Amazon Outperforms Microsoft in AI Stocks
Amazon has outperformed Microsoft and other AI stocks year to date, with a 14% gain compared to Microsoft’s 12% decline. As of April 2026, Amazon achieved a $15 billion annual revenue run rate for its AWS AI services, while only 3% of Microsoft’s commercial Office customers are currently paying for the Copilot AI licenses. Both companies are scheduled to report earnings on April 29.
In the last five years, Amazon’s stock increased by 52%, while Microsoft rose 68%, against an S&P 500 gain of 71%. Although Microsoft reported a 26% year-over-year growth in Cloud revenue, Amazon appears to be on a clearer path to profitability in the AI sector following significant capital expenditures.
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