Core Insights - The rapid advancement of artificial intelligence (AI) has significantly impacted various industries, particularly in technology and cloud services, with companies like Alphabet and Amazon leading the charge in AI integration and product offerings [1][2]. Alphabet - Alphabet's AI models, including Gemini, are processing 7 billion tokens per minute, with the Gemini App boasting 650 million monthly active users and a 3x increase in queries since Q2 2025 [3][6]. - The company has seen a 20x increase in monthly tokens processed, from 980 trillion in May 2025 to 1.3 quadrillion [3]. - Google Cloud's backlog grew 46% sequentially to $155 billion in Q3 2025, with a 34% year-on-year increase in new customers [6]. - Revenue from products built on Alphabet's generative AI models increased by over 200% year-on-year in Q3 2025 [6]. - AI is driving significant growth in Google Search, with AI Mode achieving 75 million daily active users and doubling queries since its launch [9][10]. - Alphabet's management plans to launch Waymo services in London and Tokyo by 2026, integrating AI to enhance user experience [14][15]. Amazon - AWS experienced a 20.2% year-on-year growth in Q3 2025, with a run rate of $132 billion and a backlog of $200 billion [22][23]. - The AI segment of AWS's growth is driven by both training and inference, with significant contributions from cloud migrations by enterprises [22]. - Amazon's AI shopping assistant, Rufus, has 250 million active customers, with a 140% year-on-year increase in monthly users and is projected to generate $10 billion in incremental annualized sales [35]. - AWS has launched several AI agents, including Strands and AgentCore, to facilitate the creation and deployment of AI solutions for businesses [24][26]. - Project Rainier, an AI compute cluster with 500,000 Trainium 2 chips, is now operational, supporting AI model development for companies like Anthropic [31][32]. Apple - Apple's management emphasizes the importance of its silicon, particularly the A19 Pro and M5 chips, in enhancing AI capabilities across its products [40]. - The company has introduced numerous AI features, including Live Translation and Visual Intelligence, and is working on a more personalized version of Siri [41][42]. - Apple is investing in its Private Cloud Compute (PCC) to support AI functionalities, including Siri's queries [41][42].

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 17, Amazon.com, Inc. (NASDAQ:AMZN) introduced a new AI agent to assist third-party merchants in operating their online businesses. Amazon is adding agentic capabilities to its AI tool for third-party sellers, Seller Assistant. Amazon has released several third-party AI seller tools, such as a product listing generator and an image and video generator for ads. The latest update to its seller tools ...

Core Insights - Growth investors are facing a dilemma where high-quality companies appear expensive, yet waiting for lower prices may result in missed compounding opportunities [1] - Recent market volatility has created entry points for three platforms experiencing annual growth rates between 13% and 27% [1][2] Company Summaries Amazon (NASDAQ: AMZN) - Amazon reported $167.7 billion in Q2 2025 revenue, reflecting a 13% year-over-year increase, demonstrating continued growth [4] - The India marketplace significantly reduced losses by 89%, indicating progress towards profitability in international markets [4] - The introduction of AI-powered "Seller Assistant" tools may create a new high-margin software revenue stream [4] - Despite competition in the cloud space, Amazon's advertising and international markets are enhancing margins and diversifying growth [5] - Amazon is trading at approximately 30 times forward earnings, outpacing many software peers in growth [5] Roblox (NYSE: RBLX) - Roblox achieved $1.08 billion in Q2 2025 revenue, a 21% increase, with daily active users reaching 111.8 million [6] - The platform's user-generated content model allows for significant revenue generation without incurring game development costs [6] - Revenue increased by 27% over the past 12 months, contributing to a 195% stock rally [6] - Roblox's virtual-goods economy is profitable, contrasting with other companies in the metaverse space that are not generating revenue [7] - The expansion into concerts, education, and brand experiences broadens the addressable market [7] Comparative Growth - The combined revenue growth of Amazon, Roblox, and another unnamed company averages 20%, significantly surpassing the S&P 500's single-digit growth [8] - Amazon's India unit reduced losses by 89%, Roblox reached 380 million monthly users, and another company achieved 25% revenue growth [8]

Amazon announced on Wednesday that it’s introducing an always-on AI agent that will help sellers on its platform run their businesses. The company is updating Seller Assistant, its AI tool for third-party sellers, to help handle tasks on the seller’s behalf. “Our agentic AI capabilities are designed to work seamlessly throughout the entire selling experience, which means sellers can go from handling every task themselves to collaborating with an intelligent assistant that works proactively on their behalf a ...

Packages ride on a conveyor belt during Cyber Monday, one of the company's busiest days at an Amazon fulfillment center on December 2, 2024 in Orlando, Florida.Amazon on Wednesday introduced an artificial intelligence agent that will help third-party merchants operate their online businesses.The company is adding agentic capabilities to Seller Assistant, its AI tool for third-party sellers, meaning the software can take action on a merchant's behalf with their permission, Amazon said. The update was announc ...