Amazon is developing a new digital marketplace allowing media publishers to license articles, videos and podcasts directly to AI companies for use in model training. The initiative aims to create a dedicated channel for monetizing publisher assets while enhancing Amazon’s AI platform offerings.

An Amazon-linked beta stock surged 25% following speculation about the company’s AI-driven content strategy. Traders cited growing investor optimism around Amazon’s potential to capitalize on the booming AI market as the catalyst for the sharp move.

Walmart now trades at a higher EV/EBITDA multiple than Amazon, reflecting stronger earnings relative to its enterprise value. The shift highlights changing investor preferences within the retail sector and puts pressure on Amazon’s valuation metrics.