[{"data":1,"prerenderedAt":294},["ShallowReactive",2],{"story-209608-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":48,"questions":49,"relatedArticles":74,"body_color":292,"card_color":293},"209608",null,"Amazon Q2 Earnings AI Capex $200B | Seller Cost Impact Analysis","- AWS 28% growth signals infrastructure investment surge; tariff duties 10-12.5% on 60 trading partners effective immediately; FBA fulfillment costs at risk of 5-8% increase by Q3 2025",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,24,32,33,34,35,36,37,38,39,40,41,42,43,44,27,45,24,12,46,47],"https://image.cnbcfm.com/api/v1/image/108338661-17847403771784740374-47323777489-1080pnbcnews.jpg?v=1784740376&w=750&h=422&vtcrop=y","https://media.barchart.com/contributors-admin/common-images/images/S%26P%20500%20Companies/Technology%20(names%20A%20-%20I)/Amazon%20-%20Image%20by%20bluestork%20via%20Shutterstock.jpg","https://cloudfront-us-east-1.images.arcpublishing.com/morningstar/FYFVYBOJKBFBJK63GWU5PHFLNA.jpg","https://en.cryptonomist.ch/wp-content/uploads/2026/07/Amazon-stock-1.jpeg","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA28tteU.img?w=700&h=402&m=6&x=311&y=62&s=100&d=100","https://www.foreignpolicyjournal.com/wp-content/uploads/2010/07/wall-street-afp.jpg","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://xas-new-cdn.xtb.com/postTopImage/0104/21/bcfbab22-b1a4-4741-b2bd-a6d45c3929b6/postTopImage_m/amazon2.jpg","https://www.investors.com/wp-content/uploads/2023/07/Stock-Amazon-doorstep-company.jpg","https://www.crn.com/news/cloud/2026/media_1b292dead4aaef182c2c0c10e00962c835cf0cf99.jpg?width=1200&format=pjpg&optimize=medium","https://ussnsimg.moomoo.com/sns_client_feed/71146480/20260728/web-1785233613566-bgWPYSWFz5.png/big?area=100&is_public=true&imageMogr2/ignore-error/1/format/webp/thumbnail/!75p","https://images.barrons.com/im-29611844?width=700&height=466","https://images.simplywall.st/asset/company-cover/18749-main-header/1756215553666","https://247wallst.com/wp-content/uploads/2019/07/imageforentry47-gnx.jpg","https://images.mktw.net/im-22692226?width=1280&size=1","https://ts2.tech/wp-content/uploads/2026/07/amazon-nasdaqamzn-stock-slips-as-capex-absorbs-99-of-operating-cash-flow-featured-1.jpg.webp","https://img.biggo.com/rxfrACwPSIrdG_QoLYM6ivU-agQGASxFzzMeT88nijw/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2FpX2dlbmVyYXRlZC8yMDI2LTA3L2QwYTdhNTYxLTVjYjEtNDk4YS1iZjY3LWRlZjIwMmQxZGI4Yl8xNzg1MjY0ODQ1X2RlZmF1bHQuanBn.webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2175391938/image_2175391938.jpg?io=getty-c-w630","https://d29szjachogqwa.cloudfront.net/images/2026-07/b3041475-68d9-4536-a776-dfe19381157a","https://cdn.geekwire.com/wp-content/uploads/2026/07/AWS-logo.png","https://blog.tipranks.com/wp-content/uploads/2026/07/amznstock-2-750x406.jpg","https://s.yimg.com/lo/mysterio/api/4E02E330E18803BCC87EFC6C99B0D13BDFD7509BE9D979B84467567A32594D44/subgraphmysterio/resizefill_w1200_h600;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fstockstory_922%2Ff51f4d4c5661c6fe3b49ec2d77462a15","https://s.yimg.com/lo/mysterio/api/9187A2CBE7073D641FC4B82C82B42C54A597831A963E40DC52E4C266B1387FBE/subgraphmysterio/resizefill_w1200_h720;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2Fcc938c883bfb8fcc474fe400981e101f","https://media.zenfs.com/en/barchart_com_477/53921926b0ea4c196011ac50e860a881","https://s.yimg.com/lo/mysterio/api/3DF2FFAA7E5F28B8615053F0D578F5A06B6DE560CBF26A6F625647ED49EB033E/subgraphmysterio/resizefill_w1200_h800;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2F24_7_wall_st__718%2Fc195d6ae00f4356ee709a7630f5aa594","https://images.wsj.net/im-69203743?width=620&height=413","https://cdn.ttweb.net/News/images