| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 10-5-26 |
Amazon was the host's 'stock of the year' pick for this year, and he named it alongside Nvidia as the MAG-7 names he is looking at on a downside-vs-upside basis. [audio] | — | — | — |
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
Amazon is blocking Meta's Muse shopping agent from its platform, raising the question of how useful the agent can be without Amazon access. [audio] | — | — | — |
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Anthropic's leaked IPO prospectus showed a huge chunk of its revenue flowing through Amazon Web Services. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as ~3.7% of the S&P 500 and 4% of the Nasdaq 100 in the index-weight rundown, and again as one of the Mag7. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
Goldman Sachs set a $375 12-month price target on Amazon (about 50% upside), citing AI compute demand and advertising leverage; the host says he likes Amazon but wants to hear the full bull case. [audio] | — | — | — |
| 2026-09-30 | BUY | MEDIUM | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Rosenblatt raised Amazon's target to $360 from $335 (46% upside), calling it a net beneficiary of agentic commerce; the host adds on 10-30% pullbacks. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Amazon's projected capital spending and its share of cloud backlog were used to discuss potential returns on AI infrastructure investment. [audio] | — | — | — |
| 2026-09-25 | WATCH | MEDIUM | Rob Black Show The Bond Market In September |
Black lists Amazon among strong businesses he has accumulated after 30% to 50% pullbacks as examples for a valuation-based shopping list. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 9-24-26 |
Named by Goldman as positively skewed toward AI-agent-driven e-commerce. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-23-26 |
Rob included Amazon among AI leaders whose increasing operating cash flow makes him less concerned about free-cash-flow pressure. [audio] | +0.4% | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Amazon was named as an IonQ partner, and Rob highlighted Wolfe Research's $320 target and underappreciated AWS margins while noting the stock's post-earnings pullback. [audio] | +0.4% | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Amazon's year-to-date gain and previous earnings-related record high were compared with other Magnificent Seven stocks. [audio] | -3.3% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Rob discussed Amazon's role in ChatGPT advertising and the opportunity to retain transactions generated by AI recommendations. [audio] | -3.3% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Stocks Rise As Oil Prices Ease |
Amazon's AI smart glasses for delivery drivers were presented as a practical computer-vision deployment, and Amazon was also cited among major AI beneficiaries. [audio] | -4.8% | — | — |
| 2026-09-17 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-17-26 |
Amazon is buying backup power equipment and expanding same-day fulfillment. [audio] | -0.7% | — | — |
| 2026-09-16 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-16-26 |
Rob likes Amazon's plan to build same-day fulfillment capacity near customers. [audio] | +1.3% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Amazon was listed among quality technology companies to favor over speculative growth. [audio] | +1.3% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
Amazon was cited as lower and as a customer of humanoid-robot maker Agility Robotics. [audio] | +2.6% | — | — |
| 2026-09-15 | BUY | MEDIUM | Rob Black Show Markets Fall As Losses Accelerate |
Amazon's One Medical weight-management rollout and its competitive position were discussed positively. [audio] | +2.6% | — | — |
| 2026-09-14 | WATCH | MEDIUM | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Amazon was described as a long-term shopping-list company to investigate after a major decline. [audio] | +1.9% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
Amazon is always on the host's long-term shopping list because of its retail, logistics, cloud, advertising, streaming, and AI businesses. [audio] | -1.2% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-9-26 |
Rob mentions Amazon's newly announced relationship with Qualcomm while discussing Apple's move toward its own modem. [audio] | -2.6% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Rising Oil Prices Continue To Rattle Investors |
