NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.

BELLEVUE, Wash.--(BUSINESS WIRE)--Xnurta the award-winning agentic AI-powered advertising platform, and Front Row, a global eCommerce agency and growth accelerator providing full-service marketplace management, digital marketing, and retail media services to leading global brands, today announced a strategic partnership to accelerate AI-driven Amazon advertising and retail media performance globally. Global eCommerce growth continues at a fast-pace, led by Amazon, particularly in the EU, where.

Netflix and Alphabet represent two dominant consumer-facing businesses. Nvidia and Amazon are key cogs in the AI infrastructure boom.

Amazon is expanding its same-day delivery services for its Pharmacy. In an announcement Wednesday the company said plans to bring Amazon Pharmacy to nearly 4,500 locations around the country, which is an addition of around 2,000 cities and towns by the end of 2026.

While the February big tech stock market crash proved more of a show of investor anxiety toward overexposure to artificial intelligence (AI) than the initial stage of a new recession, it, nonetheless, showcased that the logic that led to massive returns in 2025 might no longer be feasible.

BETA Technologies is rated a speculative buy, leveraging a unique OEM and vertically integrated energy aviation stack for eVTOL and CTOL aircraft. BETA's stepwise certification approach—CTOL first, then VTOL—lowers risk and enables earlier, diversified revenue streams compared to peers. Strategic backing from Amazon and GE Aerospace was already known; the recent price surge on Amazon's stake disclosure is not fundamentally justified.

Amazon stock (NASDAQ: AMZN) has faced a punishing seven-day slide, with the stock tumbling 16% and erasing approximately $416 billion in market value. This "free fall" has brought Amazon's current market capitalization to $2.2 trillion and dragged its year-to-date return to -10%, significantly underperforming the S&P 500's 1.4% gain.

As Amazon prepares to launch 32 satellites into orbit on Thursday, investors have been surprised by how much the company is spending on its Leo business.

While Amazon stock has historically delivered explosive gains—rallying over 30% in under two months on 13 separate occasions—it is currently in a "free fall" following a disappointing 2026 capital expenditure forecast. Shares plummeted nearly 17% in a month as investors balked at the company's plan to spend $200 billion on AI infrastructure, sparking concerns over near-term cash flow.