• Amazon (AMZN) posted negative free cash flow of $7.6B this quarter vs. $18.2B a year ago. Q3 revenue guidance: $197B–$202B, below analysts' ~$204B.
  • Amazon (AMZN) spent about $53B on property and equipment in Q2 and reaffirmed plans to invest roughly $200B in 2026, primarily into AI-related capital projects.
  • AMZN: CEO Andy Jassy says AWS could reach $1T annual revenue, cites strong free cash flow and ROIC. Capacity constraints likely through 2026–2027 as enterprise inference demand grows.
  • AMZN quarterly sales: North America $116.18B, International $42.20B, AWS $42.23B. AWS showed the highest year-over-year growth among segments.
  • AMZN rolled out Graviton5, added 10+ foundation models to Bedrock (including GPT-5.6, Claude Opus 5), previewed AWS Continuum for code-vuln management, and expanded Bedrock AgentCore/Quick.
  • Analysts ID three AI profit paths for Amazon (AMZN): GPU rental (25–40% returns), AI APIs (40%+), and models on third‑party clouds (~25%), noting ongoing chip, software and AI investment.
  • Amazon moves a former Apple exec to lead AWS AI product efforts, signaling a leadership change in its AI product unit. Traders may watch AWS AI strategy and execution updates.
  • Amazon says its threat unit tied compromises of open‑source packages Axios, Debug, Chalk and typo‑crypto to one North Korean group, warning AI eases and obscures software supply‑chain attacks.
  • Study found Amazon’s Alexa for Shopping can detect country-of-origin inconsistencies in listings but Amazon rarely uses it to flag suspect ads; Amazon says it’s improving access to origin data.
  • D.A. Davidson analyst Gil Luria said on Bloomberg The Close that Amazon Web Services' revenue growth was remarkable and discussed the outlook for Amazon.com, Inc. (AMZN).