Amazon’s Jassy Has a Trillion-Dollar AWS in His Sights
Published . Updated .
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report does not map to a usual set of affected companies.
Directly affected
- AMZN Amazon Com-3.6% 30d
Named in this report.
Indirectly affected
- XLY Consumer Discretionary Select Sector SPDR+6.6% 30d
Consumer Discretionary Select Sector SPDR holds the consumer sector that Amazon.com belongs to, so it often moves with news about it.
- CPNG Coupang+0.7% 30d
Coupang is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- CDW Cdw-2.1% 30d
Cdw is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- W Wayfair
Wayfair is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- CHWY Chewy+0.6% 30d
Chewy is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- NSIT Insight Enterprises+6.7% 30d
Insight Enterprises is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMZN | +1.73% | +3.85% | base | -1.40% | +0.81% | after close | after close |
| XLY | -2.63% | -0.63% | base | -0.69% | +1.70% | after close | after close |
| CPNG | -4.63% | -4.60% | base | -1.41% | +0.86% | after close | after close |
| CDW | -0.05% | -2.19% | base | -6.91% | -8.85% | after close | after close |
| W | -6.36% | -6.02% | base | -3.53% | -5.92% | after close | after close |
| CHWY | +5.25% | +3.21% | base | +2.16% | +6.86% | after close | after close |
| NSIT | -0.73% | +0.14% | base | -3.20% | -6.49% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Amazon’s Jassy Has a Trillion-Dollar AWS in His Sights Bloomberg
Source: Bloomberg
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMZN | that day | -1.40% | final price |
| AMZN | the next day | +0.81% | final price |
| AMZN | three days earlier | +3.85% | final price |
| AMZN | five days earlier | +1.73% | final price |
| CDW | that day | -6.91% | final price |
| CDW | the next day | -8.85% | final price |
| CDW | three days earlier | -2.19% | final price |
| CDW | five days earlier | -0.05% | final price |
| CHWY | that day | +2.16% | final price |
| CHWY | the next day | +6.86% | final price |
| CHWY | three days earlier | +3.21% | final price |
| CHWY | five days earlier | +5.25% | final price |
| CPNG | that day | -1.41% | final price |
| CPNG | the next day | +0.86% | final price |
| CPNG | three days earlier | -4.60% | final price |
| CPNG | five days earlier | -4.63% | final price |
| NSIT | that day | -3.20% | final price |
| NSIT | the next day | -6.49% | final price |
| NSIT | three days earlier | +0.14% | final price |
| NSIT | five days earlier | -0.73% | final price |
| W | that day | -3.53% | final price |
| W | the next day | -5.92% | final price |
| W | three days earlier | -6.02% | final price |
| W | five days earlier | -6.36% | final price |
| XLY | that day | -0.69% | final price |
| XLY | the next day | +1.70% | final price |
| XLY | three days earlier | -0.63% | final price |
| XLY | five days earlier | -2.63% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 3 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Coupang (CPNG), worth $15,001 - $50,000 on 28 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Coupang (CPNG), worth $1,001 - $15,000 on 10 Aug 2026. That is 81 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold CDW, worth $500,001 - $1,000,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CDW, worth $1,001 - $15,000 on 19 Aug 2026. That is 72 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Michael T. McCaul sold Insight Enterprises (NSIT) (held by a spouse), worth $15,001 - $50,000 on 4 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Insight Enterprises (NSIT) (held by a spouse), worth $50,001 - $100,000 on 3 Aug 2026. That is 88 days before publication. Filed 14 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Amazon’s Jassy Has a Trillion-Dollar AWS in His Sights” looks
12 out of 100
“Amazon’s Jassy Has a Trillion-Dollar AWS in His Sights” scores 12 out of 100. The score uses 1 sources.