Amazon Pharmacy said on Friday it now offers Novo Nordisk's Wegovy pill through insurance plans as well as through a cash-pay option. ...

Core Insights - Amazon.com, Inc. (NASDAQ:AMZN) has been identified as a top large-cap Internet stock for 2026 by Evercore ISI, highlighting its strong performance in Amazon Web Services (AWS) with a 20% year-over-year growth in Q3, marking the fastest growth rate in 11 quarters [1] - The growth rate of AWS has surpassed that of Microsoft Azure for the first time since Q3 2022, bolstered by a positive narrative surrounding artificial intelligence [1] - Analyst Mark Mahaney projects Amazon as a high-quality compounder with a 25% EPS CAGR, solid double-digit revenue growth, and expanding operating margins, with free cash flow expected to increase significantly in the next 24 months [2] AWS Growth and Future Catalysts - Beyond AWS, several catalysts for Amazon's growth have been identified, including Trainium chips, increased engagement with Alexa+, the grocery business, Amazon Pharmacy, Amazon Leo, Zoox's robotaxi service, and a renewed focus on the Amazon for Business segment [2] - The company has paused its plans for commercial drone deliveries in Italy due to regulatory challenges, despite positive engagement with local aerospace regulators [3] Business Segments - Amazon operates in various segments, including retail sales of subscription services, advertising, and consumer products through both physical and online stores, with operations in International, North America, and AWS segments [3]

Core Viewpoint - Amazon continues to demonstrate strong growth potential across various sectors, maintaining its leadership position in multiple markets despite concerns about its size and competition in cloud computing [1][4][9] Business Overview - Amazon operates in diverse industries including e-commerce, cloud computing, artificial intelligence, advertising, grocery shopping, video and music streaming, and healthcare [4][5] - The company is a leader in the U.S. e-commerce market and holds a top position in the cloud computing industry [4][5] Management and Innovation - Amazon's management is adept at identifying growth opportunities and planning for the future, which is crucial for long-term success [6] - The company fosters a culture of innovation, enabling it to maintain its competitive edge across various sectors [6] Growth Potential - Amazon is exploring new sectors like healthcare, with Amazon Pharmacy disrupting established businesses [7] - E-commerce currently accounts for less than 20% of retail transactions in the U.S., indicating significant room for growth [8] - Cloud adoption remains low, with 85% of IT spending still occurring on-premises, suggesting a long-term trend towards increased cloud usage [8] Future Outlook - Amazon's leadership position, innovative capabilities, and economic moat position it well to capitalize on future growth opportunities [9] - The company is expected to deliver market-beating returns as it leverages these advantages [9]

Key Points These two tech leaders had a challenging year but have demonstrated their resilience. They also boast strong prospects and economic moats, making them excellent long-term investments. 10 stocks we like better than Amazon › In 2025, tariff threats and trade wars rocked equities and nearly triggered a full-blown bear market. Despite all that, stocks have performed pretty well this year. What's in store for 2026? Nobody knows. However, some companies can navigate the challenges ahead -- w ...

SAN FRANCISCO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Foundation Health, a healthcare technology company that delivers AI-powered infrastructure for pharmacy operations, care coordination, and direct-to-patient delivery, today announced a collaboration with Amazon Pharmacy to bring real-time prescription price transparency to customers. Through an API integration with Amazon Pharmacy, Foundation Health customers can now display real-time Amazon Pharmacy pricing and fulfillment options directly within their digit ...

Core Viewpoint - Large-cap stocks like Amazon and Adyen are expected to outperform broader equities over the next decade due to their established market positions and growth potential [2]. Group 1: Amazon - Amazon is a leader in multiple markets including video streaming, music streaming, e-commerce, digital advertising, and cloud computing, showcasing impressive performance across these sectors [3]. - The digital ads segment is one of Amazon's fastest-growing areas, benefiting from high margins and strong traffic to its platform, which is expected to drive increased ad demand [4]. - Amazon Web Services (AWS) is a significant contributor to Amazon's operating profits and is poised for growth, particularly due to advancements in artificial intelligence [6]. - Amazon's healthcare initiatives, such as Amazon Pharmacy and Amazon One Medical, are gaining traction, leveraging its large Prime membership base of over 200 million [7]. - Despite its current market cap of $2.5 trillion, Amazon has substantial upside potential for long-term investors [8]. Group 2: Adyen - Adyen is a leading fintech company that provides an integrated platform for multinational corporations to process various payment methods, enhancing efficiency and risk management [9]. - The company has experienced solid revenue and earnings growth, with a 20% year-over-year revenue increase to €1.09 billion ($1.3 billion) in the first half of the year, and an EBITDA margin of 50% [12]. - Adyen is focusing on expanding its presence in markets like the U.S. and targeting large-format retail clients, which could provide significant growth opportunities [13][14]. - The company has established high switching costs and a strong brand within its niche, positioning it well for future performance [14].

