Company
Amazon
- Episodes
- 93
- Share
- 9.4%
- Shows
- 86
- Net sentiment
- +0.14
Up from 7.8% of episodes in the weeks before; net sentiment was +0.04.
Bullish 20Mixed 27Neutral 34Bearish 12
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Amazon. Longest episodes first.
Bullish 20
- Used as an example that a stock rarely sitting at all-time highs argues against selling.RWH073: Unstoppable w/ Sir Michael Moritz · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 11
- Cited as a product consumers love that created wealth for founder Jeff Bezos.Emma Camp - Why Gen Z Is Afraid of Rejection: Dating, Therapy Culture & Housing (Ep. 331) · Infinite Loops · Oct 8
- Cited as an exemplar of retail economies of scale and a power-law business model.E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley · How I Invest with David Weisburd · Oct 5
- Diversified ecosystem with network effects and multiple income streams beyond retail.The S&P 500 Is Hiding a Much Uglier Market · In the Money with Amber Kanwar · Oct 6
- Massive AWS capex and strong demand support continued growth and infrastructure leadership.Building the Cloud for an Agentic World | AWS CEO Matt Garman · The a16z Show · Oct 8
- Cited among hyperscalers whose strong credit supports large AI infrastructure bond issuance.Myers on Turning Compute Into an Asset Class · Tech Disruptors · Oct 8
Show 14 moreShow fewer
- Analyst sees cloud growth and AI-driven search engagement making the stock undervalued.Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26 · Power Lunch · Oct 7
- Mahaney names it top pick on AWS strength, retail growth and upcoming free cash flow inflection.Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26 · Power Lunch · Oct 8
- Multi-year billion-dollar application-optimized IP deal to support its custom silicon.Synopsys Will Take a Royalty on Amazon's Chips and Sell GPT-Synopsys: Ravi Subramanian · Semi Doped · Oct 8
- Ackman owns it and sees high long-term returns from AI-related investment.Bill Ackman: AI Is a ‘Nuclear Weapon’, And Why Big Tech Still Looks Cheap · The Modern Investor · Oct 6
- Launching new seller tools, launch incentives, and AI features intended to help sellers grow on its marketplace.#562 - New Amazon Releases For Launch and Brand Stores · AM/PM Podcast · Oct 10
- Cited as a model of customer-experience-wired operations rather than functional silos.Introducing Business 2030: How AI Can Transform Our Companies · The Josh Bersin Company · Oct 10
- Rufus drove reported large incremental sales and higher purchase completion rates.#157: Will your customers name your brand to their AI shopping agent? · Likely Marketing · Oct 6
- Host cites a 25 P/E and strong cash flows as protection against collapse.The AI Bubble Is Popping · The Joseph Carlson Show · Oct 8
- Partnered with advanced reactor developer X-Energy on a nuclear deal.The Era of Nuclear-Powered Data Centers Is Approaching · Cool Vector · Oct 8
- Added a Chinese model to its Bedrock platform with revenue sharing per call.The Daily Disruptor: OpenAI Catches State Propagandists · The Angus Briefing · Oct 9
- Similar Calvert Cliffs nuclear expansion deal with Constellation, online 2030 to 2032.Who Pays for 890 Megawatts of New Nuclear? — October 7, 2026 · Concrete Compute · Oct 7
- Found support, fresh bullish momentum signal, and no overhead resistance nearby.10 Breakout Stocks to Watch Before Chasing AMD Next Week · How to Trade Stocks and Options Podcast with OVTLYR Live · Oct 10
- Host sees it as an AI toll taker benefiting from cloud and infrastructure spending.The Big Long: Michael Burry, Treasury Yields, and Small Caps · Room to Run · Oct 11
- Launched unified AI-driven ads console and full funnel campaigns, expanding its ad business.Commerce Riff with Sri & PVSB - October 6, 2026 · The CPG Guys · Oct 6
Bearish 12
- Hosts see its restrictive stance on outside shopping agents as losing ground to Shopify.Meta Bans TikTok Ads | HOT JOBS | Shopify x Grok · Ecomm Cowboy · Oct 9
- AI agents may bypass its storefront and sponsored placements, eroding its advertising-driven revenue.#886: The Random Show — AI Super Assistants, Boner Pills, Dream Engineering, Wizards, Supplements, Books, and More · The Tim Ferriss Show · Oct 8
