Amazon made loads of information this week — from advances within the cloud enterprise to questions on its partnership with the U.S. Postal Service — leaving buyers with loads to digest. The flurry of headlines comes on the finish of a difficult yr. The e-commerce and cloud big’s inventory is up 4.6%, in comparison with the broad market S & P 500’s 16.4%, and properly behind all of its Magnificent Seven friends. Regardless of the corporate exhibiting reaccelerating progress in AWS and enhancements to its dominant Prime e-commerce ecosystem, buyers stay involved that it’s dropping floor within the AI race and will face margin strain from tariffs. We consider the corporate has turned a nook. “A greater yr is forward as administration continues to show out its AI technique and develop working margins,” Jeff Marks, portfolio director for Membership, wrote in a report on Thursday, highlighting shares which are arrange for a bounce again in 2026. This is how this week’s information suits into that funding thesis: Upbeat updates at cloud occasion Information: Throughout Amazon ‘s annual re:Invent 2025 convention in Las Vegas, Amazon Net Providers CEO Matt Garman unveiled Trainium3 , the newest model of the corporate’s in-house customized chip. It delivers 4 instances the compute efficiency, vitality effectivity, and reminiscence bandwidth of earlier generations. AWS additionally introduced that it’s already engaged on Trainium4. The corporate additionally revealed a collection of cloud merchandise, together with superior AI-driven platforms and brokers that assist clients automate workloads. Our take: We have been happy to listen to that AWS continues to innovate its chip choices to diversify its reliance on Nvidia , the business chief in graphics processing items (GPUs). Nevertheless, a lot of the investor focus is on bringing information middle capability on-line. Amazon wants to purchase extra Nvidia chips to catch up in AI. Additionally, Jim Cramer interviewed AWS CEO Matt Garman on “Mad Cash” earlier this week, who was upbeat in regards to the future progress of the cloud enterprise. USPS ties examined Information: In response to a Washington Submit report, Amazon might sever its relationship with the USPS when its contract expires in October 2026. Amazon possible thought of the transfer, because it already has a shadow postal service, Amazon Logistics, that handles billions of packages yearly. By eradicating USPS because the intermediary, Amazon would have full monetary and operational management. Amazon refuted the report . Our take: For years, the e-commerce and cloud big invested billions of {dollars} to construct an enormous logistics community that’s now delivering extra packages within the U.S. than UPS and FedEx . It nonetheless makes use of the USPS for supply of small, low-weight packages, particularly these from third-party Amazon sellers. USPS can be useful for “last-mile supply” in difficult-to-serve geographic areas. If the corporate have been to remove the Postal Service as a intermediary, it might additional cut back its value to serve, thereby bettering margins. Attainable IPO payday Information: Anthropic, the AI startup behind the Claude chatbot, is reportedly in talks to launch one of many largest IPOs ever in early 2026, based on the Monetary Instances. Anthropic responded that it had no fast plans for an IPO and as a substitute is “preserving our choices open,” Anthropic chief communications officer Sasha de Marigny stated at an Axios occasion in New York Metropolis on Thursday. Our take: An Anthropic public providing might be an enormous payday for Amazon, which has invested about $8 billion in Anthropic. As a part of that funding, Anthropic partnered with AWS as its major cloud supplier and coaching companion to run its huge AI coaching and inference workloads. An Anthropic IPO would elevate the AI startup and thereby improve AWS’s dominance because the best-in-class cloud supplier. Extremely-fast grocery supply Information: Amazon stated it’s testing an ultra-fast supply service for contemporary groceries, on a regular basis necessities, and fashionable objects, accessible in as little as half-hour, beginning in Seattle and Philadelphia. Amazon Prime members get discounted supply charges beginning at $3.99 per order, in contrast with $13.99 for non-Prime clients. Membership take: Amazon has continued to develop into on-line grocery and necessities, as clients more and more decide to buy each day necessities with the net retailer. Whereas the retail enterprise comes with skinny margins, Amazon continues to function it with a watch on lowering its value to serve, which ought to assist enhance margins over time. Amazon is already second in line as the highest U.S. retailer, proper behind Walmart when it comes to U.S. on-line grocery gross sales. Because it continues to make headway within the business, Amazon ought to be capable to capitalize on this important progress alternative, particularly because it harnesses its superior AI capabilities for optimum stock placement and demand forecasting. (Jim Cramer’s Charitable Belief is lengthy AMZN, NVDA. See right here for a full record of the shares.) As a subscriber to the CNBC Investing Membership with Jim Cramer, you’ll obtain a commerce alert earlier than Jim makes a commerce. Jim waits 45 minutes after sending a commerce alert earlier than shopping for or promoting a inventory in his charitable belief’s portfolio. If Jim has talked a few inventory on CNBC TV, he waits 72 hours after issuing the commerce alert earlier than executing the commerce. 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