clients include Amazon, AT&T, Walmart, BMW, and Home Depot. When giants like that bet on your technology, it means they see long-term potential.”
“The idea would be that Amazon currently at under $200, down over 23% from all-time highs, is indeed undervalued.”
“So, I have it pulled up in our software. As we can see right here, oh boy. I think this actually might be between six other videos I've done in the past two weeks. The first company not to double beat. We'll see if the market's going to punish punish that. So, you can see Amazon beat on revenue slightly, less than 1% beat, but they missed by about 1% on EPS.”
“Amazon is one of the businesses that invests the most heavily in growth capex.”
“Amazon could be a place to actually look to put your money, especially if we see this price continue to crash.”
“So, Amazon reported quarterly financial results and held a conference call with Wall Street analyst where the management team revealed critical insights that changed the investment case for Amazon here in 2025 and beyond.”
“They revealed critical information about demand for their artificial intelligence services and the growth in a critically important segment.”
“Amazon's been increasing its advertising revenue meaningfully at a faster pace than some of its larger ad rivals including Alphabet and Meta Platforms. And in the most recent quarter, advertising revenue accelerated, jumping to 17.7 billion.”
“Amazon's web services segment is the largest in this category. It's the market share leader.”
“While its growth rate is slower than that of Alphabet and Microsoft, which saw their cloud revenue increase by over 35%, closer to 40%.”
“It added more capacity and quickly had buyers for that capacity. And that's precisely what happened with Amazon in the most recently completed quarter.”
“I think it'll be another positive catalyst for Amazon share price similar to how the share price increased following the announcement of this increase up to 20.2%.”
“AWS revenue increased 2.1 billion quarter over-quarter and now has an annualized revenue run rate of 132 billion.”
“the operating income in this segment was 11.4 billion and reflects their continued growth coupled with their focus on driving efficiencies across the business.”
“But in the most recent quarter, the company reported an increase to 20%. Which was a rate of increase above the previous five quarters.”
“That would be a significant upside to what I'm predicting for Amazon stock in 2026.”
“Amazon has been investing aggressively in building out its in-house chips”
“if they're investing hundreds of billions of dollars in this category and the percentage of assets is weighted more towards AWS segment as compared to e-commerce assets like logistics and fulfillment then it leads to the conclusion that the company should become more profitable as a result of these investments over the next few years...”
“Amazon reporting that they expect sales to improve in the upcoming quarter to a midpoint of about 209 billion growth of about 11 12% year-over-year.”
“you know heading into 2026, Amazon has been one of my favorite stocks to own and one I believe is worthy of a buy.”
“analysts are projecting EPS of $7.72 per share in 2026 and $9.34 per share in 2027.”
“Intel doesn't even have a product that's as good as the products that Amazon or Microsoft or Alphabet is producing for these markets. So Intel is well behind and still doesn't have a strategy complete.”
“you think about Amazon Alexa devices or Google Homes. Like there wasn't really the same advertising opportunities.”
“Iranian drones struck two Amazon Web Services data centers in the UAE and a third data center in Bahrain was damaged when a drone exploded nearby. All three facilities went offline.”
“AWS told its customers, "You need to migrate your workloads out of the Middle East immediately."”