Amazon (NASDAQ:AMZN | AMZN Price Prediction) subsidiary Zoox is expanding its fully driverless robotaxi service to San Francisco and Las Vegas, according to a Reuters report, putting it on a direct collision course with Tesla's autonomous vehicle ambitions in two high-profile markets.

Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) both closed their latest quarters with the same uncomfortable admission: AI infrastructure is now devouring cash faster than either business can generate it.

As Amazon.com, Inc. (NASDAQ: AMZN) stock rose by more than 15% since it reported a record-breaking quarterly performance, Brian Nowak, an analyst at Morgan Stanley (NYSE: MS), expects another rally towards a new all-time high (ATH) over the next 12 months.

David Tepper's Appaloosa LP disclosed its Q2 2026 13F on Friday, August 14, 2026, revealing a portfolio anchored by five mega-cap AI names: Amazon, Micron, Taiwan Semiconductor, Meta, and Alphabet.

Chapin Davis Inc. trimmed its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 10.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 34,407 shares of the e-commerce giant's stock after selling 4,085 shares during the quarter. Amazon.com comprises 1.4% of Chapin Davis Inc.'s

Integral Investment Advisors Inc. lessened its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 12.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,339 shares of the e-commerce giant's stock after selling 2,826 shares during the quarter. Amazon.com accounts for about 1.0% of

Dynamic Advisor Solutions LLC decreased its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 4.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 169,533 shares of the e-commerce giant's stock after selling 8,510 shares during the quarter. Amazon.com comprises 1.1% of Dynamic Advisor

Amazon's ambition to turn its cloud computing business into a $1 trillion-a-year revenue engine is still a long way from becoming reality, but the pursuit of that target could create substantial value for shareholders, according to Morgan Stanley analyst Brian Nowak. Amazon Chief Executive Andy Jassy recently said AWS could "very possibly" become a business generating $1 trillion in annual revenue, highlighting the scale of the opportunity management sees in cloud computing and artificial intelligence.

404 Media put an Apple AirTag in a rare book and tracked it to an Amazon warehouse in Las Vegas, where a team cuts the bindings off books and scans the pages.

Amazon's stake in Anthropic creates a powerful double benefit: huge equity gains plus a long-term AWS/Trainium spending commitment. Alphabet's SpaceX stake has become a highly valuable liquid asset, but the company's IPO added volatility and temporarily reduced Alphabet's financial flexibility.