Company
Amazon
- Episodes
- 77
- Share
- 7.5%
- Shows
- 69
- Net sentiment
- +0.10
Down from 8.3% of episodes in the weeks before; net sentiment was +0.07.
Bullish 15Mixed 23Neutral 29Bearish 10
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Amazon. Longest episodes first.
Bullish 15
- Long-term compounder with advertising and AWS strength, though ad saturation is a concern.100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · Talking Billions with Bogumil Baranowski · Oct 16
- Fulfillment, identity and ads create a moat that agents can't easily bypass.Season 8, Episode 2: Will consumers adopt agentic commerce? (with Michael Morton) · Mobile Dev Memo Podcast · Oct 14
- Guest sees AWS acceleration and free cash flow inflection ahead.Closing Bell: 10/15/26 · Closing Bell · Oct 15
- Selling everything online with advertising and services revenue gives it a structural advantage.Hackers, Tariffs, and a $9.3 Billion Grocery Fight · Rethink Retail · Oct 16
- AWS speaker discusses agentic AI in fraud and financial crime and governance frameworks.Show 328: Sibos 2026 Part 3: AI Governance, Resilience & Human Judgement · the c-suite podcast · Oct 12
- Preferred over Apple because it has growth potential to justify its valuation.Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up? · Know Your Risk Podcast · Oct 12
Show 9 moreShow fewer
- Traded on earnings; management addressed capex concerns convincingly, driving a large gain.How to Spot the Next Big Trade Before Wall Street | Chris Camillo · The Pomp Podcast · Oct 12
- Trades at about half Walmart's multiple, seen as attractive on valuation over the long run.Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26 · CNBC's "Fast Money" · Oct 16
- Reportedly in talks to buy AI chip-switching software startup Descartes for about $7 billion.Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- Reportedly in talks to acquire an AI software startup to challenge Nvidia with Trainium chips.11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26 · Squawk on the Street · Oct 12
- Forward PE near 20 and price-to-sales of 3.6 look cheapest in the group, with strong estimates.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- Ahead in warehouse automation thanks to early Kiva purchase and purpose-built facilities.Bank Earnings Have Entered the Upside Down · Motley Fool Hidden Gems Investing · Oct 13
- Reportedly in talks to buy Descartes to help it compete with Nvidia on AI model speed.Oct 12: Anthropic's Rogue Agents and AI-Decompiled Classic Games · Valley Morning Briefing · Oct 12
- Mentioned as the counterpart in a recent Generac generator deal for data center backup power.Everyone Says Diesel Is Dead. The Market Says Otherwise. · The Data Center Frontier Show · Oct 15
- Mentioned as a hyperscaler funding reliable, long-lasting data centers.The AI Computing Power Gold Rush · WSJ Tech News Briefing · Oct 12
Bearish 10
- Counterfeit products on its marketplace were discussed as a trust problem.#2567 - Mariana van Zeller · The Joe Rogan Experience · Oct 16
- Blocking outside agents from retail sites protects ads but limits innovation and openness.Alex Kantrowitz on OpenAI, Nvidia & What Could Derail the AI Boom · Newcomer Pod · Oct 13
- An AWS outage disrupted Eight Sleep devices, prompting offline-mode fixes.Eight Sleep Sells a $1,999 Mattress Cover. Beds Have Nothing to Do With Its Business · Behind the Brand with Bryan Elliott · Oct 12
- Blocking agents conflicts with its advertising-driven model, risking being left behind on agentic commerce.When AI Agents Start Spending Your Money | Alex Rampell & Terry Angelos · The a16z Show · Oct 15
- Blocking AI agents to protect ads, rising fees and hidden reviews hurt sellers and customers.659: The #1 App In America Just Became Amazon’s Worst Nightmare · The My Wife Quit Her Job Podcast With Steve Chou · Oct 12
- Hosts see Amazon's streaming hit rate as poor, though Prime's business model gives it an edge.Will Apple TV ever turn a profit? · The Business of Content with Simon Owens · Oct 14
Show 4 moreShow fewer
- Its retail media ads were shown to be less memorable and to perform differently than on Walmart.Retail Media’s $170 Billion Creative Problem · Rethink Retail · Oct 12
- Stock sold off nearly $3, with options volume expiring worthless.The Hot Options Report: 10-12-2026 · The Options Insider Radio Network · Oct 13
- Sold off nearly a dollar after an early spike, with the day's calls losing value.Hot Options Report: 10-13-2026 · The Options Insider Radio Network · Oct 13
- Lawmakers asked the FAA to review its planned Boston drone hub, adding delay risk.$BTC — Defense Deal, Drone Scrutiny and Crypto Licensing Lead a Mixed Market Day — Litigation Notices and AI Momentum Add Texture · Alpha Casts - AI Market Intelligence · Oct 15
