Wedbush: OpenAI Adjusts Shopping Plan, Positive for Retailers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2026
0mins
Should l Buy AMZN?
Wedbush notes that The Information reported that OpenAI is scaling back its plan to introduce shopping directly inside ChatGPT and will pivot towards having checkouts take place inside of apps that plug into the platform. This reported pivot is a "net positive" for retailers, marketplaces, and intermediaries that have been under pressure as a result of investor concern around AI-enabled disintermediation on the sector, says the analyst, who lists Amazon (AMZN), MercadoLibre (MELI), Xometry (XMTR), DoorDash (DASH), Airbnb (ABNB), Shopify (SHOP), Booking Holdings (BKNG) and Carvana (CVNA) as "resilient leaders" with business models that are most defensible against replacement or AI disintermediation.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 249.020
Low
175.00
Averages
280.01
High
325.00
Current: 249.020
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- AI and the Trillionaire Potential: The company explores the possibility of AI creating the world's first trillionaire, indicating its focus on the potential of AI technology, which could drive related investments and technological advancements.
- Unique Tech Company Spotlighted: A report highlights a company referred to as an 'Indispensable Monopoly' that provides critical technology needed by Nvidia and Intel, potentially sparking market interest and investment in this firm.
- Investment Opportunity Alert: The analyst team has issued 'Double Down' stock recommendations, emphasizing that now is the best time to invest in these potential stocks, which may attract more investor interest in Amazon and the companies it recommends.
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- Bullish Stocks: Analysts are optimistic about certain stocks, believing they possess strong holding value amid future market volatility, thus providing a buffer against uncertainties.
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- Strategic Shift Focus: The company is pivoting towards high-growth areas such as AI networking and cloud services, planning to layer a digital services platform over its fiber network to meet customer demands for rapid data processing, thereby enhancing its market competitiveness.
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- Profit Pressure on Sellers: Amazon sellers, accounting for over 60% of sales, are facing significant profit squeezes due to high tariffs from the Trump administration and rising energy costs from the Iran conflict, forcing them to either raise prices or absorb losses, which negatively impacts consumer purchasing power and market vitality.
- Advertising Platform Boycott: Over 700 large sellers have organized a 24-hour boycott of Amazon's advertising platform in protest of new policies that they believe further squeeze their margins, highlighting sellers' dissatisfaction with Amazon's business model and concerns about their future viability.
- Cash Flow Crisis: New policies requiring sellers to wait seven days after product delivery to receive sales proceeds are causing cash flow issues for many small businesses, potentially leaving them unable to meet payroll or pay suppliers, which exacerbates market instability.
- Fee Transparency Issues: Amazon's seller fees surpassed 50% for the first time in 2022, leading to a Federal Trade Commission antitrust lawsuit against the company, as sellers express concerns over the fee structure that undermines their profitability and competitive position in the marketplace.
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