Amazon's key profit drivers—AWS, advertising, and subscriptions—are growing faster than its traditional retail business, creating a durable revenue mix. AWS alone generated $37.6 billion in Q1 2026 with a 37.7% margin, while advertising revenue exceeds $70 billion annually. The company reinvests earnings into infrastructure instead of paying dividends, supporting long-term growth with strong returns on equity and assets. Despite heavy capital spending in 2026 for AI infrastructure, Amazon's robust cash flow and balance sheet position it well to weather economic cycles, making it a compelling choice for investors with a multi-decade horizon.
Meta has introduced the Meta Business Agent, an AI-powered tool for businesses to handle customer inquiries, recommend products, and book appointments across WhatsApp, Messenger, and Instagram. This feature is part of a new subscription tier under Me...
Amazon has significantly increased its investment in Anthropic, a leading AI company, positioning itself for major gains if Anthropic's IPO performs well. The partnership includes Anthropic using Amazon's custom AI chips on AWS servers, potentially s...
Major tech firms are investing heavily in AI infrastructure, with hyperscalers like Microsoft and Amazon spending $725 billion this year, focusing on building their own supply chains. SoftBank and IBM are also vertically integrating by funding AI chi...
Amazon has surpassed Walmart to become the No. 1 company on the Fortune 500 list for fiscal year 2025, ending Walmart's 13-year streak at the top. The ranking, based on revenue, now places Amazon first, followed by Walmart and UnitedHealth Group. Thi...
June is set to be a significant month for mega-cap tech stocks like Nvidia, Apple, Amazon, and Micron, with key events including Nvidia CEO Jensen Huang's keynote at Computex 2026. Investors face a busy schedule filled with AI, semiconductor, and sof...
