Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon Stock Today, Nov 7, 2025: AMZN Slips as Amazon Launches ‘Bazaar’ Globally; Bezos Wins Appeal; EU Signals Softer AI Rules

Amazon (AMZN) trades lower as Amazon unveils “Bazaar” in 14 new markets. Legal win for Bezos and EU’s potential easing of AI rules also in focus. [1]


AMZN price action at a glance (as of ~1:46 p.m. ET)

  • Last: $241.03
  • Day change:–0.83% (–$2.01 vs. prior close we infer at $243.04)
  • Intraday range: $238.50 – $244.21
  • Volume: ~22.97M shares (intraday)
    Source: real‑time market data.

What’s moving Amazon stock today

1) Amazon takes ultra‑low‑cost shopping global under new “Amazon Bazaar” brand
Amazon expanded its low‑cost marketplace to 14 additional countries—including Hong Kong, the Philippines, Nigeria, and Taiwan—and will market the service as Amazon Bazaar, selling mostly sub‑$10 items shipped directly from merchants. Analysts say the push targets the same bargain segment fueled by Temu and Shein and could take years to reach profitability in new regions. [2]

2) Jeff Bezos wins appeal in shareholder case tied to Project Kuiper
A Delaware Supreme Court decision left Jeff Bezos victorious in an investor lawsuit that had attempted to link his rivalry with Elon Musk to alleged delays at Amazon’s Project Kuiper. While not a direct earnings driver, the resolution removes a minor legal overhang around Amazon’s satellite broadband plans. [3]

3) Europe weighs a lighter touch on AI compliance
A draft “Digital Omnibus” proposal suggests the EU may ease parts of the AI Act, including grace periods and narrower registration requirements for certain high‑risk AI systems. For Big Tech providers—including AWS—simpler compliance could reduce near‑term friction as AI services scale across the bloc. [4]

4) Macro backdrop: No official U.S. jobs report—again—amid shutdown
Markets are trading without the Bureau of Labor Statistics’ Employment Situation for a second straight month because of the government shutdown, keeping focus on private proxies and adding uncertainty to Friday trading. That, plus a broader tech sell‑off, is pressuring high‑valuation names. [5]


Why this matters for AMZN

  • International retail strategy: “Amazon Bazaar” formalizes Amazon’s answer to ultra‑budget cross‑border shopping. Near term, the model trades higher order volumes for thinner margins; longer term, it could seed Prime and ads in new geographies if logistics and customer experience scale efficiently. [6]
  • Legal clarity for Kuiper: A clean win for Bezos helps de‑risk narratives around Project Kuiper, Amazon’s long‑horizon satellite network that could one day complement AWS and edge computing. Even if the immediate P&L impact is minimal, removing litigation noise aids sentiment. [7]
  • Regulatory clouds parting (slightly): If the EU implements transitional grace periods and targeted simplifications, hyperscalers may face lower initial compliance costs—supportive for AWS as AI workloads proliferate in Europe. [8]
  • Risk‑off tape: With no official payrolls print, traders lean on mixed private data, and the week’s AI‑trade wobble is curbing risk appetite across mega‑cap tech, including AMZN. [9]

The week in context: AI cloud deal keeps the bigger story intact

Earlier this week, OpenAI signed a seven‑year, $38 billion agreement to run workloads on AWS—a marquee validation of Amazon’s AI infrastructure that pushed AMZN to fresh record highs before today’s pullback. Taken with Q3’s 20% AWS growth, investors see a clearer runway for AI‑driven demand into 2026. [10]


By the numbers (today)

  • Price: $241.03 (–0.83% intraday)
  • High / Low: $244.21 / $238.50
  • Time stamp: ~1:46 p.m. ET (18:46:15 UTC)
    Source: LSEG/market data.

What to watch next

  • Holiday demand elasticity: Will deeper deals (and tariff‑sensitive categories) lift order volumes enough to offset thinner per‑order profitability internationally? “Bazaar” traction in Asia/Africa/LatAm is the early tell. [11]
  • EU AI rulemaking calendar: The Commission’s Nov 19 agenda on the Digital Omnibus could confirm grace periods and exemptions that shape how quickly AWS turns up AI services across EU customers. [12]
  • Macro catalysts: With official labor data delayed, watch credit‑card spend trackers, online sales updates, and third‑party jobs proxies for clues to Q4 consumer strength that matters to both Retail and Ads. [13]

Quick FAQ

Why is Amazon stock down today?
Mostly broader tech weakness and macro uncertainty in the absence of the official U.S. jobs report; company‑specific headlines are mixed‑to‑positive (Bazaar launch, legal clarity). [14]

What is “Amazon Bazaar”?
A global, budget‑focused marketplace offering mostly sub‑$10 items, expanding today to 14 more markets to compete with Temu and Shein. [15]

What’s the significance of the OpenAI–AWS deal?
It cements AWS as a primary AI compute provider for OpenAI and underscores demand for Amazon’s infrastructure at AI scale—an ongoing narrative tailwind since earlier this week. [16]


Bottom line

AMZN is modestly lower intraday, but today’s news skew strategic more than fundamental: a broader low‑cost retail push with “Bazaar,” incremental legal de‑risking around Kuiper, and a potential EU regulatory softening on AI. Against a risk‑off tape, Amazon’s AI‑infrastructure momentum—highlighted by OpenAI’s $38B commitment—remains the bigger, supportive trend into year‑end. [17]


Reporting note: Prices and intraday stats reflect live quotes at the time indicated; market conditions can change rapidly.

