Amazon vs. Meta: Which AI Stock Enjoys an Edge Right Now?

Amazon AMZN and Meta Platforms META are two of the largest technology companies reshaping their businesses around artificial intelligence (AI). While Amazon monetizes AI through Amazon Web Services (AWS), custom chips and agentic shopping, Meta embeds AI across its family of apps to boost engagement and advertising performance.

Both companies are pouring capital into AI infrastructure in 2026, making the return on these investments a key focus for investors. Recent product launches and updated guidance make the comparison timely.

Let’s delve deeper and closely compare the fundamentals of the two stocks to determine which one is a better investment now.

The Case for AMZN

Amazon’s AI strategy spans the full stack, from custom silicon and infrastructure to models and applications. AWS revenues grew 37% year over year in the second quarter, its fastest pace in 18 quarters, reaching a $169 billion annualized run rate. AWS’ AI business and Amazon’s chips…