Morgan Stanley made Amazon a top pick, raised its target to $350 from $335 and called AWS the lead catalyst. Shares rose as much as 5% on Monday.
Paul Graham argues Amazon's ban on AI shopping agents is an opportunity for a competitor. Elon Musk agreed.
Amazon's $190B stake in Anthropic is linked to Sam Bankman-Fried via FTX funding and the METR AI safety group, rooted in effective altruism.
Snap partners with Nvidia, AWS, and Salesforce for enterprise AR glasses, but Wall Street rates the stock a hold as consumer sales lag.
The FTC plans to sue Amazon for allegedly manipulating ad auction prices, and Amazon stock dropped over 3% on the news.