BREAKINGVIEWS-Amazon becomes an AI loser twice over
Microsoft Corporation MSFT | 411.22 418.56 | +4.61% +1.78% Pre |
Amazon.com, Inc. AMZN | 248.50 248.07 | -0.21% -0.17% Pre |
Walmart Inc. WMT | 124.76 124.70 | -0.23% -0.05% Pre |
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.
By Robert Cyran
NEW YORK, Feb 5 (Reuters Breakingviews) - The $2.4 trln tech titan’s commerce business is outpacing rival Walmart as it spends massively to bolster a more popular cloud unit than Microsoft’s. Its valuation badly lags both. Amid angst over winner-take-all machine-learning doom, the company is an unwanted fish-fowl hybrid.
Full view will be published shortly.
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CONTEXT NEWS
Amazon.com on February 5 said that it generated $213 billion in revenue in the fourth quarter of 2025, an increase of 14% from the same period a year ago. The company earned $21.2 billion, or $1.95 a share, compared to $20 billion, or $1.86 per share last year.
Amazon plans to spend $200 billion on capital expenditure in 2026, compared to $132 billion last year.
