• Amazon (AMZN) is forecast to show negative free cash flow in 2026 due to elevated capital spending on AI and growth projects.
  • AMZN is up ~8% YTD in 2026; traders watch AWS revenue and adoption of Amazon’s AI software as signals of AI-driven growth.
  • Amazon veteran Dave Brown, who ran AWS compute and ML, will depart end‑July for Meta to lead data center builds. AWS posted $37.6B revenue in Q1, up 28% year‑over‑year.
  • Amazon’s Zoox recalled all 105 self‑driving vehicles after software failed to detect heavy smoke; one unoccupied car braked near firefighters on June 20. A software update is planned.