Amazon

Citizens reiterates a Market Outperform on Amazon with a $315 target, arguing the stock trades at about 23.8x 2027 GAAP EPS but deserves 29x given AWS leadership and strong margin contribution. AWS reported 37% y/y net sales growth to $42.2bn in Q2 2026 and accounted for roughly 60% of operating income while generating sizable chips and AI revenue run rates. Risks include a planned rise in 2026 capital expenditures to ~$220bn and a trailing twelve-month free cash flow outflow of $7.6bn despite higher operating cash flow, which could pressure FCF if AI monetization lags. » Plus sur finance.yahoo.com

AWS will integrate two million additional Nvidia GPUs (Blackwell Ultra, Rubin, Rubin‑Ultra and RTX PRO 4500 Blackwell Server Edition) into its global infrastructure in 2027–2028. The partnership with Nvidia also includes expanding Blackwell capacity, integrating the Vera CPU, GPU‑accelerated data processing, open models and robotics solutions. AWS and Nvidia plan to build AI factories and provide a secure AWS infrastructure with 100,000 GPUs for federal and national security workloads (Impact Level 6+). The goal is to offer customers scalable end‑to‑end solutions for developing and deploying AI workloads. » Plus sur de.investing.com

Amazon is shutting down AWS Mechanical Turk on Sept. 30, ending the marketplace for data labeling and microtasks launched in 2005. The move follows an internal review; specialized providers for AI training data had pushed the platform into a niche. The closure is immaterial to Amazon’s core business, analysts remain mostly confident, and the stock reaction has so far been limited. Any potential impact on financial results is unlikely to show up before the planned quarterly report on Oct. 22. » Plus sur finanzen.net