AMZN — Amazon.com, Inc. - Common Stock
Session close: $249.09. Regular-session share volume: 25,059,067. Change from previous close: +0.44%.
Key developments
Ahead of Amazon’s upcoming earnings, Bank of America maintained its Buy rating and forecast AWS upside from added capacity, price increases, AI contracts and enterprise inference demand. These are analyst expectations, not reported results; the analyst also flagged higher gasoline costs as a retail margin risk.
Amazon Q3 Preview: Analyst Expects AWS Growth To Outperform, Drive Upside
Anthropic’s IPO filing disclosed rapid revenue growth and substantial minimum spending commitments to Amazon. AWS earns fees distributing Claude, supplies Trainium hardware and holds convertible notes partly set to become equity before the offering, subject to an ownership cap. Offering terms remain undisclosed.
Anthropic Booked $41 Million in 2023 — And $16.3 Billion in the First Half of 2026 · Anthropic Publicly Files for IPO: What Will ANT Stock Be Worth on Day One?
Competition remains a counterweight: a BNP Paribas analyst described Microsoft’s Copilot and Foundry as differentiators against AWS. Separately, Amazon Ads launched an immersive promotional campaign with Warner Bros. for The Cat in the Hat.
Microsoft’s Copilot, Azure Demand Signals Stronger AI Monetization: Analyst · Warner Bros. Pictures Animation and Amazon Ads Invite Audiences to Play Inside the World of The Cat in the Hat Ahead of Film's Premiere
News sources
Company news UBS Maintains Buy on Amazon.com, Raises Price Target to $348