The Motley Foolยท2025-08-02 11:06Group 1: Amazon - Amazon is primarily an AI stock that generates most of its revenue from online stores and third-party seller services, with significant operating profits coming from Amazon Web Services (AWS) [4] - The company is heavily investing in AI infrastructure, forecasting $100 billion in capital expenditures for 2025, and utilizes AI for various operations including inventory allocation and demand prediction [5][8] - In Q1 2025, Amazon's net sales rose by 9% to $155.7 billion, with net income increasing by over 64% to $17.1 billion, and AWS sales growing by 17% year-over-year to $29.3 billion [8] Group 2: Marvell Technology - Marvell Technology is a fabless semiconductor company focused on data infrastructure solutions, enabling technologies like AI, cloud computing, and 5G [9] - The company reported record revenue of nearly $2 billion in Q1 of fiscal year 2026, marking a 63% year-over-year increase, with its data center segment generating $1.5 billion, up 76% from the previous year [11] - Marvell has established partnerships with major cloud providers and recently announced a collaboration with Rebellions Inc. to develop custom AI infrastructure solutions for the Asia-Pacific and Middle East regions [12][13]