Zacks Investment Ideas highlights Amazon (AMZN), rated Zacks Rank #3 (Hold). Its e-commerce business is supported by the Prime program and a distribution network that delivered its fastest delivery speeds in 2025. AWS holds a dominant position in IaaS cloud computing and is a high-margin business, while its Trainium and Graviton custom AI chips now generate a combined annual revenue run rate above 10 billion USD. In Q3, AWS sales rose 39% year-over-year, retail grew 6%, advertising rose 10.9%, and gross margin hit a record 51.4%. Big tech capex is expected to reach 1.4 trillion USD in 2027 (+60% YoY), which the article says will benefit Amazon, and revenue has grown every year for five years and is expected to be near 1 trillion USD next year.
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AMZNcloud computinge-commerceartificial intelligence
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 11/02/2026 | 245.63 |
| Change that session | +2.20% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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