Amazon.com (AMZN) Stock News

Amazon's Ring brand is entering the smart lock market with its first model, priced at $249, arriving in the first quarter of 2027. Ring also announced five new home cameras. The smart lock features a dial that can recharge a dead battery.

Amazon is investing to build more factories that make robots, claim from an unverified account. No details on investment size, location, or timeline were provided. A confirmed move would signal deeper commitment to in-house robotics, potentially lowering fulfillment costs over time.

Amazon Supply Chain Services now allows MCF merchants to add Prime delivery to their own websites at no additional cost beyond standard MCF fees. Also launches MCF Preferred Pricing Program with 15-25% savings on fulfillment fees for first six months. Early adopters saw over 40% of eligible orders shipped with Prime. Merchants can enable via Shopify app or API.

Amazon plans to spend more than $100 million on a new robotics-manufacturing facility in Greenwood, Indiana, set to open by 2028. The expansion doubles the number of its robot-making plants to four, including a recently announced Austin, Texas hub. The facility will create 300 skilled manufacturing and engineering jobs with an average salary of nearly $100,000. Amazon says it has deployed over one million robots across more than 300 facilities, assisting with 75% of customer orders and reducing workplace injuries by over 40%. The company emphasizes that automation creates high-paying jobs alongside robots.

amazon to invest $100 million in robot-manufacturing hub in indiana.

Amazon rolled out always-on AI agents for third-party sellers that can monitor and act on pricing, inventory, listings, and account health without human intervention. The feature, built on AWS Bedrock and Claude, runs continuously and logs every action. It currently reaches over 90% of Amazon's selling partners globally.

Amazon has blocked Meta's Muse AI agent from its retail site. Shopify has partnered with Muse to enable AI-powered checkout on all Shopify stores.

Amazon increases minimum hourly pay by $1 to $20 for full-time core operations employees, with average pay near $24/hour and total comp over $32/hour. New benefits include lifetime banking and grocery discounts.

Generac has entered into a long-term agreement to supply backup power generators for Amazon data centers. Aggregate payments could reach $8 billion. Initial deliveries total about $2.4 billion across 2027 and 2028. Amazon received warrants to purchase up to 1.69 million Generac shares at $200.93 each.

Amazon sold its first-ever sterling bonds in a four-part deal, raising £4.25 billion to fund AI infrastructure.

Qualcomm and Amazon announced a multi-generational collaboration to develop custom silicon for AWS AI infrastructure. Amazon received a warrant for up to 25M Qualcomm shares at $161.26, tied to up to $60B in chip purchases.

An Amazon Air cargo plane operated by 21 Air overran the runway at Miami International Airport on Sunday, killing at least five people and injuring five others, three critically. The FAA is investigating.

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'.

AWS 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.

Piper 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.

Evercore 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.

Amazon 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.

Amazon plans to expand Prime Air drone delivery to nearly 500 US cities and towns by the end of 2026, offering 30-minute deliveries.

Morgan 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.

AWS 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.