Rob cites Amazon's approximately $5.4 billion sterling bond issue and its place among the hyperscalers funding a massive AI infrastructure build-out. [audio] | -2.6% | — | — |
| 2026-09-08 | WATCH | MEDIUM | Rob Black Show Stocks Drop As Oil Prices Climb |
Amazon signed the custom AI chip deal with Qualcomm and receives warrants for up to $4 billion of stock; also named among the expensive-but-debated mega caps. [audio] | -3.3% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
Named with Microsoft and Google as layer four, the cloud, in his AI investment map. [audio] | -0.7% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
Amazon's Zoox was cited as a robotaxi rival, and Rob said investors underrate the differences between Amazon, Microsoft and Alphabet in AI. [audio] | -2.7% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Mega Cap Names Doing Well Today |
Amazon Web Services was cited as the benchmark investors can now compare Microsoft's newly disclosed Azure revenue against. [audio] | -2.7% | — | — |
| 2026-09-02 | MENTIONED | LOW | Rob Black Show Stocks Rise For First Time In Four Sessions |
Cited as a compounder that didn't stop after doubling, and named among stocks investors debate as too expensive. [audio] | -1.0% | — | — |
| 2026-09-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-1-26 |
Amazon fell 1.8% on the consumer spending worry, and is later cited as a stock that didn't stop compounding after it doubled. [audio] | +0.8% | — | — |
| 2026-09-01 | MENTIONED | LOW | Rob Black Show Rough Start To September |
Amazon's Zoox robotaxi unit is expanding to Houston and San Diego, and AWS is referenced as the benchmark Azure is compared against. [audio] | +0.8% | — | — |
| 2026-08-31 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-31-26 |
Dropped 2.5% after the Wall Street Journal reported the FTC plans to sue over paid search recommendations, though it still tops the revenue-per-day list at $2.2 billion. [audio] | -0.5% | -3.7% | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Amazon generates about $2.2 billion in revenue per day but recorded over $50 billion of paper gains that flatter its earnings quality. [audio] | -0.5% | -3.7% | — |
| 2026-08-28 | BUY | MEDIUM | Rob Black Show A Very Big Week On Wall Street |
He agreed with Mark Mahaney's top large-cap long call after the $355 Evercore target and said he would accumulate Amazon 20% off its all-time highs and hold it for his children. [audio] | -3.0% | -6.3% | — |
| 2026-08-27 | MENTIONED | LOW | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
Amazon Web Services expanded its NVIDIA partnership, deploying an additional 2 million GPUs and adopting NVIDIA's full physical AI stack for its warehouse robot fleet. [audio] | +1.0% | -2.6% | — |
| 2026-08-25 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-25-26 |
One of the three retail names on Rob's short list — Walmart is the king and Amazon is the queen. [audio] | -2.4% | -4.5% | — |
| 2026-08-25 | MENTIONED | LOW | Rob Black Show Yields Fall |
Cited as an aggregator that already resells other streaming services, a model Netflix is now considering. [audio] | -2.4% | -4.5% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
May outrank NVIDIA in S&P earnings contribution this quarter, but largely on unusual paper gains from investments. [audio] | -0.9% | -4.9% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Referenced as a hyperscaler, as the retailer that upended Walmart's dominance, and as the model for owning the place where customers transact. [audio] | +3.0% | -1.9% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
Cited as a robo-taxi rival through Zoox and as a hyperscaler spending heavily on AI data centers. [audio] | -1.5% | -2.5% | — |
| 2026-08-20 | BUY | HIGH | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Rosenblatt assumed coverage with a buy and $335 target, arguing Amazon's AI leadership is underappreciated and AWS could exit 2026 growing 45%. [audio] | -1.5% | -2.5% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Afternoon podcast 8-19-26 |
Amazon rose 2.4% and Rob called it one of his two favorite long-term stocks, citing AWS reaccelerating to 37% growth, roughly $220 billion of capex and Prime Air drone expansion to nearly 500 cities. [audio] | -2.1% | -4.6% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
AWS growth accelerated to 37%, and Rob highlighted advertising, logistics and retail all benefiting from AI while Amazon looks to sell Trainium chips externally. [audio] | -2.1% | -4.6% | — |
| 2026-08-18 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-18-26 |
