MarketAlleys
Sign in
NewsAutomated report · methodology

CNBC: TD Cowen's John Blackledge discussed Amazon earnings and AWS outlook

CNBC reported that John Blackledge, internet and media analyst at TD Cowen, joined 'Squawk on the Street' to discuss Amazon's latest earnings report, the outlook for AWS, and more.

Developing storyAmazon falls on cloud growth and AI spending concerns2 reports · latest 2h agoTimeline →

MarketAlleys Research Desk

Published · 3 min read

X (opens in a new tab)LinkedIn (opens in a new tab)Facebook (opens in a new tab)
Illustration for: CNBC: TD Cowen's John Blackledge discussed Amazon earnings and AWS outlook
Illustration (AI-generated) — not a photograph of the events described.

What happened

CNBC reported Oct 30, 11:01 UTC that John Blackledge, internet and media analyst at TD Cowen, joined 'Squawk on the Street'.

In the appearance he discussed Amazon's latest earnings report, the outlook for AWS, and more.

Stocks market context

As of Oct 30, 20:00 UTC, moves are stated from the prior close. The SPY ETF traded at $755.72 (fell 1.77%) and the QQQ ETF traded at $690.49 (fell 3.47%). Amazon traded at $240.35 (fell 1.41%); NVIDIA traded at $204.64 (fell 4.22%); Apple traded at $344.63 (fell 1.23%).

Instrument Last Change Basis As of Source
S&P 500 (via SPY ETF) $755.72 -1.77% vs prior close Oct 30, 20:00 UTC Finnhub
Nasdaq 100 (via QQQ ETF) $690.49 -3.47% vs prior close Oct 30, 20:00 UTC Finnhub
NVIDIA $204.64 -4.22% vs prior close Oct 30, 20:00 UTC Finnhub
Apple $344.63 -1.23% vs prior close Oct 30, 20:00 UTC Finnhub
Microsoft $521.91 -1.55% vs prior close Oct 30, 20:00 UTC Finnhub
Amazon $240.35 -1.41% vs prior close Oct 30, 20:00 UTC Finnhub
Alphabet $279.84 -1.40% vs prior close Oct 30, 20:00 UTC Finnhub
Meta Platforms $614.99 -1.53% vs prior close Oct 30, 20:00 UTC Finnhub
Tesla $399.81 -0.87% vs prior close Oct 30, 20:00 UTC Finnhub
JPMorgan Chase $337.04 -1.90% vs prior close Oct 30, 20:00 UTC Finnhub

Yahoo ran related coverage titled "Amazon's $578 Billion AWS Backlog Is Growing Faster Than Its Revenue", "Amazon reported booming cloud revenue but otherwise missed expectations", and "Amazon Needs AWS Growth Acceleration to Offset Rising Capital Spending, RBC Says".

What to watch

BRK.A Q3 2026 earnings is scheduled Mon Nov 2 (time not confirmed); AES Q3 2026 earnings is scheduled Mon Nov 2 (time not confirmed); EL Q1 2027 earnings is scheduled Mon Nov 2 (before the open).

  • Mon Nov 2 (time not confirmed) — BRK.A Q3 2026 earnings · EPS estimate 9253.77
  • Mon Nov 2 (time not confirmed) — AES Q3 2026 earnings · EPS estimate 0.74
  • Mon Nov 2 (before the open) — MAR Q3 2026 earnings · EPS estimate 2.87
  • Mon Nov 2 (before the open) — FOXA Q1 2027 earnings · EPS estimate 2.13
  • Mon Nov 2 (before the open) — ETR Q3 2026 earnings · EPS estimate 1.72
  • Mon Nov 2 (before the open) — EL Q1 2027 earnings · EPS estimate 0.52

Sources and data

  • CNBC (secondary source) — Investors had higher expectations for AWS revenue growth, says TD Cowen's John Blackledge
  • Yahoo (secondary source) — 3 Growth Stocks With Revenue Growth Over 23%
  • Finnhub (market data) — market data

Market data as of Oct 30, 20:00 UTC; report generated Oct 30, 20:20 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.

Terms in this article

Sources & data

  1. CNBC (secondary, retrieved Oct 30, 2026, 08:21 PM UTC)
  2. Yahoo (secondary, retrieved Oct 30, 2026, 08:21 PM UTC)
  3. Finnhub (market-data, retrieved Oct 30, 2026, 08:21 PM UTC)

Market data as of Oct 30, 2026, 08:00 PM UTC.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.

Ask about this story

Questions are answered only from this article and the sources it cites.

MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.

Was this useful?

Report an issue with this article

Reports go to our editors. See our corrections policy.

Get the Daily Brief

What moved, why, and what matters next — every morning.

Or follow us on Telegram and X for every new story.