(Bloomberg) — Amazon.com Inc. (AMZN) bulls are betting that the company’s stock is primed to reestablish its market leadership after years of trailing its Big Tech rivals.
The optimism starts with demand for the Amazon Web Services cloud-computing business, which is positioned to benefit from the explosion of artificial intelligence technology. In addition, AI is seen helping the company’s better-known e-commerce unit, which should get more refined advertising targeting and improved efficiency across its vast logistics operation.
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“An improvement in AWS should help materially in terms of the perception of the stock as being the relative loser in cloud,” said Pat Burton, a portfolio manager at Winslow Capital Management, who counts Amazon as one of his biggest overweights among the Magnificent Seven tech giants.
Amazon shares were the worst performers among the Mag Seven in 2025, their seventh…
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