Skip to content
Guavy Logo GUAVY
Sign up
Back to Guavy Wire
Stocks

AWS Deal Sends Amazon Stock Soaring Amid NVIDIA Pullback

Guavy AI Editorial Team
Instruments
AMZN
Share

Amazon's stock jumped 4% after announcing an expanded deal with NVIDIA to deploy an additional 2 million GPUs for AI and robotics workloads on its AWS platform. This move signals strong growth for AWS, which saw a 37% year-over-year revenue increase.

NVIDIA's stock fell 4%, however, due to a broader semiconductor market pullback. Despite supplying the chips, NVIDIA's performance was not directly impacted by the deal itself.

This split highlights investor focus on AWS's scale and capital intensity versus chipmaker supply challenges. Going forward, investors will be watching Amazon's ability to monetize AWS in 2027 and NVIDIA's capacity to meet demand.

More on Stocks

Stocks just now

Disney's Lakeshore Lodge Offers Exclusive Preview for Select Members

Stocks 2m ago

SPEEA and Boeing Resume Contract Talks on Monday

Stocks 2m ago

SPEEA to Meet Boeing on Monday Amid Contract Negotiations

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Guavy Logo GUAVY

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

Navigate

Markets

Resources

© 2026 Guavy Inc

Terms Privacy Policy