Meta Extends Rally After Rolling Out Muse Personal AI Agent
Meta’s Muse AI agent can shop, send emails and book travel, while analysts say it could take market share from Amazon and Alphabet and pose a potential threat to Shopify.
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Qualcomm Hands Amazon a $4 Billion Warrant in Multi-Year Custom AI Chip Deal
Qualcomm issued Amazon a 25 million-share warrant at $161.26, tied to up to $60B in purchases, to build custom AI chips and 1.6T optical links for AWS.
Anthropic Signs Reported $35 Billion Cloud Deal With Nvidia-Backed Lambda
Lambda, backed by Nvidia, has a reported $35B agreement to supply Anthropic with GPU compute at Hut 8’s Nueces County data center in Texas.
FTC and 22 States Sue Amazon Over Hidden Ad Charges
Officials say Amazon told advertisers it used second-price auctions, then quietly added extra fees starting around 2019.
Evercore Lifts Amazon Target to $355 After Survey Shows AI Driving Extra Sales
Survey: 57% of Alexa AI users bought something new. ~39% upside.
Einride’s $145M Tesla Semi Deal Set to Triple Its Fleet by 2028
Einride will add 500 Tesla Semis to its fleet—the biggest public order yet—tripling capacity for Amazon routes starting September 2026.