Wall Street is seeing a big revenue opportunity ahead for Amazon after this week’s megafunding round for Anthropic, an artificial intelligence startup backed by the e-commerce giant.
Shares of Amazon jumped more than 3% on Thursday, making it one of the S&P 500′s best-performing stocks of the day.
The stock is up more than 6% year to date after making a roughly 10% rebound over the past month, fueled by several catalysts including its relationship with quickly growing Anthropic, expansion of its same-day grocery delivery offerings and its newly minted deal for its satellite internet business.
Of all these opportunities, Barclays sees the gold mine in Amazon’s deep-rooted relationship with Anthropic. The startup trains its flagship generative AI Claude models primarily on Amazon Web Services, using Amazon’s Trainium and Inferentia chips used for training and inference, respectively.
Source: https://www.cnbc.com/2025/09/04/why-amazon-is-a-leading-mover-in-the-stock-market-thursday.html