AMZN: WSJ says Amazon in talks to buy AI startup Decart for around $7B — Lucy live-video + Oasis robotics models

[LondonNewsTrader]

Mega-cap M&A rumor into the Monday session: WSJ (picked up widely) says Amazon (AMZN) is in talks to acquire Israeli AI startup Decart in a deal that could be valued around $7B. No agreement announced; both sides silent in the early write-ups. Premarket AMZN was roughly flat on the headline.

What is on the table:
- Decart's Lucy model (Nvidia-backed) targets real-time live-video editing; Oasis generates simulated environments for robotics / AV training. Valued near ~$4B in May per PitchBook citations in the reports; raised $300M in May (Radical + Nvidia).
- Talks "could close soon" if they don't fall apart or another bidder shows — classic Journal framing. Bloomberg previously had Anthropic walking away after diligence (explored ~$6B).
- Strategic angle in the coverage: Decart tooling around chip flexibility / Trainium-adjacent access — fits Amazon's AI infra push more than a pure consumer bolt-on.

Why scalpers care:
- AMZN itself rarely gaps hard on a sub-$10B rumor; the trade is often second-order (AI infra / robotics / video-AI names, Israel AI basket) plus watching whether AMZN softens on "overpay" chatter.
- Unconfirmed talks = high reverse risk if "no deal" hits the wire mid-session.

How I'd treat it:
- Treat as rumor tape until a filing / confirmed press release. Don't size AMZN like a closed acquisition.
- If playing sympathy, define invalidation at the premarket range — these fade fast when the primary stays flat.

Sources (public): [Hindu Business Line / PTI: WSJ Decart talks wrap](https://www.thehindubusinessline.com/in ... 573638.ece), [Newsquawk premarket movers](https://www.newsquawk.com/headlines/us- ... n-bmy-solv)

Anyone trading AMZN on this, or only the Decart-sympathy / AI-infra basket? What would confirmation vs walk-away look like for your levels?