Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Amazon (NASDAQ: AMZN) both reported on April 29, 2026, revealing two different clocks running on AI cloud ROI.

Childress Capital Advisors LLC lessened its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 9.9% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,936 shares of the e-commerce giant's stock after selling 4,046 shares during the quarter. Amazon.com comprises 1.4% of

Frank Rimerman Advisors LLC cut its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 4.4% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 132,431 shares of the e-commerce giant's stock after selling 6,102 shares during the quarter. Amazon.com comprises about 1.8% of

Amazon's investment in Anthropic has been a huge win. However, Amazon will benefit from an Anthropic IPO in more than one way.

David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI. He explains why hyperscalers like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) remain attractively valued and why the AI buildout and adoption cycle still has plenty of room to run.

Amazon (NASDAQ: AMZN | AMZN Price Prediction) and Shopify (NASDAQ: SHOP) sit on opposite sides of the same retail transaction.

Goldman Sachs is sounding alarms as hyperscalers pile on debt at a pace the credit markets are struggling to absorb, and the window for AI companies to prove their investments pay off is narrowing fast.

Apple (NASDAQ: AAPL | AAPL Price Prediction) and Amazon (NASDAQ: AMZN) both grew revenue 16.6% in their most recent quarters, yet the businesses beneath those matching numbers could hardly look more different.

Amazon's $200 billion in AI spending is supported by strong demand for its Trainium chips and contracted revenue. Trainium's $20 billion annual revenue run rate suggests Amazon's AI investments are already paying off.

Duncker Streett and Co. Inc. trimmed its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 12.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,025 shares of the e-commerce giant's stock after selling 7,758 shares during the quarter. Amazon.com comprises about