META vs AMZN: AI Stock Comparison

Meta Platforms, Inc. vs Amazon.com, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$META scores higher on AI exposure (4/5 vs 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $AMZN has the earlier next catalyst (Nov 30, 2026).
$META 🏆
Meta Platforms, Inc.
Social apps funding one of the biggest AI capex budgets.
$AMZN
Amazon.com, Inc.
E-commerce giant whose AWS cloud sells AI compute.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 3/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)10.81B
as of 2026-10-21 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest quarter) $64.60B
10-Q period ended 2026-09-30; +26% y/y · SEC filing
Operating income $12.99B
Same quarter; 20% operating margin · SEC filing
Net income $9.86B
Same quarter · SEC filing
Revenue (latest quarter) $201.94B
10-Q period ended 2026-09-30; +12% y/y · SEC filing
Operating income $28.08B
Same quarter; 14% operating margin · SEC filing
Net income $20.68B
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalyst
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Nov 30, 2026 – Dec 4, 2026
AWS re:Invent 2026 (Las Vegas) · source
Upcoming catalysts
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Nov 30, 2026 – Dec 4, 2026
AWS re:Invent 2026 (Las Vegas) · source
Most recent reported
Oct 21, 2026
Meta Platforms, Inc. reports quarterly results · source
Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B.
Oct 29, 2026
Amazon.com, Inc. reports quarterly results · source
AWS growth, Trainium and capex guidance. Revenue: $201.94B (+12% y/y), per 10-Q.
Key risks
  • “We may not be successful in our artificial intelligence initiatives, which could adversely affect our business, reputation, or financial results.” — 10-K risk factor (filed 2026-01-29) · source
  • “We have been and remain subject to regulatory and other government investigations, enforcement actions, and settlements, and we expect to continue to be subject to such proceedings and…” — 10-K risk factor (filed 2026-01-29) · source
  • “We Face Risks Related to Successfully Optimizing and Operating Our Fulfillment Network and Data Centers” — 10-K risk factor (filed 2026-02-06) · source
  • “Government Regulation Is Evolving and Unfavorable Changes Could Harm Our Business” — 10-K risk factor (filed 2026-02-06) · source
AI angle

Meta uses AI for ad targeting and content ranking and is building frontier models and assistants. Its spending on AI data centers is among the largest of any company.

AWS rents GPUs and its own Trainium chips and offers Bedrock model hosting; retail and ads are larger by revenue, so AI is concentrated in the AWS segment.

Full analysis: $META →Full analysis: $AMZN →

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Deep dives: META next earnings & catalysts · AMZN next earnings & catalysts · AI earnings this week