电子商务

Amazon partners with Uber to make Uber Eats the “official” US restaurant delivery partner for Amazon Prime subscribers, after previously partnering with Grubhub (www.theverge.com)
9 hours ago Amazon Uber

Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M Nvidia RTX Pro 5500 chips worth $70B, but expect only ~1% within four months (www.bloomberg.com)
1 day ago China Alibaba AI Tencent Nvidia

Apple launches iOS 27.3 beta, adding Apple Intelligence in China with an Alibaba-powered content filter, and watchOS 27.3 beta, with Siri Recap and Live Rewind (www.bloomberg.com)
2 days ago IOS China Alibaba Apple Intelligence

Solve: the cost of insuring against debt defaults at hyperscalers Amazon, Alphabet, Microsoft, Meta, and Oracle has hit its highest level since 2021 (www.wsj.com)
4 days ago Amazon Microsoft Oracle Alphabet

Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (www.bloomberg.com)
6 days ago Amazon Microsoft AI Oracle Alphabet

Microsoft, Alphabet, Amazon, Meta, and Oracle returned just 9.3% of cash to shareholders in the first three quarters of 2026, a 15-year low amid AI spending (www.reuters.com)
6 days ago Amazon Microsoft AI Oracle Alphabet

On Amazon's earnings call, Andy Jassy says outside AI shopping agents are “still not great, nor more convenient than coming to a retailer directly” (fortune.com)
6 days ago Amazon AI

Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est. (www.cnbc.com)
7 days ago Amazon

Symbotic says Walmart has committed an additional $6B over several years to deploy Symbotic's supply-chain automation technology across its distribution network (www.reuters.com)
7 days ago Walmart

Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex (www.bloomberg.com)
7 days ago Amazon

Amazon reports Q3 revenue up 12% YoY to $201.9B, net income down 2% to $20.7B, and operating income up 61% to $28.1B; AMZN drops 8%+ after hours (www.businesswire.com)
7 days ago Amazon

Amazon reports Q3 ad revenue up 11% YoY to $19.64B, vs. $20.82B est., and subscription services revenue up 11% YoY to $14B (www.cnbc.com)
7 days ago Amazon

eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., GMV up 15% to $23.17B, above $22.32B est., and adjusted EPS of $1.51, above est.; EBAY jumps 4% (www.wsj.com)
7 days ago eBay

eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., and GMV up 15% to $23.17B, above $22.32B est.; EBAY jumps 4%+ after hours (www.wsj.com)
7 days ago eBay

Amazon Puts a Camera In Its Echo Studio So Alexa Can See (yro.slashdot.org)
7 days ago Amazon

Amazon Finds 'Tokenmaxxing' Lacks Productivity Gains (tech.slashdot.org)
8 days ago Amazon

FCC Approves Amazon Leo's $11.5 Billion Acquisition of Globalstar (science.slashdot.org)
8 days ago Amazon

Amazon Kindle Paperwhite and Kindle Colorsoft review: premium feel, lightweight, nice colors, and snappy performance, but expensive after price increases (www.wired.com)
8 days ago Amazon

Amazon unveils the $500 Echo Show 16, the $200 Echo Time alarm, and the $200+ Alexa Photo Frame, raises smart speaker prices, and previews Alexa Home Map (www.bloomberg.com)
8 days ago Amazon

The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum (www.reuters.com)
8 days ago Amazon Mobile

Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed,” as it discourages staff from tokenmaxxing (www.cnbc.com)
9 days ago Amazon AI

A US federal judge orders the Trump administration to halt a ban prohibiting the Pentagon from doing business with companies lobbying for Alibaba (www.bloomberg.com)
9 days ago Trump Alibaba Ban Pentagon

Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing (cohere.com)
10 days ago Alibaba

Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns (www.bloomberg.com)
10 days ago Amazon Microsoft AI Alphabet

Amazon Deforestation Fell To Lowest Level Since 1988 - And Silva Wins Reelection (news.slashdot.org)
10 days ago Amazon

Amazon Bee Frontier review: a simple $75 AI wearable that excels at always-on listening, summarizing conversations, and suggesting follow-up actions (spyglass.org)
10 days ago Amazon AI

Amazon rebrands its Kindle Unlimited subscription as Kindle+ and expands access to audiobooks, including titles narrated by AI (www.zdnet.com)
14 days ago Amazon AI

Amazon issues refunds from a 2025 settlement, crediting “President Trump's Federal Trade Commission,” the first time an FTC refund has been tied to a president (www.politico.com)
14 days ago Trump Amazon

Amazon says PHP2Shell exploitation began 4 days before patches (www.bleepingcomputer.com)
14 days ago Amazon

Alibaba, Tencent, and Huawei are pouring billions into data centers in Shaoguan, China, a hinterland region with cheap power and a cool climate, angering locals (www.ft.com)
14 days ago China Alibaba Tencent Climate

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