Amazon Stock: +9.58% After Rediscovered Cloud Momentum
The e-commerce giant experienced an euphoric day on Friday, October 31, with its stock closing sharply higher after posting solid quarterly results. This rebound follows a positive week for the stock, which has seen significant gains since the beginning of the year. Friday's performance reflects a strategic shift for Amazon, particularly in its long-lagging cloud segment.
Impressive Daily and Yearly Performance
Amazon's stock closed at $244.22 on Friday, up 9.58% from the previous session. This surge occurred in a context of increased activity, with over 163 million shares traded during the session, representing 1.54% of the group's floating capitalization. This liquidity on Friday indicates a marked interest from investors in the stock. Over a broader period, Amazon has shown an impressive trajectory. The stock has performed +31.02% over the past twelve months, a rise that significantly outperforms the S&P 500 index, which has increased by 18.33% over the same period. The past week has also confirmed this dynamic, with a gain of 8.92%. The S&P 500 itself ended October 31 with a modest rise of 0.36% to 6,740.28 points, a more tempered progression than that of the digital giant.
Q3 2025 Results Drive Growth
This progression originates from the results of the third quarter of 2025. Amazon revealed a total revenue growth of 13%, amounting to $180 billion, while its net profit increased by more than 36%. More significantly, Amazon Web Services (AWS), the group's cloud division, recorded a growth of 20%, the strongest since 2022. This rebound is particularly important as AWS had long seemed to be losing ground to competitors like Microsoft Azure and Google Cloud in the field of artificial intelligence-related services. The group's core e-commerce business did not disappoint either. Sales grew by 11% in North America and 10% internationally, confirming the solidity of the core business. An additional note of confidence comes from the forecasts for the following quarter: Amazon anticipates a further acceleration of its revenues and profits, reaffirming its desire to remain a major player in cloud infrastructure and artificial intelligence services.
Contrasting Performances Highlight Growth Concentration in the U.S.
For comparison, the CAC 40 index fell by 0.44% on the same day, marking a clear divergence with the performance of Wall Street. Amazon benefits from a growth premium not generally offered by major European indices, dominated by banking and insurance sectors facing specific macroeconomic challenges. This transatlantic divergence underscores the concentration of growth dynamics in the United States, particularly in the technology sector.
