Companies such as Meta, Amazon, and Oracle have said they're trimming staff this year. Pinterest, for one, cited AI as a factor in its decision to shed less than 15% of its workforce.

Winning in retail has a new goal line: the logic that drives consumer choice itself.

Etsy's high-growth days are over, but its stock looks dirt cheap at these levels.

Expectations for both North American and International online retail segments have remained stable since last quarter. The North America retail operating profit margin has increased significantly from losses a few years ago to an estimated 6.5% for Q1 2025, a 100bps decline since late January. The stock has traded up 4% since last quarter. The consensus P/E for 2027 is 26x and a target price of $285.

Amazon boss Andy Jassy has embarked on a broader project to reduce corporate bureaucracy, including an internal hotline for calling out excessive red tape.

AMZN expands Anthropic deal, locking in $100B+ AWS spend and 5GW compute, but $200B capex raises pressure on near-term cash flow.

With valuations lower, investors can find some good opportunities in AI.

CONWAY, Ark.--(BUSINESS WIRE)--Acxiom®, the connected data and technology foundation for the world's leading brands, today announced an expansion of its long-standing partnership with Amazon Ads, making over 10,000 Acxiom audiences directly available within Amazon DSP's Audience Hub. With availability since March 16, the direct integration empowers advertisers to seamlessly activate high-quality Acxiom audiences across Amazon-owned media properties and premium open-internet supply in the U.S.,.

At Whale Rock Capital Management , a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology shifts.