Amazon’s shopping business is huge but tends to run on thinner profits than other tech giants, raising the question of whether it can still become meaningfully more profitable. The story hinges on whether Amazon can squeeze more out of its logistics network through automation and advertising while its cloud arm keeps growing.Read more

Nvidia keeps taking share in chips as demand for its products stays strong, and that momentum could keep going in the year ahead. The catch is that its stock already assumes a lot of future success, so watching signs of cooling demand—like inventory building up—matters.Read more