Listed among hyperscalers borrowing heavily to fund AI data center buildouts as financing costs rise. [audio] | +0.6% | -3.2% | — |
| 2026-08-18 | BUY | MEDIUM | Rob Black Show Trouble In Tech Land |
Rob cited Amazon Web Services backlog converting into revenue as evidence the AI boom is still accelerating, and named Amazon's Leo as a coming satellite broadband competitor. [audio] | +0.6% | -3.2% | — |
| 2026-08-17 | BUY | HIGH | Rob Black Show Afternoon podcast 8-17-26 |
Morgan Stanley sees a path to $500 a share by the end of 2027 from roughly $263, on AWS revenue growing from $170 billion toward $1 trillion and revenue per incremental watt rising from $8 to $12, with a $335 base case. [audio] | +0.3% | -5.9% | — |
| 2026-08-17 | BUY | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Rob pointed investors to Amazon on the cloud side of the AI infrastructure layer, with AWS set to deploy NVIDIA's GB300 as its primary GPU platform while expanding its own Trainium shipments. [audio] | +0.3% | -5.9% | — |
| 2026-08-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-14-26 |
Amazon's Leo satellite constellation was named as a coming third competitor in global space telecommunications. [audio] | -1.5% | -2.2% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show More Encouraging Inflation Data |
Amazon is among the hyperscalers spending trillions on AI infrastructure, with 2027 free cash flow expected to be only thinly positive at $1.2 billion. [audio] | -1.9% | -3.1% | — |
| 2026-08-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-12-26 |
Amazon Web Services was used as the example of a company whose backlog excited investors, and Patrick O'Hare noted backing out Amazon and Alphabet investment gains still leaves about 30% earnings growth. [audio] | -0.5% | -3.9% | — |
| 2026-08-12 | HOLD | MEDIUM | Rob Black Show Tame Inflation Data |
Amazon reported $5.75 a share against $1.82 expected on investment gains, yet is only modestly ahead of the index, showing the earnings outliers are driving index-level multiple compression. [audio] | -0.5% | -3.9% | — |
| 2026-08-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-11-26 |
Amazon was down 2% on the session, and founder Jeff Bezos is reportedly close to acquiring a one-third stake in Liverpool FC. [audio] | -4.7% | -7.5% | — |
| 2026-08-11 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Stabilize |
Amazon fell about 1.77% but is ramping second half CapEx to $123 billion from $96.3 billion, and Rob praised its web services business model as the standard hyperscalers are judged against. [audio] | -4.7% | -7.5% | — |
| 2026-08-10 | BUY | HIGH | Rob Black Show Iran Makes Demands |
Rob named Amazon as a retail sales beneficiary and highlighted that it has multiple AI profit engines across retail, AWS and advertising, which very few companies possess. [audio] | -6.0% | -9.2% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-6-26 |
Amazon was named as a potential AI CapEx beneficiary and as the classic disruptor investors wrongly assumed would destroy every retailer. [audio] | -2.6% | -5.1% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Traders Keep An Eye On The Middle East |
Noted as up one-and-a-half in the individual-name check. [audio] | -2.6% | -5.1% | — |
| 2026-08-05 | WATCH | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
Amazon's CapEx-to-revenue rises to 25% from 18%, its earnings report helped reignite the AI trade, and its Zoox unit begins paid robotaxi rides in Las Vegas next week. [audio] | -2.0% | -5.2% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Amazon was down about a point today after crossing a $3 trillion market cap yesterday, and its earnings report helped reignite the AI trade. [audio] | -2.0% | -5.2% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-4-26 |
Amazon gave up 2.3% on news that Jeff Bezos is selling $4 billion of his own shares, and Rob noted its earnings markups distort the index growth figure. [audio] | -2.0% | -5.2% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
Amazon hit an all-time high and remains Rob's stock of the year, though Jeff Bezos is selling $4 billion of stock. [audio] | -1.9% | -6.7% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Afternoon podcast 8-3-26 |
Amazon jumped 5.3% to a record high and crossed a $3 trillion market cap for the first time on strong cloud results; it is Rob's stock of the year and he can still make a case for it here. [audio] | -2.1% | -10.2% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Market Surges As Oil Prices Slide |
