On Morning Brew Daily, one host summed up the reaction to Amazon (NASDAQ:AMZN | AMZN Price Prediction) Q1 2026 earnings with a line every long-term shareholder has probably thought at some point: “10, 20 years ago, this company just sold used stuff online, well, actually just books in the '90s.
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Seattle-headquartered Amazon.com Inc (NASDAQ: AMZN) reported a standout Q1 that topped Wall Street expectations across all major metrics. And so, analysts are naturally following up with bullish reiterations on Apr. 30.
Charles Schwab's Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the split tape after Wednesday's mega-cap tech reports with a clear thesis on the Schwab Market Update Audio episode “Mag 7 Earnings, GDP, and Inflation In-Focus.
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report's segment Chipping away at Nvidia's chip dominance: “There is the potential for this to entirely disrupt Nvidia, so I think it is a pretty significant risk.
AMZN's Q1 sales jump 17% to $181.5B as AWS posts fastest growth in 15 quarters, powering record margins and strong profit surge.
Memory is becoming one of the highest hidden costs in the AI arms race.
Writer, the enterprise AI agent platform backed by Salesforce Ventures, Adobe Ventures, and Insight Partners, today launched event-based triggers for its Writer Agent platform, enabling AI agents to autonomously detect business signals across Gmail, Gong, Google Calendar, Google Drive, Microsoft SharePoint, and Slack — and execute complex multi-step workflows without any human initiating the process. The release, which also includes a new Adobe Experience Manager connector and a suite of enhanced governance controls such as bring-your-own encryption keys and a Datadog observability plugin, represents Writer's most aggressive bet yet on fully autonomous enterprise AI.
Amazon, Google and Microsoft all showed better-than-expected first-quarter cloud growth on Wednesday. Google was the standout, reporting 63% expansion, though it remains the smallest of the three.