Amazon

Amazon now offers same-day delivery of meat, vegetables and frozen goods in Frankfurt, Cologne and Munich and will expand the service in the coming weeks. Orders are placed via the usual Amazon search and can be combined with other items; Prime customers receive free delivery within four hours on orders of €29 or more, while faster options and non-Prime rates are charged. The company cites strong growth in the online grocery market and plans substantial logistics investments in Germany. » Mais em wiwo.de

Meta’s shopping assistant Muse gained more than 10 million users in six weeks and can independently compare prices and place orders, which could reduce the importance of sponsored search results. Amazon blocked Muse from its platform in September, while Walmart and Shopify allow the agent. Amazon reported advertising revenue of $19.6 billion in the third quarter; CEO Andy Jassy so far considers the impact small and points to Alexa for Shopping with over 400 million users, yet the stock is under pressure and trading below its 200-day moving average. » Mais em deraktionaer.de

AWS is growing strongly (revenue +39% to $46 billion), but heavy investments are depressing free cash flow: over the past twelve months Amazon burned $42.4 billion, and capital spending in the third quarter was $77.3 billion. CEO Andy Jassy plans roughly $220 billion in investments for 2026 and even higher spending for 2027, which is weighing on the stock in the short term. The background is strong demand for computing power and AI infrastructure; in the long run the expansions should enable further cloud growth and earnings. » Mais em deraktionaer.de