Amazon earnings updates: AI spend and AWS in focus for Wall Street ahead of results (www.businessinsider.com)

Amazon is poised to share its earnings results, with a particular focus on its AWS segment, as the company continues to invest heavily in cloud and AI capabilities. Wall Street analysts are closely watching for indications of growth in AWS revenue, projected at approximately $36.68 billion, as well as developments related to Amazon's in-house chip initiatives, underscored by CEO Andy Jassy's recent criticism of Nvidia. The outcomes are critical for Amazon’s stock, which has already risen 14% in 2026, and investors hope to see evidence of sustained momentum. The anticipated earnings release, set for after the 4 p.m. ET closing bell, is expected to report total revenue of around $177.23 billion and an earnings per share (EPS) of $1.62. Key revenue streams will include online stores and third-party seller services, which are projected to contribute significantly to overall sales. Additionally, with AWS net sales estimated to grow by 25.7% excluding foreign exchange impacts, the results may reflect broader trends in the AI and cloud computing sectors that could influence future investments and competitive dynamics in the tech industry.