Amazon.com, Inc..
Entity
- Reports this week
- 2
- Active events
- 2
- Connections
- 111
What's happening
Active this week
Earlier this month
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Amundi increased its stock holding in Amazon.com, Inc. on September 28, 2026.Some support2 reports
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Amazon.com, Inc. disclosed financial information to the SEC on June 16, 2026.Well supported4 reports
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SpaceX surpassed Amazon in stock valuation, highlighting the competitive landscape among major AI/tech firms.Well supported8 reports1 development inside
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BofA reiterated a Buy rating; Pinterest plans $4B spend on Amazon AI chips; Amazon announced plans to acquire Globalstar stake.Some support2 reports
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Multiple financial firms, including Norges Bank and Bank of America, made various investment moves on June 6, 2026.Some support5 reports11 developments inside
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UBS identified Amazon as a high-conviction beneficiary of AI.Some support1 report
One to three months ago
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Both Amazon and Microsoft are facing skilled labor shortages due to the demands of building out their AI capabilities.Some support1 report
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Amazon partners with Qualcomm on custom AI chips, while AT&T becomes a major customer for Amazon Leo. Amazon is also diversifying away from Nvidia.Some support1 report
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Alphyn Capital Management Fund contributes to portfolio performance via holdings in Amazon.com, Inc.Some support1 report
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Jim Cramer argued that investors have neglected the potential of both Amazon and Alphabet Inc.Some support2 reports
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Zoox and Waymo are announcing various stages of their autonomous vehicle expansion, including testing in Houston and San Diego, paid rides in Las Vegas, and international testing in Munich.Some support1 report
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Amazon plans investments in AI infrastructure, exemplifying a broader AI investment trend.Some support2 reports
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The CEO of Amazon.com, Inc. sold 1,000 shares under a trading plan.Some support1 report
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Amazon invested $50 billion in OpenAI, while Microsoft revised its agreement, ending exclusivity and enhancing cloud market competition.Some support2 reports
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Hyperscalers, including Amazon and Alphabet, are reported to be driving significant economic growth in the U.S.Some support2 reports
Gone quiet
No new reports in 90+ days-
Reuters reported on Amazon's plans to sell bonds, driven by the ongoing demand for AI and cloud computing infrastructure.Some support1 report
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Nielsen data showed accelerated product sell-through involving Amazon.com, Inc.Some support1 report
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Amazon and Walmart are facing intensifying competition across retail and cloud services, while both remain major market outperformers.Some support1 report
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Amazon partners with Nokia for AI and logistics, while Adobe data suggests record online spending during Prime Day and new rivals challenge its ecosystem.Some support3 reports
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Amazon and AWS are providing advanced tools for AR/VR developers while facing shareholder pushback on data center impacts in India.Some support1 report
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Norges Bank bought new shares in Amazon.com, and Geode Capital Management increased its stake, leading to required filings with the SEC.Well supported6 reports
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Amazon is investing EUR 10 billion to expand its fulfillment centers in Europe and plans to grow its workforce by 25,000.Some support1 report
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Amazon rolled out Alexa+ generative AI assistant services, integrating it with OpenTable and securing a $17.5 billion loan from Citibank.Well supported5 reports
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Bank of America lifted price targets and reiterated Buy ratings ahead of Prime Day, while Amazon faces data center scrutiny.Some support2 reports
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Amazon Web Services runs one of the world’s largest data center networks.Some support3 reports
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Amazon announced a partnership with Odyssey while facing an FTC investigation and market pressure from the Fed.Some support1 report
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Amazon rolls out faster Graviton5 CPU for AWS, establishes a healthcare tie-up with Baptist Health, and partners with Pinterest.Some support1 report
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HighTower Advisors LLC lifted its position in Amazon.com shares on June 6, 2026.Some support1 report
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ProShare Advisors filed a 13F report with the SEC regarding Amazon.com, Inc. on June 6, 2026.Some support2 reports
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Artisan Partners added Amazon.com, Inc. as a new portfolio holding due to market volatility caused by the Iran conflict.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Amazon.com, Inc.
Events traced to Amazon.com, Inc., step by step, newest first- Anthropic's AI growth projection may boost Amazon's investment valueAnthropic's AI growth projection may boost Amazon's investment valuePossible
- How could Nvidia's European AI investment plans affect Amazon.com, Inc.?Nvidia's European AI push may intensify competition for cloud infrastructure servicesPossible
- Apple leadership change may intensify AI competition for AmazonApple leadership change may intensify AI competition for AmazonPossible
- Amazon may face scaling limits amid AI infrastructure boomAmazon may face constraints scaling cloud services amid AI infrastructure boomPossible
- AI accountability risks may increase investment exposure for Amazon.com, IncAI accountability risks may increase investment exposure for Amazon.com, Inc.Possible
- OpenAI IP theft investigation may impact Amazon's investmentOpenAI IP theft investigation may impact Amazon's investmentPossible
See all 10 explainers
- Nike's declining consumer appeal may impact Amazon salesNike's struggle with consumer value may reduce sales volume on Amazon's platformPossible
- Amazon may strengthen AI capabilities by acquiring DecartAmazon may strengthen AI capabilities by acquiring DecartPossible
- Amazon.com, Inc. benefits as AWS expands into ASEAN bankingUOB and AWS deal strengthens Amazon.com, Inc.'s position in ASEAN bankingLikely
- Amazon may need advanced security as AI infrastructure scalesAmazon.com, Inc. may face increased operational needs for advanced AI cybersecurity solutionsPossible
Explainers that pass through Amazon.com, Inc.
