I added to my AMZN position as Amazon moves decisively to monetize AI across commerce and the enterprise. The launch of the Amazon Business Assistant should streamline purchasing and support for organizations, lifting customer stickiness and order velocity. Partnerships between AWS, Amazon Business and Deloitte to deliver AI tools for manufacturing optimization and grid reliability expand high-margin enterprise use cases. New features like Savings Insights and Spend Anomaly Monitoring deepen value for Business Prime members, encouraging upgrades and retention. Together, these initiatives strengthen Amazon’s flywheel and long-term earnings power.
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