Amazon.com
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The Federal Trade Commission, joined by more than 20 states, plans to file a lawsuit Monday alleging Amazon deceived advertisers by covertly raising minimum ad prices. The case, to be filed in Seattle federal court, claims the practice generated tens of billions of dollars over seven years. Amazon called the lawsuit 'patently false'.
product · Impact 30AWS launched interconnect and multicloud preview with Azure today. Available in US East, US West, Asia Pacific (Sydney), and Europe (Frankfurt). The service allows direct connectivity between AWS and Azure, supporting hybrid and multicloud architectures.
analyst action · Impact 40Piper Sandler reiterated Overweight on Amazon with a $320 price target, calling it best positioned among major tech peers as AI spending surges. The firm expects Amazon's 2026 ROIC around 14%, consistent with its historical average of roughly 17%. Piper says Amazon's spending remains focused on AWS and measurable returns, while Meta and Google face sharper ROIC declines as they invest heavily in frontier AI models and infrastructure.
analyst action · Impact 40Evercore ISI raised its Amazon price target to $355 from $315, keeping an Outperform rating. The firm's annual survey found AI is driving new purchases, Amazon's lead over Walmart remains wide, and Same-Day shipping usage is rebounding. Perishable Checkout is gaining traction in grocery.
corporate action · Impact 30Amazon raised prices on Echo, Fire TV, Kindle, and eero devices overnight. The company cited significant increases in memory costs as the reason, per FORTUNE. No specific amounts were given.
corporate action · Impact 40Amazon plans to expand Prime Air drone delivery to nearly 500 US cities and towns by the end of 2026, offering 30-minute deliveries.
analyst action · Impact 60Morgan Stanley's Brian Nowak maintains a $335 base-case price target on Amazon but lifts the bull case to $500, driven by a view that AWS can grow to $1 trillion in annual revenue over 8–10 years. Nowak estimates Amazon will add 6–8 GW of compute capacity in 2026/2027 and sees AI margins tracking ahead of the core AWS business at a similar stage. Compute capacity is the key gating factor.
corporate action · Impact 10AWS has given teams deadlines to reduce compute use and shut down idle EC2 instances. Internal CPU capacity requests that once took hours now take days, according to a report.
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