Amazon: Large sellers on Marketplace must opt in to £2.8bn UK Buy Box claim 

AWS and NVIDIA plan to deploy 2 million NVIDIA GPUs by 2028, enhancing AI capabilities for businesses. The collaboration aims to provide advanced AI tools, including agentic AI and robotics, with secure and efficient data processing. AWS CEO Matt Garman and NVIDIA CEO Jensen Huang highlighted the partnership's benefits for AI workloads and infrastructure.

The DOJ expanded its antitrust probe into beef prices to include eight major grocery retailers, seeking records on pricing, costs, and profit margins. The investigation follows a 74% increase in ground beef prices from 2020 to 2026. The DOJ previously targeted major meatpackers, with Tyson Foods settling a lawsuit for $82.5 million. The probe aims to address rising beef prices and their impact on consumers.

Amazon (AMZN) reported strong Q2 2026 earnings, with revenue up 20% YoY to $200.6B, driven by AWS growth. The company faces regulatory scrutiny and AI investment concerns, with shares down 7% in the past month. Analysts maintain a 'Strong Buy' rating, with an average price target of $327.38, implying 27% upside.

Microsoft, Meta, and Amazon have signed long-term nuclear power agreements. Microsoft's 20-year deal with Constellation aims to restart the undamaged reactor at Three Mile Island, adding 835 MW. Meta's 20-year agreement supports the Clinton Clean Energy Center in Illinois, with a 30 MW capacity increase. Amazon's contract with Talen Energy for up to 1.92 GW from the Susquehanna plant will ramp up by 2032. These deals aim to secure power for data centers, with potential impacts on grid supply and

Amazon (AMZN) stock rose 3.16% after announcing a multibillion-dollar data center expansion in Missouri, creating jobs and boosting local infrastructure. The project, part of a $200B capital expenditure plan, includes investments in public safety, education, and renewable energy. Amazon negotiated with Ameren Missouri to cover its power needs. AMZN has gained 6% year-to-date, with bullish retail sentiment.

The Pentagon reaffirmed that Anthropic poses a supply-chain risk, impacting Amazon (AMZN) and Alphabet (GOOGL), which have significant commercial ties to Anthropic. Amazon has invested $13B in Anthropic and could invest up to $20B more. Alphabet provides cloud infrastructure to Anthropic. The blacklist could affect government contracts and reputational risks for both companies.