#AWS

Amazon’s October forecast turns on a Prime Day calendar shift, Q3 profit guidance and cash spending. See the conditional outlook and the figures that could change it.

Amazon's Q2 net income rose 245%. A $50.5B unrealised markup on its Anthropic stake drove 62% of pre-tax profit — and it flatters the P/E. What the 10-Q shows.

Amazon's custom silicon runs at a $20B pace with $225B in Trainium commitments. What sold-out chips through 2027 mean for anyone buying AI training capacity.

AWS gives AI agents authenticated OpenSearch access. Here is how IAM, approvals, data-plane audits, and recovery determine production safety.

AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.

Snowflake stock jumped after Q1 FY2027 earnings, a higher product revenue guide, and a $6B AWS commitment tied to enterprise AI workloads.

Amazon stock now hinges on whether AWS, ads and a new logistics services push can fund the company's AI infrastructure spending boom.