In the holiday-quiet U.S. market on December 26, 2025, investors are focused on year-end positioning and the pivotal AI sector as they eye Amazon.com, Inc. (NASDAQ: AMZN), which is trading around $233—up 0.2%. Analysts are monitoring Amazon’s ability to leverage substantial investments in AI and AWS (Amazon Web Services) to enhance margins without alarming investors over capital expenditures. Recent reports highlight Amazon’s restructuring in AI leadership and a potential $10 billion investment in OpenAI, indicating the company’s commitment to expanding its cloud computing capabilities. Meanwhile, Amazon’s bond sale aims to raise $15 billion to support capital projects. Furthermore, the company has announced plans to invest over $35 billion in India by 2030, focusing on AI and logistics. As Amazon navigates regulatory scrutiny and market volatility, analysts predict substantial upside if AWS growth accelerates in 2026, emphasizing both opportunities and risks for AMZN stock.
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