amazon

Почему замедление дата-центров может помочь Amazon?

Интересный поворот от Крамера.
Все боятся, что строительство дата-центров замедлится. А он говорит обратное: именно в таком сценарии выигрывают большие игроки.
Его мысль простая. Маленьким компаниям нужны огромные деньги на стройку, кредиты дорожают, им становится тяжело. А у Amazon есть деньги, есть AWS, есть свой бизнес, который все это выдержит.
Поэтому он и называет AMZN той акцией, которую стоит держать, если рынок ИИ немного остынет.
Цифры сейчас такие: AMZN торгуется около $268,5, за понедельник прибавила больше 3%. А разговоры про $300 как цель все еще в силе, это еще примерно +10% вверх.
Я не говорю, что это точно будет. Но логика Крамера тут понятна: когда хайп заканчивается, остаются гиганты.
А ты как думаешь? Замедление ИИ это плохо для Amazon или наоборот хорошо? Пиши 👇
#amazon #StocksSquare #AI #BinanceSquare

Amazon (AMZN) closed at $259.30 on Nov. 6. AWS grew 39% year over year last quarter, putting cloud back in the spotlight—but after recent tech volatility, investors still want to see AI spending translate into lasting returns.

My lean: cautiously bullish while AWS growth stays this strong.
Can AWS keep carrying Amazon higher, or will rising AI costs become the bigger story?

#AMZNB
#amazon #AWS

☁️ Amazon’s AI Edge: Building Its Own Infrastructure 👍

Amazon’s control over its data-center expansion could become a major advantage as investors question the financing behind the AI boom. Unlike companies relying heavily on debt-funded neocloud providers, Amazon builds much of its own infrastructure, giving AWS greater operational control and funding flexibility.


AMZN was nearly unchanged at $259.82, down just 0.02%. The bigger story is AWS growth and its ability to turn rising AI demand into sustainable revenue. Watch cloud growth, operating margins, capital expenditure and free cash flow. The real test is whether AI revenue can grow faster than infrastructure costs.

$AMZNB $AMZN $AMZN.US #CoinVahini #Amazon #AWS #AIInfrastructure

The ETF Rebound That’s Keeping Amazon in the Megacap Conversation💡

Amazon returned to positive ETF flow territory with $185.8 million in net buying after a one-day outflow. Forty-four funds added shares while 23 sold, and the stock edged up 0.23%. The largest purchase came from SPY, which alone added $185.5 million of exposure.


Amazon’s weight in broad-market vehicles such as SPY and IVV means its flows often reflect wider sentiment toward megacap technology. Investors will now watch whether the buying streak extends and how AWS growth, cloud margins, retail operating leverage, and AI-related capital spending commentary evolve in the weeks ahead.

$AMZNB $AMZN $AMZN.US #CoinVahini #Amazon #ETFFlows #CloudComputing

ÚLTIMA HORA: As ações da Amazon disparam 5% após a Phillip Securities elevar a recomendação e aumentar o preço-alvo.

Após a divulgação do relatório do terceiro trimestre, a Phillip Securities elevou a recomendação para as ações da Amazon ($AMZN ) de Acumular para Compra, com um preço-alvo de US$ 330, ante os US$ 320 anteriores.

A meta de preço implica uma valorização potencial de mais de 30% em relação aos níveis atuais.

A empresa afirmou que a "forte" visibilidade da demanda da Amazon sustenta seus "agressivos" investimentos de capital.

No terceiro trimestre, a receita da AWS cresceu 39% em relação ao ano anterior, atingindo US$ 46 bilhões, com uma carteira de pedidos de US$ 578 bilhões, o que deu à Amazon o sinal de demanda necessário para justificar seus agressivos investimentos de capital.

$LYN $ARIA 👀👀👀👀


#BinancePick #amazon #BinanceWithdrawalScamWarning #EarningsSeason #bullish

🚀 $AMZNB | The Next Big Wave in Artificial Intelligence?

Artificial Intelligence is transforming industries, and Amazon is investing heavily in this revolution! 🤖

🔹 AWS AI: Powerful AI tools and cloud infrastructure for businesses.
🔹 Alexa+: Bringing more conversational AI experiences to everyday life.
🔹 AI Innovation: Expanding automation, cloud computing, and intelligent services.
🔹 Future Potential: AI adoption could reshape how businesses and consumers interact with technology.

📊 My take: Amazon's AI strategy makes it an important technology company to watch. Competition, investment costs, and execution will shape its future.

🔥 THE BIG QUESTION: Can Amazon become an even bigger force in the AI race?

💬 What do you think — AMAZON AI or GOOGLE AI? Which has the stronger future?

