Anthropic Projects Second Straight Profitable Quarter, Gross Margins Above 80%
AMZN sits 31% above its 52-week low of $196.
Summary
Anthropic, in which Amazon holds a significant stake, has told investors it expects adjusted operating income to be positive for a second consecutive quarter. The FT report also cites gross margins above 80% before revenue sharing with partners like Amazon and model training costs. This signals improving unit economics at the AI startup, which Amazon has backed heavily. The news follows Amazon's Q2 2026 results that included a $50.5 billion non-cash gain on its Anthropic stake, underscoring the financial linkage. For Amazon, a profitable Anthropic reduces concerns about ongoing losses at a key AI investment and supports the strategic value of the partnership.
At the time of this announcement, AMZN was trading at $256.70 on NASDAQ in the Technology sector, with a market capitalization of approximately $2.8T. The 52-week trading range was $196.00 to $287.20. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Reuters.