- Schiff questions whether its federal contracts reflect payments to the first family rather than merit.Adam Schiff on AI regulation, free speech, and impeaching Trump one more time · Decoder with Nilay Patel · Oct 5
- Faces regulation, lobbying costs, and union and liability pressure over its subcontracted delivery model.How the ‘Delivery Protection Act’ Takes on Amazon · It Could Happen Here · Oct 7
- DoorDash's retailer base and marketplace could threaten Amazon's role as the go-to online destination.McDonald's Supersizes Its Ads, Walmart Lights Up & DoorDash Widens Its Mall Base | Fast Five · Omni Talk Retail · Oct 7
- Chatbot blocks Made in USA queries and allows fraudulent origin labels, per the report.Are Amazon and Walmart Using AI to Make It Harder to Buy American? · The Manufacturing Report · Oct 5
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- Cited for a deliberately winding Prime cancellation process that boosted revenue.SpaceX Raised $111B — It Already Needs More · Prof G Markets · Oct 8
- Volume cut by half because the relationship was unprofitable for UPS.UPS CEO Carol Tomé on People-First Leadership and the Future of Logistics · WSJ Leadership Institute Presents: Leaders · Oct 5
- Faces risk of being cut off the grid at peak times, forcing costly diesel backup.Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents · The Information's TITV · Oct 8
- Cited as parking profits overseas to avoid U.S. taxes.Can Nebraska's Dan Osborn Win Over Libertarians? · The Reason Interview With Nick Gillespie · Oct 5
- Named by Owens as a potential target for congressional investigation.When CEOs Brag About Price Hikes, Groundwork Collaborative Is Listening · Listen to the Story · Oct 7
- Down about 2% in the tech selloff.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
Mixed 27
- Banning AI agents creates an opening for competitors, though the ban could be reversed.Crypto Going "Bunker Mode", The Mathpocalypse, Starbucks Explores Chipotle Takeover | Rebecca Kaden & Michael Mignano, Nathan Benaich, Michael Sindicich & Healey Cypher, Moritz Stephan, Anastasios Angelopoulos, Zach Yadegari · TBPN · Oct 8
- Used as an example of a cloud region outage; also cited for better model uptime than some AI vendors.Building resilient systems with Sam Newman · The Pragmatic Engineer · Oct 7
- Upgrading to premium Alexa tablets, though ad-driven pricing concerns remain.The AI is in the computer · The Vergecast · Oct 9
- Bedrock offered as a data-handling option for enterprises, but described as slower and less reliable.Joel Todoroff on How Offensive AI Is Rewiring Western Government Ops · Three Buddy Problem · Oct 9
- A large bond sale priced wide, showing hyperscaler spreads moving higher.Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos · SemiAnalysis Weekly · Oct 9
- Long-term compounding success, but advertising push may degrade customer experience and moat.The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses · Excess Returns · Oct 11
Show 21 moreShow fewer
- Admired operator, but its advertising push may compromise customer focus over time.Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · The 100 Year Thinkers: Long-Term Compounding in a Short-Term World · Oct 9
- Also holds Anthropic investments that appear in its income statement.Small Caps Are About to Have Their Moment | Jeff Weniger · The Acquirers Podcast · Oct 8
- Mentioned as blocking or ransoming agent access to commerce in ways likely to be dealt through deals.Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight · More or Less · Oct 9
- AWS pushes back on local data center opposition, while Amazon Leo gains airline business.Starlink Just Attacked Big Telecom — Here's How They're Fighting Back · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 6
- Prime Day showcases logistics moat, though AI agent concerns weigh on advertising.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
- Blocking agent access may leave it vulnerable to an agent-friendly disruptor.Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser · The Pomp Podcast · Oct 10
- Blocking personal shopping agents to protect its advertising business raises competitive questions.Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar · RiskReversal Pod · Oct 9