Amazon is Rob's favorite name and big pick of the year, extending its 15% earnings move with another 5% gain toward all-time highs on accelerating AWS growth. [audio] | -2.1% | -10.2% | — |
| 2026-07-31 | BUY | HIGH | Rob Black Show An Earnings Season Summer |
AWS revenue climbed 37% to $42.2 billion, its fastest growth in 18 quarters, with operating margins near 39%; management raised capital spending guidance another $20 billion and investors applauded rather than punished it. [audio] | +1.1% | -1.9% | — |
| 2026-07-30 | BUY | HIGH | Rob Black Show Afternoon podcast 7-30-26 |
Blowout quarter with revenue up 20% to $201 billion and EPS of $5.75; AWS cloud revenue grew 37% with operating margin expanding to 39%, and the stock rose 7.4% after hours. [audio] | +15.6% | +13.1% | — |
| 2026-07-30 | MENTIONED | MEDIUM | Rob Black Show Semiconductors Help Drive Gains |
Amazon reports earnings tonight; stock is up and discussed as a winner on the Dow Jones. [audio] | +15.6% | +13.1% | — |
| 2026-07-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-29-26 |
Amazon is mentioned as part of the Magnificent Seven reporting earnings. [audio] | +20.3% | +17.6% | — |
| 2026-07-29 | WATCH | HIGH | Rob Black Show Stocks Stumble As Oil Surges |
Amazon reports earnings tomorrow; investors are watching for cloud growth and AI workload expansion. [audio] | +20.3% | +17.6% | — |
| 2026-07-28 | MENTIONED | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Amazon is up fractionally, reporting earnings this week, and is referenced as a Magnificent 7 member. [audio] | +20.2% | +11.0% | — |
| 2026-07-28 | BUY | HIGH | Rob Black Show Afternoon podcast 7-27-26 |
Host discusses Amazon's upcoming earnings, space station license, and long-term bullishness; mentions buying Amazon before AWS growth. [audio] | +20.2% | +11.0% | — |
| 2026-07-27 | MENTIONED | MEDIUM | Rob Black Show Markets Meander As Oil Falls |
Amazon up fractions; reporting earnings this week; cautious sentiment due to likely CapEx increase; applied for space station license; Project Kuiper satellite constellation; plans to acquire Global Star; host bullish long-term outlook. [audio] | +22.7% | +12.5% | — |
| 2026-07-24 | MENTIONED | LOW | Rob Black Show Broader Market Rebounded |
Amazon is mentioned as a big company investing in AI chips and data centers; also referenced as a stock investors chase for retirement. [audio] | +17.0% | +11.4% | — |
| 2026-07-23 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-23-26 |
Amazon was discussed as part of the Magnificent Seven, with earnings and AI spending concerns highlighted. [audio] | +0.8% | +10.7% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Markets Lower As Tech Disappoints |
Amazon mentioned as a hyperscaler investing in AI infrastructure and data centers. [audio] | +0.8% | +10.7% | — |
| 2026-07-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-22-26 |
Amazon was down 1 percent and mentioned as a competitor in cloud infrastructure. [audio] | -7.4% | +5.6% | — |
| 2026-07-22 | BUY | HIGH | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Bank of America expects Amazon's second quarter to top estimates on AWS growth; Amazon could raise CapEx budget to $210 billion. [audio] | -7.4% | +5.6% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Stocks Boosted By Chipmakers |
Wells Fargo bumped its price target on Amazon; Telsey Advisory Group expects strong sales and operating income growth, bullish on AWS and AI upgrades. [audio] | -6.7% | +5.1% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
Amazon was a slight winner today; spending billions on AI infrastructure. [audio] | -7.4% | +6.3% | — |
| 2026-07-20 | BUY | HIGH | Rob Black Show Oil Prices Fluctuated |
Analyst Yusuf Squally remains constructive on Amazon ahead of Q2 2026 results, expects further growth acceleration at AWS and e-commerce; Amazon spending cited as a revenue driver for Astera Labs. [audio] | -7.4% | +6.3% | — |
| 2026-07-17 | MENTIONED | HIGH | Rob Black Show Financial Planning That You Never Knew |
Amazon referenced as a hyperscaler hosting AI models and for its cloud division executive moving to Meta. [audio] | -6.1% | +6.2% | — |
| 2026-07-16 | BUY | HIGH | Rob Black Show Afternoon podcast 7-16-26 |
Host notes Amazon's price target raised by KeyBank and highlights retail and AWS strength. [audio] | -6.5% | +5.1% | — |
| 2026-07-16 | BUY | HIGH | Rob Black Show Chip Stocks Weighing On The Market |
Amazon's price target raised at KeyBank, called favorite e-commerce stock, and discussed in context of Alexa and competitive threats. [audio] | -6.5% | +5.1% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-15-26 |
