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The real way to tell if Amazon’s AI spending is paying off

The real way to tell if Amazon’s AI spending is paying off

marketwatch.com 28.10.2026 11:30 10 views
Investors focus on Amazon’s cloud business, but the most important indicator might lie in the company’s warehouses.

Opinion: The real way to tell if Amazon’s AI spending is paying off Investors focus on Amazon’s cloud business, but the most important indicator might lie in the company’s warehouses Amazon’s simplest case for artificial intelligence may be a cheaper trip to the customer’s door. sells computing power through Amazon Web Services, but it also uses AI inside a business with an enormous, recurring physical task: moving merchandise. Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 SK Hynix delivered on third-quarter results — but the outlook is what really mattered to Wall Street and the AI trade We are in our 70s.

Should we pay off our 2.5% mortgage or build up our savings? The rest of the market is leaving Big Tech behind after a historic comeback CoreWeave and other AI stocks rise as Anthropic restores the market’s faith in sustained spending Jurica Dujmovic is a columnist for MarketWatch. He is a business publisher, consultant, designer and gamer.

Follow him on Twitter @JuricaDujmovic. Intraday Data provided by FACTSET and subject to terms of use. Historical and current end-of-day data provided by FACTSET.

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