Amazon Projects AWS Could Reach $1 Trillion Business Amid AI Growth

Source Summary

Amazon has indicated that its AWS cloud division could become a $1 trillion business, citing a "once-in-a-lifetime" artificial intelligence opportunity. The company views AI as a major growth driver for its cloud services segment.

Why it matters

AWS is Amazon's most profitable division, and a $1 trillion valuation would represent substantial expansion of the company's highest-margin business amid accelerating AI adoption.

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NASDAQ:AMZNLive chart

Trading trends

The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.

Recent SEC-reported share and derivative transactions in AMAZON COM INC.

Insider activity sentiment

Neutral

BearishNeutralBullish

0 discretionary purchases · 0 discretionary sales

Confidence: Low

Informative buyNon-informative buyInformative sellNon-informative sell

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
CEO Worldwide Amazon StoresHerrington Douglas J	Non-informative sell	Common Stock, par value $.01 per shareReported 10b5-1 plan (S)	1,000	$251.50	$251,500	Oct 1, 2026
DirectorSMITH BRAD D	Non-informative buy	Restricted Stock Unit AwardCompany grant or award (A)	4,086	—	—	Sep 8, 2026
DirectorMandia Kevin R.	Non-informative buy	Restricted Stock Unit AwardCompany grant or award (A)	4,086	—	—	Sep 8, 2026
CEO Worldwide Amazon StoresHerrington Douglas J	Non-informative sell	Common Stock, par value $.01 per shareReported 10b5-1 plan (S)	1,000	$254.77	$254,770	Sep 1, 2026
Executive ChairBEZOS JEFFREY P	Non-informative sell	Common Stock, par value $.01 per shareGift or transfer (G)	230,637	—	—	Aug 26, 2026

As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.

Short interest

Open short positions reported twice monthly; this is not daily short-sale volume.

Earnings

Recent reported earnings per share compared with the analyst consensus available from Nasdaq.

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Owner	Activity	Change	Shares held	Value (thousands)	Reported
Vanguard Group Inc	Sell	-4,937,929 (-0.581%)	845,400,528	$215,238,974	12/31/2025
Blackrock, Inc.	Buy	12,838,547 (1.745%)	748,403,539	$190,543,541	6/30/2026
Vanguard Capital Management Llc	Buy	4,587,925 (0.727%)	635,764,130	$161,865,547	6/30/2026
State Street Corp	Buy	6,736,637 (1.725%)	397,186,958	$101,123,800	6/30/2026
Fmr Llc	Buy	6,961,673 (1.941%)	365,660,364	$93,097,129	6/30/2026
Geode Capital Management, Llc	Sell	-16,373 (-0.007%)	233,211,684	$59,375,695	6/30/2026
Morgan Stanley	Buy	5,450,685 (3.134%)	179,376,541	$45,669,267	6/30/2026
Jpmorgan Chase & Co	Sell	-958,430 (-0.567%)	167,979,147	$42,767,491	6/30/2026
Invesco Ltd.	Buy	5,064,810 (3.65%)	143,818,328	$36,616,146	6/30/2026
Norges Bank	Sell	-1,834,254 (-1.288%)	140,565,601	$35,788,002	6/30/2026
Vanguard Portfolio Management Llc	Sell	-5,385,950 (-4.24%)	121,626,899	$30,966,208	6/30/2026
Capital Research Global Investors	Buy	2,169,606 (1.832%)	120,603,873	$30,705,746	6/30/2026

Settlement date	Short interest	Avg. daily volume	Change vs. previous report	Days to cover
Oct 15, 2026	93,656,399	33,293,284	+8.08%	2.81
Sep 30, 2026	86,657,682	37,732,132	+6.41%	2.30
Sep 15, 2026	81,440,414	29,391,336	-11.54%	2.77
Aug 31, 2026	92,067,423	34,419,346	-3.39%	2.67
Aug 14, 2026	95,300,129	42,070,694	-3.18%	2.27
Jul 31, 2026	98,434,174	51,021,310	-7.63%	1.93
Jul 15, 2026	106,566,350	38,648,773	+6.20%	2.76
Jun 30, 2026	100,349,673	81,635,599	—	1.23

Fiscal quarter	Reported	EPS	Consensus	Surprise
Jun 2026	Jul 30, 2026	1.88	1.83	+2.73%
Mar 2026	Apr 29, 2026	1.56	1.6	-2.5%
Dec 2025	Feb 5, 2026	1.95	1.98	-1.52%
Sep 2025	Oct 30, 2025	1.95	1.58	+23.42%

Source Summary

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