Winning in retail has a new goal line: the logic that drives consumer choice itself.

Expectations for both North American and International online retail segments have remained stable since last quarter. The North America retail operating profit margin has increased significantly from losses a few years ago to an estimated 6.5% for Q1 2025, a 100bps decline since late January. The stock has traded up 4% since last quarter. The consensus P/E for 2027 is 26x and a target price of $285.

Amazon boss Andy Jassy has embarked on a broader project to reduce corporate bureaucracy, including an internal hotline for calling out excessive red tape.

AMZN expands Anthropic deal, locking in $100B+ AWS spend and 5GW compute, but $200B capex raises pressure on near-term cash flow.

With valuations lower, investors can find some good opportunities in AI.

CONWAY, Ark.--(BUSINESS WIRE)--Acxiom®, the connected data and technology foundation for the world's leading brands, today announced an expansion of its long-standing partnership with Amazon Ads, making over 10,000 Acxiom audiences directly available within Amazon DSP's Audience Hub. With availability since March 16, the direct integration empowers advertisers to seamlessly activate high-quality Acxiom audiences across Amazon-owned media properties and premium open-internet supply in the U.S.,.

At Whale Rock Capital Management , a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology shifts.

Ledyard National Bank decreased its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 3.9% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 81,772 shares of the e-commerce giant's stock after selling 3,289 shares during the period. Amazon.com comprises approximately 1.6% of Ledyard National

Provident Living Financial Services Inc. acquired a new stake in Amazon.com, Inc. (NASDAQ: AMZN) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,962 shares of the e-commerce giant's stock, valued at approximately $1,838,000. Amazon.com accounts