- Blocking shopping chatbots could limit its reach while protecting its customer relationship.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- Launching a $1 billion data center community program amid local opposition.Trump, Zuck & Elon Walk Into an AI Summit… and Slovenia is making money from it · AI Haven't A Clue · Oct 9
- Dropping data center NDAs is a conciliatory step amid growing community resistance to its buildouts.Amazon drops data center NDAs, and AI agents want your credit card · Equity · Oct 9
- Gains from its Anthropic stake and chip purchases raise circular financing concerns.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Alexa Plus leads smart home but struggles with integrations and agentic reliability, though hardware push is ambitious.The many pluses and minuses of Alexa Plus · The Vergecast · Oct 8
- Expanding Alexa shopping and ad products while adding seller protections, but walling off outside AI agents.The Retail Roundup: Alexa Gets a Makeover, Amazon Blocks Muse & Account Health Finally Gets a Human Backstop - Episode 443 · Ecommerce Braintrust · Oct 6
- Among hyperscalers borrowing heavily to fund AI data center spending.The French Bond Market Is on Fire · Patrick Boyle On Finance · Oct 11
- Among top-credit issuers flooding the market with AI-related debt pushing yields higher.What to Make of Rising Bond Yields? · The Dividend Cafe · Oct 9
- Blocking Muse protects its ad-driven marketplace but risks losing agent-driven reach.Meta Muse: The Fight to Own Everything You Buy · Dan's AI Intel · Oct 6
- Large Anthropic commitments provide revenue but carry exposure if Anthropic falters.Anthropic AI IPO Shows $518 Billion in Non-Cancellable Deals - AI Bubble Is HUGE · Eli the Computer Guy · Oct 7
- Blocked Muse to protect its ad and purchase ecosystem, a defensive move seen as logical.Why Amazon Blocked Meta Muse (and Google Should Be Worried) · Growing Ecommerce – The Retail Growth Podcast · Oct 6
- Major Ohio data center investor facing local opposition over water, power and secrecy.Red, White and Who? The Anti-AI Voters · The Journal. · Oct 7
- Expanding AI ads, paid review requests and freight, which may boost efficiency but raise platform-goal concerns.Amazon Puts Ads on Autopilot, Adds Paid Review Requests & TikTok Takes Checkout · Selling on Giants: The eCommerce Marketplace Podcast · Oct 6
- Holds a large stake and collects rent, but its exposure is tied to Anthropic's valuation and spending.Anthropic's IPO Leak & the $518 Billion Rent Bill · Generative AI 101 · Oct 5
Neutral 34
- AWS partnership allows OpenAI agents to be built inside AWS Bedrock.BONUS: OpenAI DevDay 2026 LIVE WATCH PARTY: Reacting to Every Big Announcement · The Neuron: AI Explained · Oct 9
- Listed as the retailer for HomeKit accessories and CarPlay adapter backorders.445 - Is Apple Finally Getting Serious About the Smart Home? · In Touch with iOS · Oct 10
- Invested $50 billion in OpenAI earlier this year and was connected to the Artificial film's distribution change.Sam Altman Talks Elon Musk, ‘Artificial,’ and the Future of Humanity (Part 1 of 2) · Fair Game by Vanity Fair · Oct 6
- Invested $50 billion in OpenAI and distributed the film Artificial before dropping it.From Fair Game: Sam Altman Talks Elon Musk, ‘Artificial,’ and the Future of Humanity (Part 1 of 2) · Inside the Hive · Oct 6
- Invested $50 billion in OpenAI and distributed the Artificial film, which it later declined to release.From Fair Game: Sam Altman Talks Elon Musk, ‘Artificial,’ and the Future of Humanity (Part 1 of 2) · Still Watching · Oct 6
- Named alongside DoorDash and Instacart as advertising-driven marketplaces.Agency All the Way Down · Unqualified Advice · Oct 5
Show 28 moreShow fewer
- Mentioned as blocking AI shopping assistant Muse, illustrating platform friction for agentic commerce.From Visa to Coinbase to Nium: Sekhar Cidambi on Payments Evolution · The Stablecoin Podcast · Oct 6
- Established Alexa ecosystem is named as the main competitor Apple must overcome.Apple’s October 13 Event Could Change Smart Homes Forever! 🚨 · USA News Today · Oct 10
- Taking over the Emmys, a prestige and ad play with limited viewership.DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26 · Squawk Pod · Oct 7
