Please use a PC Browser to access Register-Tadawul
BREAKINGVIEWS-Amazon becomes an AI loser twice over
Microsoft Corporation MSFT | 408.96 | -0.42% |
Amazon.com, Inc. AMZN | 213.21 | -2.62% |
Walmart Inc. WMT | 123.80 | +0.40% |
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.
Follow Robert Cyran on Bluesky.
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.