Mixed 23
- Blocking Meta's agent may serve its business but could harm user access and welfare.Governing AI Agents: Alan Chan of GovAI on Monitoring, Agent IDs, Rogue Agents & Preparing for RSI · The Cognitive Revolution · Oct 14
- Committed a billion dollars to data center community work amid pushback and gas plant backing.375: AWS Finally Automates the Blame Game · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Oct 15
- Stock has lagged the S&P 500 since 2019 despite strong AWS data center growth.Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine · The Compound and Friends · Oct 13
- Used as an example of long-held tech gains that fostered investor complacency.Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal · Excess Returns · Oct 16
- Prime Day sales grew, but store-division layoffs and possible share loss to TikTok and DoorDash temper outlook.Amazon’s Layoffs, TikTok's One-Click Bet & Walmart's 1-Hour Pickup | Fast Five · Omni Talk Retail · Oct 14
- Shut down Muse access, signaling concern about agentic shopping eroding its platform position.AI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management · Planet MicroCap Podcast | MicroCap Investing Strategies · Oct 18
Show 17 moreShow fewer
- AWS defends data center expansion as essential for the AI race despite local backlash.Why Fortnite Is Now Hollywood’s Biggest Marketing Machine · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 16
- Big hyperscaler borrowing to fund AI build-out, with strong underlying business.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Invested in OpenAI while taking compute commitments back, tying its cash flows to AI deals.Is AI One Big Circular Deal? Inside the $3.6 Trillion Web | Stock Club 332 · Stock Club · Oct 15
- Reportedly in talks to acquire AI software startup Descartes for about $7 billion.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Discussed as a hyperscaler with regular outages and a lock-in risk that Cloud Engines can avoid.A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams · The Enterprise AI Show · Oct 12
- Bee Frontier recorder ties transcripts to shopping, raising privacy concerns despite convenience.Everything's recording everybody. What now? · The Vergecast · Oct 15
- Incrementally limiting AI-generated self-published books after initially underestimating the problem.The $8 million AI music scam · The Vergecast · Oct 14
- New Bee wearables add paid ambient AI features that could drive more purchases, though privacy concerns persist.Amazon’s new AI wearable, Booking's return to Expedia's backyard, and LinkedIn’s not-so-Seattle startup list · GeekWire · Oct 17
- Named among hyperscalers with large AI-related obligations, though not seen as default risk.Talk Your Book: Will AI Debt Cause a Recession? · Animal Spirits · Oct 12
- Huge cash flow almost fully reinvested into data center capex.Data Centers Earn, Washington Doesn't · Telltales · Oct 14
- Blocked Muse citing terms of use, while its advertising business and Anthropic stake are large.E97 - AI Agent Wars · Lucy & Ellie · Oct 13
- Muse could pressure thin e-commerce margins, but AWS and growth cushion the risk.AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around · Chip Stock Investor Podcast · Oct 12
- Hosts say Amazon dominates everyday purchases but is weak for specialist high-ticket items needing expert support.Why People Buy From Dropshippers Everyday (Not Amazon) Episode 207 · The Dropship Unlocked Podcast · Oct 12
- Future cloud backlog depends partly on AI model makers; spending expectations are high.Monday - October 12, 2026 · The Dividend Cafe · Oct 12
- Supports the UK VAT collection plan, seen as simpler for honest sellers.Bumble Lost 90% of Its Value. Here's the Lesson for Your Business · Business Growth Talks · Oct 16
- Peak fulfillment fees and early holiday deadlines add cost, while Big Deal Days drove strong demand.Amazon's Q4 Deadline Crunch, Walmart's Store Play & AI's New Buy Box · Selling on Giants: The eCommerce Marketplace Podcast · Oct 13
- Retail still growing 15% but headcount cut, while AWS grew faster at 37%.Amazon Cuts Jobs In Its Retail Division | Fast Five Shorts · Omni Talk Retail · Oct 17
Neutral 29
- Hosted the NBA Prime event and gained Canadian NBA streaming rights.Kawhi Leonard's preseason debut has everyone hype + Banter stories from our NYC trip · Hello and Welcome · Oct 15
- Its Ring cameras remain closed to HomeKit, a contrast point in the discussion.HomeView: Apple just got serious about the smart home | Livestream · The Vergecast · Oct 13
