Amazon
Amazon stock fell 7.30% after hours on Thursday to $225.99 from $243.79, dropping below its lowest analyst target of $230. The decline followed a third‑quarter miss: EPS $1.89 vs $1.96 consensus; revenue $201.9 B vs $202.3 B; negative free cash flow for a second straight quarter. 12‑month outflow rose to $42.4 B from $7.6 B due to AI spending. Amazon continues to invest $220 B in AWS capex and aims to become a $1 trillion‑revenue business, with AWS expected to receive at least $110 B from Anthropic over ten years. Amazon also updated Alexa with 100+ new shopping‑related features on Oct 29 2026 and operates Prime Air. Andy Jassy serves as CEO. Amazon HAS_EXECUTIVE Andy Jassy Amazon HAS_SUBSIDIARY AWS Amazon COMPARES_TO Microsoft Amazon reports after the Federal Reserve rate decision?· Entity summary generated by Graphiti
Relation timeline
BY VALID-FROM DATE- Andy JassySTATEDAmazon
Andy Jassy, Amazon’s CEO, stated its AWS investment strategy
- AmazonIS LESS THAN AD REVENUE ESTIMATELSEG
Amazon’s advertising revenue of $19.6 billion was below the $20.8 billion estimate
- CNBCNOTEDAmazon
CNBC noted Amazon’s stock had erased its 15 % gain from July’s report
- AmazonBELOW LOWEST PRICE TARGETTipRanks
Amazon stock fell below the lowest of 42 analyst price targets tracked by TipRanks
- Amazon Web ServicesGENERATES REVENUE FORAmazon
Amazon Web Services contributed roughly $46 billion to Amazon’s revenue in Q3
- TipRanksRATING FORAmazon
TipRanks tracked 40 Buy and 2 Hold ratings for Amazon
- AmazonIS LESS THAN REVENUE ESTIMATELSEG
Amazon’s revenue was $201.9 billion, short of the $202.3 billion estimate
- AmazonIS LESS THAN EPS CONSENSUSLSEG
Amazon’s earnings per share were $1.89, below the $1.96 LSEG consensus
- Google FinancePROVIDES DATA FORAmazon
Google Finance provides the source for Amazon’s stock performance
- Morgan StanleySET BEAR CASE PRICEAmazon
Morgan Stanley’s Brian Nowak set a $220 bear‑case price for Amazon this month
- Jim CramerCALLSAmazon
Jim Cramer calls Amazon a buy
- AmazonHAS SUBSIDIARYAWS
Amazon HAS_SUBSIDIARY AWS
- AmazonCOMPARES TOMicrosoft
Amazon COMPARES_TO Microsoft
- TechCrunchPUBLISHED ARTICLE ONAmazon
TechCrunch published an article about Amazon’s plans to become a $1 trillion revenue business.
- AmazonWILL SPEND FORAmazon Web Services
Amazon will spend $220 billion in cash capex in 2026, the majority for Amazon Web Services.
- AmazonWILL BE FIRST $1T REVENUE BUSINESS OFAmazon Web Services
Amazon will become the first $1 trillion revenue business, with Amazon Web Services being its AI‑cloud‑computing arm.
- Andy JassyIS CEO OFAmazon
Andy Jassy is the CEO of Amazon.
- AmazonHAS EXECUTIVEAndy Jassy
Amazon HAS_EXECUTIVE Andy Jassy
- AmazonUSES IMAGE FROMGetty Images
Amazon's article uses an image credited to Getty Images
- AmazonUPDATESAlexa
Amazon updates Alexa with more than 100 new shopping‑related capabilities on October 29, 2026
- TechCrunchPUBLISHESAmazon
TechCrunch publishes an article about Amazon featuring new Alexa shopping updates
- Nasdaq Composite IndexINCLUDESAmazon
Nasdaq Composite Index includes Amazon.
- AmazonINVESTED IN NONVOTING PREFERREDAnthropic
Amazon invested 10 billion USD in nonvoting preferred stock of Anthropic in the second quarter of 2026
- AmazonHOLDS CONVERTIBLE NOTES OFAnthropic
Amazon holds convertible notes with a principal of 6.2 billion USD outstanding as of June 30
- AmazonTOTAL INVESTMENT INAnthropic
Amazon’s total investment in Anthropic is about 18 billion USD
- AmazonIS LARGEST FINANCIAL BENEFICIARY OFAnthropic
Amazon is likely the single largest financial beneficiary of Anthropic’s IPO
- AmazonHAS CONVERTIBLE NOTES VALUE OFAnthropic
Amazon’s convertible notes have a value of 97.9 billion USD as of June 30
- AmazonINVESTED IN CONVERTIBLE NOTESAnthropic
Amazon invested 8 billion USD in convertible notes for Anthropic from 2023 through 2025
- AmazonCONVERTIBLE NOTES CAN CONVERT TO SHARES OFAnthropic
Amazon’s convertible notes can convert into up to 1.84 billion shares of Anthropic, subject to a 12% partial dilution cap
- AmazonFIRST BACKED ANTHROPIC IN 2023 WITH COMMITMENTAnthropic
Amazon first backed Anthropic in 2023 with a commitment to invest up to 4 billion USD
- Amazon Prime AirPART OFAmazon
Amazon Prime Air is a service operated by Amazon
- AnthropicUSES CHIPS FROMAmazon
Anthropic uses chips from Amazon in its Claude AI model
- Terk TerkowitzWORKS FORAmazon
Terk Terkowitz works for Amazon
- AmazonIN TALKS TO BUYDecart
Amazon is in talks to buy Decart
- AmazonFUNDSAnthropic
Amazon funds Anthropic
- Gil LuriaIDENTIFIED AS GAINERAmazon
Gil Luria identified Amazon as a gainer from the offering
- Jim CramerTRUSTSAmazon
Jim Cramer’s charitable trust includes Amazon as an investment.
