Amazon is in talks to acquire Decart, a fast-growing artificial intelligence (AI) company. According to the WSJ, Amazon is planning to buy the company in a $7 billion deal, marking a big jump from its last funding round in May, which valued it at $4 billion.
The San Francisco company's software makes it easier for developers to switch between different AI chips.
Michael Moritz backed Google, PayPal, and Stripe, and Charlie Munger credited one specific trait for his success over smarter rivals. His single question about Amazon stops experienced investors cold and exposes the habit that quietly destroys most portfolios.
An interesting chart reveals a reason for optimism in Amazon (AMZN +3.29%) stock.
If both cloud businesses maintained their current growth rates, it would take seven years for CoreWeave to catch AWS. If CoreWeave can eventually become as profitable as AWS is now, it should prove a highly profitable investment for those who buy in at current levels.
I challenged myself to stop shopping on Amazon a few years ago. I went without it for 449 days, and became more thoughtful about my purchases.
I'm initiating coverage of Amazon with a Strong Buy rating, driven by accelerating earnings from AWS, AI, advertising, and logistics efficiency. Q2 2026 results highlight AWS's 37% revenue growth and 64% operating income growth, now contributing 60% of operating profit on 21% of revenue. My 2027 model projects $10.08 normalized EPS and a $323 price target, reflecting 27% upside from current levels.
Amazon and Alphabet have major stakes in Anthropic. Nvidia and Broadcom are providing computing units to Anthropic.
Business Insider obtained the full case file and reviewed hundreds of pages of documents and over a dozen email exchanges to investigate if Amazon uses its influence as the largest e-commerce company in the United States to compel vendors to raise prices at competing retailers. We also spoke with several third-party sellers, like the inventors of the Bed Scrunchie, who say they, too, are pressured by Amazon to raise prices at other retailers.
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Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled community backlash against AI infrastructure, with opposition leading to hundreds of proposed and enacted moratoriums from New York to San Francisco.
AWS just posted its fastest growth in 18 quarters, OpenAI and Anthropic locked in gigawatts of custom chip capacity, and yet Amazon shares sit 15% below their 52-week high. Something in that gap deserves a closer look.