Amazon — Company · TLDRocket

Signals

43 stories (-41%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

34 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

11 events

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

3 events

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Oct 2016 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

AMZN · NASDAQ · last close $245.96 (16 Sep 2026)

-9.4% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

9 Sep Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS and adds an updated mobile activity feed Deployment

-0.2% next day, +0.4% vs S&P 500 · -2.6% over 5 trading days, -1.5% vs S&P 500
3 Sep OpenAI launches GPT-6 Astra and begins a staged rollout to selected users and partners, followed by broader availability Model release

-0.2% next day, +0.2% vs S&P 500 · -0.8% over 5 trading days, +0.3% vs S&P 500
2 Sep Amazon rolled out new Alexa for Shopping capabilities, including shopping alerts and on-demand verification of whether Amazon-branded messages are legitimate Feature update

+1.5% next day, +0.5% vs S&P 500 · -1.2% over 5 trading days, -0.3% vs S&P 500
31 Aug European Commission designates ChatGPT (and other platforms) as a Very Large Online Search Engine under the EU Digital Services Act, triggering additional safety and compliance obligations Policy change

-1.9% next day, -1.2% vs S&P 500 · -1.1% over 5 trading days, -0.9% vs S&P 500
26 Aug Nvidia reported sharply higher quarterly revenue driven by continued AI chip demand and raised its next-quarter outlook Funding

-1.5% next day, -2.2% vs S&P 500 · -2.0% over 5 trading days, -1.9% vs S&P 500

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

AMZN · daily closes

$245.96 +5.1% · 12 months 52-week high $287.20 · low $196.00

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +1.79%

Candlestick · last 30 trading days

Read AMZN is up 5.1% over twelve months, trading -14.4% from its 52-week high ($287.20, 3 Aug) — the strongest month was April at +27.3%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

AMZN · quarterly EPS

Next report Wed 28 Oct · after market close Q3 FY2026 est EPS 1.99 est revenue $206.2B 1 month from now

Q2 2026 latest

1.97 EPS

est 1.86 +6.1%

Q1 2026

1.61 EPS

est 1.67 -3.5%

Q4 2025

1.61 EPS

est 1.67 -3.6%

Q3 2025

1.95 EPS

est 1.61 +21.5%

The TLDRocket take Q2 2026 · written 5 Aug 2026

Amazon's latest quarter missed the mark: $1.88 versus a $1.94 estimate, a 3.1% miss that snaps the beat from Q1 2026 (+6.2%) and echoes the Q4 2025 shortfall (-3.6%). The pattern over the last four quarters is choppy, not disastrous, but it's not the clean beat streak bulls want, and it lands right as the company is asking investors to swallow a huge jump in capital spending, from $173 billion in fiscal 2024 to a planned $220 billion in 2026. That's real money going into AWS data centers, custom silicon like Trainium and Graviton, and the Bedrock platform for deploying AI agents. When capex accelerates faster than earnings, the market usually wants to see either revenue catching up or a clear payoff story, and this quarter's miss doesn't hand them that.

The AI infrastructure buildout is the story underneath the numbers. Amazon isn't just buying chips, it's trying to lock in demand: the 34 Trainium research awards handed to university teams are a customer-acquisition play as much as a research grant, seeding future engineers and startups on Amazon's own silicon rather than Nvidia's. Meanwhile Anthropic, in which Amazon invests, just cut a $10 billion compute deal with a rival cloud startup, Volta, running on Nvidia Vera Rubin chips, a reminder that even AI labs Amazon backs are hedging their compute bets elsewhere. That's the tension in this quarter's results: heavy, rising spend on proprietary infrastructure, an EPS print that missed estimates, and a customer base that isn't obligated to stay loyal to any one cloud or chip.

What's missing from the numbers alone is any read on AWS segment growth or margin trends this quarter, the profile and coverage here don't break that out, so it's hard to say whether the EPS miss is a cost-of-buildout story or something softer on the demand side. Worth watching whether Bedrock and Nova adoption translate into AWS revenue lines investors can actually see, rather than staying folded into a headline EPS number that just missed expectations.

Read alongside: Amazon Quick Amazon Nova Amazon Bedrock Eugene Yan Anthropic

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Andy Jassy President & CEO
Brian T. Olsavsky Chief Financial Officer
Neil Lindsay SVP, Amazon Health Services, Amazon Stores
Les Kruger Vice President, Marketing
Matt Garman CEO, AWS
Mahavir Jindal Chief Operations Officer
Panos Panay Senior Vice President, Devices, Alexa, and Leo
Paul Kotas Senior VP, Amazon Ads & IMDb
David A. Zapolsky Chief Global Affairs & Legal Officer
Anonymous Chief Security Officer
Ashwini Rathni Chief Compliance Officer
Mike Hopkins SVP, Prime Video & Amazon Studios

+ 26 more tracked

Recent changes

2 Sep John Felton left (was SVP, Worldwide Operations)
2 Sep Fraser Buck left (was Head of Amazon Home Services - Europe)
2 Sep Sameh Hanna left (was Head of Marketplace)
2 Sep Piyush Saraogi left (was Vice President, WW Fulfillment By Amazon (fba))
2 Sep Josh Fein left (was Director of WW Marketing; Amazon Books & Kindle Content)
2 Sep Crystal B. left (was President Of Sales)