Back-to-school shopping brought to you by AI — how Amazon, Google are positioned to win
Reported by CNBC · cnbc.com · September 4, 2026
The rise of AI-assisted shopping during this year's back-to-school season may be an early window into evolving consumer buying habits.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $AMZN -0.15%
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