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inks Amazon partnership to boost online shopping bet","url":"https://stock-news.laohu8.com/highlight/detail?id=2664015864","media":"Alexandra S Levine / Bloomberg","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664015864?lang=en_us&edition=fundamental","pubTime":"2026-09-01 11:43","pubTimestamp":1788234194,"startTime":"0","endTime":"0","summary":"YouTube has tapped Amazon.com Inc as its newest affiliate partner in YouTube Shopping, part of the video giant's push to prioritise e-commerce as one of its next big 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Morgan Stanley says the deeper alliance strengthens MediaTek's position in AI infrastructure and could improve its chances of winning a second or even third cloud-service provider as a customer for its custom-chip business. That could provide upside to the company's long-term AI revenue outlook. The brokerage maintains its overweight rating on MediaTek and says the company could also benefit from a closer relationship with Alphabet on AI chip 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That uncertainty can reshape expectations for selected US defense contractors, creating potential openings as well as risks. This article breaks down how three screened stocks are exposed to the current news and why that might matter for your portfolio.\nThe three stocks below are just 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