Amazon and Shopify together now account for approximately 50% of U.S. e-commerce. Two models each reached maturity at roughly the same time. U.S. e-commerce has quietly organized itself around both, and the space between them is where every other player is now making its case.

Amazon.com’s e-commerce business faces the danger that consumers could pull back as tariffs hit the economy, but its cloud business may be hit as well, some analysts say. Amazon Web Services is a closely watched segment of the company due to its growth.

As a result, Amazon will now sit atop the Fortune 500 when the list of the largest companies is published in June, Fortune magazine reported. Walmart had been No. 1 for the past 13 years, but Amazon has been gaining rapidly. Amazon’s revenues were up 12.38% in fiscal 2025, which ended Dec. 31.

Dharmesh Mehta, VP of Worldwide Selling Partner Services at Amazon, at the fourth annual Amazon Accelerate conference for sellers. (Photo courtesy Amazon Accelerate) Perhaps most importantly, “a decade ago, very few of you were using things like Amazon ...

Amazon stock (AMZN) is dropping in Friday's pre-market trading after the tech giant released forecasts of $200 billion in capex spending for 2026 alongside its fourth quarter earnings. Roth Capital Partners managing director and senior research analyst ...

Amazon needs to show outsized growth while increasing margins drastically in order to justify its current valuation; this is especially true for its core e-commerce business. We analyze several variables related to the e-commerce business and what must ...

Amazon's fast-growing cloud computing business is a key reason investors remain bullish on the stock. Even though the company generates hundreds of billions of dollars in revenue thanks to its online stores, it's a much smaller segment of its business that ...

The California-based EV startup has to deliver 100,000 electric vans to the American e-commerce giant by 2030.

Amazon's Q1 2025 results exceeded expectations, driven primarily by AWS, which saw a 17% YoY sales growth and a 39% operating profit margin. Despite robust earnings, Amazon's stock is undervalued at 26x 2026e profits, presenting a buying opportunity for ...

Amazon has tackled e-commerce from every angle and is doing the same as it develops its presence in artificial intelligence. The company expects AI to generate tens of billions of dollars in revenue in the coming years. The company built up this strength ...