Amazon.com, Inc. is a step on the way to someone else- Amazon's institutional buying could intensify pressure on MicrosoftIncreased institutional confidence in Amazon may intensify competitive pressure on Microsoft's cloud and AI services.Possible
- Investor sentiment may shift perceived value of Amazon Web ServicesInvestor sentiment may shift perceived value of Amazon Web ServicesPossible
- Institutional activity may affect Nasdaq's trading volumeInstitutional buying and selling may affect Nasdaq's trading volumePossible
Around Amazon.com, Inc. this week
News at the entities that move Amazon.com, Inc. most-
Amazon.com StructuralA retirement system acquired a stake in Amazon.com on October 18, 2026.Moves Amazon.com, Inc.
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Amazon StructuralMeghan Markle's projects and Guy Ritchie's drama are linked to attracting audiences on Amazon and Netflix.Moves Amazon.com, Inc.
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Amazon Web Services StructuralAWS is involved in discussions regarding data sovereignty in the Philippines.Moves Amazon.com, Inc.
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OpenAI StructuralOpenAI and Anthropic revealed differences in their AI rules and policy stances between the two companies.Moves Amazon.com, Inc.
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Anthropic StructuralElon Musk plans to give away SpaceX shares and responded to Anthropic's fund post, highlighting the companies' involvement in AI.Moves Amazon.com, Inc.
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Micron Technology StructuralMicron Technology is building a new facility in Taichung, Taiwan, to invest heavily in the semiconductor ecosystem.Moves Amazon.com, Inc.
Connections
The 40 strongest of 111, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Amazon.com Structural
A and B are identifiers for the same corporate entity, described as a major e-commerce operator.
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Amazon Structural
A and B refer to the same corporate entity, with evidence describing its operational units and market function.
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OpenAI Structural
Amazon made a massive financial investment in OpenAI and secured commitments for its specialized AI accelerators.
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Nvidia Operational
Amazon and Nvidia actively interact in the AI market, driving mutual demand and supply chain reliance while engaging in strategic competition.
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Amazon Web Services Structural
AWS functions as a critical, integrated, and profitable business unit and subsidiary of Amazon.com, Inc.
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Anthropic Structural
Amazon holds a minority investment in Anthropic and serves as its primary cloud infrastructure and supply chain partner.
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Micron Technology Structural
Micron Technology supplies High Bandwidth Memory (HBM) components critical for Amazon's cloud services.
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Microsoft Operational
Amazon and Microsoft are direct competitors in the cloud computing and artificial intelligence markets, facing shared industry pressures and regulatory scrutiny.
Show all 40 connections
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Alexa Structural
Alexa is a product and brand developed, marketed, and supported by Amazon.com, Inc.
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Andy Jassy Structural
Andy Jassy serves as the CEO of Amazon, whose leadership and strategic outlook directly drive the company's business direction and market perception.
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SEC Structural
Amazon.com, Inc. is subject to regulatory oversight by the SEC, requiring mandatory financial disclosures and filings.
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Qualcomm Operational
Amazon is actively targeting and collaborating with Qualcomm on the development of custom AI chips and infrastructure.
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Ameren Missouri Structural
Amazon.com receives services from Ameren Missouri that cover 100% of its electric service costs.
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Walmart Operational
The relationship is characterized by intensifying market competition in both retail and cloud services.
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Google Operational
Amazon and Google are actively competing rivals in the AI chip and cloud infrastructure markets.
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Alphabet Inc. Operational
Amazon and Alphabet are identified as major, competing AI and hyperscale technology giants.
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Wells Fargo Structural
Wells Fargo acts as a lender for Amazon's infrastructure spending, a relationship that is also subject to Wells Fargo's stock analysis.
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Corning Transactional
A multiyear business deal was established for Amazon to procure optical fiber from Corning, valued in the billions of dollars.
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Generac Holdings Inc. Structural
A long-term supply agreement exists for A to receive backup generators from B.
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Securities and Exchange Commission Structural
Amazon is required to file specific reports, including Form 13F regarding holdings, with the SEC for regulatory compliance.
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Globalstar Transactional
Amazon announced plans to acquire a stake in Globalstar.
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FED Operational
The FED's hawkish tone directly pressured Amazon's market performance.
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Whole Foods Market Structural
The relationship is defined by Amazon employing personnel who operate within Whole Foods Market locations.
