Amazon earnings updates: Tariff impacts on e-commerce, AWS in focus for Wall Street
Amazon heads into its Q2 earnings report with the stock up 5% in 2025. Analysts are listening for AWS and AI updates in the 5 p.m. ET call.
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Wall Street sees Amazon primed to outperform ahead of the tech giant's 2nd quarter results
Amazon will report second quarter earnings on Thursday after the closing bell. Analysts are upbeat, seeing muted impact from tariffs and AI opportunities.
Amazon's alliance with Anthropic is paying off handsomely for the tech giant's cloud business
Amazon Web Services will generate billions of dollars in extra revenue from its cloud work with Anthropic, Morgan Stanley estimates.
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Amazon is in talks to roll out AI coding assistant Cursor internally as employee interest spikes
Amazon usually advises employees to be cautious using outside AI tools at work. This time may be different.
An Amazon exec says junior developers have the most to gain from AI, not the most to lose
Amazon exec Rory Richardson says generative AI helps "noob" developers level up, not get left behind.
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Amazon is working on a secret project called 'Kiro,' a new tool that uses AI agents to streamline software coding
Amazon's AI coding assistant 'Kiro' is designed to use AI agents and a multi-modal interface to streamline software development.
First, Microsoft tapped the AI data center brakes. Now analysts are worried about Amazon.
Some analysts think AWS is entering a "digestion phase" similar to Microsoft, pausing some data center deals amid signs of market moderation.
Wells Fargo analysts hinted at trouble for Amazon data centers. An AWS exec is firing back.
AWS VP Kevin Miller addressed a Wells Fargo report suggesting Amazon was pausing discussions to lease capacity at data centers critical to AI.
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'Project Greenland': How Amazon overcame a GPU crunch
Amazon's big retail business navigated GPU shortages by emphasizing ROI and tightening its approval process to balance internal supply and demand.
CoreWeave IPO debut: Pay attention to this potentially expensive hardware problem
AI advancements could shorten the useful life of CoreWeave's Hopper-based Nvidia GPUs.
Nvidia CEO Jensen Huang joked about something that could cost his biggest customers billions of dollars
Huang's joke at Nvidia's big AI conference this week highlights potential billion-dollar impacts on tech giants like Microsoft, Google, and Meta.
AI's $3 trillion fork in the road
AI's $3 trillion debate centers on whether the Chinchilla approach will remain critical for building massive AI systems or if new methods prevail.
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Amazon VP who oversaw flagship AI product is leaving after a big shake-up
Amazon's AI shake-up sees VP Baskar Sridharan leave, as AWS consolidates Bedrock team and forms a new Agentic AI unit
Here's how AWS is helping financial giants like JPMorgan and Bridgewater with their AI ambitions
From boosting corporate sales at MUFG to giving Bridgewater tools to build an AI investment analyst, here's how AWS is helping finance giants with AI.
AI and the cloud in focus for Wall Street as analysts grow bullish ahead of earnings
Top Wall Street analysts are bullish on numerous fronts, from cloud services to AI to robotics. The tech giant reports Q4 earnings on Thursday.
DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.
Amazon's AI chip executive tells BI why Nvidia is not a competitor, how Anthropic helps, and what AMD needs
Amazon's AI chip strategy focuses on customer choice, not competing directly with Nvidia.
Amazon says developers spend a surprisingly small amount of time per day coding
AWS is rolling out AI to help developers spend more time coding than they do on "tedious" tasks. Some programmers aren't sure it's a good thing.
Silicon and supercomputers will define the next AI era. AWS just made a big bet on both.
AWS unveiled a new line of its own AI chips and plans for a supercomputer at its Re: Invent conference, signalling a shift away from Nvidia.