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 ...

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]

RIP, Amazon convenience stores: gone and probably soon forgotten.Amazon announced on Tuesday that it will close its brick-and-mortar Amazon Go and Amazon Fresh stores and will instead expand its capacity for same-day grocery delivery, as well as its Whole Foods Market footprint. These stores were used to grow Amazon’s cashierless Just Walk Out technology, which tracks what items customers grab, allowing them to pay for their groceries without a more formal checkout process. The company is instead focusing ...

Amazon is closing the supermarket chain that it spent nearly six years building from scratch. The tech and retail giant said it plans to close its Amazon Fresh stores "to prioritize investment in growth areas," in a company blog post on Tuesday. Amazon has around 60 Fresh stores in the US listed on its website.The company is also shuttering about 15 Amazon Go convenience stores, it said. "While we've seen encouraging signals in our Amazon-branded physical grocery stores, we haven't yet created a truly dis ...

Group 1 - The e-commerce giant announced plans to convert some of its locations into Whole Foods Market stores [1]

Core Insights - Amazon plans to close its Fresh and Go brick-and-mortar chains, marking a significant shift in its grocery strategy [1] - The decision follows a careful evaluation of the business and aims to better serve customers by converting some locations into Whole Foods Market stores [1] Investment Strategy - The closures are part of Amazon's effort to prioritize investments in other areas, indicating a strategic realignment within its grocery segment [2] - The company still intends to introduce other brick-and-mortar concepts, including a "mass physical store format" [2]

Amazon said on Tuesday it would expand its same-day delivery service to more U.S. cities this year while closing some of its Amazon Go and Amazon Fresh physical locations to convert them into Whole Fo... ...

Core Insights - The company has concluded that after a decade of experimentation and expansion, it was unable to identify a viable model for its Amazon-branded grocery and convenience stores [1] Company Summary - The company has been engaged in a long-term effort, spanning ten years, to develop its grocery and convenience store segment [1] - Despite extensive experimentation, the company has not succeeded in establishing a sustainable business model for its Amazon-branded stores [1]

Core Viewpoint - United Parcel Service (UPS) is planning to eliminate an additional 30,000 jobs this year as part of its strategy to wind down its partnership with Amazon and implement a multi-year turnaround plan [1][2][3] Group 1: Job Cuts and Operational Changes - UPS will reduce total operational hours by approximately 25 million due to the decline in business with Amazon [1] - The job cuts will be achieved through attrition, and a second voluntary separation program for full-time drivers is expected to be offered [2] - Last year, UPS eliminated 48,000 jobs, including 34,000 operational and 14,000 management positions, with previous estimates suggesting a total reduction of around 20,000 [2] Group 2: Financial Impact and Turnaround Efforts - UPS anticipates a total of $3 billion in savings related to the winding down of its operations with Amazon [3] - The company reported fourth-quarter earnings that exceeded Wall Street estimates, indicating progress in its turnaround efforts [3] - Following the earnings release, UPS shares increased by almost 2% in morning trading [3]