AMZN heads into Q2 2026 earnings with AWS growth, Prime Day timing and ad momentum in focus as investors weigh AI spending against margins.

Amazon (AMZN) is refocusing its AI strategy, winding down most Nova models to prioritize a new frontier model initiative led by Pieter Abbeel. AMZN's new flagship AI model is expected to debut at re:Invent, signaling a sharper focus on high-impact customer initiatives.

Big Tech is in focus, as Microsoft MSFT+2.41%, Amazon.com AMZN+0.12%, Apple AAPL+0.86% and Meta Platforms META+0.19% report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth.

Amazon.com (AMZN), a global e-commerce, cloud-computing and digital-services company, is reportedly overhauling its artificial-intelligence strategy by winding

Corning (GLW), a specialty-materials manufacturer producing optical fiber and advanced glass, plunged more than 16% in Tuesday's premarket trading after issuing

Amazon founder Jeff Bezos says the company's custom AI chip business is poised to become its next "pillar," joining Marketplace, Prime, and AWS as one of Amazon's foundational businesses as the tech giant doubles down on artificial intelligence infrastructure.

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term.

Amazon.com (AMZN, Financials), the e-commerce and cloud computing corporation, is rejigging its artificial intelligence strategy by winding down a number of mar

Investors are practically begging AI's big spenders to blink. Who will be first? Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing.