Amazon.com, Inc. (AMZN)
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TD Cowen reaffirmed a Buy rating on Amazon, citing optimism around its AWS division following OpenAI's recent partnership announcement. This aligns with broader tech sector strength, which is expected to boost earnings across the S&P 500. Watch for how these developments might enhance Amazon's competitive positioning in the cloud market.
Latest News
| Title | Published |
|---|---|
Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Thursday; Broadcom to Advance, Webull to Decline The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday' | about 2 hours ago |
Amazon cuts jobs in robotics division amid cost reductions – report It follows a separate round of reductions in January, when Amazon removed 16,000 corporate roles. | about 2 hours ago |
Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom Cloud computing ETFs have had a rough start to 2026, and Themes Cloud Computing ETF (NYSEARCA:CLOD) is no exception. The fund is down nearly 19% year-to-date through the end of February, with more than 15% of that loss coming in February alone. That kind of drawdown raises a fair question: is the sector-wide pressure a ... Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom | about 2 hours ago |
Semtech LoRa® Technology Helps Power Amazon Sidewalk’s Global Expansion CAMARILLO, Calif., March 05, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, today announced that LoRa® technology will continue to serve as the core radio modulation for Amazon Sidewalk across all markets in this year’s Sidewalk international expansion. | about 2 hours ago |
Stocks to Watch Thursday: Broadcom, StubHub, FedEx, Trade Desk ↗️ Broadcom (AVGO): The semiconductor and software maker's quarterly results beat forecasts. Artificial-intelligence revenue more than doubled. Shares rallied roughly 7% in premarket trading. ↗️ FedEx (FDX): The parcel-delivery company said that, where safe, it had resumed its pick-up and drop-off services across the Middle East. | about 3 hours ago |
Broadcom rallies as it touts more than $100 billion in AI chip sales in 2027 Broadcom shares jumped about 7% before the bell on Thursday after the company said it expects artificial intelligence chip sales to top $100 billion in 2027, as it pushes into a market long ruled by Nvidia. Big Tech firms such as Alphabet, Microsoft, Amazon and Meta are expected to spend more than $600 billion to build AI infrastructure this year, boosting demand for chips, servers, storage and networking equipment. Broadcom expects to deliver 3 gigawatts worth of tensor processing units for AI work to Anthropic in 2027, and plans to ship OpenAI's first AI chip, delivering over 1 GW, in the same year. | about 3 hours ago |
Nvidia Partner Hon Hai’s Sales Climb 22% in Global AI Buildout Hon Hai, known also as Foxconn, said it expects its first quarter to align with market expectations. Hon Hai has established itself as a key AI hardware player by assembling servers that house Nvidia accelerators. | about 4 hours ago |
Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Thursday; Broadcom to Advance, Webull to Decline
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'
Amazon cuts jobs in robotics division amid cost reductions – report
It follows a separate round of reductions in January, when Amazon removed 16,000 corporate roles.
Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom
Cloud computing ETFs have had a rough start to 2026, and Themes Cloud Computing ETF (NYSEARCA:CLOD) is no exception. The fund is down nearly 19% year-to-date through the end of February, with more than 15% of that loss coming in February alone. That kind of drawdown raises a fair question: is the sector-wide pressure a ... Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom
Semtech LoRa® Technology Helps Power Amazon Sidewalk’s Global Expansion
CAMARILLO, Calif., March 05, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, today announced that LoRa® technology will continue to serve as the core radio modulation for Amazon Sidewalk across all markets in this year’s Sidewalk international expansion.
Stocks to Watch Thursday: Broadcom, StubHub, FedEx, Trade Desk
↗️ Broadcom (AVGO): The semiconductor and software maker's quarterly results beat forecasts. Artificial-intelligence revenue more than doubled. Shares rallied roughly 7% in premarket trading. ↗️ FedEx (FDX): The parcel-delivery company said that, where safe, it had resumed its pick-up and drop-off services across the Middle East.
Broadcom rallies as it touts more than $100 billion in AI chip sales in 2027
Broadcom shares jumped about 7% before the bell on Thursday after the company said it expects artificial intelligence chip sales to top $100 billion in 2027, as it pushes into a market long ruled by Nvidia. Big Tech firms such as Alphabet, Microsoft, Amazon and Meta are expected to spend more than $600 billion to build AI infrastructure this year, boosting demand for chips, servers, storage and networking equipment. Broadcom expects to deliver 3 gigawatts worth of tensor processing units for AI work to Anthropic in 2027, and plans to ship OpenAI's first AI chip, delivering over 1 GW, in the same year.
Nvidia Partner Hon Hai’s Sales Climb 22% in Global AI Buildout
Hon Hai, known also as Foxconn, said it expects its first quarter to align with market expectations. Hon Hai has established itself as a key AI hardware player by assembling servers that house Nvidia accelerators.