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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- Cloud Computing Backbone: Amazon Web Services (AWS) is projected to contribute 57% of the $80 billion operating income in 2025, with a 20% growth driven by rising demand for AI workloads, highlighting its critical role in future profitability.
- Advertising Segment Growth: Amazon's advertising revenue has surpassed $60 billion annually and continues to grow at double-digit rates, leveraging user intent for more effective ads compared to other digital formats, thereby expanding its footprint in the digital advertising market.
- Retail Market Position: While retail growth is slowing, Amazon remains the largest e-commerce platform in the U.S. with $426 billion in sales in 2022 and over 200 million Prime members globally, continuously feeding data into its other business segments and enhancing competitive strength.
- Investment and Risks: Amazon plans to invest $200 billion in AI infrastructure by 2026, which may pressure margins and cash flow in the short term, but if successful, could drive sustained growth in the long run.
See More
Amazon Unveils Ambitious Future Plans Exciting Investors
- Future Plans Ignite Investor Enthusiasm: Amazon's unveiling of ambitious future plans has captured significant investor attention, reflecting the company's strong confidence in technological innovation and market expansion.
- 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.
See More
Amazon's Long-Term Investment Opportunities and Risks
- Cloud Growth Potential: Amazon Web Services (AWS) is projected to contribute 57% of the $80 billion operating income by 2025, with a 20% growth driven by rising demand for AI workloads, indicating strong future market growth potential.
- Advertising Business Expansion: Amazon's advertising revenue has surpassed $60 billion annually and continues to grow at double-digit rates, with its targeting capabilities making it a significant player in the digital advertising market, now extending to Prime Video and third-party platforms.
- E-commerce Market Competition: While Amazon remains the largest e-commerce platform in the U.S. with $426 billion in sales, its core e-commerce growth is slowing, facing pressure from low-cost competitors like Temu and Shein, which may impact future growth.
- AI Investment and Financial Pressure: Amazon plans to invest $200 billion in data centers and infrastructure by 2026, which, while driving long-term growth, may pressure margins and free cash flow in the short term, necessitating investor attention to potential volatility.
See More
Amazon's Acquisition of Globalstar Boosts Space Ventures
- Core Business Growth: Amazon's stock has risen nearly 7.7% year-to-date, making it a standout performer among the 'Magnificent Seven,' reflecting strong growth in its e-commerce and cloud computing sectors, which solidifies its market leadership.
- Space Business Expansion: Amazon announced the completion of its acquisition of Globalstar, valuing the deal at $90 per share, which will enhance its low-Earth orbit satellite project by providing direct service for emergency communications.
- New Business Synergy: The partnership with Apple to integrate Globalstar's satellite connectivity into iPhones and Apple Watches is expected to enhance user experience and expand market share, further driving Amazon's diversification strategy.
- Traditional Banking Sector Watch: While Sethi focuses on Amazon, traditional banking stocks like JPMorgan and Blackstone are also performing well, particularly JPMorgan, which beat first-quarter earnings expectations, indicating strong activity and growth potential in the overall financial market.
See More
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- Market Rebound: The market has experienced one of its largest rebounds in months, indicating strong recovery potential and a resurgence of investor confidence, which may lead to increased capital inflows into equities.
- Bullish Stocks: Analysts are optimistic about certain stocks, believing they possess strong holding value amid future market volatility, thus providing a buffer against uncertainties.
- Further Upside Potential: Signs of a rebound suggest that the market may have more room to run, prompting investors to focus on these promising stocks to capitalize on future profit opportunities.
- Video Analysis: The video offers an in-depth analysis of the market rebound, encouraging viewers to subscribe for more investment insights, reflecting a commitment to staying informed about market dynamics.
See More
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- Market Rebound: The market has experienced one of its largest rebounds in months, with investor confidence rising, suggesting that this trend may continue and potentially yield substantial returns for stockholders.
- Recommended Stocks: The analyst team has identified 10 stocks that they believe could produce significant returns in the coming years, although Nebius Group was not included, indicating the selectivity of market choices.
- Historical Performance: For instance, Netflix and Nvidia were previously on the recommendation list, yielding returns of $573,160 and $1,204,712 respectively, showcasing the immense potential of early investments.
- Investment Community: Motley Fool's Stock Advisor boasts a total average return of 1,002%, significantly outperforming the S&P 500's 195%, highlighting its competitive edge in the market.
See More
