Amazon

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AI take

Amazon said it plans a large US holiday hiring lift, the first increase in that seasonal target in three years, and is extending healthcare eligibility to qualifying seasonal staff who stay into January. That consumer-demand overlay sits on top of coverage that Amazon is stockpiling Nvidia hardware ahead of power availability, a 3M data-center partnership, and talks to acquire Israeli-founded AI startup Decart. Watch whether those talks actually close, tonight's megacap prints, and the next earnings report.

Scheduled take · 2026-10-21T03:10:04Z