AMZN vs SES

Amazon's Q1 2026 performance was exceptional, beating revenue and EPS estimates, driven by a re-accelerating AWS (28% YoY growth) and record operating margins (13.1%). Strategic investments in AI, reflected by the significant Anthropic gains, further bolster its long-term potential across e-commerce, cloud, and advertising. The increased operating cash flow (+30% YoY TTM) and robust guidance for Q...

SES AI Corp continues to be a high-risk, high-reward speculative investment, but recent material developments have de-risked its immediate path. The preliminary Q1 2026 revenue beat ($6.3M-$6.5M vs. $3.65M consensus) and the affirmation of FY2026 revenue guidance ($30M-$35M) are significant positives, indicating a transition from pre-revenue to early commercialization in ESS and drone markets. Thi...