Amazon gained 3% as major tech stocks advanced. [audio] | -4.0% | +3.0% | — |
| 2026-07-14 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-14-26 |
Amazon is mentioned as an AI winner alongside NVIDIA and Microsoft. [audio] | +0.0% | +7.1% | — |
| 2026-07-13 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Amazon listed as a winner today and among companies raising AI investment budgets. [audio] | +1.1% | +8.1% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Amazon is referenced as a major AI spender and as a key tech earnings report. [audio] | +1.1% | +8.1% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Amazon is cited as a main event in earnings season and as a top performer with strong brand and recurring revenue. [audio] | +0.8% | +11.9% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-9-26 |
Amazon said they're going to try to be competitive on freight costs; expected to spend heavily on AI. [audio] | +1.2% | +11.1% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Amazon is discussed as a way to gain exposure to Anthropic through its investment and cloud partnership. [audio] | +1.2% | +11.1% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-8-26 |
Amazon referenced in context of not issuing more debt after recent sale. [audio] | +4.7% | +12.7% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Referenced for UEFA Champions League rights, as a stock people might sell to buy SK Hynix, and in context of debt issuance and Blue Origin funding. [audio] | +4.7% | +12.7% | — |
| 2026-07-08 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-7-26 |
Amazon discussed for UEFA rights, AI infrastructure spending, debt issuance, and hyperscaler spending. [audio] | +4.7% | +12.7% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions owning Amazon, references Twitch and Amazon Prime's user base, and lists Amazon among companies with large total addressable markets. [audio] | +0.6% | +10.7% | — |
| 2026-07-02 | BUY | HIGH | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Amazon is on track to become the first company to cross $1 trillion in annual revenue; host owns shares and sees it as a historic milestone. [audio] | +1.8% | +11.9% | +3.1% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Amazon up 1.4% today; discussed as consumer discretionary. [audio] | +1.8% | +11.9% | +3.1% |
| 2026-07-01 | BUY | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Amazon is referenced as a major cloud and web services provider, part of the Magnificent 7. [audio] | +0.8% | +12.4% | +2.1% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Afternoon podcast 6-30-26 |
Amazon consolidating after strong earnings; AWS investing $1 billion in AI unit; host bullish on hyperscalers. [audio] | +3.2% | -1.2% | +3.3% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Amazon cited among Magnificent Seven; trailing PE ratios falling. [audio] | +3.2% | -1.2% | +3.3% |
| 2026-06-29 | MENTIONED | MEDIUM | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Amazon is discussed for Prime Day spending, AWS GPU price hikes, and performance. [audio] | +1.7% | -5.6% | +4.0% |
| 2026-06-26 | WATCH | MEDIUM | Rob Black Show Big Picture Digging On This Week |
Notes Amazon as a disruptive force in logistics and a major AI CapEx spender. [audio] | +4.3% | -0.2% | +7.2% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Amazon down 3 percent; discussed as a tech stock underperforming and in context of Alexa automotive collaboration. [audio] | +4.3% | -0.2% | +7.2% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Amazon is referenced as an enterprise buyer of memory and as part of the Magnificent 7. [audio] | +6.9% | +2.2% | +9.8% |
| 2026-06-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-24-26 |
Amazon indirectly referenced as part of the Magnificent Seven and AI build-out. [audio] | +3.2% | -0.9% | +8.8% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
Amazon discussed in context of Prime Day, NBA media deal, Zoox autonomous vehicles, and as a Magnificent Seven stock. [audio] | +3.2% | -0.9% | +8.8% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-23-26 |
Amazon is mentioned as a tech stock that did well outside chip makers. [audio] | +1.8% | -0.2% | +10.4% |
| 2026-06-23 | MENTIONED | HIGH | Rob Black Show Global Chip Rout |
Amazon is discussed for hyperscaler status, Prime membership value, Prime Day, and AWS AI spending. [audio] | +1.8% | -0.2% | +10.4% |
| 2026-06-22 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-22-26 |
Host suggests buying Amazon as part of the 'mango fund' investment strategy. [audio] | +3.2% | +5.2% | +9.0% |