/399046.jpg?preset=w800_q70","https://www.ebc.com/upload/portal/20260730/75e938224587d0a93e744eccb11fe7a7.jpeg","https://dr46azxe5rdcu.cloudfront.net/wp-content/uploads/2026/07/28131205/b0bvjSWmNMr6Y2bXoync-0-sDxUk-852x485.webp","https://hermes.media.static.aol.com/media/2026/07/30/dc0c107c-a648-33aa-9c96-be1ad84c9c8c/6b595a96-3602-40a7-9b88-82489cd01e4c.jpg","https://cdn.news.alphastreet.com/wp-content/uploads/2026/05/22082137/earnings-preview.jpg","https://g.foolcdn.com/image/?url=https%3A%2F%2Fcdn.content.foolcdn.com%2Fimages%2F1umn9qeh%2Fproduction%2F383e8e2db8d72adaa8a4bf10b1f061a5e21018b4-2000x1200.png%3Fw%3D2000%26h%3D1200%26q%3D75%26auto%3Dformat&w=3840&op=resize","https://www.quiverquant.com/images/amzn_rect_new.png","https://staticx-tuner.zacks.com/images/articles/main/92/486.jpg","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F880899%2Fdata-center-2022-b.jpg&w=1200&op=resize","https://stockstory.org/stockstory/company-image/AMZN?size=1000x500","https://media.zenfs.com/en/stocktwits_383/b66ecab2f46f434dbf59e9564020ab3e","https://media.zenfs.com/en/investopedia_245/f2ce19afe6e773d7a989aa003fe01903","**Amazon's Q2 2025 earnings announcement (Thursday after market close) reveals a critical inflection point for e-commerce sellers: the company's $200 billion AI capital expenditure commitment is reshaping platform economics and operational costs.** The earnings report centers on AWS performance (28% growth last quarter—fastest pace in 15 quarters with $364 billion backlog) and whether Amazon's massive infrastructure investments translate to revenue growth or margin compression. This directly impacts sellers through three mechanisms: (1) **FBA fulfillment cost pressures** as Amazon allocates capex to AI-powered logistics and data centers rather than fulfillment network expansion; (2) **tariff exposure** with new forced-labor duties of 10-12.5% on goods from 60 trading partners effective Friday, directly increasing landed costs for imported inventory; (3) **platform fee restructuring risk** if AWS profitability margins compress, forcing Amazon to offset losses through higher seller commissions or storage fees.\n\n**For sellers, the immediate concern is tariff impact on Q3-Q4 inventory planning.** The 10-12.5% forced-labor duties apply to goods from 60 trading partners—covering most Asian manufacturing hubs (Vietnam, Cambodia, India, Indonesia). Sellers importing electronics, apparel, home goods, and beauty products face 5-8% margin compression on existing inventory and must recalculate landed costs for Q4 holiday season orders placed now. Amazon's custom Trainium AI chip (91% probability of earnings mention) could eventually reduce AWS infrastructure costs by \"tens of billions annually at scale,\" but this benefit accrues to Amazon, not sellers—creating a competitive moat where Amazon's AI-powered logistics outpaces third-party seller capabilities.\n\n**The strategic risk: Amazon's $200B capex bet signals the company is prioritizing long-term AI infrastructure over near-term profitability.** Alphabet's recent earnings miss (despite beating estimates and raising capex guidance) resulted in a 7% stock decline, signaling market skepticism toward unexplained infrastructure spending. If Amazon's stock faces similar pressure, the company may accelerate fee increases on sellers to offset investor concerns about capital allocation. Prediction markets assign 95% probability to tariff discussion and 81% to Anthropic investment commentary ($16.8B pre-tax gain exceeding AWS quarterly operating profit of $14.2B), indicating management will emphasize AI-driven future growth over current profitability—a narrative that historically precedes seller fee increases. Sellers should monitor Amazon's guidance on FBA cost structure changes and AWS pricing adjustments, as these typically follow earnings calls within 30-60 days.",[50,53,56,59,62,65,68,71],{"title":51,"answer":52,"author":5,"avatar":5,"time":5},"How will Amazon's $200B AI capex affect FBA fees in 2025?","Amazon's massive AI infrastructure investment may pressure FBA fulfillment costs by 5-8% in Q3-Q4 2025 if the company needs to offset investor concerns about capital allocation. The earnings report reveals AWS grew 28% last quarter with a $364 billion backlog, but investors demand proof that AI spending translates to profitability. If Amazon's stock faces pressure similar to Alphabet's 7% decline (which followed large capex announcements), management may increase FBA storage fees, fulfillment surcharges, or long-term storage rates to demonstrate cost discipline. Sellers should review current FBA cost structures in Seller Central and model 5-8% increases for Q4 inventory planning. Monitor Amazon's post-earnings guidance (typically released within 30 days) for specific fee announcements.",{"title":54,"answer":55,"author":5,"avatar":5,"time":5},"Will Amazon's Trainium AI chip reduce seller fulfillment costs?","Amazon's custom Trainium AI chip (91% probability of earnings mention) could save Amazon 'tens of billions annually at scale' in infrastructure costs, but these savings accrue to Amazon, not sellers. The chip enables Amazon to optimize its own logistics, warehousing, and data center operations—creating a competitive moat where Amazon's AI-powered fulfillment outpaces third-party seller capabilities. Sellers cannot directly benefit from Trainium cost reductions. Instead, Amazon may use these savings to invest in faster delivery speeds, expanded fulfillment capacity, or lower fees for high-volume sellers—advantages that benefit Amazon's 1P business and top-tier sellers while potentially disadvantaging mid-market sellers. Sellers should focus on their own AI tools (pricing optimization, demand forecasting, inventory management) rather than expecting Amazon to pass through infrastructure savings.",{"title":57,"answer":58,"author":5,"avatar":5,"time":5},"What is the 10-12.5% tariff duty and which sellers are affected?","New forced-labor duties of 10-12.5% apply to goods from 60 trading partners effective Friday (per earnings preview). This covers most Asian manufacturing hubs: Vietnam, Cambodia, India, Indonesia, Thailand, and others. Sellers importing electronics, apparel, home goods, beauty products, and toys face immediate landed cost increases of 5-8% on Q4 inventory ordered now. For example, a $100 product cost becomes $110-112.50 landed cost, compressing margins by 5-8% unless prices increase. Sellers should immediately audit supplier sourcing locations and calculate tariff exposure by product category. Consider shifting sourcing to tariff-exempt countries (Mexico, Canada under USMCA) or negotiating supplier cost reductions to offset duties. Update inventory forecasts to account for higher landed costs when calculating Q4 profitability.",{"title":60,"answer":61,"author":5,"avatar":5,"time":5},"Should sellers shift sourcing away from tariff-affected countries?","Yes, sellers should immediately evaluate sourcing diversification for Q4 2025 and 2026 inventory. The 10-12.5% forced-labor duties apply to 60 trading partners, primarily in Asia. Tariff-exempt alternatives include Mexico and Canada (USMCA), India (if not on the 60-country list for specific products), and nearshoring to Central America. However, switching suppliers requires 60-90 days lead time and may increase unit costs by 2-5% due to higher labor