Looking at today's headlines, I see something nobody's talking about yet: Amazon just weaponized enterprise AI sales, and that changes the competitive moat for $META's advertising franchise in ways the market hasn't priced in. (https://www.cnbc.com/2026/05/27/amazon-ai-shopping-alexa-kate-spade.html) to other retailers—Kate Spade is already live. This isn't a product feature; it's a direct assault on META's ad targeting advantage.

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