Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.

Latin America's top e-commerce company still has a bright future.

Amazon is using AI to unlock new revenue streams in cloud computing and to improve efficiency in retail. Amazon is spending heavily on AI infrastructure, but accelerating cloud sales growth means those investments are paying off.

Johnson Investment Counsel Inc. cut its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 3.6% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 921,278 shares of the e-commerce giant's stock after selling 33,983 shares during the period. Amazon.com comprises

Amazon continues to lead the global e-commerce and cloud infrastructure markets through its diverse business segments. Walt Disney leverages its iconic content library and expanding streaming presence to reach millions of global subscribers.

Amazon.com (AMZN), the e-commerce and cloud-computing giant priced at $259.14, received a fresh scoreboard for the cloud war after Microsoft disclosed $29.4 bil

Microsoft Azure likely has a lower operating margin than Microsoft as a whole. Amazon Web Services is boosting Amazon's overall operating margin.

The next retail battleground may be the few seconds between receiving a suspicious notification and clicking it. Amazon on Wednesday (Sept.

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter's numbers at all.