Group 1 - Morgan Stanley reiterated an "Overweight" rating on Amazon (AMZN.US) with a target price of $300, emphasizing the company's expansion in the fresh grocery market [1] - The fresh grocery market, valued at approximately $600 billion, is seen as a catalyst for Amazon's continued growth, building on a 10.9% revenue increase to $670 billion over the past 12 months [1] - Each 1% market share gained in the fresh grocery sector could potentially increase Amazon's total U.S. merchandise sales by about 120 basis points [1] Group 2 - Amazon has established a logistics network necessary for the expansion of its fresh food business, which is positioned favorably due to higher profit margins and a minimum $25 basket requirement [1] - Analysts indicate that Amazon's fresh grocery business is expected to become profitable, contributing to growth in the company's EBIT [1] - Cantor Fitzgerald and Barclays also maintained "Overweight" ratings on Amazon, highlighting its collaboration with JetBlue for in-flight Wi-Fi via the Kuiper satellite network and the growth of AWS's AI workloads [2]