| 2026-06-22 | MENTIONED | LOW | Rob Black Show Declines In Technology Stocks |
Amazon is discussed in relation to Prime Day and as a hyperscaler in AI infrastructure spending. [audio] | +3.2% | +5.2% | +9.0% |
| 2026-06-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-19-26 |
Amazon is referenced as a hyperscaler investing in AI infrastructure. [audio] | -4.8% | +1.2% | +2.8% |
| 2026-06-18 | BUY | HIGH | Rob Black Show Thinking About AI Stocks |
Amazon listed as a shopping list staple. [audio] | -7.1% | +1.2% | +0.6% |
| 2026-06-17 | MENTIONED | MEDIUM | Rob Black Show Thinking About Income In Retirement |
Host discusses Amazon's AI-driven job cuts and its ecosystem business model. [audio] | -1.4% | +4.1% | +4.6% |
| 2026-06-16 | MENTIONED | LOW | Rob Black Show Strategies For June So Far |
Amazon Marketplace is referenced as an example of a platform business facilitating transactions between buyers and sellers. [audio] | -4.8% | +1.6% | +3.1% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-15-26 |
Amazon's stock performance and mention as a platform for renting movies. [audio] | -5.4% | +3.6% | +4.4% |
| 2026-06-15 | BUY | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
Amazon is expanding in trucking, spending heavily on capital expenditures, and monetizing efficiently. [audio] | -5.4% | +3.6% | +4.4% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-11-26 |
Amazon mentioned as a $2 trillion club member and hyperscaler investing in AI. [audio] | +1.2% | +1.6% | +4.5% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Amazon discussed as AI hyperscaler, down today; price target raised, and compared to peers. [audio] | +1.2% | +1.6% | +4.5% |
| 2026-06-11 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-10-26 |
Amazon's expansion into less-than-truckload space discussed, including buying more cargo units and trucks. [audio] | +1.2% | +1.6% | +4.5% |
| 2026-06-10 | BUY | HIGH | Rob Black Show Stocks Slide Amidst Surging Inflation |
Amazon discussed as a mini NVIDIA in semiconductors, launching new chips, aggressive AI infrastructure spending, and expanding logistics offerings. [audio] | -0.2% | +3.1% | +8.0% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Chip Stocks Lost Momentum |
Amazon is mentioned for bond issuance, AI trade, and as a platform for comedians; no explicit recommendation. [audio] | +0.7% | +1.2% | +5.9% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-8-26 |
Corning announced a multi-billion dollar data center infrastructure deal with Amazon. [audio] | +0.3% | -0.7% | +5.4% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound From Friday Rout |
Amazon announced a multi-year, multi-billion dollar deal to buy optical fiber from Corning. [audio] | +0.3% | -0.7% | +5.4% |
| 2026-06-05 | MENTIONED | MEDIUM | Rob Black Show Job Growth Surged |
Amazon is described as an ecosystem of merchants, logistic providers, advertisers, cloud customers, software developers, and consumers. [audio] | -3.0% | -1.4% | +5.2% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-4-26 |
Host discusses Amazon's new robots and their AI cloud deals; Amazon Web Services received a $4 billion commitment from Pinterest. [audio] | -4.8% | -4.4% | +0.5% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
Amazon unveiled a new warehouse robot and is investing $11.6 billion to modernize its European logistics network. [audio] | -4.8% | -4.4% | +0.5% |
| 2026-06-03 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-3-26 |
Host flags that if Amazon, Microsoft, and Tesla follow Google's lead in cutting buybacks to fund AI, it would be a sign the trade is winding down. [audio] | -4.8% | -2.9% | +2.0% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Amazon's Leo project faces setbacks with a rocket launch pad destruction. [audio] | -4.8% | -2.9% | +2.0% |
| 2026-06-02 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-2-26 |
Discussed Prime Day moving to June, which will make the second quarter look better than expected by Wall Street. [audio] | -4.8% | -5.4% | +1.3% |
| 2026-06-02 | HOLD | MEDIUM | Rob Black Show Markets Start The Day With Highs |
Host states their thesis for Amazon as stock of the year 'took a hit' due to a rocket explosion, but clarifies they are not giving up on the call. [audio] | -4.8% | -5.4% | +1.3% |
| 2026-06-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-1-26 |
Casual mention regarding comparing prices at Best Buy versus Amazon when shopping for electronics. [audio] | -6.1% | -7.5% | +2.0% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Truist raised Amazon's price target to $320 citing stronger AWS growth. [audio] | -6.1% | -7.5% | +2.0% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
