The article compares Amazon (AMZN), where AWS is the AI-driven growth engine, with Sea Limited (SE), which is not an AI company. Amazon posted $382 billion in first-half 2026 net sales, up 18%, while AWS, at 21% of revenue, delivers most operating income. Its $92 billion profit was boosted by $69 billion in investment gains, free cash flow was an outflow of $7.6 billion over the trailing 12 months, and it has pledged $220 billion in capex. Sea Limited's first-half revenue rose 47% to $14.9 billion and net income grew 9% to $896 million as it invested in operations; it spent about $793 million on capex, generated $4.9 billion in free cash flow over 12 months, and trades at 37 times earnings. The author argues both can drive long-term growth, with Amazon worth patience and Sea Limited arguably worth considering.
Summary written by Upside AI from the original article. Read the source for full details.
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