The Motley Fool·2026-01-29 09:50Amazon - Amazon shares have increased by 190% since January 2023, and it operates the largest e-commerce marketplace in North America, Western Europe, and the Middle East, as well as being the third largest ad tech company globally [1][2] - Amazon Web Services (AWS) is the largest cloud services provider, positioned to benefit from the increasing demand for AI infrastructure, with custom AI accelerators developed for training and inference [3] - AWS has partnered with Anthropic, an AI startup valued at $350 billion, and introduced new cloud services like Bedrock for generative AI application development [3] - Amazon is leveraging AI in its retail operations, creating over 1,000 generative AI applications to enhance inventory management, demand forecasting, and customer service [4] - Wall Street anticipates Amazon's earnings to grow at 18% annually over the next three years, making its current valuation of 35 times earnings appear reasonable [5] Uber Technologies - Uber shares have increased by 230% since January 2023, with a current market cap of $166 billion, and operates the largest ride-sharing and one of the largest food delivery platforms [1][6] - Uber utilizes machine learning for efficient driver matching, routing, and personalized advertising, positioning itself as a key partner for autonomous vehicle (AV) companies [7] - The ride-sharing market is expected to grow at 21% annually through 2033, while the robotaxi market is projected to grow at 99% annually, with Uber expected to account for 22% of U.S. robotaxi trips by 2032 [8] - Wall Street forecasts Uber's earnings to increase at 26% annually over the next three years, making its current valuation of 10 times earnings appear attractive [9]