Will Amazon, Google, & Uber Withstand the AI Market Backlash?
Will Amazon, Google, & Uber Withstand the AI Market Backlash?  
Podcast: The Rundown
Published On: Sun Feb 08 2026
Description: We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co. Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.