Amazon stock price is gradually gaining momentum again. The bullish rebound from its lows at nearly $211.50 ten days ago up to the closing price at nearly $224.50 on Wednesday is a clear confirmation of resuming the positive stance by the crowd after a plop down from the direct vicinity of historical peaks around $235 hot on the trail of the e-commerce giant's quarterly report released on July 31. It seems that every adequate investor already realised at that moment that an excuse behind the sharp markdown was not worth a straw from the very beginning. Not only were the Q2 figures solid, but Amazon also projected its current quarter's revenue well above consensus expectations. Meanwhile, a hard-to-discover weakness in the non-core cloud segment of Amazon's business was rather well-fingered and thus overplayed. Now when those temporary lower have been properly bought out by all interested parties, market price justice is being restored.

The new driver for this was the announcement of adding perishable foods to same-day delivery yesterday, on August 13. This gave the asset price an extra 1.4% gain within the last trading session to let it almost touch $225, while consistently growing price lows have been drawn on the charts since August 4. Looks like a good technical sign for the next crowded purchase very soon! Amazon's online sales could grow even more after this, as it allowed Amazon Prime's loyalty program members to order for free even more items like milk, strawberries or frozen dinners alongside electronics to the doorstep of a consumer to challenge the same kind of services by Walmart, Instacart or Uber Eats, as the three most popular rival examples in the US. Shares of Instacart, were down 11.5% over the same day.

Amazon plans to occupy 2,300 cities with this new service by the end of 2025. They are reportedly investing as much as $4 billion to bring same-day and next-day deliveries to 4,000 rural communities. Those who pay $14.99 monthly or $139 annually for being part of Amazon Prime will not pay an extra fee for the new service, while ordinary shoppers without a Prime membership can also use this new offer if paying $12.99 regardless of their order size. On the old Amazon Prime conditions, its members had to pay an additional $9.99 per month to receive perishable grocery orders if the sum of the order was above $35. Walmart+ now costs $98 per year, but Amazon is collecting its own client base and having its own advantages. So the competition will continue, of course, but Amazon also lowered its minimum order threshold to just $25 to threaten rivals in the field of one-off purchases.

Going back to the story with recent quarterly figures, Amazon's major business of delivering goods is literally thriving. The company posted its online store sales of $61.5 billion, an 11% annual gain. Pushing suppliers to pull forward inventories to ensure vast supply on cheaper prices contributed to fresh absolute records for the spring and summer season, with equity per share soaring to $1.68 this time against $1.25 on August 1,2024 and $1.32 in preliminary consensus estimates for the last quarter of 2025. Because of Amazon's focus on making its prices for consumers as low as possible, and its delivery time as small as they can, with Amazon's variety of products they are holding a number one position as the globally most popular e-retailer. Amazon's advertising earnings are also growing faster than expected, up 23% to reach $15.7 billion. For Q3 2025, Amazon expects its net sales between $174.0 billion and $179.5 billion vs Wall Street's preliminary consensus of $173 billion. A great progress in their forward guidance for the public!

As to its cloud computing unit, Amazon Web Services (AWS), AWS profit margins contracted to 32.9% from as much as 39.5% in Q1 and 35.5% in Q2 2024. But that was probably the result of enhancing investments into the AI infrastructure to earn even more money later. I don’t see any tragedy in this fact, therefore and I could mention launching Amazon's AI-based products like Alexa+, DeepFleet and Bedrock AgentCore here. Now, it seems, the market majority agrees with such an opinion of mine. And that just means we'll go step by step together to $250 for starters. And for the main course we'll eat $275, I bet. AWS still offered a 17.5% surplus in its sales to $30.9 billion, which was close to $30.77 billion, widely expected. Well, sales for Microsoft’s Azure competing cloud service rose 39%, while Google Cloud added 32% YoY, but for me, this is the reason to buy and hold all those three advancing stocks. Amazon's CEO Andy Jassy noted in his post-earnings speech that Amazon’s cloud business will "get better each quarter," as demand is outpacing capacity and the AI efforts are only starting to "play out" as soon as it improves customers' experiences and cloud products' efficiency. I also strongly believe in this.