About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Amazon is shifting its focus from physical grocery stores to enhancing delivery services and expanding Whole Foods, which it acquired in 2017, as it aims to create a more distinctive customer experience and a viable economic model for large-scale expansion [1][2]. Group 1: Store Closures and Expansion Plans - Amazon plans to close its Amazon Fresh and Amazon Go stores to concentrate on delivery services and the expansion of Whole Foods [1]. - The company intends to evaluate existing store locations for potential conversion into Whole Foods stores and aims to open over 100 new Whole Foods locations in the coming years, including a smaller footprint option called Whole Foods Market Daily Shop [2]. Group 2: Grocery Business Growth - Amazon's grocery business, excluding Whole Foods Market and Fresh, has grown to over $100 billion in gross merchandising sales over the last 12 months, positioning it among the top three grocery retailers in the US [3]. - The company is prioritizing same-day delivery, having expanded this service for perishable goods to over 5,000 US cities, with further expansion planned for 2026 [3]. Group 3: Market Trends and Competition - Industry experts note a trend towards online grocery shopping, emphasizing the importance of rapid delivery and quality control for consumer retention [4]. - Amazon's CEO highlighted the changing tradition of weekly grocery shopping, indicating a significant shift towards perishables from same-day facilities [5]. - Walmart remains a major competitor, with its grocery business accounting for 60% of US sales and a strong focus on convenience and same-day delivery through its Walmart+ membership model [5].

Core Viewpoint - Maplebear Inc. (Instacart) faces increased competitive pressure from Amazon's expansion in grocery delivery, leading to a decline in its stock price despite new retail technology partnerships [1][2]. Group 1: Competitive Landscape - Amazon has expanded its grocery delivery service to over 5,000 U.S. cities and towns, with plans for further same-day delivery expansion in 2026 based on positive customer feedback [2]. - Instacart's stock fell by 7.22% to $37.43 following Amazon's announcement [5]. Group 2: Strategic Partnerships - Instacart announced an expanded omnichannel partnership with Allegiance Retail Services to enhance digital capabilities for independent grocers, including the implementation of Instacart's Storefront Pro platform [3]. - The partnership will also feature the rollout of Carrot Ads retail media offering across Allegiance stores to boost revenue growth [3]. Group 3: Technological Innovations - Instacart's AI-powered Caper Carts are currently deployed in select Foodtown supermarkets in New York, New Jersey, and Pennsylvania, with plans for additional deployments in 2026 [4]. Group 4: Loyalty Integration - Instacart is integrating with AppCard, Allegiance's loyalty platform, to create a unified loyalty strategy that aligns promotions, rewards, and coupons across both digital and physical shopping experiences [5].

Here's how Amazon is looking to take on Walmart at its own game - MarketWatch# Here's how Amazon is looking to take on Walmart at its own game## Amazon is closing its Amazon Go and Amazon Fresh stores, and is looking into opening a new supercenter retail storePublished: Jan. 27, 2026 at 1:07 p.m. ETShareResize---Listen(3 min)Amazon is looking into opening a supercenter retail location, while closing its Amazon Go and Amazon Fresh physical stores. Photo: Agence France-Presse/Getty ImagesAmazon.com on Tuesday ...

Key Points Amazon Web Services (AWS) is the largest cloud provider in the world. Despite its size, AWS growth reaccelerated in last year's third quarter. AWS boasted a $200 billion backlog of business at quarter's end. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) stock has barely moved over the past year, but come earnings time, and the stock might finally get the juice it needs to jump higher. There are many things the market is going to take note of when the company reports 2025 ...

Core Insights - Amazon is undergoing significant restructuring, including a new round of layoffs affecting approximately 30,000 roles, following previous cuts of about 14,000 jobs in October 2025 [1][2] - The layoffs will impact various teams, including AWS, retail, and Prime Video, and are intended to reduce bureaucracy rather than just costs [2] - Despite these layoffs, Amazon is making substantial investments in AI and cloud infrastructure, with projects totaling up to $50 billion, indicating a strategic long-term growth focus [3] Group 1: Layoffs and Restructuring - Amazon is set to cut around 30,000 jobs, which exceeds its previous record of 27,000 cuts in 2022 and 2023 [2] - CEO Andy Jassy has emphasized that these layoffs aim to streamline operations and reduce bureaucracy [2] - The layoffs could negatively impact employee morale and sentiment in the short term [2] Group 2: Investments and Growth Strategy - Amazon has announced several major capital projects, including a $3 billion data center in Mississippi and $15 billion in Indiana, alongside $35 billion in AI investments in India [3] - These investments are viewed as strategic long-term growth initiatives rather than immediate earnings drivers [3] - The aggressive push into AI and cloud infrastructure is expected to support revenue growth for AWS and create new revenue streams [3] Group 3: Stock Performance and Valuation - Amazon's stock has remained relatively flat over the past year, underperforming the S&P 500 Index, which gained over 16% during the same period [4] - Despite the underperformance, Amazon's trailing price/earnings ratio is approximately 33×, significantly higher than the 20× median for the retail sector [5] - Investors are willing to accept a premium for Amazon's stock due to its scale and growth potential, despite traditional valuation metrics indicating it is not "cheap" [5]