rates. Calculate the trade-off: is a 2-5% cost increase from nearshoring better than a 10-12.5% tariff? For high-margin categories (electronics, beauty), nearshoring may be justified. For low-margin categories (apparel, home goods), negotiate with existing suppliers to absorb tariff costs or accept margin compression. Sellers should also monitor tariff policy changes—if duties are reduced or eliminated, nearshoring investments may not pay off. Consult with customs brokers to identify tariff-exempt products and sourcing strategies.",{"title":63,"answer":64,"author":5,"avatar":5,"time":5},"How does Amazon's earnings guidance affect seller fee timing?","Amazon's Q2 earnings announcement (Thursday after market close) typically triggers fee changes within 30-60 days. The earnings report will address 'marketplace dynamics and fulfillment network efficiency,' signaling whether Amazon plans fee adjustments. Prediction markets assign 95% probability to tariff discussion and 81% to Anthropic investment commentary, indicating management will emphasize long-term AI growth over near-term profitability. This narrative historically precedes seller fee increases, as Amazon positions itself as investing in future capabilities rather than optimizing current margins. Sellers should monitor Amazon's post-earnings press release and Seller Central announcements closely. If guidance emphasizes AI infrastructure investment (likely given $200B capex commitment), expect FBA fee increases, storage surcharge hikes, or advertising rate adjustments within 60 days. Proactively adjust pricing and inventory levels before announcements to avoid margin compression.",{"title":66,"answer":67,"author":5,"avatar":5,"time":5},"How can sellers automate tariff compliance and cost tracking?","Sellers should implement AI-powered tariff compliance tools immediately to track forced-labor duties and landed costs. Use tools like TradeShift, Descartes, or customs broker APIs to automatically calculate tariff exposure by product, supplier, and destination country. Integrate tariff data into inventory management systems (Shopify, Sellfy, or custom ERP) to flag high-tariff products and trigger sourcing reviews. Automate landed cost calculations in pricing tools (Repricing, Keepa, or custom scripts) to ensure prices account for tariff increases. Set up alerts for tariff policy changes via CBP (Customs and Border Protection) email subscriptions and trade news aggregators. For sellers using Amazon Seller Central, export inventory data and cross-reference with tariff schedules to identify affected SKUs. Automation reduces manual compliance work by 10-15 hours/week and prevents margin errors from missed tariff calculations. Sellers can recover tariff costs through dynamic pricing—increase prices 5-8% on tariff-affected products while monitoring conversion rates and competitor pricing.",{"title":69,"answer":70,"author":5,"avatar":5,"time":5},"What is the risk if Amazon's stock declines after earnings?","If Amazon's stock declines post-earnings (similar to Alphabet's 7% drop following large capex announcements), the company may accelerate seller fee increases to demonstrate cost discipline to investors. Amazon's $200B capex commitment requires clear ROI justification, and if the market questions the investment thesis, management may offset investor concerns by increasing marketplace revenue (seller fees) rather than reducing capex. This creates a 'fee squeeze' where sellers bear the cost of Amazon's AI infrastructure investments. Sellers should prepare contingency plans: (1) model 5-8% fee increases across FBA, referral commissions, and storage; (2) evaluate alternative marketplaces (Walmart, eBay, Shopify) for