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Broker call● Neutral for Indian equities
How Amazon’s stock can fight off the AI threat and soar 46%
The brief
- A Rosenblatt analyst says Amazon can navigate the AI transition; some investors see AI agents as a threat
- Anthropic IPO filing shows 47% of sales came through Amazon and Google
- Amazon wades into India’s fast delivery battleground: ‘DoorDash on steroids’
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- Amazon plans $3 billion investment in India quick commerce by 2030