Company
Amazon
- Episodes
- 67
- Share
- 7.2%
- Shows
- 60
- Net sentiment
- +0.20
Down from 8.1% of episodes in the weeks before; net sentiment was +0.08.
Bullish 20Mixed 15Neutral 21Bearish 11
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Amazon. Longest episodes first.
Bullish 20
- Major Affirm merchant partner and the largest customer, a key source of volume and concentration risk.Affirm: The Internet’s American Express - [Business Breakdowns, EP.249] · Business Breakdowns · Oct 22
- Named as a hyperscaler preferred for favorable risk-reward on AI compute.Hedge Fund Manager David Orr: Investing is 99% Talent · Odds on Open · Oct 22
- Heavy AI capex with sold-out capacity and AWS growing rapidly supports strong long-term demand.Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI · The a16z Show · Oct 23
- Jassy sees AWS as a potential $1 trillion run-rate business with AI demand sold out for years.Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI · The a16z Show · Oct 23
- Cited as well positioned because robots could cut delivery and logistics costs.We spent 8 hours finding the best stuff on X. Here it is. · My First Million · Oct 23
- Its shopper agent reportedly lifts basket size and sponsored conversations are coming.Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth · The CPG Guys · Oct 21
Show 14 moreShow fewer
- Strong business, seen as a buy on pullbacks, with ability to cut capex.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Morgan Stanley named it a top pick citing AWS growth and agentic AI shopping benefits.10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · Squawk on the Street · Oct 19
- AWS expected to accelerate, with capex justified by strong cloud returns.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Adding local sports streaming through the Atlanta Hawks deal and pursuing NBA local rights.Ted Sarandos on the Hot Seat? Netflix’s Identity Crisis · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 23
- Plans $18 billion investment in German cloud and AI infrastructure.Unrest in Europe & LeBron’s Season Debut 10/20/26 · Squawk Pod · Oct 20
- Deploying deterministic checks so coding agents cannot judge their own changes.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
- Boom says Amazon Music is ahead of plan and expanding into new markets like India.Amazon's Big Bets on Music, Twitch, and Podcasts · Trapital · Oct 23
- Strong sales growth, AI and AWS exposure, and a constructive early-entry trade setup.Too Soon To Declare Victory In Tech Bounce? Amazon, Heartflow, Ethos In Focus · Stock Market Today With IBD · Oct 19
- Its connected ad surfaces and shopper signals drive strong results for advertisers like Epson.Amazon Ads: How Epson Scaled Fast · Next in Media · Oct 20
- Gross margins steadily growing, complex diversified business, and large growth opportunities abroad.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Amazon DSP, first-party data and Amazon Marketing Cloud are presented as strong advertising capabilities.Amazon DSP & LinkedIn: Connected TV Guide · Next in Media · Oct 22
- Rallied nearly 5% on a Morgan Stanley upgrade, with heavy options flow.The Hot Options Report: 10-19-2026 · The Options Insider Radio Network · Oct 20
- Described as operating a large adaptive robot fleet with a data moat few competitors can match.The Hidden Cost of Robot Relearning · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 23
- Gunnison is selling copper to AWS for data center buildout.Gunnison Copper welcomes special guest as company to debuts on NYSE American under GUNN ticker · Proactive - Interviews for investors · Oct 23
Bearish 11
- Stockpiling billions in Nvidia racks it cannot yet power, a costly idle-capital problem.Amazon Has Warehouses Of GPUs That Can’t Be Installed + Shocking Campaign Allegations | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 21
- Ad-heavy shopping experience may be vulnerable to agent-based purchasing.iPhone Duo Reviews, Touchscreen MacBook Pro, How Walmart May Beat Amazon · Primary Technology · Oct 22