- Mentioned as a tech holding the host has trimmed over time.Higher Rates Are Back—and That’s Good for Investors · Watchdog on Wall Street with Chris Markowski · Oct 10
- Mentioned as majority hosting revenue source for Anthropic models.We Are Enslaving Claude - Moonshots 8 Oct 2026 · ASI pill · Oct 8
- Its Prime Day events have helped stretch and shape the holiday shopping calendar.How Value Will Drive Holiday Shopping Behavior This Year · WWD Voices · Oct 8
- Mentioned as a comparison point for serverless functions like Lambda.Cloudflare Edge Workers with Bob Fornal · RunAs Radio · Oct 7
- Jeff Bezos interview cited in defense of wealth; no investing view given.S15 EP181: Hour 3 - America's Low Trust Problem · The Erick Erickson Show · Oct 8
- Mentioned as a benchmark for advertising penetration and business model comparison.MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin America · After Earnings · Oct 5
- Pulled out of the Sam Altman film, mentioned only as a passing detail.Dawn of the Trend 10/06: GTA 6, Markwayne Mullin, Dr. Oz, Walmart, Sam Altman · The Daily Zeitgeist · Oct 6
- Its AI likeness waiver request for Nicolas Cage drew public criticism.Microsoft's New AI Is Secretly Qwen · Stacked Podcast · Oct 11
- Partnering with the NBA on AI tools while keeping league data owned by the NBA.OpenAI revenue report triggers volatile AI trade · Squawk Box Europe Express · Oct 9
- Mentioned as operating a dynamic pricing environment in contrast to Walmart.Walmart and McDonalds defend dynamic pricing. · Elon Musk Podcast · Oct 5
- Hosts discuss a hidden shopper profile revealed on its account pages.TECH: Amazon’s Hidden Profiles & Walmart Goes All-In on Robots · Philip Teresi · Oct 10
- Mentioned as a large merchant-services client of the speaker's team.Intelligent Operations at Enterprise Scale - with Dhrubojyoti Das Deb of JPMorganChase · The AI in Business Podcast · Oct 9
- e.l.f. is doing substantial work on Amazon, which is a major retail partner.“Bad Data Equals Bad AI”: Ekta Chopra, e.l.f. Beauty’s Chief Technology & AI Officer - Live from Retailclub · Retailgentic | Consumer Behavior & Retail Trend · Oct 8
- Mentioned as a scale leader in customer experience and as the Alexa voice assistant example.Twilio: Voice Is CX’s Next Breaking Point · CX Today · Oct 8
- Named as a hyperscaler borrowing heavily to fund AI infrastructure.Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold · Felix Nikolas Prehn's Podcast · Oct 11
- Bought a data center attached to a nuclear plant as part of the power race.The Trillion Dollar AI Infrastructure Race · Chat GPT Podcast · Oct 10
- Acquired PillPack for nearly a billion dollars, cited as a precedent.Programmable Biology Will Systematically Eradicate Disease | AJ Scaramucci · MTS · Oct 10
- Blocking Meta's Muse agent from its retail site, illustrating agent access friction.The Stack — October 07, 2026 · The Stack · Oct 7
- Cited for Prime Day spending and October Prime Big Deal Days as a campaign model.287: How Sephora, Target, Starbucks, Amazon and Apple Plan Their Holiday Season · Creator's MBA: Marketing Tips for Digital Product Entrepreneurs · Oct 7
- ShipMoney recently migrated its systems to AWS for security and capacity.Beyond Borders: Simplifying Global Payments for Crew Members · Seatrade Maritime News Podcast · Oct 8
- Seller tools for validating product ideas and launch plans were announced.#561 - New AI Features for TikTok Shop & Amazon Opportunity Explorer Update | Weekly Buzz 10/8/26 · AM/PM Podcast · Oct 8
- Project Leo reaching satellite production milestones positions it against Starlink.Episode 483: Microsoft's Infinite SaaS Factory, SpaceX's $8B Wireless Bet, and OpenAI's Safety Reckoning · BrianBot Broadcast · Oct 9
- Signed a 20-year power purchase agreement with Constellation for 690 MW.Weekly Recap: Nuclear Deals, Grid Costs, and Who Pays — October 10, 2026 · Concrete Compute · Oct 10
- AWS named as anticipated end user of the Homer City campus, though only a preliminary plan.Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026 · The Data Center Daily · Oct 8
- AWS reported record Prime Day activity metrics, described factually.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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