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5日前
Amazon’s AI Agent
By: TrendSpider | April 2, 2025
Key Takeaways
• Amazon Joins the AI Agent Race: Nova Act claims 94% accuracy on ScreenSpot Web Text, outperforming OpenAI (88%) and Anthropic (90%).
• AGI & AI Expansion: Powered by Nova models (Micro, Lite, Pro, Canvas, Reel) and integrated with Alexa+, available on nova.amazon.com.
• AI for Automation: Nova Act SDK and 135+ AWS AI/ML training aim to enhance AI-driven workflows and reliability.
Amazon Enters the AI Agent Race with Nova Act
Amazon (AMZN) introduced Nova Act, a new AI agent designed to navigate web browsers and perform multi-step tasks independently on Monday. This move positions Amazon in direct competition with OpenAI’s Operator and Anthropic’s Computer Use, both of which enable AI-driven automation. Nova Act is launching as a research preview, allowing developers to build AI agents capable of tasks like making reservations, filling out forms, and searching for specific online information.
Notably, Amazon claims Nova Act outperforms OpenAI and Anthropic in internal tests, scoring 94% on ScreenSpot Web Text, compared to OpenAI’s 88% and Anthropic’s 90%. However, Amazon has not yet benchmarked it against widely accepted evaluations like WebVoyager.
Integration with Alexa+, Nova Models, and AGI Ambitions
Nova Act is the first product from Amazon’s San Francisco-based AGI lab, led by former OpenAI researchers David Luan and Pieter Abbeel. The lab’s broader goal is advancing AI toward Artificial General Intelligence (AGI)—AI that can handle any human task on a computer. Amazon is integrating Nova Act into Alexa+, a next-generation AI-enhanced Alexa.
Alongside this, it has introduced Amazon Nova, a new foundation model family designed for frontier intelligence and industry-leading price performance. Nova models—Micro, Lite, and Pro—offer scalable text generation, while Nova Canvas and Nova Reel focus on high-quality image and video creation.
To make AI development more accessible, Amazon has launched nova.amazon.com, where developers can explore Nova models, test AI capabilities, and experiment with the Nova Act SDK. “Nova.amazon.com puts the power of Amazon’s frontier intelligence into the hands of every developer and tech enthusiast,” said Rohit Prasad, SVP of Amazon Artificial General Intelligence.
Amazon’s AI Expansion and the Road Ahead
Amazon is betting big on AI agents, despite challenges faced by competitors like OpenAI, Google, and Anthropic, whose early agent models have struggled with speed, autonomy, and accuracy. With the Nova Act, Amazon aims to bridge these gaps and refine agent reliability across different use cases.
Additionally, Amazon is positioning Amazon Bedrock as the easiest way for businesses to build and scale generative AI applications. The Nova Act SDK enables developers to break down complex workflows into atomic commands (e.g., search, checkout, answer questions), ensuring greater control and reliability. U.S.-based developers can now access the Nova Act SDK via nova.amazon.com, alongside 135+ AWS AI/ML training programs for all experience levels.
With its aggressive push into generative AI—including Alexa+, Amazon Q, Rufus, Bedrock, and a dedicated agentic AI team—Amazon is making it clear that AI agents are a core part of its future. The success of the Nova Act could determine whether Amazon has cracked the code for more capable AI agents—or if it will face the same limitations as its rivals.
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7日前
One of the Best Stocks to Own This Spring: Amazon (AMZN)
By: Schaeffer's Investment Research | March 31, 2025
• AMZN historically outperforms in April and in the second quarter
• Amazon.com stock has suffered two straight double-digit monthly losses
Amazon.com Inc (NASDAQ:AMZN) is headed for a 10.6% monthly drawdown in March, after a 10.7% drop in February. The blue-chip e-commerce giant hasn't logged back-to-back double digit monthly losses since 2011. Now trading at $189.78, at their lowest levels since October, the shares have taken a 21.8% haircut off its their Feb. 4 record high of $242.52, but a short-term bounce might soon be in the cards.
This is because the stock is entering a period of bullish seasonality. According to data from Schaeffer's Senior Quantitative Analyst Rocky White, AMZN is an outperformer in both the upcoming month and for the second quarter. Over the last decade, AMZN finished April higher 80% of the time with an average 6% pop.
The stock is second on the list of the White's best S&P 500 (SPX) stocks to own in the second quarter, going back 10 years. The equity managed nine second-quarter wins during this period, averaging a hefty 12.1% gain.
An unwinding of pessimism could provide tailwinds, as puts have been much more popular than usual in the options pits. AMZN's 10-day put/call volume ratio of 0.48 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranks higher than 84% of readings from the past year. So while calls still outflank puts on an absolute basis, the high percentile suggests the ratio is on an uptick that nears an annual high rate.
Now looks like an great time to weigh in with options, with one specific strategy in mind. The equity's Schaeffer's Volatility Scorecard (SVS) sits at a 19 out of 100, making it a prime premium-selling candidate.
