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AMZN is expanding agentic AI across seller tools, advertising and AWS, but heavy AI spending raises questions about when monetization will catch up.

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...

PayPal Powers Meta's Muse as AI Shopping Enters New Era

In recent developments within the e-commerce sector, Azoma, a platform specializing in Agentic Commerce Optimization, has received an investment from dunnhumby ventures. This move aims to enhance Azoma's capabilities in Generative Engine Optimization (GEO), crucial for retailers and consumer packaged goods (CPG) brands in connecting AI visibility to revenue. The partnership reflects a shared belief in the rising importance of AI shopping assistants as a primary means for consumers to make...

Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity most investors are overlooking.

Amazon is ramping up its quick-commerce ambitions in India as rivals race to deliver everyday products within minutes.

Stock Market Today: The Dow Jones index drops Thursday on rising Treasury yields. Nvidia stock extends its losses in premarket trading.

Netflix (NFLX) stock trades near $71, about 43% below its high of the past year, and it lost 6.6% in the past week. The market did not fall with it: The S&P 500 returned 16.5% over the past twelve months. So without any shock at all, Netflix is already down more than its average fall in past market shocks. What would a real crash add.

SpaceX has declined from its IPO price.

"We’re always interested in connecting with talented people — both new candidates and former Amazonians — for open roles."

Amazon (NASDAQ:AMZN) plans to invest $3 billion in its Indian quick-commerce operations by 2030 as it expands its Amazon Now network, Reuters reported, citing two people with direct knowledge of the plans. According to the report, Amazon intends to invest $1 billion by the end of 2027, followed by another $2 billion through 2030.

The Waukesha-based power company is preparing to deliver orders to Amazon worth roughly $2.4 billion worth of backup generators in 2027 and 2028.

(Updates with Anthropic's response in the sixth paragraph) Amazon-backed (AMZN) Anthropic is prov

Data center demand is tightening labor and materials, pushing CRE construction costs higher as contractors face longer lead times.

MIT Technology Review explains what happens when the AI bubble bursts and why hyperscalers face a trillion-dollar reckoning.

Two e-commerce heavyweights gave the same AI shopping agent opposite answers this week. I think the one that said yes made the right call -- but the stock's two-day pop is another matter.

Meta Platforms wants to dominate the personal AI space with smartglasses as the primary means of interacting with it.

If you already own one of its products, the company hasn’t said what happens to the promise that came with it.

Speaking with WSJ Leadership Institute President Alan Murray, UPS CEO Tomé breaks down her "better, not bigger" strategy to shrink UPS's package volume from Amazon in half. Despite taking a year to convince her own board, Tomé explains why playing the long game was necessary to return the company to operating margin growth.

Treasury yields jumped across the curve on Wednesday.

Amazon is one of the largest companies in the world. How much responsibility does it have to meet its net-zero pledge?

The tech megacaps have multiple ways to cash in as the foundational AI model giant prepares to join the public market.

Massive artificial intelligence investments that are increasingly being financed with debt could tri

Tech stocks fell late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (X

Amazon is reaching out to former employees, including those previously laid off, to fill critical artificial intelligence and cloud computing roles amid an escalating industry talent war.

Two of retail’s biggest names just took opposite bets on AI shopping agents, and only one stock is moving on it.