NEW YORK, June 30, 2026, 08:05 EDT
- Amazon ended Monday up 3.20% at $240.14. Volume was 154% of the 65-day average.
- The $7.45 jump per share suggested equity value went up by about $80.2 billion, or about three times the $26.4 billion U.S. online retail sales linked to Prime Day.
- AWS price tables show EC2 Capacity Block reservation rates for ML will rise about 20% for several GPU families starting July 1.
Amazon.com, Inc. NASDAQ:AMZN heads into Tuesday’s New York pre-market with shares gaining about $80 billion in equity value on Monday. This comes as its Prime Day sales event generated $26.4 billion in U.S. online retail spend. Nasdaq’s regular session was still closed at press time. Pre-market runs 4:00 a.m. to 9:30 a.m. ET, with regular trading 9:30 a.m. to 4:00 p.m. ET. There’s no June 30 closure on Nasdaq’s 2026 holiday list.
Amazon finished Monday at $240.14, climbing $7.45, or 3.2%. Volume hit 77.62 million shares, which is 154% of the 65-day average. MarketWatch lists 10.76 billion shares outstanding for Amazon, so the move implies a roughly $80.2 billion increase in equity.
| Measure | Latest figure | Read-through |
|---|---|---|
| Amazon shares rose Monday | $7.45 | Market cap increased about $80.2 billion, based on 10.76 billion shares |
| U.S. online sales during Prime Day window | $26.4 billion | Up 9.3% from last year, Adobe data via Retail Dive said |
| Market cap gain as a multiple of sales | Roughly 3.0x | The gain in Amazon’s stock outweighed total U.S. online retail sales for the event |
The gap is key here because Amazon’s stock wasn’t just tracking retail sales data. Prime Day spend is overall U.S. online retail spend at all retailers, not Amazon revenue. Walmart Inc. NYSE:WMT and Target Corp. NYSE:TGT also held their own sales events at the same time.
The clearer read for investors is Amazon Web Services. AWS’s pricing page shows that hourly per-accelerator rates for several EC2 Capacity Blocks for ML products change July 1. The current and new posted rates point to 20% hikes for major GPU capacity blocks, covering NVIDIA Corp. NASDAQ:NVDA Blackwell, H100, H200 and A100 instance families.
| AWS EC2 Capacity Block | Current rate per accelerator | July 1 rate per accelerator | Change |
|---|---|---|---|
| P6-B300 | $11.700 | $14.040 | +20.0% |
| P6-B200 | $10.296 | $12.355 | +20.0% |
| P5, U.S. regions | $4.326 | $5.191 | +20.0% |
| P5e | $4.975 | $5.970 | +20.0% |
| P5en, U.S. regions | $5.721 | $6.865 | +20.0% |
| P4de, U.S. regions | $1.845 | $2.214 | +20.0% |
AWS said its new Capacity Blocks feature allows users to reserve high-powered compute for machine learning, offering up to six-month reservations and clusters of up to 64 instances. The billing page notes the fee is charged upfront. Savings Plans and Reserved Instance deals don’t apply.
That’s one more data point for investors watching the retail numbers. If Amazon keeps demand strong and lifts prices on limited AI compute, then AWS margins might matter more for the stock than Prime Day sales. But this only covers a small AWS product set, not a broader price hike across AWS.
Amazon outperformed the market but gains tracked a rally in tech stocks. The S&P 500 added 1.18% Monday. The Nasdaq Composite put on 2.07% and the Nasdaq 100 jumped 2.25%.
| Instrument | Monday close | Monday change |
|---|---|---|
| Amazon.com, Inc. NASDAQ:AMZN | $240.14 | up 3.20% |
| S&P 500 | 7,440.43 | added 1.18% |
| Nasdaq Composite | 25,820.14 | rose 2.07% |
| Nasdaq 100 | 29,774.75 | gained 2.25% |
Amazon’s stock is still working off its slide. Shares are up 4.04% for the year, but the stock is down 6.39% for the past month, even after a bounce Monday. Amazon is still trading 13.8% below its 52-week high at $278.56.
Headline consumer data came in mixed. Reuters said U.S. shoppers spent more than $26.4 billion online between June 23 and June 26, a 9.3% gain from a year ago. But the average Prime Day order dropped to $47.66 from $53.34. CFRA’s Arun Sundaram pointed to possible help from tax refunds. Sonia Lapinsky at AlixPartners said it looks like a “fatigued consumer” who is “spread[ing] what they have” to chase discounts. Reuters
Amazon is leaning harder on AWS as its base case. In the first quarter, AWS sales jumped 28% to $37.6 billion. AWS operating income hit $14.2 billion. CEO Andy Jassy called it AWS’s “fastest growth in 15 quarters.” The in-house chips business hit a $20 billion revenue run rate. Free cash flow came in at $1.2 billion over the last 12 months, with Amazon citing higher AI-related property and equipment purchases as the main cause. Amazon
Australia’s competition regulator has taken Amazon’s local arm to court, accusing it of using unfair contract terms in the wake of new Prime Video ads. More than 1 million annual Prime subscribers were told they’d need to pay A$2.99 a month to keep Prime Video ad-free. Amazon Australia said it’s reviewing the suit and cooperating with authorities.
Amazon set its second-quarter net sales outlook at $194 billion to $199 billion, with operating income expected between $20 billion and $24 billion. The company said the forecast includes Prime Day during the quarter.
