AMZN

Over the past six months, Amazon's stock has gained 10.5%, outperforming the Zacks Retail-Wholesale sector and the S&P 500 index. Key events include a strong Q1 2026 earnings report with net sales rising 17% year-over-year and AWS revenue expanding by 28%, reigniting investor interest in Amazon's AI thesis. Amazon's investments and advancements in AI, including its custom silicon business and deals with AI companies, have been a major driver. An AWS outage in October 2025 had a limited long-term negative impact. The launch of Amazon Supply Chain Services and the expansion of Amazon Pharmacy have also been positive developments.