Speaker lists Amazon on their daily shopping list of companies they want to own and buy when prices drop. [audio] | -9.1% | -14.0% | -5.3% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host states he is buying Amazon because it is a 'great company' and mentions he has been buying it for years. [audio] | -7.4% | -15.1% | -5.0% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
The host mentioned Amazon Web Services in relation to Snowflake's alignment with AWS. [audio] | -7.4% | -15.1% | -5.0% |
| 2026-05-27 | BUY | HIGH | Rob Black Show Afternoon podcast 5-27-26 |
Host identifies Amazon as a big winner due to Starlink deals with American Airlines and Prime member benefits, calling it one of their favorite stocks for the rest of the year. [audio] | -8.0% | -14.4% | -4.0% |
| 2026-05-27 | BUY | HIGH | Rob Black Show Hopes Of Easing Iran Tensions |
Speaker highlights Amazon's strong day, upcoming satellite service (Project Leo), and analyst upgrades, stating it was their top stock pick for the year. [audio] | -8.0% | -14.4% | -4.0% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions Amazon's AWS being a major competitor to Google. [audio] | -3.3% | -14.4% | -1.2% |
| 2026-05-22 | MENTIONED | MEDIUM | Rob Black Show Strategy Show For Memorial Day Weekend |
Host mentions Amazon as part of the hyperscalers spending on AI, noting its involvement in AI investments. [audio] | +1.6% | -8.2% | -2.3% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
Discussed in the context of hyperscaler capital expenditures and AWS revenue up 28%. [audio] | +2.1% | -9.0% | -1.0% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Crude Prices Jumped |
Amazon's chips are also used by Anthropic. [audio] | +2.1% | -9.0% | -1.0% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Host mentions Amazon was up 2.1% today in the context of strong megacap performance. [audio] | +2.6% | -7.8% | -2.1% |
| 2026-05-20 | MENTIONED | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Ken Griffin mentions Amazon as a provider of AI technology in the financial sector. [audio] | +2.6% | -7.8% | -2.1% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-19-26 |
Named as one of the top 10 stocks in the current S&P 500. [audio] | +2.3% | -5.8% | +0.8% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Amazon is mentioned as one of the stocks Tepper added to his portfolio. [audio] | +2.3% | -5.8% | +0.8% |
| 2026-05-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Amazon is listed as part of the 'top heavy' stock market concentration, implying a warning about overvaluation or concentration risk. [audio] | +0.6% | -10.3% | -0.8% |
| 2026-05-18 | SELL | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
The host noted that Berkshire Hathaway fully exited positions in Amazon. [audio] | +0.6% | -10.3% | -0.8% |
| 2026-05-15 | BUY | MEDIUM | Rob Black Show What Is Lifecording |
Host mentions Amazon as a dominant long-term compounding franchise at attractive valuations alongside Alphabet and Meta. [audio] | +0.8% | -9.7% | +0.4% |
| 2026-05-14 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-14-26 |
Reference to $1,000 invested in Amazon when it went public in 1997, highlighting its growth. [audio] | +0.5% | -10.7% | +0.0% |
| 2026-05-14 | BUY | MEDIUM | Rob Black Show Stocks Rise Led By Tech Investments |
Host notes Amazon is taking on debt to build data centers and expand ambitions. [audio] | +0.5% | -10.7% | +0.0% |
| 2026-05-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-13-26 |
Amazon added 1.6% to its value during the market session discussed. [audio] | -1.9% | -11.7% | +0.8% |
| 2026-05-13 | MENTIONED | MEDIUM | Rob Black Show Mixed Markets As Inflation Jumps |
Amazon's new Prime Business and Amazon Business credit cards are now available. [audio] | -1.9% | -11.7% | +0.8% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-12-26 |
Host notes Amazon was down 1.1%. [audio] | -2.4% | -9.1% | +4.6% |
| 2026-05-12 | BUY | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Amazon is accelerating delivery with 30-minute drop-offs, which leads to higher conversion rates and keeps shoppers returning. [audio] | -2.4% | -9.1% | +4.6% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Speaker discusses Amazon Web Services publishing a blog about the Claude Platform and notes it is a big win for Amazon. [audio] | -2.4% | -9.1% | +4.6% |
