AWS reacceleration to 20%+ growth driven by generative AI workloads and Bedrock multi-model adoption validates the cloud thesis, while Anthropic partnership provides strategic AI positioning. Retail margins are expanding on advertising growth and logistics efficiency. Prime Video ads ramp continues to add high-margin revenue. The Kuiper satellite constellation creates optionality in connectivity and defense markets. Operating leverage on flat headcount is significant.
Thesis reviewed May 29, 2026
Amazon.com Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold AMZN may also have indirect exposure through these country funds.
AWS Q1 growth reaccelerates to 21% YoY on AI infrastructure demand
Amazon advertising revenue passes $60B annual run-rate
Project Kuiper launches first commercial broadband service
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Cory A Booker | Sell | $100k–$250k | Aug 11, 26 | ||
| Thomas H. KeanNJ | Buy | $1k–$15k | Jul 8, 26 | ||
| Michael RulliOH | Buy | $1k–$15k | Jul 3, 25 | ||
| Michael RulliOH | Buy | $1k–$15k | Jun 25, 26 | ||
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| Daniel CrenshawTX | Buy | $1k–$15k | Jun 1, 26 | ||
| Matthew Robert Van EppsTN | Buy | $1k–$15k | Jun 16, 26 | ||
| David J. TaylorOH | Buy | $1k–$15k | Jun 5, 26 | ||
| Tim WalbergMI | Buy | $1k–$15k | Feb 7, 25 | ||
| Donald J. TrumpFL | R | Buy | $250k–$250k | Jan 6, 26 | +0.2% |
| Donald J. TrumpFL | R | Buy | $100k–$100k | Jan 23, 26 | +0.2% |
| Donald J. TrumpFL | R | Buy | Unknown amount | Feb 2, 26 | +0.2% |
| Donald J. TrumpFL | R | Buy | $50k–$100k | Mar 17, 26 | +0.2% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 22, 26 | -0.7% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | -0.7% |
| Jonathan JacksonIL | D | Buy | $1k–$15k | Mar 9, 26 | +22.3% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Mar 13, 26 | +26.6% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Mar 16, 26 | +26.6% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 16, 26 | +26.6% |
| John Fetterman | Buy | $1k–$15k | Mar 30, 26 | +29.0% |