Zacks flags Amazon as Bull on AI monetization momentum, and Krispy Kreme as Bear amid estimate declines

Amazon and Krispy Kreme were singled out this week in separate Zacks commentary pieces that labeled each stock a Bull or a Bear, according to a report carried by Yahoo Finance on Aug. 10, 2026.

For Amazon (AMZN), the Zacks Bull framing centered on the company’s ability to monetize artificial intelligence and on what Zacks characterized as improving earnings momentum. The report did not provide detailed figures in the packet available for this story, nor did it lay out specific catalysts such as product launches, contract wins, or quarterly guidance.

In that same write-up, the reasoning was tied to the broader market theme that investors are increasingly looking past “AI hype” toward near-term revenue capture. In practical terms, monetization typically means converting AI-related capabilities into billable services, upsells, or higher customer usage, rather than treating AI as a purely experimental cost center.

Krispy Kreme (DNUT) was placed on the other side of the ledger as a Zacks Bear. The commentary, as summarized by Yahoo Finance, pointed to falling analyst estimates as the main issue, even as it acknowledged early turnaround gains.

The Bear call suggests that the initial recovery indicates were not enough, in Zacks’ view, to stabilize expectations for future performance. When estimates decline, it typically reflects a market consensus that either demand growth is slower than hoped, costs are higher than previously forecast, or both.

While Amazon is a diversified technology and retail platform company whose AI exposure is widely discussed through cloud and advertising ecosystems, Krispy Kreme’s outlook is more closely tied to consumer spending patterns, promotional dynamics, and execution on store-level performance. The contrast between the two stocks highlights how “AI” and “turnaround” narratives can produce very different investor math.

A key limitation in the information available for this story is that the Yahoo Finance summary does not include the underlying Zacks model assumptions, valuation measures, or the specific direction and magnitude of the “falling estimates” described for Krispy Kreme. It also does not specify which earnings metric Zacks emphasized for Amazon beyond the general reference to earnings momentum.

For traders and long-term investors, the immediate question is whether the themes Zacks highlighted will show up in upcoming company disclosures. For Amazon, that means continued progress in translating AI capabilities into customer spending and improving operating results. For Krispy Kreme, it means whether turnaround improvements can halt estimate erosion and rebuild expectations for earnings power.