Barclays released its latest US internet stock rankings, placing Amazon first, followed by Meta, MercadoLibre, and Chewy.
Amazon’s top rank highlights its e‑commerce dominance and AWS growth, including a new OpenAI partnership and Quick AI assistant.
Meta fell to second after a $2 billion Manus acquisition was blocked in China and it announced a ~10% workforce cut.
Chewy entered a deal to buy Modern Animal, adding $125 million annual revenue and a $500 million boost to its share‑repurchase plan.