| 2026-05-11 | MENTIONED | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions going to Amazon's (implied context of weakness in US supply chains) while discussing US weaknesses. [audio] | -1.5% | -11.5% | +2.0% |
| 2026-05-08 | MENTIONED | HIGH | Rob Black Show Good Year In The Stock Market So Far |
Referenced casually as 'Amazons' among dominant U.S. tech companies. [audio] | -3.1% | -9.8% | -0.2% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Amazon was down 4%. [audio] | -1.5% | -9.3% | +0.5% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Oil Continues Pullback |
Host noted that Amazon was down $1.70. [audio] | -1.5% | -9.3% | +0.5% |
| 2026-05-06 | BUY | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host highlights $181.5B revenue and AWS expanding 28%, viewing fundamentals as outstanding. [audio] | -1.8% | -10.5% | +0.9% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
Discussed in the context of earnings and guidance. [audio] | -1.8% | -10.5% | +0.9% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-5-26 |
Amazon announced plans to invest in France, creating jobs, and is mentioned in the market news segment. [audio] | -2.8% | -7.2% | +3.8% |
| 2026-05-05 | BUY | HIGH | Rob Black Show Stocks Get Boost From Oil Pullback |
Amazon is expanding its logistics network, impacting UPS and FedEx. [audio] | -2.8% | -7.2% | +3.8% |
| 2026-05-04 | BUY | MEDIUM | Rob Black Show Afternoon podcast 5-4-26 |
Host identifies Amazon as a leader today, trading higher after announcing new supply chain services. [audio] | -1.1% | -8.1% | -0.2% |
| 2026-05-04 | MENTIONED | MEDIUM | Rob Black Show Traders Eye Oil Again |
Host mentions Amazon as one of the big AI companies that are big winners due to spending. [audio] | -1.1% | -8.1% | -0.2% |
| 2026-05-01 | WATCH | MEDIUM | Rob Black Show Kicking Off May With Record Levels |
Amazon has a 12-month price target of $312, implying 20% upside. [audio] | +1.6% | +0.9% | -12.2% |
| 2026-04-30 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 4-30-26 |
Amazon was up 0.75% with strong earnings per share and revenue growth, though CapEx concerns exist. [audio] | +2.3% | +2.1% | -14.5% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Markets Working Higher For Now |
I've added more to my positions... this year, my biggest purchase has been tied towards Amazon. [audio] | +2.3% | +2.1% | -14.5% |
| 2026-04-29 | BUY | HIGH | Rob Black Show Afternoon podcast 4-29-26 |
Amazon is highlighted for its growing AWS business, triple-digit growth in chips, and advertising revenue reaching over $70 billion. [audio] | +4.5% | +2.9% | -12.2% |
| 2026-04-29 | BUY | HIGH | Rob Black Show Oil Prices Continue Their Rally |
The host states Amazon is still one of their big picks for 2026. [audio] | +4.5% | +2.9% | -12.2% |
| 2026-04-28 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-28-26 |
Amazon is investing up to $50 billion in OpenAI and Microsoft, and using AI for hiring processes. [audio] | +5.3% | +5.5% | -10.9% |
| 2026-04-28 | MENTIONED | MEDIUM | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Host mentions Amazon as one of the companies carrying the market. [audio] | +5.3% | +5.5% | -10.9% |
| 2026-04-27 | SELL | MEDIUM | Rob Black Show Afternoon podcast 4-27-26 |
Amazon was down 1.1%. [audio] | +4.2% | +4.1% | -11.1% |
| 2026-04-27 | BUY | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Amazon seems to be the winner here as a likely beneficiary of the lack of exclusivity. [audio] | +4.2% | +4.1% | -11.1% |
| 2026-04-24 | MENTIONED | MEDIUM | Rob Black Show Focusing On Wealth Accumulation |
Amazon's Graviton chips are being used in a deal with Meta for AI systems. [audio] | +1.6% | +0.9% | -11.5% |
| 2026-04-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-23-26 |
Amazon is mentioned as a technology peer doing similar layoffs. [audio] | +1.6% | +0.9% | -11.5% |
| 2026-04-23 | BUY | HIGH | Rob Black Show Stocks Mixed After New All Time Highs |
Analyst raised price target to $3.25 and expects AI boom to drive growth in AWS. [audio] | +3.9% | +4.4% | -4.0% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
Amazon up 2% today. [audio] | +3.0% | +4.3% | -3.1% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Nasdaq Hits New High |
Mentioned as part of the MAG-7 group. [audio] | +3.0% | +4.3% | -3.1% |
| 2026-04-21 | BUY | HIGH | Rob Black Show Afternoon podcast 4-21-26 |
Host thinks Amazon's stock will hit new highs in the near-term future. [audio] | +3.9% | +7.4% | +0.0% |
| 2026-04-20 | MENTIONED | LOW | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Mentioned as one of the tech stocks down slightly from recent highs. [audio] | +5.2% | +6.7% | -0.4% |