NASDAQ:AMZN

Amazon announced that its Amazon Business platform now offers same-day delivery of fresh groceries to business customers across more than 2,300 U.S. cities and towns.

The expansion allows companies to order perishable items such as dairy, produce, baked goods, and frozen foods alongside office and operational supplies in a single transaction. The move aims to simplify procurement by combining everyday business essentials with fresh food orders, supported by Amazon’s temperature-controlled logistics network.

Business Prime members can access free same-day delivery on grocery orders above $25 in most areas, while Amazon plans to further expand the service throughout 2026. The initiative reflects growing demand from businesses for faster, more integrated purchasing solutions and strengthens Amazon’s position in the B2B and grocery delivery markets.
Business Wire
Amazon unveils new supply chain service, opening logistics network to external businesses

Amazon*com Inc. announced the launch of Amazon Supply Chain Services (ASCS), a new offering that allows businesses of all sizes to access its end-to-end logistics network, marking a significant expansion beyond its core retail and cloud operations.

The new service enables companies to manage freight, distribution, fulfillment, and parcel delivery using Amazon’s infrastructure, which has been built and refined over decades. The move effectively opens Amazon’s internal supply chain capabilities—previously used to support its e-commerce dominance—to third-party businesses across industries such as retail, manufacturing, healthcare, and automotive.

Major companies including Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters are among the early adopters, leveraging Amazon’s network for transporting goods, managing inventory, and fulfilling orders across multiple sales channels.

ASCS integrates advanced capabilities such as AI-driven demand forecasting, unified inventory management, and end-to-end shipment visibility. Amazon highlighted that its logistics network includes more than 80,000 trailers, 24,000 intermodal containers, and over 100 aircraft, supporting global transportation across air, ocean, rail, and ground.

The initiative is widely seen as Amazon’s attempt to replicate the success of its cloud business, Amazon Web Services, by transforming its internal operational strength into a scalable external service.

By offering faster delivery speeds, operational efficiency, and integrated logistics solutions, Amazon aims to position ASCS as a competitive alternative to traditional third-party logistics providers, potentially reshaping the global supply chain landscape.

The launch signals a new growth avenue for Amazon, as it continues to diversify its revenue streams and monetize its infrastructure beyond its core marketplace.

Business Wire
Amazon Opens Its Logistics Doors — and UPS Pays the Price

May 4, 2026

Shares of United Parcel Service (NYSE: UPS) are down around 9% today, hit by a double blow of a fierce new competitive threat and a weak earnings backdrop.

Amazon announced the launch of Amazon Supply Chain Services on Monday, opening its logistics network — including 80,000 trailers, 24,000 intermodal containers, and 100 aircraft — to businesses beyond its own operations. This is particularly damaging for UPS given that Amazon is already ramping down the packages it sends via UPS by more than 50% by mid-2026, and now Amazon is actively targeting the very third-party shippers that UPS had been counting on to replace that lost volume. (Investing*com)

The announcement compounds a difficult Q1 2026 earnings backdrop. Although UPS beat pro forma estimates, GAAP earnings were $1.02 per share — down more than 27% year over year — with a 4.0% domestic operating margin weighed down by $350 million in one-time costs related to closing 50 facilities. (Investing*com)

UPS did reaffirm its full-year 2026 revenue guidance of approximately $89.7 billion and a non-GAAP adjusted operating margin of about 9.6%, targeting roughly $3 billion in cost savings for the year. (Stocktitan)

For now, Amazon's bold move into third-party logistics has investors questioning whether UPS's second-half recovery story can still materialize as promised.
Amazon Posts 17% Revenue Growth in Q1 2026, AWS Surges 28%

Amazon reported first-quarter net sales of $181.5 billion, up 17% year over year. AWS was the standout, growing 28% to $37.6 billion in revenue with operating income of $14.2 billion. Overall operating income rose to $23.9 billion from $18.4 billion a year earlier. Net income reached $30.3 billion, or $2.78 per diluted share, though results included $16.8 billion in pre-tax gains from the company's investment in Anthropic. Operating cash flow grew 30% to $148.5 billion on a trailing twelve-month basis, while free cash flow fell sharply to $1.2 billion as capital expenditures surged by $59.3 billion year over year, driven primarily by AI infrastructure investment.

Source: Amazon*com,Inc, Business wire
Amazon has announced the fifth edition of its “Made in Italy Days,” a global promotional event aimed at supporting Italian small and medium-sized enterprises (SMEs).

