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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/16/2026 | 249.94 |
| Change that session | -1.89% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Perpetual Ltd raised its stake in Amazon.com by 75.9% during the third quarter, according to its latest Form 13F filing with the SEC. The fund now holds 459,613 shares after buying 198,262 more, roughly 1.8% of its portfolio and worth $114,513,000. The article notes investor concerns that Amazon's roughly $220 billion AI commitment and rising capital expenditures could pressure free cash flow, amid a tech-sector selloff driven by inflation worries. AMZN opened at $250.00 on Friday and was trading down 1.9%, while a VP sold 2,343 shares at an average price of $259.01. Amazon is scheduled to report third-quarter results on Oct. 29.
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Amazon is scheduled to report third-quarter earnings on October 29, and the author expects the stock could rally again if cloud momentum continues. AWS revenue rose 37% to $42.2 billion in the second quarter, its fastest growth in 18 quarters, while operating income reached $16.6 billion versus $10.2 billion a year earlier, and its AI business has an annualized run rate above $25 billion. Capital expenditures are expected to reach about $220 billion this year, pushing free cash flow to negative $7.6 billion over the 12 months to June 30, compared with $18.2 billion previously. The author discounts the $53.4 billion non-operating pretax income, mostly tied to the $13 billion Anthropic investment, and says AWS revenue and operating income matter more.
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