Amazon's stock performance in 2025 has shown a weak increase amid growing interest in artificial intelligence. Despite heavy investments in this area, the company struggles to attract sufficient investor attention.
Comparison with Competitors in AI Market
While Microsoft, Meta, and Nvidia display significant stock growth, Amazon's increase is limited to just 3%. Investors are eager for clear results from AI implementations that boost profitability. Portfolio manager Brian Recht remarked, "Investors want to see whether Amazon can actually deliver on using it for improved profitability."
E-Commerce Business Under Pressure
Although Amazon typically benefits from its diverse business model, its e-commerce sector is facing difficulties due to tariffs. The focus is largely on Amazon Web Services, with analysts predicting a surge in demand for AI-related cloud services. Nevertheless, management believes that AI will enhance advertising and logistics efficiencies.
Prospects for Robotics and AI Usage
Amazon is actively testing robotic technologies, including training humanoid robots for faster parcel processing. Analysts predict that such machines could save over $7 billion annually by 2032. Irene Tunkel from BCA Research noted, "Retail margins are narrow, so Amazon needs all the productivity boosts it can get."
The situation surrounding Amazon highlights the importance of leveraging AI for growth and development. The company's next quarterly results will be crucial in understanding its future prospects and whether it can meet investor expectations.
