Amazon has kept its Rufus AI shopping assistant largely separate from its main search bar since the tool's 2024 launch. The company is now leaving the door open to changing that.
Amazon has begun offering same-day delivery of perishable groceries to its business customers. The new service, long available for consumer customers, is being rolled out in 2,300 communities around the U.S. in response to what the company says was a top customer request, Amazon said in a news release Tuesday (May 5).
Amazon.com, Inc. and Microsoft Corporation are emerging as integrated AI "landlords" with dominant cloud infrastructure and robust B2B/B2C ecosystems. Cloud growth, high margins and sustainable CapEx make AMZN and MSFT financially resilient, providing a moat against pure-play AI creators like OpenAI and Anthropic. MSFT offers superior financial metrics (lower P/E, strong FCF, and higher Rule of 40) while AMZN's chip business accelerates its AI integration and justifies its premium.
Amazon.com, Inc. delivered a standout Q1, with $181.5B revenue (+17% YoY) and EPS of $2.78, crushing expectations and validating its CapEx strategy. AWS growth reaccelerated to 28% YoY, reaching a $150B run-rate, while Amazon's custom silicon and AI chip businesses are scaling rapidly toward a $50B run-rate. Retail and advertising margins are expanding, with Q1 operating margin at a record 13.1% and ad revenue compounding at 24% YoY on a $70B TTM base.
A caller on Bloomberg Businessweek's Big Tech Special earnings panel captured the strangest dynamic in this market with a single line: “The market has been really sanguine about negative free cash flow or the prospect of it.
The collaboration supports scale-up of next-generation heat pump technology providing 40% expected energy savings SOMERVILLE, Mass., May 5, 2026 /PRNewswire/ -- Amazon (NASDAQ: AMZN) and Transaera, a Boston-based innovator in next-generation cooling and dehumidification systems today announced a new collaboration following a successful six-month field trial of Transaera's rooftop-based cooling technology at an Amazon logistics facility.
Dan Niles Reveals His Favorite Tech Stocks Right Now.
Amazon reported $37.6B AWS revenue, up 28% YoY, generating $14.2B operating income in Q1. AWS backlog reached $364B, excluding the Anthropic agreement, supporting multi-year revenue visibility tied to AI inference demand growth. Customers reserved $225B Trainium capacity, with Trainium2 sold out and Trainium3 oversubscribed ahead of 2026 deployments.
American Eagle Outfitters, Inc (NYSE:AEO) didn't just try to compete with Amazon.com, Inc. (NASDAQ:AMZN)—it tried to route around it. For a brief stretch, the retailer looked like it was building its own version of a logistics backbone, one that could match speed without surrendering control.
The transportation and logistics sector experienced a shock following the announcement that Amazon.com, Inc. NASDAQ: AMZN is opening its vast, end-to-end supply chain infrastructure to all businesses. The move, branded Amazon Supply Chain Services (ASCS), represents a direct assault on the market share held by legacy carriers.