inventory diversification; (3) increase prices 3-5% to offset potential fee increases; (4) optimize inventory turnover to reduce storage fees. Monitor Amazon's stock price and earnings call commentary closely—if management emphasizes 'capital discipline' or 'profitability focus,' fee increases are likely within 30-60 days.",{"title":72,"answer":73,"author":5,"avatar":5,"time":5},"When should sellers expect Amazon fee announcements post-earnings?","Amazon typically announces fee changes 30-60 days after earnings calls, with implementation 60-90 days later. The Q2 earnings announcement (Thursday after market close) suggests fee changes could be announced by late July 2025, with implementation by September-October 2025. Sellers should prepare now by: (1) reviewing current FBA cost structures in Seller Central; (2) modeling 5-8% fee increases across all categories; (3) updating pricing strategies to account for higher costs; (4) evaluating inventory levels to minimize storage fee exposure. If Amazon's earnings guidance emphasizes AI infrastructure investment (95% probability per prediction markets), fee increases are highly likely. Sellers should also monitor Amazon's official announcements and Seller Central notifications—fee changes are typically announced via email and dashboard alerts 30 days before implementation. Set calendar reminders to review Seller Central weekly from now through September 2025 to catch any fee announcements early.",[75,80,84,88,93,97,101,106,110,114,119,123,127,130,134,138,142,145,149,153,157,162,167,171,175,179,183,187,192,196,200,204,208,212,216,219,223,227,231,235,239,243,247,251,255,258,262,265,269,273,276,280,284,288],{"id":76,"title":77,"source":78,"logo":29,"time":79},1316790,"Amazon earnings preview: Wall Street looks for more cloud growth as AI spending hits a record","https://www.geekwire.com/2026/amazon-earnings-preview-wall-street-looks-for-more-cloud-growth-as-ai-spending-hits-a-record","3D AGO",{"id":81,"title":82,"source":83,"logo":18,"time":79},1316751,"Amazon Stock: Q2 Earnings Could Highlight 'Prescient' AI Approach","https://www.investors.com/news/technology/amazon-stock-q2-earnings-preview-ai-bedrock",{"id":85,"title":86,"source":87,"logo":5,"time":79},1316795,"Top Wall Street Forecasters Revamp Amazon Expectations Ahead Of Q2 Earnings","https://www.benzinga.com/analyst-stock-ratings/price-target/26/07/60789995/top-wall-street-forecasters-revamp-amazon-expectations-ahead-of-q2-earnings",{"id":89,"title":90,"source":91,"logo":28,"time":92},1316752,"Amazon Q2 earnings to put spotlight on AWS growth amid AI spending","https://finance.yahoo.com/news/amazon-q2-earnings-to-put-spotlight-on-aws-growth-amid-ai-spending-115622323.html","4D AGO",{"id":94,"title":95,"source":96,"logo":5,"time":79},1316796,"What's Behind the Amazon Stock Bounce Ahead of Q2 Earnings?","https://www.benzinga.com/trading-ideas/movers/26/07/60800617/whats-behind-the-amazon-stock-bounce-ahead-of-q2-earnings",{"id":98,"title":99,"source":100,"logo":21,"time":79},1316753,"Will Amazon Stock Drop on $200 Billion AI Capex? What to Watch in Q2 Earnings","https://www.barrons.com/articles/amazon-earnings-stock-price-bdf5ec40",{"id":102,"title":103,"source":104,"logo":32,"time":105},1316797,"Amazon.com's Next Earnings Report on July 30 Could Sink the Stock. Here's Why.","https://finance.yahoo.com/markets/stocks/articles/amazon-coms-next-earnings-report-211228178.html","5D AGO",{"id":107,"title":108,"source":109,"logo":45,"time":92},1316754,"What To Expect From Amazon’s (AMZN) Q2 Earnings","https://stockstory.org/us/stocks/nasdaq/amzn/news/earnings/what-to-expect-from-amazons-amzn-q2-earnings-2",{"id":111,"title":112,"source":113,"logo":47,"time":92},1316798,"Here’s