Amazon has introduced AI-generated images in its US online shopping search to visually illustrate product concepts and improve search accuracy. These images are not of actual products but serve to guide customers who may not know exact product terms, such as "cowl neck" or "rattan." Selecting an AI image refines search results to better match shopper intent. This feature complements Amazon's existing AI tools like review summaries and Alexa for Shopping, though some users express concern over potential confusion since the images do not represent real inventory.
Amazon's AI infrastructure capital expenditure is projected to reach $220 billion by 2026, supported by substantial multi-year commitments from Anthropic and OpenAI totaling over $225 billion in AWS and Trainium capacity. AWS reported a 37% year-over...
Rosenblatt increased Amazon's price target from $335 to $360, maintaining a Buy rating amid concerns that AI shopping agents might threaten Amazon's retail media business. The firm argues these fears are overstated, noting Amazon's history of adaptin...
Jeff Bezos sold $346 million of Amazon stock on August 3, 2026, coinciding with a peak in Amazon's share price. However, the stock declined about 14% since then, pressured by regulatory concerns, a lawsuit from the FTC and 22 states over advertising ...
Synopsys and Amazon have entered a multi-year agreement worth over $1 billion to accelerate the development of Amazon's custom silicon chips and AI-powered cloud infrastructure. This deal expands Synopsys' silicon IP business with Amazon as the lead ...
Despite a 13.15% decline in Amazon's stock since early August, Wall Street analysts remain optimistic. Scott Devitt of Rosenblatt Securities raised his 12-month price target to $360, predicting a nearly 46% upside, dismissing concerns about AI disrup...
