Dec. 16, 2025 — Amazon.com Inc. (NASDAQ: AMZN) is back at the center of Wall Street’s AI-and-cloud conversation as fresh analyst commentary collides with a fast-moving news cycle around data centers, power constraints, and the economics of building “AI-ready” cloud capacity.
The immediate catalyst for renewed attention is a more constructive tone from parts of the sell-side — including Guggenheim initiating coverage with a Buy rating and a $300 price target — alongside a broader debate about whether Amazon’s “AI cloud” strategy is now translating into clearer returns. [1]
At the same time, today’s news flow highlights the environment Amazon is operating in: data-center electricity demand continues to surge, investors are increasingly sensitive to whether AI capex is sustainable, and Amazon-linked stories — from iRobot’s bankruptcy fallout to a new Project Kuiper satellite launch — keep the company’s long-term investment profile in the spotlight. [2]