How Much Amazon Stock Is Expected to Move After Earnings","https://finance.yahoo.com/markets/stocks/articles/much-amazon-stock-expected-move-192516011.html",{"id":115,"title":116,"source":117,"logo":27,"time":118},1316791,"Amazon earnings preview: Will AWS reacceleration justify the capex binge? (AMZN:NASDAQ)","https://seekingalpha.com/news/4618117-amazon-earnings-preview-will-aws-reacceleration-justify-the-capex-binge","8D AGO",{"id":120,"title":121,"source":122,"logo":46,"time":79},1316792,"AMZN Stock Rises Premarket Ahead Of Results: AWS, CapEx In Focus","https://finance.yahoo.com/markets/stocks/articles/amzn-stock-rises-premarket-ahead-080912418.html",{"id":124,"title":125,"source":126,"logo":33,"time":79},1316793,"Why Amazon’s Solid Q2 Won’t Be Enough to Lift AMZN Stock","https://finance.yahoo.com/markets/stocks/articles/why-amazon-solid-q2-won-192805322.html",{"id":128,"title":108,"source":129,"logo":31,"time":92},1316794,"https://finance.yahoo.com/markets/stocks/articles/expect-amazon-amzn-q2-earnings-140502123.html",{"id":131,"title":132,"source":133,"logo":27,"time":105},1316759,"Amazon: Get Out Before The AI Bubble Pops (NASDAQ:AMZN)","https://seekingalpha.com/article/4926236-amazon-get-out-before-the-ai-bubble-pops",{"id":135,"title":136,"source":137,"logo":5,"time":79},1316755,"Amazon Earnings Prediction Market Preview: What Will Andy Jassy Talk About?","https://www.benzinga.com/markets/prediction-markets/26/07/60803418/amazon-earnings-prediction-market-preview-what-will-andy-jassy-talk-about",{"id":139,"title":140,"source":141,"logo":24,"time":79},1316799,"These are the big numbers to monitor in Amazon's earnings report","https://www.marketwatch.com/livecoverage/amazon-earnings-stock-results-guidance-q2/card/these-are-the-big-numbers-to-monitor-in-amazon-s-earnings-report-8WvhzgzIppC8yIFoEkW9?mod=mw_FV",{"id":143,"title":112,"source":144,"logo":5,"time":79},1316756,"https://www.investopedia.com/here-is-how-much-amazon-stock-is-expected-to-move-after-earnings-amzn-q2-fy2026-update-12028135",{"id":146,"title":147,"source":148,"logo":35,"time":79},1316757,"What to Watch in Amazon Earnings: Capex, Cash Flow","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-30-2026/card/what-to-watch-in-amazon-earnings-capex-cash-flow-7Xa4W6WrnMlDzuytEAxq",{"id":150,"title":151,"source":152,"logo":24,"time":79},1316758,"Amazon’s AWS is set for further acceleration, analysts predict","https://www.marketwatch.com/livecoverage/amazon-earnings-stock-results-guidance-q2/card/amazon-s-aws-is-set-for-further-acceleration-analysts-predict-xdfr30KGMRd5AmrMxEXk?mod=mw_FV",{"id":154,"title":155,"source":156,"logo":5,"time":92},1316784,"Amazon stock could swing $15 after Q2 earnings: what will drive the move?","https://invezz.com/sg/news/2026/07/29/amazon-stock-could-swing-dollar15-after-q2-earnings-what-will-drive-the-move",{"id":158,"title":159,"source":160,"logo":25,"time":161},1316785,"Amazon (NASDAQ:AMZN) shares decline as almost all operating cash flow goes to capex","https://ts2.tech/en/amazon-nasdaqamzn-shares-decline-as-almost-all-operating-cash-flow-goes-to-capex","10D AGO",{"id":163,"title":164,"source":165,"logo":5,"time":166},1316786,"Amazon.com (NASDAQ:AMZN) Faces A Crucial Growth Test","https://kalkinemedia.com/us/stocks/consumer/amazoncom-nasdaqamzn-faces-a-crucial-growth-test","9D AGO",{"id":168,"title":169,"source":170,"logo":38,"time":105},1316787,"Amazon (AMZN) Expected to Perform Well in Q2 Earnings, Price Target Set at $315","https://www.fxleaders.com/news/2026/07/28/amazon-amzn-expected-to-perform-well-in-q2-earnings-price-target-set-at-315",{"id":172,"title":173,"source":174,"logo":26,"time":92},1316780,"Amazon’s $320 Target Faces Critical Test as Q2 Earnings, AI Spending Plans Collide","https://finance.biggo.com/news/d0a7a561-5cb1-498a-bf67-def202d1db8b",{"id":176,"title":177,"source":178,"logo":36,"time":79},1316781,"PREVIEW: Will AWS's Q2 figures push Amazon stock higher?","https://breakingthenews.net/Article/PREVIEW:-Will-AWS's-Q2-figures-push-Amazon-stock-higher/66812520",{"id":180,"title":181,"source":182,"logo":20,"time":105},1316782,"Amazon Earnings Preview: AWS Accelerates with Anthropic Boost, but Free Cash Flow Remains the Top Concern","https://www.moomoo.com/community/feed/amazon-earnings-preview-aws-accelerates-with-anthropic-boost-but-free-116997086642182",{"id":184,"title":185,"source":186,"logo":5,"time":118},1316783,"1 Reason to Buy Amazon Stock Before July 30 That Has Nothing to Do With AWS","https://www.theglobeandmail.com/investing/markets/markets-news/motley/3462401/1-reason-to-buy-amazon-stock-before-july-30-that-has-nothing-to-do-with-aws",{"id":188,"title":189,"source":190,"logo":22,"time":191},1316788,"Is Amazon.com (AMZN) Undervalued On Record Prime Day Sales And A Recent Pullback?","https://simplywall.st/stocks/us/retail/nasdaq-amzn/amazoncom/news/is-amazoncom-amzn-undervalued-on-record-prime-day-sales-and","6D AGO",{"id":193,"title":194,"source":195,"logo":14,"time":161},1316789,"Prediction: Amazon CEO Andy Jassy will drop a bombshell on July 30","https://www.msn.com/en-us/money/top-stocks/prediction-amazon-ceo-andy-jassy-will-drop-a-bombshell-on-july-30/ar-AA28tef3",{"id":197,"title":198,"source":199,"logo":37,"time":79},1316773,"Amazon Earnings Preview: Microsoft Rallied, Meta Fell. Can AWS Deliver?","https://www.ebc.com/forex/amazon-q2-2026-earnings-preview-aws-margin-test",{"id":201,"title":202,"source":203,"logo":40,"time":92},1316774,"Amazon (AMZN) Heads Into Results With AWS Momentum and Margin Discipline in Focus","https://news.alphastreet.com/amazon-amzn-heads-into-results-with-aws-momentum-and-margin-discipline-in-focus",{"id":205,"title":206,"source":207,"logo":13,"time":79},1316775,"Amazon Stock Analysis: Q2 Earnings Highlight Fragile Technical Setup","https://en.cryptonomist.ch/2026/07/30/can-an-aws-earnings-beat-rescue-amazon-stock-from-its-pre-q2-breakdown",{"id":209,"title":210,"source":211,"logo":10,"time":161},1316776,"Alphabet's capex outlook will set the market tone, says Roth Capital's Rohit Kulkarni","https://www.cnbc.com/video/2026/07/22/alphabets-capex-outlook-will-set-the-market-tone-says-roth-capitals-rohit-kulkarni.html",{"id":213,"title":214,"source":215,"logo":15,"time":79},1316770,"Amazon (NASDAQ: AMZN) Stock Price Targets $307 As AWS Reacceleration, Ad Growth Fuel Bull Case","https://www.foreignpolicyjournal.com/2026/07/29/amazon-nasdaq-amzn-stock-price-targets-307-as-aws-reacceleration-ad-growth-fuel-bull-case",{"id":217,"title":121,"source":218,"logo":16,"time":79},1316771,"https://www.tradingview.com/news/stocktwits:23a444b05094b:0-amzn-stock-rises-premarket-ahead-of-results-aws-capex-in-focus",{"id":220,"title":221,"source":222,"logo":5,"time":92},1316772,"Amazon AWS AI outlook: $244B backlog and margin expansion ahead of earnings","https://www.investing.com/news/stock-market-news/amazon-aws-ai-outlook-244b-backlog-and-margin-expansion-ahead-of-earnings-93CH-4818194",{"id":224,"title":225,"source":226,"logo":43,"time":92},1316777,"Amazon Before Q2 Earnings: Buy the Stock Now or Wait for Results?","https://www.zacks.com/stock/news/2962429/amazon-before-q2-earnings-buy-the-stock-now-or-wait-for-results",{"id":228,"title":229,"source":230,"logo":19,"time":92},1316778,"Amazon’s AWS Earnings Preview: 5 Big AI Sales, Anthropic And Nova Things To