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Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges
Insider Monkey14d agobullish
Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges

Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]

Amazon’s Aviation Network Faces a Sobering Test after the Miami Crash
Insider Monkey14d agobearish
Amazon’s Aviation Network Faces a Sobering Test after the Miami Crash

A fatal accident involving an aircraft operating for Amazon.com, Inc.’s (NASDAQ:AMZN) Prime Air network has placed the company’s cargo operations under renewed attention. At least five people died after Prime Air Flight 7598 overran a runway while landing at Miami International Airport on Sunday and struck several vehicles on the ground. Five other people were […]

The Robotaxi Race is Spreading, Can Amazon and Alphabet Turn More Cities into Revenue?
Insider Monkey14d agoneutral
The Robotaxi Race is Spreading, Can Amazon and Alphabet Turn More Cities into Revenue?

The US robotaxi race is moving beyond a handful of early markets. Amazon.com, Inc.’s (NASDAQ:AMZN) Zoox and Alphabet Inc.’s (NASDAQ:GOOGL) Waymo have announced expansions into additional cities as both companies work toward larger autonomous ride-hailing networks. The announcements represent different stages of that expansion. Zoox will begin mapping and testing in Houston and San Diego, […]

What Happens To Home Depot Stock If Shoppers Keep Visiting Less?
Trefis14d agoneutral
What Happens To Home Depot Stock If Shoppers Keep Visiting Less?

Home Depot (HD) stock is down about 24% over twelve months, while the S&P 500 returned about 19%. Most of that gets blamed on a frozen housing market, fair enough. The quieter risk sits inside the fiscal Q2 2026 results, which beat the company's own expectations: the growth is arriving in bigger baskets, and there are fewer of them.

Is The AI Capex Surge A Threat To Amazon Stock?
Trefis15d agobullish
Is The AI Capex Surge A Threat To Amazon Stock?

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.