Amazon.com (AMZN) News Today

Amazon.com, Inc. (AMZN) — shares are trading lower today. Positive signs around AWS and AI growth (and fresh analyst buy calls) are being offset by profit‑taking after a recent run, a high‑profile fund trimming exposure, a workplace controversy and short‑term market softness ahead of Q3 results.

• Positive Sentiment: JP Morgan reiterates bullish view on AMZN, highlighting accelerated AWS growth in H2 driven by core cloud demand and AI projects (Anthropic, Project Rainier) and saying valuation looks attractive on P/E and FCF metrics. Amazon top idea in internet investing space, analysts also favor Alphabet, Meta
• Positive Sentiment: Partnerships and ad-product expansion (KERV.ai integration with Amazon Ads) broaden monetization of video/CTV inventory, supporting Amazon Ads revenue diversification. KERV.ai's Interactive, Shoppable Solutions Are Now Available Across Amazon's Portfolio of O&O and 3P Premium Inventory
• Positive Sentiment: AWS’ real‑world AI deployments (e.g., NFL’s Digital Athlete) underscore recurring cloud revenue and differentiated customer use cases for high‑performance compute and analytics. NFL uses AI to predict injuries, aiming to keep players healthier
• Neutral Sentiment: Amazon again plans to hire ~250,000 seasonal workers for the holidays — signals steady retail demand but also implies ongoing seasonal costs and logistics needs. Amazon to hire 250,000 workers during holiday season for third straight year
• Neutral Sentiment: Analyst and media coverage ahead of Q3 results is upbeat (Citi/JPM notes, earnings previews), creating an event risk around the upcoming report — could amplify moves both ways. Amazon.com's Q3 2025 Earnings: What to Expect
• Negative Sentiment: Oakmark Global Fund reportedly reduced/exited Amazon in Q3 — institutional selling can pressure the stock, especially after a strong multi‑month run. Oakmark Global Fund adds Salesforce, exits Amazon.com in Q3
• Negative Sentiment: PR risk after Amazon fired an employee tied to protests over the company’s work with Israel — reputational issues can weigh sentiment in the near term. Amazon fires employee who was suspended for protesting company's work with Israel
• Negative Sentiment: Market‑wide softness and profit‑taking after recent gains (some outlets caution that Amazon’s rally makes for tricky near‑term entry points) are applying downward pressure. AAPL, GOOG and AMZN Forecast – Major US Stocks Look Soft in Premarket

Bottom line for investors: positives center on AWS/AI momentum and ad product expansion, but short‑term catalysts (earnings, fund flows, PR) and market rotation are contributing to the pullback. Monitor Q3 results and institutional activity for clearer direction.