- Blocking third-party shopping agents may force a reversal as agent-based shopping grows.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Ad-driven supply aggregation model may lose value as agents automate shopping and attention.What Happens When Al Agents Can Spend Your Money? · The a16z Show · Oct 19
- Reportedly blocked agent access to its platform, a constraint on agent-driven commerce.Sundar Pichai on Gemini 4 and the AI compute crunch · Sources with Alex Heath · Oct 21
- Spending heavily on chips it cannot yet install, with racks sitting in warehouses.Is Nvidia Selling More Chips Than Anyone Can Use? · Prof G Markets · Oct 21
Show 5 moreShow fewer
- Blocking AI agents is seen as deliberate friction that hurts consumers.The Chopping Block: Black October, Banks Blocking AI Agents, Hyperliquid's Blockchain-Not-Bitcoin Moment, and the Visa-Fireblocks Rumor · Unchained · Oct 24
- Blocking outside agents threatens its ad-driven commerce model and its Meta partnership.AI Agents Meet Reality: Access, Economics and Infrastructure · Techstrong Gang · Oct 19
- Cited for blocking personal shopping agents, a restrictive stance toward agent access.Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht · No Priors: Artificial Intelligence | Technology | Startups · Oct 23
- Holds billions in stranded GPUs in warehouses while spending heavily on capex with unclear returns.Leaked Amazon document reveal they have too many GPUs | Ed Zitron · The Tech Report · Oct 22
- Hyperscaler capex pressures cash generation and debt levels.AI Earnings Up 57%, Cash Payouts at a 20-Year Low | Stock Market · Deep Values · Oct 25
Mixed 15
- Proposed 36 AWS data centers in Indiana County spark debate over benefits and environmental risks.AI WORMS!? Microsoft CEO Says AI Agents Should be viewed as Insider Threats & AWS Data Centers in Indiana County? · Bourbon with Brad · Oct 19
- Major European cloud incumbent facing sovereignty pressure from governments.Episode 595: The Silent Disco · Software Defined Talk · Oct 23
- Reportedly banned Muse, a move the host compares to a past strategic mistake.AI Is Smarter Than Ever. So Where’s the Revolution? · Plain English with Derek Thompson · Oct 20
- Free cash flow dips slightly negative in 2027 before surging in 2028.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Major hyperscaler building out data centers, with local costs and risks noted.Hyperscale: Paris Marx on the Ambition and Excess of Big Tech’s Data Empires · Keen On America · Oct 20
- Launched Bee wearable, raising privacy and corporate data-exposure concerns.The Weekly Deep Dive: Smarter Software Agents And The End Of Chat Boxes · The RAIZOR Report: Your Weekly AI News Update · Oct 19
Show 9 moreShow fewer
- Strong ad business and data reach, but agent threats pressure its high-margin ad revenue.Season 8, Episode 3: Amazon and Agentic Commerce (with Adam Epstein) · Mobile Dev Memo Podcast · Oct 21
- Ad business is huge and high-margin but could face pressure as agents shift discovery.Episode 352 - Is Agentic Commerce a Mirage? Jason & Scot Debate It Live · The Jason & Scot Show - E-Commerce And Retail News · Oct 20
- Owns real infrastructure and AWS profits, but its Anthropic stake and cloud deals make the comparison circular.(Mis)Anthropic: The Math Ain’t Mathing So Good. · Unf*cking The Republic · Oct 23
- Blocks outside agents to protect sponsored products while building its own Rufus assistant.Amazon & Delta Are Blocking AI Agents. How to Win Anyway. · The Startup Ideas Podcast · Oct 21
- Acts as cloud landlord for AI models, but open source pricing could pressure its AI returns.Investors Shoot for the Moon · Motley Fool Hidden Gems Investing · Oct 19
- Locking in long compute contracts contrasts with SpaceX's short-term approach.SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver? · Motley Fool Hidden Gems Investing · Oct 21
- Strong data and brand toolkit for transactions, but potentially disrupted by agentic commerce.The Future of Luxury Beauty: Winning in the Age of Omnichannel, AI & Social Commerce (Mikael Brakker, Europe E-Commerce Channel & Amazon Director, Luxe Division at L'Oréal) · The CPG View · Oct 22