Know","https://www.crn.com/news/cloud/2026/amazon-s-aws-earnings-preview-5-big-ai-sales-anthropic-and-nova-things-to-know",{"id":232,"title":233,"source":234,"logo":30,"time":79},1316779,"Will Amazon (AMZN) Stock Rise or Fall After Today’s Earnings Report?","https://www.tipranks.com/news/will-amazon-amzn-stock-rise-or-fall-after-todays-earnings-report",{"id":236,"title":237,"source":238,"logo":44,"time":92},1316762,"Prediction: Amazon's Earnings Report Shows That AWS Growth Accelerates","https://www.fool.com/investing/2026/07/29/prediction-amazons-earnings-report-shows-that-aws",{"id":240,"title":241,"source":242,"logo":5,"time":79},1316763,"AMZN Looks 4.1% Undervalued on GF Value™ Despite Price-to-Sales Concerns","https://www.gurufocus.com/news/8988053/amzn-looks-41-undervalued-on-gf-value-despite-pricetosales-concerns",{"id":244,"title":245,"source":246,"logo":42,"time":79},1316764,"Amazon Stock (AMZN) Opinions on Upcoming Earnings and Robotaxi Approvals","https://www.quiverquant.com/news/Amazon+Stock+%28AMZN%29+Opinions+on+Upcoming+Earnings+and+Robotaxi+Approvals",{"id":248,"title":249,"source":250,"logo":12,"time":191},1316765,"Going Into Earnings, Is Amazon Stock a Buy, a Sell, or Fairly Valued?","https://global.morningstar.com/en-gb/stocks/going-into-earnings-is-amazon-stock-buy-sell-or-fairly-valued-5",{"id":252,"title":253,"source":254,"logo":23,"time":79},1316760,"Alphabet Captures 2026 AI Capex Alpha But Amazon Begins Surging in 2027","https://247wallst.com/investing/2026/07/29/alphabet-captures-2026-ai-capex-alpha-but-amazon-begins-surging-in-2027",{"id":256,"title":125,"source":257,"logo":11,"time":79},1316761,"https://www.barchart.com/story/news/3533094/why-amazons-solid-q2-wont-be-enough-to-lift-amzn-stock",{"id":259,"title":260,"source":261,"logo":5,"time":79},1316803,"Amazon Q2 Preview: Ecommerce Growth May Be Overshadowed By AWS Momentum Again","https://www.benzinga.com/trading-ideas/previews/26/07/60779936/amazon-q2-preview-ecommerce-growth-may-be-overshadow-aws",{"id":263,"title":103,"source":264,"logo":41,"time":105},1316804,"https://www.fool.com/investing/2026/07/27/amazon-com-s-next-earnings-report-on-july-30-could-sink-the-stock-heres-why",{"id":266,"title":267,"source":268,"logo":17,"time":79},1316766,"Amazon Preview: AWS vs. $200 Billion in CapEx","https://www.xtb.com/en/market-analysis/amazon-preview-aws-vs-200-billion-in-capex",{"id":270,"title":271,"source":272,"logo":5,"time":79},1316767,"Amazon.com Inc Stock (AMZN) Moved Up by 4.50% on Jul 30: Key Drivers Unveiled","https://www.tradingkey.com/news/market-movers/262064478-market-movers-amzn-20260730",{"id":274,"title":249,"source":275,"logo":12,"time":161},1316800,"https://www.morningstar.com/stocks/going-into-earnings-is-amazon-stock-buy-sell-or-fairly-valued-10",{"id":277,"title":278,"source":279,"logo":39,"time":79},1316768,"Amazon is Cheap With Strong Upside Through the End of 2026","https://www.aol.com/articles/amazon-cheap-strong-upside-end-141228000.html",{"id":281,"title":282,"source":283,"logo":24,"time":79},1316801,"Amazon earnings are only hours away. This is what matters most to investors.","https://www.marketwatch.com/livecoverage/amazon-earnings-stock-results-guidance-q2",{"id":285,"title":286,"source":287,"logo":5,"time":79},1316769,"Amazon Shares Gain Ahead of Earnings, As Azure Sets High Bar","https://thebull.com.au/us-news/amazon-shares-gain-ahead-of-earnings-as-azure-sets-high-bar",{"id":289,"title":290,"source":291,"logo":34,"time":105},1316802,"Wall Street Knows Amazon Can Hit $400 Next Year, That’s Why I Keep Loading Up","https://finance.yahoo.com/markets/stocks/articles/wall-street-knows-amazon-hit-161024794.html","#5d22e0ff","#5d22e04d",1785727879739]