#amazon #artificialintelligence #AI #Technology

Long-Term Vision: Top bStocks for 2030! 📈

Looking for strong, fundamental assets to hold for the long run? Here are 2 powerful tokenized stocks from the bStocks tab that have massive potential by 2030:

1️⃣ AMZNB / USDT (Amazon)
The absolute king of global e-commerce and Cloud Computing (AWS). As AI, cloud infrastructure, and digital commerce expand, Amazon's long-term growth trajectory remains exceptionally strong. 🌐

2️⃣ LLYB / USDT (Eli Lilly)
A healthcare and pharmaceutical giant leading modern medical innovations. With continuous advancements in health tech and medicine, this sector is poised for massive expansion by 2030. 💊

💡 Long-term investing requires patience, strong fundamentals, and proper risk management.

What is your top long-term pick from the bStocks list? Let’s discuss in the comments! 👇💬

NFA / DYOR 🙏

#BStocks #LongTermInvesting #amazon #EliLilly #cryptotrading
$AMZNB $LLYB

🚨 Amazon's Earnings Put AI Spending Under the Spotlight
Amazon's Q3 results have raised a bigger question about the cost of the AI race.
Here's what caught the market's attention:
Revenue reached $201.9B, slightly below analyst expectations.
Earnings per share came in at $1.89.
Trailing 12-month free cash flow turned negative by $42.4B.
2026 capital expenditure is expected to reach approximately $220B.
AWS revenue grew 39.3% year over year.
The market reaction was sharp, with Amazon shares falling around 7% in premarket trading on October 30.
This is an interesting moment for the technology sector. Strong AI demand is not enough on its own; investors also want to understand when these investments will generate returns.
Is the AI infrastructure race becoming too expensive, or is this simply the cost of building for the future?
#Amazon #Technology $AMZNB

$IDOL

$SOPH

#amazonsharesfallabout7%inpremarkettrading
🚨 THE EARNINGS EQUATION: Amazon's AI Reality Check 🚨

​#AmazonSharesFallAbout7%InPremarketTrading The market is heavily questioning Big Tech's massive AI spending spree. Let's break down today's brutal AMZN selloff using pure math 🧮👇

​(Soaring $220B CapEx) + (Negative Cash Flow) = AMZN Dropping 7% 📉

​The Asset Input:

​(The Catalyst) = Despite Amazon Web Services (AWS) posting a massive 39% surge in sales, investors were spooked by the soaring costs of AI infrastructure. Amazon kept its capital expenditure forecast at a staggering $220 billion for 2026.

​The Key Deliverable:

​(The Correction) ➔ The tech giant's shares plunged roughly 7% in Friday's premarket trading. The primary red flag for Wall Street? Amazon's negative free cash flow jumped to $42.4 billion on a trailing 12-month basis—up an eye-watering 386% year-over-year.

​The Breakdown:

​The "build it at any cost" era of AI is officially facing a reality check. While cloud growth remains incredibly strong, the immense cash burn required to sustain it is severely pressuring margins. If Big Tech cannot prove that these AI investments will generate near-term returns, the broader tech sector could face a deeper macro correction.

​Is this a generational buying opportunity or the start of an AI spending hangover? 👇💬
$AMZNB
$NVDAB
$AAPLB

​#amazon #TechStocks #AI

Amazon's AI Investment: Long-Term Opportunity or Cash Flow Pressure?
Amazon's Q3 results show two very different sides of the AI investment story.
AWS revenue grew 39.3% year over year, reaching $46 billion. Operating income also reached a record $28.1 billion.
But there is another side: free cash flow over the past 12 months turned negative by $42.4 billion, largely due to higher spending on infrastructure and AI.
Amazon expects around $220 billion in capital expenditure for 2026.
The key question is not whether AI demand is growing. It is whether the returns will justify the enormous investment.
Do you think Amazon is building a strong long-term advantage, or taking on too much financial pressure?
#A I #Amazon $IDOL

$BIRB

$BEAMX

#AMAZON 'S $220 BILLION AI BET SHAKES GLOBAL STOCKS — EVEN AS AWS GROWS 39%!

Amazon just delivered a warning for the entire AI trade.

OCTOBER 30 MARKET UPDATE:

Amazon released Q3 earnings Thursday evening, October 29. The results revealed an extraordinary contrast:

💰 Q3 Revenue: $201.9 BILLION (+12% YoY)
☁️ AWS Revenue: $46 BILLION (+39% YoY)
📈 Operating Income: $28.1 BILLION
🔴 Trailing 12-Month Free Cash Flow: -$42.4 BILLION
🏗️ Planned 2026 Capital Expenditure: $220 BILLION

AWS delivered its fastest growth in nearly five years.