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4週前
AMZN Bulls May Be Watching This Trendline
By: Schaeffer's Investment Research | March 13, 2025
• Amazon.com stock has several key trendlines in play
• AMZN calls have doubled up the number of puts in the last 10 days
E-commerce giant Amazon.com Inc (NASDAQ:AMZN) stock is down 2.4% to trade at $194, falling victim to the broad market capitulation. Despite an 11.6% year-to-date haircut, AMZN is holding its $2 trillion market cap level and a key trendline on the charts.
The shares have remained popular among options traders amid the sharp pullback, landing on Schaeffer's Senior Quantitative Analyst Rocky White's list of stocks with the highest options volume in the past 10 days. In this period, over 4.7 million calls and more than 2.2 million puts were exchanged.
The weekly 3/14 200-strike call is the most popular, with options traders eyeing that psychologically-significant level. Right below $200 sits AMZN's 200-day moving average, a trendline the stock tested and could become a pivot point if reclaimed in the coming sessions.
Now looks like an great time to weigh in with options. This is per the stock's Schaeffer's Volatility Scorecard (SVS), which sits at a low 8 out of 100, making it a prime premium-selling candidate.
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4週前
AMZN Forecast – Major US Stocks Trying to Bounce
By: Christopher Lewis | March 11, 2025
• AMZN Technical Analysis
Amazon looks as if it is going to rally a bit right off the bat on Tuesday, as traders search for value in a stock that has been a stalwart for years. After a sharp decline over the last couple of weeks, a relief rally seems overdue. Sometimes, these relief rallies in major bear markets can be intense and rise significantly. While it’s uncertain if that will happen here, one could make an argument for the possibility.
With that in mind, the 200-day EMA, located near the $202 level, will likely be closely watched. A bounce could be on the horizon, but there is still some uncertainty. A strong bullish candlestick with volume would be needed to confirm any sustained upside momentum.
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1月前
AMZN: A Case Study in Bearish Divergence
By: David Keller | February 24, 2025
In the later stages of a bull market cycle, we will often observe a proliferation of bearish momentum divergences. As prices continue higher, the momentum underneath the advance begins to wane, representing an exhaustion of buyers.
We've identified a series of bearish momentum divergences in the early days of 2025, from Magnificent 7 names like Alphabet (GOOGL) to financial institutions including Synchrony Financial (SYF). Today we'll focus in on the bearish momentum divergence for Amazon.com (AMZN), which could indicate broader signs of weakness for the consumer discretionary sector as well as for the equity markets as a whole.
The daily chart of AMZN features all the key features of a bearish momentum divergence. Note how the price has remained in a primary uptrend going into this week, marked by a clear pattern of higher highs and higher lows. The most recent all-time high, achieved earlier this month when AMZN pushed briefly above the $240 level, saw the RSI fail to get above the overbought threshold.
In a healthy bullish trend, we would expect higher price highs to be supported by strong momentum readings, indicating an influx of buying power and investor optimism. When new highs are matched with lower RSI levels, that suggests a lack of buying power and evaporating investor optimism.
Once a bearish momentum divergence is confirmed, we can monitor the most recent swing low to confirm a potential breakdown as the price follows through after the divergence. After reaching that support level around $215 last Friday, we have seen AMZN push below this support level during the trading day on Monday. A confirmed close below this support level could represent a meaningful breakdown and a "change of character" for one of the top weights in the Consumer Discretionary Select Sector SPDR Fund (XLY).
Any time I see a potential pattern on the daily chart, I remember the classic market maxim, "When in doubt, zoom out!" The weekly chart shows how the most significant pullbacks in 2023-2024 were marked by a sell signal from the weekly PPO indicator.
Over the last two weeks, we've recognized a similar bearish pattern to those previous pullbacks, both of which ended with AMZN finding support at the 40-week moving average. That would align closely with the 200-day moving average on the daily chart, which currently sits just below the $200 level.
When I see a bearish momentum divergence appear on a chart like Amazon, I've learned to put that chart on a ChartList of potential reversal names, and monitor those tickers for signs of a breakdown of support. Based on our analysis of the daily and weekly charts of AMZN, this leading internet retailer could be signaling a key breakdown going into March.
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2月前
Amazon Issues Weak Q1 Sales Guidance: To Buy or Not to Buy the Stock?
By: Zacks Investment Research | February 12, 2025
Amazon AMZN delivered impressive fourth-quarter results that exceeded analyst expectations, with revenues growing 10% year over year to $187.8 billion and operating income surging 61% to $21.2 billion. However, the stock declined in after-hours trading as investors focused on management's conservative first-quarter 2025 outlook, which highlighted potential headwinds to growth in the coming months.
