BofA Securities says Amazon could see renewed upside in 2026 as AWS AI execution improves, reiterating a Buy rating and a $303 price target on AMZN stock.

Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. AWS signals a competitive posture in the CCaaS market with new ...

AWS is reaccelerating, backed by a backlog of over $200 billion. Amazon's custom silicon strategy is also gaining traction. Combined with top-notch hardware, the company has built a full-stack AI ...

I reiterate my Sell rating on Amazon.com, Inc. due to sluggish AWS growth and an unjustified valuation premium over Alphabet and Microsoft. While Amazon's Q2 top line growth rebounded, AWS continues ...

AWS growth is accelerating, advertising is thriving with revenues exceeding $60 billion annually, and Amazon is ...

Sam Altman’s blowtorch to his competitors is so hot, it even includes a new partnership with Amazon Web Services. As OpenAI announced two open-weight reasoning models with capabilities on par with its ...

The UK’s cloud computing market is “not working well” and conduct requirements should be considered for the sector’s two main players, Microsoft and Amazon, according the competition watchdog. The ...

Amazon Web Services (AWS) and Microsoft’s dominant hold on the cloud computing market is to come under renewed scrutiny, with the European Commission (EC) set to investigate the pair’s activities ...