US Stock Market Move | Q3 performance exceeded expectations, Amazon.com, Inc. (AMZN.US) surged over 12%

On Friday, Amazon.com, Inc. (AMZN.US) opened with a significant increase of over 12%, reaching a historical high and increasing its market value by nearly $300 billion to $2.66 trillion. In terms of news, thanks to the strong performance of its cloud business, Amazon.com, Inc. exceeded market expectations for the third quarter of 2025. The financial report shows that Amazon.com, Inc.'s Q3 net sales increased by 13% year-on-year to $180.2 billion, surpassing analysts' average expectations of $177.8 billion. In terms of divisions, the AWS (Amazon.com, Inc. cloud services) division saw a 20% year-on-year increase in sales to $33 billion, marking the largest growth since 2022, with year-on-year growth and sales exceeding analysts' average expectations of 18% and $32.4 billion respectively. Net profit was $21.2 billion, up 39% from the same period last year; diluted earnings per share were $1.95, better than analysts' average expectations of $1.57. Looking ahead, Amazon.com, Inc. expects fourth quarter net sales to be between $206 billion and $213 billion, a year-on-year increase of 10% to 13%; it expects operating profit to be between $21 billion and $26 billion, compared to $21.2 billion in the same period last year. S&P Global, Inc. analyst Melissa Otto stated that the strong performance of Amazon.com, Inc.'s cloud business and core retail business may alleviate investors' concerns about the company's "excessive investment in the AI bubble." We see strong evidence of the outstanding performance of the AWS business. This doesn't look like a bubble, but rather a healthy business where all engines are running at full capacity.