We came across a bullish thesis on Amazon.com, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.’s share was trading at $210 as of February 6th.

Amazon Inc shares fell sharply on 6 February after mixed Q4 earnings and a $200 billion spending forecast for 2026. The stock hit an intraday low of $200.30, with a year-to-date loss of 12.5%. Increased capex raises concerns about long-term AI investments.

Amazon.com Inc. announced plans to terminate about 16,000 corporate employees, ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence.

We recently published an article titled 12 High Growth E-commerce Stocks To Buy. Oppenheimer analyst Jason Helfstein raised the firm’s price target on Amazon.com, Inc. (NASDAQ:AMZN) on January 28 to $315 from $305 while maintaining an Outperform rating on the shares.

Amazon.com Inc (AMZN) reports a 12% revenue increase and accelerated AWS growth, while navigating special charges and capital expenditure demands.

Amazon.com, Inc. downgraded to Buy as $200B 2026 CapEx, AWS margins, AI overcapacity, and debt raise risk. Click for this AMZN stock update.

Amazon.com Inc. (NASDAQ:AMZN) is one of the AI stocks analysts are betting on. HCLTech announced a new partnership with Amazon Web Services on November 25, aimed at speeding up innovation in the financial services sector. By combining HCLTech’s industry ...