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HSBC Structural
HSBC functions as a financial institution providing lending services to fund Amazon's infrastructure spending.
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NiSource Structural
A critical partnership exists where NiSource provides power infrastructure to support Amazon's large-scale data centers.
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Pinterest Operational
Pinterest partners with Amazon, leveraging its products and investing in Amazon's custom AI chips.
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ArcelorMittal Structural
ArcelorMittal supplies structural steel necessary for Amazon's operations.
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Meta Structural
Amazon and Meta maintain a structural supply chain relationship while also competing in the AI hyperscaler market.
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Citibank Transactional
Amazon secured a $17.5 billion loan from Citibank for AI infrastructure.
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Norges Bank Transactional
Norges Bank has made multiple specific, episodic investments in Amazon.com shares.
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CPU Operational
Amazon utilizes and rolls out its proprietary Graviton5 CPU architecture for AWS customers.
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ULA Structural
ULA provides essential launch services for Amazon's Amazon Leo product line.
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Oracle Operational
The two companies actively compete against each other in the cloud infrastructure market.
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Best Buy Operational
The relationship is a partnership where their business models intersect by leveraging Fire TV advertising revenue.
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Federal Trade Commission Structural
The FTC is actively investigating and suing Amazon over its advertising practices.
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Eagle Capital Management Structural
Eagle Capital Management holds financial investment positions in Amazon.com, Inc.
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Citigroup Structural
Citigroup functions as a lender, providing capital necessary for Amazon's infrastructure spending.
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Alibaba Group Operational
The companies actively compete in the high-growth AI infrastructure services market.
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Dodge & Cox Transactional
Dodge & Cox increased its investment holding in Amazon stock.
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Amundi Transactional
Amundi increased its holding in Amazon.com stock.
History
Events by the month they beganOctober 2026
2 eventsSeptember 2026
7 events- Amundi increased its stock holding in Amazon.com, Inc. on September 28, 2026.
- UBS identified Amazon as a high-conviction beneficiary of AI.
- Both Amazon and Microsoft are facing skilled labor shortages due to the demands of building out their AI capabilities.
- Amazon partners with Qualcomm on custom AI chips, while AT&T becomes a major customer for Amazon Leo. Amazon is also diversifying away from Nvidia.
- Alphyn Capital Management Fund contributes to portfolio performance via holdings in Amazon.com, Inc.
- Jim Cramer argued that investors have neglected the potential of both Amazon and Alphabet Inc.
- Zoox and Waymo are announcing various stages of their autonomous vehicle expansion, including testing in Houston and San Diego, paid rides in Las Vegas, and international testing in Munich.
August 2026
3 eventsShow 2 earlier months
July 2026
4 events- Hyperscalers, including Amazon and Alphabet, are reported to be driving significant economic growth in the U.S.
- Reuters reported on Amazon's plans to sell bonds, driven by the ongoing demand for AI and cloud computing infrastructure.
- Nielsen data showed accelerated product sell-through involving Amazon.com, Inc.
- Amazon and Walmart are facing intensifying competition across retail and cloud services, while both remain major market outperformers.
June 2026
16 events- Amazon.com, Inc. disclosed financial information to the SEC on June 16, 2026.
- SpaceX surpassed Amazon in stock valuation, highlighting the competitive landscape among major AI/tech firms.
- BofA reiterated a Buy rating; Pinterest plans $4B spend on Amazon AI chips; Amazon announced plans to acquire Globalstar stake.
- Multiple financial firms, including Norges Bank and Bank of America, made various investment moves on June 6, 2026.
- Amazon partners with Nokia for AI and logistics, while Adobe data suggests record online spending during Prime Day and new rivals challenge its ecosystem.
- Amazon and AWS are providing advanced tools for AR/VR developers while facing shareholder pushback on data center impacts in India.
- Norges Bank bought new shares in Amazon.com, and Geode Capital Management increased its stake, leading to required filings with the SEC.
- Amazon is investing EUR 10 billion to expand its fulfillment centers in Europe and plans to grow its workforce by 25,000.
- Amazon rolled out Alexa+ generative AI assistant services, integrating it with OpenTable and securing a $17.5 billion loan from Citibank.
- Bank of America lifted price targets and reiterated Buy ratings ahead of Prime Day, while Amazon faces data center scrutiny.
- Amazon Web Services runs one of the world’s largest data center networks.
- Amazon announced a partnership with Odyssey while facing an FTC investigation and market pressure from the Fed.
- Amazon rolls out faster Graviton5 CPU for AWS, establishes a healthcare tie-up with Baptist Health, and partners with Pinterest.
- HighTower Advisors LLC lifted its position in Amazon.com shares on June 6, 2026.
- ProShare Advisors filed a 13F report with the SEC regarding Amazon.com, Inc. on June 6, 2026.
- Artisan Partners added Amazon.com, Inc. as a new portfolio holding due to market volatility caused by the Iran conflict.