Part 7/10:

Historically viewed as a secondary player in the AI sphere, Amazon's aggressive push into this sector is beginning to reshape investor narratives. The collective recognition of Amazon as a major AI entity points to an evolving landscape, where its integral role in incorporating AI across various business lines—retail, media, analytics—positions it favorably for future growth.

Salesforce: An AI Shift in Narrative

Alongside Amazon, Salesforce is experiencing transformative momentum as well. Up 9% post-earnings, Salesforce's stock jump can be attributed to growing investor belief in its AI capabilities, particularly its Agent Force service. This product represents a new generation of AI agents that can perform complex tasks, thus enhancing operational efficiency for clients.