But Amazon expects AI-related investment to climb even higher in 2027.

THE MARKET REACTION:

🔴 $AMZN fell as much as 7% in Thursday's U.S. after-hours trading.

🔴 TODAY, OCTOBER 30: Japan's Nikkei closed -2.1%.

🔴 $6857.T Advantest: -5.9%
🔴 $8035.T Tokyo Electron: -5.2%

Those Japanese declines are from Friday's completed session, not Thursday.

WHY DOES THIS MATTER?

AI demand is real. AWS is growing rapidly.

But building data centers, purchasing chips and expanding computing capacity requires enormous cash investment.

Investors are now asking whether future AI profits can justify today's spending.

A $42.4 billion trailing free-cash-flow deficit is not the same as an operating loss. Amazon still generates substantial operating cash flow.

STOCKS TO WATCH:

$AMZN — Amazon
$MSFT — Microsoft
$GOOGL — Alphabet
$NVDA — Nvidia
$INTC — Intel

WHAT TO WATCH NEXT?

Will Amazon stabilize when Friday's U.S. regular session opens?

Can AWS maintain growth near 40%?

Will AI infrastructure spending translate into stronger free cash flow?

And could further capital expenditure pressure technology valuations?

#AmazonSharesFallAbout7%InPremarketTrading
📉 تراجعت أسهم #Amazon بنحو 7% في تداولات ما قبل افتتاح السوق: تحليل ما بعد إعلان الأرباح
على الرغم من النمو المذهل في AWS، تعرضت أسهم أمازون ($AMZN) لضربة ملحوظة في تداولات ما قبل افتتاح السوق بعد صدور أحدث تقرير للأرباح. إليكم ملخصًا سريعًا للعوامل التي تقف وراء رد فعل السوق:
🔍 أبرز أسباب التراجع:
1️⃣ توقعات ضعيفة للربع الرابع
جاءت توقعات الإيرادات لربع موسم الأعياد أقل قليلًا من توقعات السوق، مما أثار مخاوف بشأن ضعف إنفاق المستهلكين واشتداد المنافسة في قطاع التجزئة.
2️⃣ ارتفاع النفقات الرأسمالية وتدفق نقدي حر سلبي
أدت الاستثمارات الضخمة في البنية التحتية للذكاء الاصطناعي وتوسعة مراكز البيانات إلى رفع النفقات الرأسمالية المتوقعة لكامل عام 2026 إلى نحو 220 مليار دولار.
ونتيجة لذلك، أصبح التدفق النقدي الحر على مدى الاثني عشر شهرًا الماضية سلبيًا (نحو -42.4 مليار دولار)، مما أجج الجدل حول استنزاف رأس المال على المدى القريب.
3️⃣ نتائج متباينة للربع الثالث
جاءت إيرادات الربع الثالث الإجمالية (201.9 مليار دولار) وربحية السهم (1.89 دولار) أقل قليلًا من متوسط توقعات المحللين.

#Amazon #AMZN #StockMarket #BinanceSquare #EarningsReport #CloudComputing #Aİ
$PEPE $ALPINE $CRMB

Amazon slips ~7% pre-market despite strong AWS growth 📉
AWS revenue grew 39%, yet $AMZNB still dropped about 7% in pre-market trading.
The reason is spending. Amazon is pouring roughly $220B into AI, and free cash flow has swung to about -$42.4B. Investors are asking when that AI spend turns into real returns, while the retail side is growing slowly.
Some traders see the dip as a long-term discount, with AWS on track to be a trillion-dollar business. Others will want proof that the spending pays off first. Either way, size your positions carefully. ⚠️ Not financial advice.
Trade here 👉 $AMZNB $NVDAB $AAPLB
#Amazon #AWS #AI #TechStocks

🚨 Amazon's AI Spending Hits a Record!
Amazon's free cash flow dropped to -$42.4 billion over the 12 months ending September 2026 as the company ramps up AI infrastructure investments.
📉 Q3 capital spending: ~$77B
🚀 AWS revenue: ~$46B (+39%)
💰 Planned 2026 spending: ~$220B
Despite strong cloud growth, massive AI investments are putting pressure on cash flow.
🤔 Will Amazon's AI investments pay off in the long run?
Source: Yahoo Finance | Oct. 30, 2026
#amazon #Aİ #AWS #TechNews

Google (Alphabet) and Amazon Latest Performance (Q3 2026)🚨

🌐Google has released its Q3 financial report, showing mixed trends across key metrics:
​Revenue: Overall revenue improved, with Google Search revenue surging by 12% to reach $63.35 billion.
​Earnings Per Share (EPS): The company reported an EPS of $2.12, which missed market expectations (approximately $2.96).
​AI & Cloud Capital Expenditures: Heavy investments in Artificial Intelligence (AI) and infrastructure raised concerns among investors. Google’s Capital Expenditures (Capex) climbed to $51.36 billion, leading to a negative free cash flow.
​Product Performance:
​The Gemini app hit the 1 billion user milestone, making it the fastest-growing product in the company's history.
​YouTube Music and Premium subscribers crossed 150 million.
​The autonomous ride service Waymo has completed over 300 million automated miles and is active across 15 major U.S. cities.