OpenAI and Amazon strike $38 billion deal

References

1. www.reuters.com, 2. www.reuters.com, 3. news.bloomberglaw.com, 4. www.reuters.com, 5. www.reuters.com, 6. www.reuters.com, 7. news.bloomberglaw.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.reuters.com

Stock Market Today

  • Realty Income Stock: Is It Undervalued After Price Drop and Rate Headlines in 2025
    November 7, 2025, 7:04 PM EST. Realty Income's stock has faced a pullback despite a solid start to the year. After a 7.1% YTD gain, the REIT is down -2.7% over the last week and -5.5% over the past month, underscoring how rate headlines and a shifting commercial property outlook can sway sentiment. Our valuation score sits at 2/6, signaling room for debate on fair pricing. The piece walks through two main methods: a DCF-based view using adjusted funds from operations, showing $3.62B in free cash flow now and $4.70B by 2029, with an intrinsic value of $97.09 per share - a 42.0% discount to current levels, i.e., an undervalued setup. The other method, P/E, adds further context. Stay tuned for the full valuation breakdown and any red flags identified.
  • Rexford's Series C Preferred Yield Pushes Past 6.5% Amid Discount to Liquidation Preference
    November 7, 2025, 7:02 PM EST. Rexford Industrial Realty Inc.'s 5.625% Series C Cumulative Redeemable Preferred Stock (REXR.PRC) yielded above 6.5% on Friday, based on a $1.4063 annualized dividend. The shares traded as low as $21.15. The sector average yield in Real Estate prefs sits around 7.88%, per Preferred Stock Channel. REXR.PRC traded at an 11.76% discount to its liquidation preference, slightly better than the 12.47% average in Real Estate. On the day, the price move for REXR.PRC was about -1.6%, while the common stock (REXR) rose about +0.8%. Investors weigh income against risk of liquidation and market pricing in this niche.
  • Friday 11/7 Insider Buying Report: NBTB and JBLU See Notable Purchases
    November 7, 2025, 7:00 PM EST. Friday's insider-buy roundup highlights two notable purchases: NBTB (NBT Bancorp) Director Timothy E. Delaney bought 10,000 shares for $409,750 at $40.98 apiece, adding to a prior 12-month buy (about $81,000 at $40.50). JBLU (JetBlue Airways) Director Peter Boneparth acquired 50,000 shares for $206,000 at $4.12 each. NBTB traded higher by about 0.6% on Friday; JBLU up roughly 3.2%, with Boneparth's purchase near intraday highs (as high as $4.39). These insider moves suggest bullish confidence, though timing and execution vary.
  • Mesa Laboratories (MLAB): Heavy Institutional Ownership Shapes Risk and Prospects
    November 7, 2025, 6:58 PM EST. Mesa Laboratories, Inc. (MLAB) trades in a regime dominated by institutional investors, who own about 87% of the stock. With a total of 12 investors holding a combined 51% stake, no single holder has a majority. That concentration underscores how price moves can swing on the decisions of institutions, especially if several shift views at once. The largest known holder is Conestoga Capital Advisors at about 7.8%, followed by other managers at 6.9% and 5.8%; Gary Owens, the CEO, owns roughly 1.2%. While institutional ownership can signal credibility, it also means the board may weigh these shareholders' preferences. Investors should review the company's earnings history and explore how a changing institutional mood could impact the stock.
  • Cocoa Prices Slip as West Africa Crop Optimism and BCOM Inflows Face Demand Worries
    November 7, 2025, 6:56 PM EST. December ICE NY cocoa (CCZ25) and December ICE London cocoa (CAZ25) are down about 2.8% and 2.6% respectively, setting 1-week lows for a third straight session as traders price in a bumper West Africa crop. Reports from Ivory Coast and Ghana point to healthy trees and favorable weather aiding pods, with Mondelez noting a 7% above-average pod count in West Africa. The Ivory Coast harvest has begun, and farmers are optimistic on quality. A Tuesday rally on expectations of the Bloomberg Commodity Index inclusion could spur inflows, with Peak Trading Research estimating about $1.9 billion of cocoa futures buying over 80 days. Yet demand remains wary: global cocoa demand softness, Hershey's Halloween sales disappointment, and weak Asia/EU grindings weighing on prices. ICE cocoa inventories in US ports sit near a 7.5-month low.
VTI vs. VOO on November 7, 2025: Daily Update, Flows & Why Vanguard’s Flagship ETFs Still Dominate With Young Investors
Previous Story

VTI vs. VOO on November 7, 2025: Daily Update, Flows & Why Vanguard’s Flagship ETFs Still Dominate With Young Investors

Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook
Next Story

Broadcom (AVGO) Stock Today — November 7, 2025: Shares Slide With Tech Selloff; Short Interest Eases Ahead of Expected Dec. 11 Earnings

Go toTop