Amazon is a buy with 10-15% upside, driven by aggressive AI CapEx and long-term infrastructure leadership. AI CapEx fears are overblown; underinvestment poses a greater risk as compute demand could ...
When Delhivery acquired Ecom Express in 2025, the Indian logistics industry read it as a consolidation play — a larger player ...
Amazon has opened its logistics network to all businesses, intensifying competition for global and Indian delivery firms and ...