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Morgan Stanley Remains Bullish on Amazon.com (AMZN), Cites Growing Investment in Robotic and AI-Powered Fulfillment Centers

Man GLG holds $811.49 million worth of Amazon.com, Inc. (NASDAQ:AMZN) stock, representing 1.55% of its 13-F portfolio as of Q2 2025. The company is one of Man GLG’s list of 10 stock picks with the highest upside potential.

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On October 22, 2025, Morgan Stanley reiterated its “Outperform” rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $300 price target.

The investment firm’s bullish stance reflects Amazon.com, Inc. (NASDAQ:AMZN)’s increasing investment in robotic and AI-powered fulfillment centers, which could yield $2-4 billion in annual savings by 2027. With the company scaling to around 40 next-generation robotic sites, including its prototype facility in Shreveport, Louisiana, it looks on track to achieve major warehouse efficiencies.

The firm notes that about 10% of Amazon.com, Inc. (NASDAQ:AMZN)’s global units could be handled by these automation-driven warehouses, reducing fulfillment costs by up to 40%. This could also mean nearly 160,000 U.S. workers would not need to be hired.

Meanwhile, Morgan Stanley believes Amazon.com, Inc. (NASDAQ:AMZN)’s GenAI-led innovations in retail are underappreciated, while acknowledging that AWS remains the company’s key short-term growth driver.

Amazon.com, Inc. (NASDAQ:AMZN) is a global online marketplace operator, a maker of consumer electronics, and a provider of digital streaming and cloud computing services through Amazon Web Services (AWS).

While we acknowledge the potential of AMZN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 11 Best Gold Royalty and Small-Cap Gold Stocks to Invest in Now and 11 Best Coal Stocks to Buy According to Hedge Funds.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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