AMZN’s Q1 2025 Guidance Raises Some Concerns
The e-commerce and cloud computing giant projects first-quarter 2025 revenues between $151 billion and $155.5 billion, representing growth of 5-9% compared with first-quarter 2024. This guidance incorporates an unusually large foreign exchange headwind of approximately $2.1 billion, or 150 basis points. Additionally, the company noted that first-quarter 2024 benefited from an extra day due to the leap year, which contributed approximately $1.5 billion in net sales. These factors suggest a potential slowdown in underlying growth momentum heading into the new year.
The Zacks Consensus Estimate for first-quarter 2025 net sales is pegged at $154.86 billion, indicating growth of 8.06% from the prior-year quarter’s reported figure. The Zacks Consensus Estimate for first-quarter 2025 earnings is pegged at $1.38 per share, which indicates a growth of 22.12% from the year-ago quarter. The figure has moved south by 3.5% over the past 30 days.
Segment Performance Shows Mixed Signals
Amazon Web Services ("AWS"), AMZN's cloud computing division, posted revenues of $28.8 billion in the fourth quarter, growing 19% year over year. While this marks a sequential improvement in growth rate, some analysts question whether this pace can be maintained given ongoing competitive pressures and customer optimization efforts. The segment's operating margin of 36.9% in fourth-quarter 2024, showed a slight sequential decline from the third quarter’s 38.1%. CEO Andy Jassy noted that supply chain constraints, including chip availability and power infrastructure limitations, could impact AWS growth in the near term.
The North America segment demonstrated solid performance with 10% revenue growth and an impressive 43% increase in operating income to $9.3 billion. International operations turned profitable with $1.3 billion in operating income against a loss in the year-ago quarter, suggesting improved operational efficiency across global markets. The company's advertising business continued its strong momentum, growing 18% year over year to $17.3 billion in quarterly revenues.
Valuation and Competitive Landscape
Trading at a forward 12-month Price-to-Sales (P/S) ratio of 3.44X, Amazon's valuation appears stretched compared to the Zacks Internet - Commerce industry average of 1.91X. While this premium reflects Amazon's market leadership and diverse revenue streams, it also raises the bar for future performance.
AMZN’s P/S F12M Ratio Depicts Stretched Valuation
In the cloud computing space, Microsoft MSFT Azure and Alphabet GOOGL-owned Google Cloud continue to gain market share, with Microsoft reporting 30% growth in its cloud business last quarter. Google Cloud's 26% growth also outpaced AWS' 19% expansion, suggesting intensifying competition in this crucial segment. Additionally, both competitors are making significant investments in AI infrastructure and capabilities, potentially challenging AWS' leadership position in enterprise cloud services.
Investment Considerations for 2025
Amazon's capital investments reached $26.3 billion in the fourth quarter, with management indicating this run rate will be "reasonably representative" of 2025 spending levels. The majority of this spending will support technology infrastructure, particularly for AWS and AI initiatives, including the development of custom chips like Trainium 2. While these investments position the company for long-term growth, they may pressure free cash flow and margins in the near term.
The company's focus on operational efficiency continues to yield results, with operating margins expanding across all segments. Amazon has rallied 38% in the past year, outperforming the Zacks Retail-Wholesale sector’s growth of 32.4%, on the back of exceptional business execution and groundbreaking AI innovations. The company’s strategic expansion of its Amazon Bedrock platform positions the tech giant as a frontrunner in the enterprise AI race.
1-Year Performance
However, management highlighted several risk factors for 2025, including foreign exchange volatility, uncertain global economic conditions, and potential changes in customer spending patterns. The planned heavy investment in AI infrastructure and data center capacity also introduces execution risk.
Investment Recommendation: Hold/Wait for Better Entry
While Amazon's long-term growth prospects remain attractive, given its leadership in e-commerce and cloud computing, along with emerging AI capabilities, current valuations and near-term headwinds suggest investors might benefit from waiting for a better entry point in 2025. The company's substantial capital expenditure plans, while necessary for future growth, could limit near-term stock appreciation. Additionally, the conservative first-quarter outlook and forex headwinds may create better buying opportunities later in the year.
Existing shareholders should consider holding their positions given Amazon's strong market position and continued operational improvements. The company's focus on efficiency, expanding margins and strategic investments in growth areas like AI and same-day delivery infrastructure demonstrate sound long-term planning. However, new investors might want to wait for either a pullback in share price or clearer evidence of accelerating growth before establishing positions.
Critical factors to monitor include AWS growth trajectory and margin trends, the success of AI initiatives (particularly custom chip adoption), the impact of global economic conditions on consumer spending, progress in operational efficiency initiatives, and foreign exchange movements. The company's ability to maintain its margin expansion while funding significant growth investments will be particularly important to watch.
Conclusion
While Amazon remains a compelling long-term investment given its market leadership and strategic initiatives, current market conditions, premium valuation and guidance suggest patience may be rewarded with better buying opportunities ahead. Investors should closely monitor quarterly results and management commentary throughout 2025 to identify more favorable entry points as the year progresses. AMZN currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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