Amazon (AMZN) is structurally advantaged by agentic AI, with AWS's Bedrock and AgentCore positioned as critical layers for stateful AI workloads. Bedrock's integration of leading models and managed stateful agents is driving rapid enterprise adoption, with token usage in 1Q26 exceeding all prior years combined. Agentic demand and custom silicon demand are fueling AWS's growth.
RXO's earnings guidance for the second-quarter is better than Wall Street's estimates.
SEATTLE--(BUSINESS WIRE)--Amazon Pharmacy (NASDAQ: AMZN), a full-service digital pharmacy that delivers medications directly to customers' homes, is expanding access to Novo Nordisk's Ozempic® pill, the only FDA-approved oral GLP-1 medication to treat type 2 diabetes. Amazon Pharmacy will offer Same-Day prescription delivery and pickup within minutes through in-office kiosk locations soon, addressing a critical access gap for the more than 36 million Americans living with type 2 diabetes. Custo.
Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.
This little-talked-about factor has Amazon (AMZN +0.53%) stock investors cheering.
Q1 earnings: fantastic (but with a caveat)
QBTS and RGTI surge back into focus as improving risk appetite and AI-quantum momentum drive over 75% upside targets ahead of Q1 earnings.
It seems Alphabet can do no wrong right now.