The initiative will run from May 13 to May 19, 2026, featuring more than 5,500 Italian brands and over 3 million products across Amazon’s marketplaces in 11 countries, including the United States, Germany, Japan, and the United Kingdom. The program is organized in collaboration with Agenzia ICE to boost international visibility and exports of Italian goods.

Amazon highlighted that its “Made in Italy” storefront has become a key tool for SMEs, contributing to €3.5 billion in export sales for Italian sellers in 2025. Alongside the campaign, the company will host events in Rome focused on e-commerce, export policies, and digital transformation opportunities for businesses.

The initiative is also part of broader efforts tied to Italy’s National Made in Italy Day, emphasizing digital skills, brand protection, and international market access for Italian companies.
Meta has signed a major agreement with Amazon Web Services to deploy AWS Graviton processors at scale, supporting its next-generation AI infrastructure. The rollout will begin with tens of millions of Graviton cores, with capacity expected to expand as demand grows.

The partnership reflects increasing demand for CPU-intensive workloads driven by “agentic AI,” including real-time reasoning, code generation, and multi-step task orchestration. While GPUs remain key for training models, Graviton chips are positioned to handle large-scale operational AI processes more efficiently.

The deal strengthens Meta’s long-standing relationship with AWS and supports its broader AI strategy, leveraging Amazon’s cloud infrastructure and services to manage billions of AI-driven interactions.
Business Wire
Amazon has partnered with Gros – Maestri del Fresco to expand its online grocery offering in Rome, allowing customers to purchase a wide range of fresh and everyday products directly via Amazon’s platform.

The service provides access to more than 10,000 items, including fresh meat, fish, fruits, vegetables, and household goods, with same-day or next-day delivery options depending on order time. Delivery is available seven days a week, with free delivery for orders above certain thresholds and promotional discounts for new customers.

The partnership is expected to be gradually extended to other areas in the Rome province, supporting Amazon’s broader strategy to strengthen its grocery presence in Italy through faster delivery and a wider product selection.

The collaboration also reflects a growing trend toward integrating physical retail networks with e-commerce platforms, enabling improved convenience and accessibility for consumers.
Moody’s Corporation announced that its AI-powered credit analysis workflows are now available on Amazon Web Services Marketplace, marking a step toward embedding decision-grade financial intelligence directly into cloud-based environments.

The initial offering includes the MAS Credit Memo workflow, which automates and standardizes the traditionally manual process of preparing credit memos using Moody’s proprietary data, ratings, and risk insights. The solution is designed to deliver faster, more consistent, and explainable outputs, particularly for regulated and high-stakes financial environments.

By integrating directly within AWS infrastructure, the platform enables financial institutions to deploy advanced credit intelligence tools without additional systems or complex integrations, accelerating adoption and operational efficiency. Moody’s said further AI-driven credit and compliance capabilities will be added over time, reinforcing its strategy to integrate trusted analytics into existing enterprise workflows.
Business Wire
Amazon*com Inc. announced it will acquire Globalstar Inc. to expand its low Earth orbit satellite network, Amazon Leo, and introduce direct-to-device (D2D) connectivity services.

The deal will integrate Globalstar’s satellite infrastructure, spectrum assets, and operational expertise into Amazon Leo, enabling mobile users to access voice, text, and data services beyond traditional cellular coverage. Amazon plans to deploy its next-generation D2D satellite system starting in 2028, targeting seamless connectivity for consumer, enterprise, and government users.

In parallel, Amazon has entered an agreement with Apple Inc. to power satellite-based services for iPhone and Apple Watch devices, including emergency messaging and roadside assistance features. The partnership builds on Globalstar’s existing role in supporting Apple’s satellite services.

The transaction, expected to close in 2027 pending regulatory approvals, is designed to accelerate innovation in satellite communications, enhance network resilience during outages, and expand global connectivity to underserved and remote regions.
Amazon Web Services has signed a new multi-year agreement with ModMed to serve as the cloud provider for its AI-Powered Practice platform.

The expanded partnership will support the integration of artificial intelligence across clinical, administrative, and patient engagement functions, helping healthcare providers automate workflows and improve efficiency. AWS will provide the scalable, secure, and compliant infrastructure required to handle large volumes of medical data and ensure reliable performance.

ModMed’s platform, used by nearly 50,000 healthcare providers, processes massive datasets including hundreds of millions of clinical interactions, supported by AWS’s high-performance cloud architecture.

The collaboration reflects growing adoption of AI in healthcare, with both companies aiming to reduce administrative burdens and enhance patient care through advanced data-driven technologies.
Business Wire
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