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Amazon stock is poised for gains in 2026 after a challenging 2025. Key growth drivers include AWS revenue growth, e-commerce and advertising momentum, and margin expansion. Analysts highlight Amazon's ad business and Prime Video as significant contributors. The company's cloud computing business remains crucial, with plans to double data center capacity by 2027. Success hinges on maintaining AWS growth and expanding retail efficiency.
Visa and Fiserv are expanding their agentic AI tools to improve customer service, security, and lending decisions. The U.K.'s Financial Conduct Authority will allow banks to set flexible limits for contactless payments starting in March. The Payment Systems Regulator plans to require payment networks to provide more information on card payment charges. Visa has also collaborated with UAE-based Aldar to support voice-enabled agentic payments for real estate transactions.
Retail stocks are performing well this holiday season, with a 4.2% increase in spending despite inflation concerns. Amazon, Walmart, and Target are drawing investor focus. Visa's data shows consumer spending up 4.2% year-over-year, driven by technology and personal goods. Online sales rose 7.8%, with AI influencing shopping behavior. Electronics and apparel led gains, while home-related categories lagged. The National Retail Federation expects holiday sales to reach $1.01-$1.02 trillion. Higher-income consumers are spending more, while lower-income shoppers are cautious.
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Nvidia, TSMC, and ASML are all foundational stocks of the booming AI market.
