Amazon.com (AMZN) News Today

Amazon.com, Inc. (AMZN) stock has been under pressure after mixed Q2 results and tariff concerns, even as a wave of analyst upgrades and bullish commentary on its AI strategy offer support. Here’s what investors are focused on today:

• Positive Sentiment: Needham Senior Analyst Laura Martin praises Amazon’s “very clear AI strategy,” highlighting its ability to keep AWS competitive despite short-term pressures. Amazon Has a ‘Very Clear AI Strategy': Needham's Martin
• Positive Sentiment: Multiple firms—including BMO Capital Markets, DA Davidson, JPMorgan, Citigroup and Cantor Fitzgerald—raised their price targets on AMZN (mostly into the $265–$285 range) and reiterated Buy/Outperform ratings. BMO Capital Markets Issues Positive Forecast for Amazon.com Stock Price
• Positive Sentiment: Unusually high call‐option volume—over 670,000 calls traded—signals bullish positioning from derivatives traders ahead of potential catalysts. Amazon.com Target of Unusually High Options Trading
• Neutral Sentiment: MarketBeat lists Amazon among the “Best Music Stocks” alongside Apple and Spotify, reflecting its diversification into digital content. Best Music Stocks To Consider – August 1st
• Neutral Sentiment: Analysts are brushing off AWS growth worries and advising “buyers on weakness,” underlining confidence in Amazon’s long-term fundamentals. Amazon Stock Hit on AWS: Analysts Brush Off Growth Concerns, ‘Buyers Of AMZN On Weakness’
• Negative Sentiment: Shares slid after Q2 earnings topped estimates but AWS revenue growth and operating‐income guidance disappointed, compounded by U.S. tariff uncertainty. Amazon (AMZN) Stock Declines Amid Tariff Concerns and Earnings Report
• Negative Sentiment: Despite robust Q2 results, AMZN shares plunged more than 8% as management issued cautious Q3 operating‐income guidance and flagged potential AWS capacity constraints. Amazon (AMZN) Shares Drop Despite Robust Q2 Performance
• Negative Sentiment: Broad market selling—spurred by a weaker-than-expected July jobs report and tariff headlines—drove the S&P 500 and Nasdaq down, pulling AMZN lower. S&P 500 Gains & Losses Today: Amazon Stock Drops; Monolithic Power Surges
• Negative Sentiment: Management warned of AI capacity limits in AWS, raising concerns about short‐term scalability and prompting a retreat in cloud‐related momentum. Amazon Warns AI Capacity Limits, Stock Retreats
• Negative Sentiment: An analyst downgrade triggered a near 7.7% intraday drop after one brokerage cut its rating, reflecting short-term caution among institutional investors. Amazon.com (NASDAQ:AMZN) Stock Price Down 7.7% Following Analyst Downgrade