META heads into Q1 results with ad revenues seen up 31%, but big AI spending, Reality Labs losses, and margin pressure could weigh on sentiment.
AMZN heads into Q1 results with strong AWS and ad growth, but rising capex, tariffs and margin pressures can shape near-term performance.
Amazon.com, Inc. is leveraging its capital and infrastructure to deeply integrate Anthropic as both a strategic customer and investment, driving AWS revenue. Anthropic's enterprise monetization is accelerating, with Claude Code surpassing $2.5 billion in run-rate revenue and business subscriptions quadrupling since early 2026. Amazon's custom silicon (Trainium) offers 30–40% better performance per dollar, positioning AWS as a cost leader in AI workloads and inference.
The CBOE Volatility Index (^VIX) is back on the move. The VIX climbed about 2% in early Monday trading, pushing back above 19 with the 20 threshold in view as traders position for the busiest stretch of first-quarter earnings season.
The S&P 500 opens in a holding pattern, with the S&P 500 (GSPC) heading into the trading session fractionally lower after rising to all-time highs last week.
Amazon (NASDAQ: AMZN) is heading into its first-quarter 2026 earnings report with steady revenue growth expected, alongside rising scrutiny around profitability and capital spending.
Across its giant retail business, Amazon pushes for wider AI adoption to boost productivity. The company is closely monitoring AI tool adoption and engagement among engineers.
Amazon's podcasting business has transformed over the past six months, according to The New York Times.
California Attorney General Rob Bonta is seeking a preliminary injunction against Amazon to halt alleged illegal price-fixing practices as his office released evidence showing Amazon pressured vendors to raise prices across competitors' platforms, according to the AG's office and the court filing.
Amazon sellers say they've been frustrated with recent policy changes on the e-commerce site. A change announced in April regarding ad payments sparked a sellers' boycott.
In the latest big AI deal, Meta has inked a multibillion-dollar deal to use Amazon's new AWS Graviton chips, which are CPUs, not GPUs.
More techies are #opentowork as AI continues to shake up Silicon Valley.