Key Points Holiday sales were strong this year, driven by higher e-commerce. AWS sales have been accelerating. Amazon stock is priced attractively right now. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) didn't deliver for investors last year, trailing the S&P 500's 18% gain with a mediocre 5% rise. But that happens sometimes, and investors should always keep the long-term picture in mind. In fact, since Amazon stock has sagged, it could be a great opportunity to buy shares. Here ar ...

NEW YORK (AP) — Amazon said this week that it was closing almost all of its Amazon Go and Amazon Fresh locations within days as it narrows its focus on food delivery and its grocery chain, Whole Foods Market. Some of the shuttered stores will be converted into Whole Foods locations, the Seattle company said in a blog post. The announcement arrived shortly before Amazon said Wednesday that it was cutting about 16,000 corporate jobs, its second round of mass layoffs in three months. Late last year, CEO A ...

Amazon Stock Gains After Plan To Close Fresh And Go Concept Stores | Investor's Business DailyMUST- VIEW FOR INVESTORS: [See The Best Online Brokers For 2026]---Amazon will close its Fresh and Amazon Go retail locations while it expands its Whole Foods and grocery delivery business, the tech giant said Tuesday. Amazon (AMZN) stock rose Tuesday morning. The move marks the latest effort from Amazon to boost its grocery offering, which expanded earlier this year to include same-day delivery in more than 5,000 ...

Core Insights - Nebius Group N.V. (NBIS) and Amazon.com, Inc. (AMZN) present distinct investment profiles in the AI cloud sector, with NBIS focusing on high growth and direct exposure to AI infrastructure demand, while AMZN offers stability and diversification through its established AWS platform [1][2] Group 1: Nebius Group N.V. (NBIS) - Nebius operates in a supply-constrained AI infrastructure market, targeting a contracted power capacity increase to 2.5 gigawatts by 2026 from 1 gigawatt, with 800 megawatts to 1 gigawatt expected to be operational by the end of 2026 [3] - The company has secured significant long-term contracts with Microsoft, valued between $17.4 billion and $19.4 billion, and with Meta, up to $3 billion, with revenue contributions anticipated to begin in Q4 2025 [4][9] - Nebius is expanding its global data center footprint, planning to enhance existing facilities in the U.K., Israel, and New Jersey, while targeting $7–$9 billion in annual recurring revenue (ARR) by 2026 [6][9] - The company has raised its capital expenditure outlook from approximately $2 billion to about $5 billion for 2025, which increases execution risk if revenue growth does not align with capital-intensive strategies [7] Group 2: Amazon.com, Inc. (AMZN) - Amazon continues to lead in e-commerce and cloud computing, with innovations like AI-powered shopping assistants enhancing customer engagement and driving sales [10] - AWS remains a key growth driver, offering extensive infrastructure and AI-focused services that simplify the deployment of AI models, reinforcing Amazon's leadership in cloud-based AI [11][12] - Amazon's substantial investments in AI infrastructure, including custom chips and AI clusters, position the company to meet rising demand for AI workloads, although these investments also strain financial resources [13] Group 3: Comparative Analysis - Over the past month, NBIS shares have increased by 6.3%, while AMZN stock has risen by 2.8% [14] - Valuation analysis indicates that Nebius is currently overvalued, while Amazon is considered undervalued, with respective Value Scores of F and B [15] - Analysts have significantly revised earnings estimates upward for NBIS, while there has been a marginal downward revision for AMZN [20][21] - In terms of Zacks Rank, NBIS holds a Rank 3 (Hold), whereas AMZN has a Rank 2 (Buy), suggesting that AMZN may be a more favorable investment at this time [21]