Amazon has a lot to gain from AI: What to expect from Q4 earnings
Amazon (AMZN) is set to report earnings next Thursday, February 6, with the e-commerce giant expected to provide updates on its artificial intelligence (AI) initiatives. Maxim Group managing director and senior consumer internet analyst Tom Forte joins Seana Smith and Josh Schafer on Catalysts to discuss why Amazon is his top pick among the mega-cap tech names. "Amazon, in my opinion, is clearly the best positioned," Forte says explaining, "Think about artificial intelligence and what it means to Amazon. It means they're able to sell it at the enterprise level through their cloud computing [Amazon Web Services] AWS business." "This ability to use AI to both drive profits [and] sales, and then also to lower expenses, I think that's unique to Amazon and why they're best positioned when it comes to exploiting AI." Watch the video above to hear the analyst's outlook for Amazon earnings, Amazon's ongoing investment in AI company Anthropic, the impact of DeepSeek, and more. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.