Internet - The Week Ahead + AMZN + META + UBER/Waymo + PINS + RBLX + OAI Ads + Anthropic

研报英文原文证据摘录

Internet - The Week Ahead + AMZN + META + UBER/Waymo + PINS + RBLX + OAI Ads + Anthropic

Global Internet

ECommerce - Market Overweight

Mobility & Delivery - Market Overweight

Online Advertising - Market Overweight

Subscription - Market Weight

Internet - The Week Ahead + AMZN + META + UBER/ July 5, 2026

Waymo + PINS + RBLX + OAI Ads + Anthropic

The Wolfe Byte

In this report, we discuss what we expect this week + share our catalyst calendar + our thoughts on key topics

(AMZN Prime Day + Anthropic + META model limits and progress + UBER/Waymo + RBLX + PINS + OpenAI Ads

+ Anthropic custom chips).

Join us on Monday webcast! (link here). We will share out takes on Large Cap expectations into the print + AMZN’s

Prime Day + META’s enterprise efforts & AI agent developments - key debate & feedback + UBER/Waymo in Phoenix

and potential partners + PINS international campaigns + OpenAI reducing inference costs + Anthropic/Samsung custom

chips. Our technical analyst Rob Ginsberg will share his thoughts on positioning and trades for upcoming week. Our

chief economist Stephanie Roth will share her views on macro data.

What do we expect this week?

1. Our webcasts this week:

a. Monday at 10:30 am ET - we'll share Large Cap Internet names' expectations into their prints + Meta -

investor feedback on recent news + Amazon - Prime Day event;

b. Digital Advertising on Thursday at 1 pm ET - we'll discuss Q2 and H2 demand trends across ad platforms

+ ROI trends + CTV demand + competitive dynamics + OAI progress

c. Amazon's FC and automation build out on Thursday at 10 am ET - we will discuss Amazon's grocery

build + automation impact + Prime Day demand + ASCS.

2. Earnings we will watch: PEP on Thursday and DAL on Friday.

3.