Microsoft vs. Amazon: Which AI Stock Is the Better Buy?

The Motley Fool piece rates Amazon (AMZN.OQ) as the better AI-stock buy versus Microsoft (MSFT.OQ), citing Amazon’s stronger near-term AI monetization and momentum. Key drivers: AWS AI services hit a ~$15 billion annual revenue run rate and Amazon is executing heavy AI-related capex (about $200 billion planned) that appears to be generating returns, including a multibillion-chip deal with Meta. Microsoft faces adoption headwinds for its Copilot add-on (only ~3% commercial Office adoption) and is positioned as the laggard despite strong cloud growth. The author notes valuations (P/E: Microsoft 26.6; Amazon 36.8) and flags both companies’ earnings due April 29 as potential catalysts. Market impact: the article favors long exposure to Amazon on AI revenue traction while flagging execution and product-adoption risks for Microsoft, suggesting relative bullishness for AMZN ahead of earnings.