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Amazon is in advanced talks to acquire San Francisco-based AI startup Decart for around seven billion dollars. The deal centers on Decart's software, which allows developers to move more fluidly between competing AI chip architectures — a capability that becomes increasingly valuable as the chip wars between Nvidia, AMD, and custom silicon heat up. For Amazon, this is infrastructure strategy, not just a product bet.
Turning to equities, Palantir continues to draw scrutiny over its long-term valuation runway. Analysts point to rising competition from well-capitalized AI labs as a structural headwind that could pressure the stock meaningfully before two thousand twenty-eight. Palantir trades at a significant premium to peers, and history suggests that kind of multiple compression rarely arrives gradually — it tends to arrive all at once.
And on the consumer side, Mars is teaming with Walmart and Disney on a limited-time M and M's package tied to Avengers Doomsday. It is a straightforward co-marketing play — Disney gets shelf presence ahead of a major theatrical release, Walmart drives foot traffic, and Mars gets a premium on exclusivity. These kinds of retail tie-ins rarely move the needle materially, but they do signal how studios are leaning harder into physical retail as a promotional channel.
That's the tape. Markets Desk, signing off the floor.