Core Insights - Amazon One Medical is launching a pay-per-visit virtual healthcare service for children aged 2 to 11, with message-based visits starting at $29 and video visits at $49 [1][2] - The service does not require insurance or a One Medical membership and addresses various health issues, including skin-related conditions and medication renewals [2][3] - This initiative is part of Amazon's broader strategy to expand its healthcare offerings, following previous acquisitions and services in the sector [7] Service Details - The new virtual healthcare service is designed to provide convenient access for parents with urgent health concerns, complementing traditional pediatric care [3] - The service covers treatments for conditions such as pink eye, lice, eczema, and renewals for EpiPen and asthma medications [2][3] Competitive Landscape - The launch of this service comes as traditional retail health services from competitors like Walgreens, CVS, and Walmart are being scaled back [3] - Amazon has also introduced prescription vending machines at One Medical clinics, which could disrupt existing brick-and-mortar pharmacy businesses [4]

Group 1: Investment Insights - RIT Capital Partners holds $73,562,376 worth of Amazon.com, Inc. (NASDAQ:AMZN) shares, representing 9.22% of its portfolio, indicating significant investment interest in the company [1] - Amazon.com, Inc. is included in Jacob Rothschild's RIT Capital Partners' Stock Portfolio, highlighting its perceived potential for growth [5] Group 2: Regulatory and Operational Developments - The U.S. National Transportation Safety Board (NTSB) and Federal Aviation Administration (FAA) are investigating two Amazon.com, Inc. Air drone collisions with a crane boom in Tolleson, Arizona, which raises safety concerns [2] - Following the investigations, Amazon halted its Arizona drone service on October 2, 2025, but resumed operations the next day after an internal safety review, indicating a proactive approach to safety management [4] - Amazon has set a target to deliver 500 million packages annually by drones by 2030, expanding its drone program to include prescription deliveries through Amazon Pharmacy in Texas, showcasing its commitment to innovation in logistics [5] Group 3: Industry Context - The Transportation Department proposed rules to accelerate drone operations beyond the visual line of sight, aiming to expand commercial applications such as package deliveries, which could benefit Amazon's drone delivery ambitions [3]

Market Overview - Stocks were higher on Wednesday, with both the S&P 500 and Nasdaq on track for record closes, following a rebound in AI infrastructure and technology stocks [1] - Nvidia shares increased nearly 2% in Wednesday afternoon trading [1] Company Insights - Linde's shares are up about 12% this year, despite a slow start in October due to macroeconomic concerns [1] - Goldman Sachs remains favorable on Linde, expecting third-quarter results toward the high end of its guidance range, which is $4.10 to $4.20 per share, indicating year-over-year growth of 4% to 7% [1] - BNP Paribas noted that Linde's CFO's commentary aligns with previous assumptions, with potential for more favorable currency conditions [1] - Linde is recognized for consistently beating earnings estimates and outperforming peers due to its pricing power and cost management [1] Industry Developments - Amazon Pharmacy plans to launch in-office kiosks in One Medical locations starting December 2025, aiming to enhance healthcare access [1] - The kiosks will offer common medications and are tailored to specific prescribing patterns, posing a threat to CVS's core pharmacy business [1] - Amazon's healthcare ambitions could disrupt the sector, leveraging its existing services for Prime Members [1] - Amazon's stock performance has been disappointing in 2025 compared to its peers, with a need for Amazon Web Services to show revenue growth re-acceleration [1] Upcoming Earnings - PepsiCo and Delta Airlines are scheduled to report earnings before the opening bell on Thursday [1]

Core Insights - Amazon is launching prescription vending machines at One Medical clinics, allowing patients to pick up prescriptions immediately after appointments [1] - The kiosks will be available in Los Angeles starting in December, with plans for further expansion [1] Company Operations - Patients can have prescriptions sent to Amazon Pharmacy for kiosk pickup and check out using the Amazon app, with medications typically ready in minutes [2] - The kiosks will stock a range of commonly prescribed medications, with inventory customized based on local prescribing patterns; however, controlled substances and refrigerated medications will not be available [3] Patient Experience - Patients can view upfront costs, discounts, and estimated insurance copays through the Amazon app, and can connect with a licensed pharmacist via video or phone if needed [4] - The initiative aims to reduce the number of unfilled prescriptions by eliminating the need for an extra trip to the pharmacy [4] Industry Context - The U.S. pharmacy sector is facing challenges, with major chains like Rite Aid, CVS, and Walgreens closing numerous stores in recent years [5] - Amazon's entry into the healthcare sector follows its acquisition of PillPack in 2018 for $750 million and the purchase of One Medical in 2020, indicating a strategic expansion [8]