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Aug 21, 2026
Five markets generate four-fifths of GMV, exposing where Amazon is strongest and weakest.
Cloud growth hit a 22-quarter high, but capital and inference costs still make the full-stack bet expensive
Bellevue cuts reach the seller, creator, governance and engineering layer behind social commerce.
Google's ATLAS exposes a wider commercial surface across everyday advice and product discovery
Aug 20, 2026
Shopping decisions are moving into conversations faster than brands can measure their influence
Six marketplaces own scale while Sephora shows why focused regional relationships still matter
A proposed US policy would turn disclosure into the compliance line for data-driven individualized pricing
AWS and advertising accelerate while AI investment turns free cash flow negative across the business
More than 2,000 stores turn local inventory into a subscription-free delivery fast lane
Stronger quarterly earnings cannot outrun weaker German spending and a lower full-year volume ceiling.