The author still views Amazon (AMZN) favorably but says the stock's direction after the October 29 third-quarter report is uncertain, so he proposes splitting the purchase: half before the report and half after. The stock rose about 15% after the July 30 report and fell about 6% after the fourth-quarter report; it trades near $252, about 11% below its August 3 closing high of $284.02. AWS sales growth accelerated for five straight quarters to 37% in the second quarter of 2026, and total operating income reached $27.5 billion, up 43%. Third-quarter operating income guidance is $22.5–26.5 billion, while trailing 12-month free cash flow was a $7.6 billion outflow due to heavy AI spending.
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AMZNearningscloud computingartificial intelligence
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/23/2026 | 248.04 |
| Change that session | -0.93% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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