- Acquirer of Ring, discussed as a possible home for the front-door business.The Gadget That's Better in Crowds Than Your Phone + Ring’s Founder Before Amazon Bought It | E2349 · This Week in Startups · Oct 12
- Mentioned as a competitor with Fire Cube and Echo screen devices.Apple's Going All In On Smart Home - Is HomeView, Apple TV 4K & HomePod mini 2 The Answer? (Apple Bitz XL, Ep. 390) · Apple Bitz XL w/ Brian Tong · Oct 18
- Cited as an example of digital economy disruption and persistent valuation puzzles.Jordi Visser: Why the AI Economy Needs Crypto Rails · Less Noise, More Signal · Oct 14
- Cited as a model of consumer obsession rather than as an investment subject.David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495] · Invest Like the Best · Oct 13
Show 23 moreShow fewer
- Reportedly blocking AI agents from scraping its site to protect its control over pricing and data.AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? · Excess Returns · Oct 14
- Cited among cash-rich companies funding AI infrastructure investment.#98 - Samuel Rhee : The Secret To Financial Security in 2026 · The Front Row Podcast · Oct 15
- Cited as an example of a former growth stock now in the Russell 1000 value index.Allspring's VanCronkhite: If Fed can't hit inflation bullseye, it'll change the target · Money Life with Chuck Jaffe · Oct 13
- Competitor in Latin American e-commerce focused on high-intent search and delivery.The Biggest Investing Opportunity of 2027 Is Hiding in Latin America · The Deep End: Stock and Earnings Analysis from Futurum Equities · Oct 12
- Announced price cuts on its Trainium chips and designs its own silicon.EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · Pitch The PM · Oct 16
- Mentioned only in passing regarding drivers and labor treatment.Be Nice to the Chatbot, Just In Case · Artificial Insanity · Oct 13
- Protective of direct buyer relationships and limiting external agent access to its site.Making AI Pay Its Way, With Cloudflare · AdExchanger · Oct 13
- Mentioned as putting up a competing satellite constellation.You Can't Deter With Just a Shield: NATO's Space Gap, with MG (Ret.) Devin Pepper · The Future of GovCon · Oct 13
- Guest's employer; discussed as a large brand in transformation with its own creative system.How to Build Brand at Scale | Amazon’s Darryl Mascarenhas · Second Wind by AKA · Oct 13
- Referenced for how it promoted the Fire Phone team after failure.Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic · In Good Company with Nicolai Tangen · Oct 14
- Mentioned only in passing in the sponsor ad.Inflation And The AI Supercycle · Investing With IBD · Oct 14
- Launched AI recording wearables; the report noted no clear investing impact.Closing Bell Overtime: 10/15/26 · Closing Bell · Oct 15
- Mentioned as ahead in smart home hubs with Alexa.How Does Apple’s Siri Compete In an Agentic World? · WSJ Tech News Briefing · Oct 16
- Mentioned in an example about recommendation errors.Lockheed Martin's Craig Martell and the Age of AI Development · Foreign Press Podcast · Oct 14
- Ring's parent; Siminoff returned to run Ring and garage delivery is a service.Why Ring CEO isn't sweating Apple's rumored smart lock · Power Players with Brian Sozzi · Oct 12
- Opening quick-delivery mini warehouses to compete with physical store delivery speed.10.12.26 Gas Prices & Vehicle Choice / Is Price Tech Stalking You? · The Clark Howard Podcast · Oct 12
- Reportedly banned agents from purchasing on its site.If there's a 10% Chance AI kills us all, why are we SPEEDING UP? · Vibes & Benchmarks · Oct 16
- Launched Bee Frontier and Bee Eclipse AI wearables.Anthropic's Growth Is Slowing · Tech Brew Ride Home · Oct 15
- Named as a possible rival in home AI hardware.Expectations for Apple's "Welcome Home" - MOSK: 10.12.2026 · Mac OS Ken · Oct 12
- Cited as an online competitor that Costco has deliberately not tried to imitate.#6 How Costco Actually Makes Money · FinVision · Oct 12
- Reportedly negotiating to acquire AI startup Descartes for about $7 billion.Holiday Markets; Musk Chips; Trump Poll; BYD Shares; Cyberleek Memecoin; Amazon Decart; Oil Prices; Volkswagen Deliveries; Stock Movers · The Daily Business & Finance Show · Oct 12
- Used as a model for letting customers view and correct their personalization data.You Can Replicate Amazon’s Powerful New Tool · Banking Transformed with Jim Marous · Oct 14
- Signing twenty-year power purchase agreements for AI data centers to secure electricity supply.ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation · Investor Meet Podcast - AI · Oct 14
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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