See the full story in the original article.
Read the original on baltimoresun.com ↗
Related tickers and likely impact
AMZN
▲ Likely positiveAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/14/2026 | 254.08 |
| Change that session | -1.74% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- AMZN Stock Set For Best Day In Three Months: Morgan Stanley Expects Amazon's AWS To Grow 47% In 2027, Denotes Stock As 'Top Pick'
Amazon (AMZN) shares rose nearly 5% on Monday, on track for their best day in almost three months, after Morgan Stanley reaffirmed its 'Overweight' rating and raised its price target to $350 from $335, moving the stock to 'Top Pick'. Analyst Brian Nowak said AWS's growth and profit potential is under-appreciated, forecasting 47% growth in 2027 and 42% in 2028, and expects Amazon to earn $16.50 per share in 2028. The outlook largely reflects Nvidia's indication that AWS will deploy 2 million additional NVIDIA GPUs over those two years. Separately, X-energy and American Electric Power announced a joint development agreement to assess a proposed 960-megawatt small modular reactor project in Indiana, with Amazon funding initial feasibility studies through milestone-based capital. The project is the second commercial development from the X-energy and Amazon alliance, which targets over 5 gigawatts of new nuclear capacity by 2039.
- Mag 7 Pull Dow Back to Breakeven Line
- Sector Update: Tech Stocks Gain Monday Afternoon
- Stock Market Today: Dow Firm, Nasdaq Rallies; Amazon Surges As These Stocks Test Entries (Live Coverage)
- Amazon shares jump as Morgan Stanley calls AWS runway “under-appreciated”
Amazon shares rose more than 5% on Monday after Morgan Stanley named the stock a top pick and raised its price target to $350 from $335, implying roughly 40% upside. The firm expects AWS growth to re-accelerate to 47% in 2027, up from 41%, with operating margins of 42% to 44%, which would support about $16.50 in earnings per share in 2028 based on 21 times earnings. Morgan Stanley argues AWS's growth and profit runway is under-appreciated, citing catalysts including Nvidia's flag that 2 million GPUs are headed to AWS, greater visibility into Bedrock and agentic shopping, and robotics ramps across fulfillment centers. The firm calls Amazon a key agentic enabler and winner, and says Meta's Muse does not change that view.
- Amazon to fund 12 small nuclear reactors at former Indiana coal plant
Amazon is funding a proposed 960-megawatt nuclear plant in Indiana and will be its first power buyer, the companies announced Monday. American Electric Power (AEP) will operate the plant, while X-energy will supply 12 Xe-100 small modular reactors on the site of a demolished coal plant south of Terre Haute. This is the second Amazon–X-energy deal and three times larger than the first; unlike many new plants, it will connect to the public grid, though Amazon says the power will also serve its data centers. The timeline still hinges on X-energy delivering its first plant at Seadrift, Texas, which is the subject of a state lawsuit and has not yet broken ground.
Related markets
Latest news
- Has VinFast found the 'chicken' to solve Vietnam's auto industry's toughest dilemma?
Vietnam's auto industry has long been stuck in a chicken-and-egg dilemma: low output discourages suppliers from investing, while a weak supporting industry keeps costs high. The article argues that VinFast's growing output could create the stable demand suppliers have been waiting for. VinFast delivered 196,919 electric vehicles globally in 2025, up 102%, including 46,977 VF 3s, and in the first nine months of the year it delivered 42,272 VF 3s and 40,018 Limo Green vehicles in Vietnam alone. The company said it added 55 domestic suppliers and localized 108 component groups in one year, and opened supply opportunities for its plants in India and Indonesia. However, suppliers still need stable, long-term orders, as well as competitive quality, cost and logistics, before they can commit to new investment.
- Crushed tech stocks bounce — plus, new doctor survey keeps us positive on Lilly
U.S. stocks rose Monday as investors bought chip stocks after last week's sell-off, and the iShares Semiconductor ETF (SOXX) was on track to snap a nine-session losing streak, its worst since May 2006. The bounce was tepid: the Nasdaq rose 1%, while CoreWeave turned negative and fell to a new low for the year below $60 per share. Oil rose about $2 to around $103 per barrel, lifting inflation worries and pushing Treasury yields higher. Bank of America raised its price target on Eli Lilly to $1,397 from $1,341 after a physician survey suggested oral GLP-1 pills and Medicare coverage are expanding the obesity drug market, with Foundayo at 27% of U.S. oral GLP-1 new starts. Lilly reports Q3 earnings on Oct. 29.
- American Airlines Is Now Down 23% This Year: Is AAL Stock Dead Money or Due for a Bounce?
American Airlines shares are down 23% year to date at $11.87, lagging United (down 14%), Delta (up 8%), the U.S. Global Jets ETF (down 8%) and the S&P 500 (up 13%). Higher fuel costs drove the drop: in Q2 2026 revenue rose 16.3% to $16.7 billion, but aircraft fuel expense jumped 83.3% to $4.9 billion, operating margin fell to 2.7% from 7.9%, and net income dropped 88.2% to $71 million. Management cut its full-year adjusted outlook to a range from a loss of $0.65 to a profit of $0.65 per share, and guided to a Q3 adjusted loss of $0.70 to $0.10 per share. Premium revenue per unit rose 13.4% and managed corporate business grew 26%, but the company carries a stockholders' deficit of $3.97 billion and total debt of $34.7 billion. The article says the stock could rebound if fuel prices ease, and Q3 results are expected on October 22.
- Chevron Just Hit a Record High. Is the Stock Still a Buy?
Chevron hit a record closing high of $222.04 on Oct. 14 and is trading about a dollar below that, up 45% in 2026. Brent crude is just under $106, 46% above its level before the war in the Persian Gulf, and Chevron is positioned to benefit from a Venezuela deal giving the U.S. control of more than 65 billion barrels of proven reserves, as it was the only American major to keep operating there after 1999. The company is also expanding in the Eastern Mediterranean, with seismic work planned off Greece. Second-quarter net income reached $12.1 billion, nearly 400% above a year earlier, beating estimates by $0.50 a share at $6.06. The author believes the stock is still a buy, with 20 of 25 covering analysts rating it Buy or Strong Buy ahead of the Oct. 30 Q3 report.
- Carvana Is Now Down 31% This Year: Is CVNA a Toxic Stock or Ready to Rally?
Carvana shares are down 31% year to date at $58.11, while CarMax is up 34%, AutoNation is down 23%, and the SPDR S&P Retail ETF is up 3%. In Q2 2026 Carvana sold a record 197,325 retail units, up 38%, on $7.38 billion in revenue, but gross profit per unit fell $412 and adjusted EBITDA margin slipped to 10.4% from 12.4%. Long-term debt of $4.85 billion and rising benchmark rates also squeezed financing profit. The company raised its full-year 2026 adjusted EBITDA guidance to $2.7 billion to $3 billion and targets 3 million cars a year at a 13.5% adjusted EBITDA margin by 2030 to 2035. The article says the Q3 report due later this month will show whether profit per vehicle improves.
- Microsoft Walks Away From AI Data Center Deal, but SemiAnalysis Predicts 50-GW Boom in 2027
According to new research from SemiAnalysis, more than 24 gigawatts of data center capacity is already in advanced construction across 40 campuses, most of it expected to come online in 2027. The research firm forecasts 50 gigawatts of new capacity.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.