Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Most Profitable Stocks of the Last 5 Years. On October 9, BMO Capital reaffirmed its Outperform rating for Amazon.com, Inc. (NASDAQ:AMZN) with a price target of $280. BMO Capital’s latest checks for Q3 2025 suggest that AWS growth acceleration will continue during the second half of 2025. However, growing competition and capacity limits could limit further growth potential for Amazon.com, Inc.’s (NASDAQ:AMZN) cloud computing division. Is Amazon (AMZN) One o ...

Key Points Alibaba ranks first among seven AI stocks in Tepper's top 10 holdings. Tepper built a big position in the stock largely because of the Chinese government's economic stimulus. Alibaba isn't as great a pick as it once was, but it should still be a winner over the long run. 10 stocks we like better than Alibaba Group › Billionaire David Tepper bought shares of Nvidia hand over fist in the second quarter of 2025. His Appaloosa Management hedge fund increased its stake in the stock by a who ...

Key Points Online shopping, streaming entertainment, cloud computing, artificial intelligence, and digital advertising are tailwinds pushing Amazon forward. Analysts forecast double-digit annualized revenue growth for Amazon between 2024 and 2027. These 10 stocks could mint the next wave of millionaires › There's no question that Amazon (NASDAQ: AMZN) is one of the most dominant businesses on the planet. This is a testament to its obsession with the customer's needs, and a willingness to take risks ...

Core Insights - Amazon.com, Inc. (NASDAQ:AMZN) is highlighted as a significant AI stock for investors, with a Buy rating and a price target of $255.00 set by TD Cowen analyst John Blackledge [1] - The anticipated revenue growth in key business segments such as AWS, advertising, and eCommerce is a primary driver of the bullish outlook [1][2] - Blackledge expects Amazon's third-quarter results to exceed consensus estimates, supported by strong fourth-quarter guidance and accelerating growth in AWS and advertising [2] Revenue Growth and Market Position - Continued expansion in AWS, advertising, and eCommerce is expected to contribute to revenue growth [2] - Despite AWS lagging behind its cloud peers, increasing demand for GenAI workloads is projected to accelerate revenue growth in the latter half of 2025 and beyond [3] - Amazon's investments in AI infrastructure are likely to alleviate supply constraints and support sustained growth [4] Strategic Partnerships - Partnerships, such as that with Anthropic, are anticipated to enhance AWS's year-over-year growth [4]

At this pace, Dell's revenue from servers and networking equipment would hit $40 billion in the ongoing fiscal year (considering that it generated $20 billion from this segment in the first half). That would translate into a 48% increase from the previous year. However, there is a good chance that Dell could end up doing better than that.This business has been gaining impressive traction thanks to the rapidly growing demand for AI servers. Dell's ISG revenue segment jumped by an impressive 30% year over yea ...

But Oracle stock bounced back on Thursday following positive analyst commentary. A 3.1% gain on the day sent Oracle decisively back above the stock's 21-day moving average. Meanwhile, Oracle stock traded sideways on the stock market today, last up a fraction at 297.69. Oracle (ORCL) is the IBD Stock of the Day for Friday. Shares of the enterprise tech giant shook off a slide from early in the week and swung up beyond a trendline entry Friday morning. The 48-year-old database software and cloud-computing co ...

Core Insights - Snowflake Inc. (NYSE: SNOW) is highlighted as a significant player in the cloud and data infrastructure sector, with a recent stock rally exceeding previous performance expectations [1] Company Analysis - The company has received a "Buy" rating, indicating positive sentiment towards its future performance [1] - The analysis is driven by data-informed insights, emphasizing the importance of analytics in understanding market dynamics [1] Industry Context - The Aerospace Forum focuses on identifying investment opportunities within the aerospace, defense, and airline sectors, suggesting a broader context for investment strategies [1] - The industry is characterized by substantial growth prospects, which are analyzed through a combination of engineering expertise and market data [1]

Group 1 - Snowflake Inc. (NYSE: SNOW) is a significant player in the cloud and data infrastructure sector and has received a "Buy" rating [1] - The stock of Snowflake has experienced a rally of more than 20% since the last report [1] - The Aerospace Forum focuses on identifying investment opportunities within the aerospace, defense, and airline industries, leveraging data-informed analysis [1] Group 2 - The investing group provides direct access to data analytics monitors, enhancing the investment research process [1] - The analyst has a background in aerospace engineering, which aids in analyzing the complexities and growth prospects of the industry [1]

Core Insights - Amazon's Prime Days events are becoming more frequent, resembling quarterly shopping events, which has shifted holiday shopping patterns [2][3][4] - Consumer sentiment regarding Amazon's deals has improved, with a 12% increase in search interest year-over-year for October [5][7] - Amazon's cloud segment, AWS, experienced a growth rate of 17.5% last quarter, but this is slower compared to competitors like Microsoft and Google Cloud, which are growing at rates just under 30% and over 30% respectively [9][10][14] Consumer Behavior - Approximately one-third of consumers are discussing early holiday gift purchases, indicating a strategic advantage for Amazon in creating its own shopping events [4][6] - There is a notable consumer resilience and demand for essentials and household goods, alongside holiday gifts, suggesting a positive outlook for Amazon heading into the holiday season [6][8] - Despite some retail fatigue, consumers are actively seeking deals, leading to a better reception of Amazon's recent promotions [17][18] Market Position - Amazon still commands over 60% of cloud market share, but its dominance is decreasing as competitors like Google are gaining ground [13] - The overall web visits for Amazon are showing a divergence from stock performance, indicating potential concerns about future growth [9][19] - Advertising growth for Amazon was reported at 22% last quarter, with new deals in live sports, which could provide additional revenue streams [20][22] Future Outlook - The upcoming holiday season will be crucial to monitor for potential pull-forward effects from Prime Days and overall consumer spending behavior [16][23] - While there are reasons for caution regarding cloud growth, Amazon's diverse growth levers, including advertising and retail, may help balance out any losses in momentum [23]

MSFT unveils its Nvidia GB300-powered datacenter fleet as compute demand surges, AMZN chart breaks higher; China keeps fueling the chip race.Microsoft Datacenter is Bullish for CloudMicrosoft (NASDAQ:MSFT) unveiled a new AI supercomputing cluster powered by Nvidia (NASDAQ:NVDA) GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch… there simply isn't enough power, land, or chips to meet AI demand. That shortage is bullish for AWS, Google Cloud, and ...