Stord raised $250M at $3B valuation to expand AI-powered fulfillment platform, positioning independent brands to compete with Amazon's e-commerce dominance through advanced warehouse automation.
French startup Mistral AI invests $1.2 billion in a Swedish data center to build a European AI stack, challenging US-based giants like Amazon, Microsoft, and Google by targeting regional demand for t…
Alphabet topped Q4 earnings with strong revenue and cloud growth, but investors remain cautious due to a massive 2026 capex forecast near $180 billion to fund AI and product expansion.
The article features stock picks from top investors highlighting DoorDash's long-term growth via AI and market dominance. Amazon is a competitor benefiting neutrally, while DoorDash invests heavily i…
Google's new AI-driven Universal Commerce Protocol sets a standard for AI shopping assistants, aiming to reshape e-commerce and secure advertising dominance amid rising AI automation threats.
Google launched an AI-driven commerce protocol targeting massive e-commerce markets, secured $2.4 billion in green energy deals for data centers, and is expanding AI assistant Gemini’s personalized f…
Microsoft increases annual spending on Anthropic AI models to $500 million, integrating them across products and incentivizing Azure sales staff, strengthening its multi-model AI strategy amid compet…
Alphabet awaits EU approval for $32B Wiz acquisition to boost cloud against rivals, with strong AI user growth and HSBC issuing buy ratings amid cautious sentiment.
Microsoft plans a $23 billion AI-focused investment, including $17.5 billion in India, to expand cloud infrastructure and compete with Amazon and Alphabet amid rising AI demand.
Amazon faces a major FTC antitrust lawsuit, a global AWS outage disrupting key platforms, and EU investigations into its market dominance, pressuring the stock negatively.
India proposes mandatory country-of-origin filters on e-commerce platforms, favoring domestic products and challenging foreign sellers like Amazon amid rising US tariffs and trade diversification eff…
Google plans its largest-ever investment in Germany, announced with the German Finance Minister, signaling strong growth prospects in the European market.
Microsoft secured a $9.7 billion five-year cloud contract with data center operator IREN, involving access to Nvidia’s processors, boosting growth prospects for both tech giants.
Alphabet’s Google is set to invest in THG Ingenuity, a demerged part of British e-commerce firm THG, valuing it at over £750 million, signaling strategic expansion into e-commerce technology.
Microsoft signed a $17.4B (expandable to $19.4B) five-year deal with Nebius for 100,000+ Nvidia GB300 chips to offload AI workloads to neoclouds, freeing Azure capacity to run OpenAI models amid surg…