AMZN Stock Discussion (Amazon Com Inc)

Amazon’s cloud growth accelerates while heavy investment drains free cash flow

Amazon ($AMZN)’s third-quarter 2026 revenue increased 12% to $201.9 billion, with AWS sales rising 39% to $46.0 billion. Operating income climbed to $28.1 billion from $17.4 billion. Net income nevertheless slipped to $20.7 billion, or $1.89 per diluted share, as the comparison included large Anthropic investment gains a year earlier. The shift of Prime Day into the second quarter also restrained reported sales growth. For fourth-quarter 2026, Amazon forecasts revenue of $240–247 billion and ope

AMZN

@tickerstat6 days ago

Anthropic’s public IPO filing details Amazon and Google’s economic exposure

Anthropic publicly filed for a proposed Nasdaq listing, advancing the process beyond its earlier confidential submission. Its prospectus says Amazon ($AMZN) and Google ($GOOGL) would each hold more than 5% of outstanding capital after the planned pre-IPO preferred-stock and convertible-note conversions. Those holdings are non-voting Class N shares, so their economic exposure should not be confused with voting control. This is indirect news for Amazon and Alphabet: their investee is pursuing an o