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Amazon wants to own your cart, your cloud — and now your mailbox

Amazon wants to own your cart, your cloud — and now your mailbox

KAHROS Team

TL;DR

Quick Summary

  • Amazon is trading around $229 (December 5, 2025), closer to its 52-week high than its low, as it leans harder into logistics, cloud, and ads.
  • The company is reportedly considering ending its USPS partnership by 2026 and building a fully independent nationwide delivery network, turning shipping from cost center into competitive moat.
  • AWS and a fast-growing ad business remain Amazon’s real profit engines, funding big bets in logistics while regulators push back on labor and market power.

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