Zacks points to AI push and AWS strength as Amazon’s growth drivers, while flagging mixed momentum across other stocks

Amazon is drawing fresh attention from analysts after a Zacks report framed the company’s growth outlook around continued expansion efforts tied to artificial intelligence, the resilience of its Amazon Web Services cloud unit, and the contribution of its wider set of businesses.

The Zacks analyst blog, carried by Yahoo Finance, described Amazon’s “AI expansion” as a central theme, while also pointing to AWS strength as a baseline driver. The report further attributed additional support to Amazon’s diversified business mix, which includes retail, advertising and entertainment offerings, rather than relying on a single growth engine.

Beyond Amazon, the same analyst compilation said Marvell and Starbucks were showing “strong momentum,” but it also referenced key challenges facing both companies. The blog did not, in the information available here, specify which challenges were most acute or quantify the degree of momentum in either case.

For Amazon, the mention of AI expansion and AWS strength is consistent with how investors often assess the company’s core long-term drivers. AWS is the platform that supplies cloud compute, storage and related services to businesses, and AI workloads increasingly depend on cloud-based infrastructure.

In sector terms, the emphasis on AI and cloud echoes a broader market pattern: companies with scalable infrastructure and data access tend to be viewed as advantaged as customers invest in machine learning and generative AI capabilities.

Still, the Zacks post did not provide detailed, sourceable specifics in the material available for this review, such as the size of new AI investments, the timing of product rollouts, or any direct references to recent guidance, contract awards, or earnings metrics.

It also did not lay out the particular “key challenges” for Marvell and Starbucks in the available information, limiting how precisely readers can connect the commentary to individual operational or financial risks.

What to watch next is whether Amazon’s AI-related initiatives translate into measurable demand within AWS and whether the company’s diversification continues to smooth results if one segment slows. Separately, markets will likely look for clarification on the nature of the challenges flagged for Marvell and Starbucks, and whether momentum persists into upcoming reporting periods.