- Blocking Meta's Muse agent while extending holiday returns and adding customized grading for sellers.#565 - Walmart Loves Muse, Amazon Hates It! | 3 Weeks of Black Friday Deals? | Weekly Buzz 10/22/26 · AM/PM Podcast · Oct 22
- Rising peak fees and automated multipacks increase costs and merchandising control for sellers.Amazon Takes Control of Multipacks, Google Changes Checkout & Black Friday Starts Early · Selling on Giants: The eCommerce Marketplace Podcast · Oct 20
Neutral 21
- Broadcaster of Thursday Night Football, referenced as the game's distributor.PMS 2.0 1651 - TNF Preview/Picks, Dalton Kincaid, Kirk Herbstreit, Coach Chuck Pagano, Kendrick Perkins, & AJ Hawk · The Pat McAfee Show · Oct 22
- Mentioned as the speaker's former employer and example of annual planning and outsourcing cycles.What Senior Engineers Are Actually Doing About AI · A Life Engineered · Oct 19
- Referenced as an example of AI-linked companies that may not all survive the bubble.David Rosenberg: Bubbles, Bonds, and Boomers · Insight is Capital™ Podcast · Oct 23
- Mentioned for a similar New York Times narrative problem and its disagree and commit principle.Exit interview: Microsoft’s comms chief on CEOs, reporters, what he got wrong, and stories that stuck · GeekWire · Oct 24
- Blocks agents to keep shoppers on its own platform, a firewall strategy discussed.Has the AI Singularity Already Begun? · The Daily AI Show · Oct 20
- Funding a 960 MW SMR nuclear project in Indiana with X Energy and AEP.Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26 · Big Digital Energy · Oct 20
Show 15 moreShow fewer
- Reported compute sold out through 2028, a point discussed without clear conclusion.Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · Monetary Matters with Jack Farley · Oct 20
- Mentioned as a potential satellite competitor to Starlink after acquiring Globalstar.Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform · The Information's TITV · Oct 21
- Most news items concern AWS pricing, billing APIs and new instance launches.WNiCF -September 2026 - News · What's new in Cloud FinOps? · Oct 21
- Prime Video is one of several streaming services now carrying NBA games at extra cost.HR. 3 - Brupt · The Power Trip · Oct 21
- Mentioned only as a former employer of the guest in quantum computing.Episode 152: Google’s Emma Rosenfeld on Superconducting Qubits and the State of QEC · Entangled Things · Oct 20
- Mentioned as a prior employer where the speaker led Amazon Prime marketing.58: Get personal: How one brand engages many mindsets: Insights from Intuit Credit Karma Head of Marketing Natasha Madan · Marketing Beyond with Alan B. Hart · Oct 21
- Staged GPU racks awaiting power were framed as a sign of demand for chips, not a glut.The Most Concerning AI Bubble Signals · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 23
- Used as dot-com example of a strong company that fell sharply before recovering.Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets · Felix Nikolas Prehn's Podcast · Oct 19
- Its UAE and Bahrain facilities were reportedly hit by Iranian strikes in March.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Named among hyperscalers driving concentrated index gains and AI buildout.10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? · Deep Values · Oct 23
- Griffin regrets not holding its 1999 stock, cited as a survivor of the internet buildout.Ken Griffin: AI Bulldozes Moats, GPUs Echo the 2000 Bust | Investor Playbook · Deep Values · Oct 25
- Cloud provider supplying compute to Anthropic under large, non-cancelable commitments.A Sneak Peek Into Anthropic’s Business · The Journal. · Oct 21
- Trump's Power Order Meets the Cost of Building AI — October 22, 2026 · Concrete Compute · Oct 22
- Named as a major cloud provider renting chips to Anthropic under non-cancelable contracts.Anthropic’s Draft IPO Filing Shows Red-Hot Growth and Big Risks · WSJ Tech News Briefing · Oct 21
- Cited for its warehouse robot and pharmacy kiosk launches.TIME’s 2026 Best Inventions: Apple CEO John Ternus Leads the Charge Into Tech’s Future · Cheddar RSS · Oct 23
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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