AI competition shifted beyond tech as platforms hold financial and user advantages, analysts say. SenseTime is betting that lower-cost models could win market share despite quality gaps, cofounder Lin Dahua told CNBC.
Amazon's stock needs to rise less than 2% for the company's market cap to top $3 trillion — something only four other companies have ever achieved.
Apple Inc. (NASDAQ:AAPL), Amazon.com Inc. (NASDAQ:AMZN) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) are among the largest companies to deliver earnings "triple plays" this season, adding heavyweight names to a growing list of stocks that are beating expectations and raising guidance.
Amazon has kept its Rufus AI shopping assistant largely separate from its main search bar since the tool's 2024 launch. The company is now leaving the door open to changing that.
Amazon has begun offering same-day delivery of perishable groceries to its business customers. The new service, long available for consumer customers, is being rolled out in 2,300 communities around the U.S. in response to what the company says was a top customer request, Amazon said in a news release Tuesday (May 5).
Amazon.com, Inc. and Microsoft Corporation are emerging as integrated AI "landlords" with dominant cloud infrastructure and robust B2B/B2C ecosystems. Cloud growth, high margins and sustainable CapEx make AMZN and MSFT financially resilient, providing a moat against pure-play AI creators like OpenAI and Anthropic. MSFT offers superior financial metrics (lower P/E, strong FCF, and higher Rule of 40) while AMZN's chip business accelerates its AI integration and justifies its premium.
Amazon.com, Inc. delivered a standout Q1, with $181.5B revenue (+17% YoY) and EPS of $2.78, crushing expectations and validating its CapEx strategy. AWS growth reaccelerated to 28% YoY, reaching a $150B run-rate, while Amazon's custom silicon and AI chip businesses are scaling rapidly toward a $50B run-rate. Retail and advertising margins are expanding, with Q1 operating margin at a record 13.1% and ad revenue compounding at 24% YoY on a $70B TTM base.
And if you're not an AI investor, you may want to reconsider.
A caller on Bloomberg Businessweek's Big Tech Special earnings panel captured the strangest dynamic in this market with a single line: “The market has been really sanguine about negative free cash flow or the prospect of it.
The collaboration supports scale-up of next-generation heat pump technology providing 40% expected energy savings SOMERVILLE, Mass., May 5, 2026 /PRNewswire/ -- Amazon (NASDAQ: AMZN) and Transaera, a Boston-based innovator in next-generation cooling and dehumidification systems today announced a new collaboration following a successful six-month field trial of Transaera's rooftop-based cooling technology at an Amazon logistics facility.