Amazon’s Ailing Stock Needs Booming Cloud Growth to Revive Rally

Blistering cloud growth sent Amazon.com Inc. shares soaring after its last earnings report. Now with more than half those gains gone, the firm needs to deliver a repeat performance in order to reignite its faltering stock.

Amazon investors have their heads in the (AI) cloud

Investors are looking for another quarter of strong growth from Amazon Web Services, the company's cloud business. Wall Street expects AWS sales to have hit $45.2 billion in the third-quarter, which would translate to growth of 36.

Amazon cloud capacity largely sold out through 2027, CEO Jassy says (Oct 23)

(Corrects headline of October 23 story to say Amazon is largely sold out of cloud capacity through 2027, not fully sold out) Oct 23 (Reuters) - Amazon CEO Andy Jassy said on Friday that Amazon Web Services' cloud computing capacity is largely sold out through 2027,
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Amazon (AMZN) Stock: Falls 3.92% Ahead of Q3 Earnings Report

Amazon (AMZN) stock drops 3.92% to $244.62 ahead of Q3 earnings, with AWS growth, AI spending, revenue forecasts, and profit margins in focus
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The Cloud Titans: Microsoft’s Copilot Backlog Challenges Amazon’s Data Center Re-Acceleration

Azure is accelerating, Copilot adoption is surging, and Microsoft's commercial backlog sits at $677 billion, yet the stock trails the S&P 500 by a wide margin. Something has to give, and the answer hinges on whether a $170 billion spending bet pays off before investors lose patience.

Amazon is the industry leader in cloud computing

If Amazon continues to meaningfully accelerate its AWS growth rate, say to the mid-40% range, it could ignite another run-up in stock price, as it would have a positive effect on Amazon's operating margins. This, in turn, will cause earnings per share to rise faster, which the market will love.
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Amazon projects Alexa+ cloud costs of about $1.7 billion in 2026, weighs cuts to AI agent Moonraker

Amazon projected about $1.7 billion in Alexa+ cloud costs for 2026 and weighed cutting Anthropic model use and its Moonraker AI agent spending.
CRN

Amazon Cloud Drive To Apple iCloud: Beat This

Amazon said it will now give customers unlimited music storage on its Cloud Drive platform as long as users purchase a storage plan. Amazon is also giving Cloud Drive users free storage for music purchased through Amazon MP3. Additionally, and in a more ...

Amazon cloud growth expected to beat forecasts as AI demand strengthens

Bank of America expects Amazon.com Inc (NASDAQ:AMZN) to beat third-quarter earnings expectations as accelerating growth at Amazon Web Services (AWS) offsets softer advertising growth. The bank forecasts the e-commerce and cloud computing group's revenue of $202.