​📦 2. Amazon Latest Performance (Q3 2026)
​Amazon has also announced its Q3 financial results:
​Revenue & Profit: Total revenue came in at $201.9 billion, falling slightly short of market consensus.
​Earnings Per Share (EPS): EPS stood at $1.89, slightly below analyst predictions of $1.97.
​AI & Cloud Spending Pressure: Heavy spending on cloud and AI infrastructure (showing significant YoY growth) put pressure on overall profitability. Following the report, Amazon shares experienced a downward trend in the market.
​Future Outlook: Amazon issued strong Q4 revenue guidance and remains committed to expanding its data system capabilities and AI infrastructure.

​💡 Executive Summary:
Reports from both tech giants highlight their record-breaking capital allocations toward AI and cloud computing. While user adoption and service engagement continue to scale rapidly, massive Capex spend has temporarily compressed net profitability, keeping Wall Street and global investors closely focused on capital efficiency.
#EarningsSeason #BinancePick #GOOGL #amazon $GOOGLB $AMZNB

🚨 $AMZN هبوط حاد بعد نتائج الأرباح

سهم أمازون يتراجع بأكثر من 12% بعد إعلان نتائج الربع الثالث، مع خسارة نحو 315 مليار دولار من قيمته السوقية في تداولات ما بعد الإغلاق.

لكن بالنسبة لي، السعر يقترب من منطقة ارتداد محتملة. السهم بدأ يظهر تفاعلا أوليا بعد سحب السيولة من القيعان الأسبوعية.

👀 مستوى المراقبة: 225$ وأهدافها عند 235$ ثم 245$

إذا حافظ على هذا المستوى، فقد نشهد ارتدادا نحو الأعلى خلال الجلسة الآسيوية. أما كسره، فقد يفتح المجال لمزيد من الهبوط.

الفرصة تبدو أنها موجودة 👀

$AMZNB

#EarningsSeason
#amazon

Amazon’s AWS growth accelerates as shares fall after Q3 results

📉 Amazon shares fell about 7% after hours as revenue and EPS missed forecasts. Revenue rose 12% to $201.9 billion, while EPS came in at $1.89 versus $1.97 expected.

☁️ AWS revenue grew around 39% to $46 billion, its fastest pace in nearly five years. Cloud and AI infrastructure demand remained a bright spot.

🏗️ However, planned 2026 capital spending of roughly $220 billion keeps cash generation in focus. AWS growth continues to require substantial infrastructure investment.

🛒 Amazon forecast Q4 revenue of $240–247 billion, with the midpoint below market expectations. Holiday shopping demand is another key factor to watch.

⚖️ Strong cloud growth has yet to ease broader concerns. Cash returns from AI investment and retail performance will help shape the market’s next assessment.

#Amazon $AMZNB

Amazon reports tonight, and options markets are pricing in a move of about 7.4% either way.

A beat is likely. Revenue has topped estimates in each of the last four quarters, and management guides conservatively.

But the beat isn't the story. Watch AWS growth, which hit 36.8% last quarter, and the capex number, since the 2026 plan was raised to about $220B. Strong AWS with sensible spending could rip. A beat with heavy spending and soft guidance could still sell off.

Big tech earnings also set the mood for risk assets, AI tokens included.

$AMZNB


#BinancePick
#amazon
#EarningsSeason

Amazon's earnings Thursday after the bell are a big deal❗️❗️ They're about to tell us whether this AI rally is real demand or just a giant cash bonfire.

Why Amazon? Because it's the biggest buyer in the entire AI supply chain. It's spending around $220B on capex this year. Nvidia chips, Micron memory, power for the data centers. If you hold $NVDA, memory names or power stocks, a big piece of their revenue is basically one Amazon check.

And that check is starting to hurt. Free cash flow over the last 12 months: -$7.6B. Amazon is burning more cash than it brings in.

The only reason it can keep spending like this is AWS. It grew 37% last quarter, with a $496B backlog. So the setup is simple:
AWS growth around 40%? The AI money is actually coming back, and the whole AI trade keeps partying 🔥
Under 35%, plus another capex bump? That's how you get a panic selloff.#amazon #ai #EarningsSeason