- AnthropicHAS AGREEMENT WITHAmazon
Anthropic has agreements with Amazon
- AmazonTRAILLEDS&P 500
Amazon has trailed the S&P 500’s 11% gain this year heading into results
- AnthropicDEALS WITHAmazon
Anthropic is spending $110 billion with Amazon over the next ten years
Relations are facts Graphiti extracted from reports, not verbatim quotes. An end date means later reporting showed the relation no longer holds.
Events 12
- Cracks are emerging in the AI spending boom1 cited report · 2026-10-31
- Amazon's After-Hours Drop Leaves It Below Wall Street's Lowest Price Target1 cited report · 2026-10-30
- Amazon's $578 Billion AWS Backlog Is Growing Faster Than Its Revenue1 cited report · 2026-10-30
- Cramer Calls Microsoft a Buy, Says Alphabet Carries Too Much Baggage1 cited report · 2026-10-30
- AWS will be a $1T business, Jassy says — but first, it will spend big1 cited report · 2026-10-30
- Amazon updates Alexa to help you manage shopping lists, subscriptions, and update delivery instructions2 cited reports · 2026-10-29
- Quoting Terk Terkowitz2 cited reports · 2026-10-28
- VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more6 cited reports · 2026-10-28
- 'An annoying buzz': The search for stealthier drones1 cited report · 2026-10-28
- Parents sue OpenAI, alleging GPT-4o coached their daughter off seizure medication1 cited report · 2026-10-28
- Google’s Genie 4 world model adds audio, more realistic worlds, and real-time steering1 cited report · 2026-10-28
- Jim Cramer Says Nvidia Would Be Criticized for Broadcom’s Anthropic Deal. Here’s Why1 cited report · 2026-10-27
Source reports 30
- Cracks are emerging in the AI spending boomTechCrunch · AI · 2026-10-31
- Amazon's After-Hours Drop Leaves It Below Wall Street's Lowest Price TargetBeInCrypto · 2026-10-30
- Amazon's $578 Billion AWS Backlog Is Growing Faster Than Its RevenueBeInCrypto · 2026-10-30
- Cramer Calls Microsoft a Buy, Says Alphabet Carries Too Much BaggageBeInCrypto · 2026-10-30
- AWS will be a $1T business, Jassy says — but first, it will spend bigTechCrunch · AI · 2026-10-30
- Amazon updates Alexa to help you manage shopping lists, subscriptions, and update delivery instructionsTechCrunch · AI · 2026-10-29
- Amazon updates Alexa to help you manage shopping lists and subscriptions and update delivery instructionsTechCrunch · AI · 2026-10-29
- Quoting Terk TerkowitzSimon Willison · 2026-10-28
- Bitcoin price eyes $82K as Morgan Stanley strategist says most of correction is overCointelegraph · 2026-10-28
- VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) moreTechCrunch · AI · 2026-10-28
- Anthropic Held More Cash Than Nvidia and Apple Combined Ahead of IPOBeInCrypto · 2026-10-28
- 'An annoying buzz': The search for stealthier dronesBBC Business · 2026-10-28
- Parents sue OpenAI, alleging GPT-4o coached their daughter off seizure medicationTechCrunch · AI · 2026-10-28
- Google’s Genie 4 world model adds audio, more realistic worlds, and real-time steeringTechCrunch · AI · 2026-10-28
- Jim Cramer Says Nvidia Would Be Criticized for Broadcom’s Anthropic Deal. Here’s WhyBeInCrypto · 2026-10-27
- Anthropic IPO Filing Lifts Chips, but Valuation Doubts Split Wall StreetBeInCrypto · 2026-10-27
- Cramer Says Anthropic's IPO Makes This Wall Street Bank a BuyBeInCrypto · 2026-10-27
- Crypto traders value Anthropic at $1.9 trillion as investor warns its IPO could mark the top of the AI bubbleCryptoSlate · 2026-10-27
- AI Bubble Bursts in China, Wiping $480 Billion: Is America Next?BeInCrypto · 2026-10-27
- The RealReal won’t let AI agents hog designer clothingThe Verge · AI · 2026-10-27
- Five weird details from Anthropic’s IPO filingThe Verge · AI · 2026-10-27
- Anthropic’s Public IPO Filing Shows a $266 Billion Cloud RiskBeInCrypto · 2026-10-26
- Anthropic’s IPO filing lays out a plan to ‘revolutionize every area of human endeavor’ with AIThe Verge · AI · 2026-10-26
- Who is Lula? From ex-worker and prisoner to Brazil's president againBBC World · 2026-10-26
- Is AI Repeating the Internet’s 1998 Drawdown? Dan Niles Thinks SoBeInCrypto · 2026-10-26
- Big Tech Earnings Are a No-Win Test as Investors Punish Both Capex Cuts and HikesBeInCrypto · 2026-10-26
- 3 Big Tech Earnings Reports to Watch as AI Bills Keep GrowingBeInCrypto · 2026-10-26
- AI delivers ‘zero financial payoff’ to most companies, Apollo economist saysTechCrunch · AI · 2026-10-26
- The hottest AI wearables and gadgets you should know aboutTechCrunch · AI · 2026-10-25
- Four ways Labour could raise money in the Budget without hiking income taxBBC Business · 2026-10-25