How Schwab Network’s view on $AMZN changed

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2026-09-11Bullish

“AWS Cloud "Heartbeat" of AI Trade: Steven Orr's AMZN Bull Case”

AMZN is a buy on dips with a target of $360-$370 in about a year, driven by AWS expansion and proprietary hardware.

It's time to go deep on a tech name, looking specifically at Amazon in our tech spotlight. I'm looking at Amazon Web's numbers and and some of the things that you said it's very interesting to you because there are three stories that are happening at the same time. Tell us more.

Look, Am- AWS grew 37% last quarter, $42.2 billion. That's a big number and I think they're going to have a big beat, yes, coming up tonight and I'm excited about that.

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2026-09-01Bullish

“AMZN Accused of Inflating Ad Prices by $20B, FTC & 22 States Sue”

FTC lawsuit impact on AMZN is minimal; stock is a buy candidate at the post-earnings gap level.

Let's focus on the one-year chart for Amazon. The stock is down around 10% since hitting its all-time [music] high on August the 4th. This obviously has [music] to do with some of the new challenges it's facing.

And obviously, we're watching the FTC alongside bipartisan coalition of state attorneys obviously taking aim here. I mean, we're seeing a reaction to the downside for Amazon similar to the reaction we saw yesterday near the close when this information first broke that this lawsuit would be being filed.

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