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Tag

amazon

20 articles

Amazon's $220B AI Bet Mirrors Past Cycle: Losses Led to 118% Stock Rebound
U.S. Equities5d ago
Amazon's $220B AI Bet Mirrors Past Cycle: Losses Led to 118% Stock Rebound
Amazon's record capital spending and AWS GPU commitments follow a pattern: prior investment cycles saw temporary net losses followed by triple-digit stock recoveries.
Tech Giants Now Rival Treasury for Investor Dollars
Politics & Policy10d ago
Tech Giants Now Rival Treasury for Investor Dollars
Microsoft, Apple, Alphabet, Amazon and Meta are issuing bonds at yields so close to Treasury rates that investors are shifting capital away from government debt, forcing Washington to pay more to borrow.
Alphabet and Amazon P/E Ratios Hide True Valuations
U.S. Equities11d ago
Alphabet and Amazon P/E Ratios Hide True Valuations
Unrealized gains from Anthropic and SpaceX stakes inflate current earnings metrics, making the tech giants appear cheaper than they are.
Polaroid Go 2 Bundle Drops to $72 on Amazon, Lowest Price on Record
Technology19d ago
Polaroid Go 2 Bundle Drops to $72 on Amazon, Lowest Price on Record
The second-generation Polaroid Go bundled with a 16-photo film pack hits $71.99—$38 off the standard price and $4 less than buying the camera alone.
Alchip July Revenue Doubles on Amazon Trainium3 ASIC Shipments
Technology24d ago
Alchip July Revenue Doubles on Amazon Trainium3 ASIC Shipments
Taiwanese chip designer Alchip Technologies posted record NT$7.43 billion in July revenue, driven by mass production of custom AI chips built on TSMC's N3P process.
Warner Bros. Sues Amazon Over Executive Poaching in Contract Breach Claim
Technology40d ago
Warner Bros. Sues Amazon Over Executive Poaching in Contract Breach Claim
The lawsuit alleges Amazon induced HBO Max marketing executive Pia Barlow to breach a contract running through Oct. 31, 2027.
E-Ink's Long Device Life Opens Enterprise Market, Pressures OEM Refresh Economics
Technology41d ago
E-Ink's Long Device Life Opens Enterprise Market, Pressures OEM Refresh Economics
E-Ink's durability is pushing the technology out of consumer e-readers and into industrial applications, threatening traditional hardware refresh revenue.
Amazon's Alexa Overhaul: Business Model Shift or Costly Catch-Up?
Technology42d ago
Amazon's Alexa Overhaul: Business Model Shift or Costly Catch-Up?
Amazon plans a major AI upgrade for Alexa Plus, pushing the voice assistant into complex, multi-step interactions and commercial transactions.
Alphabet, Amazon Capex Surge Forces Tech Valuation Reset
U.S. Equities42d ago
Alphabet, Amazon Capex Surge Forces Tech Valuation Reset
Heavy AI and cloud spending compresses free cash flow at major technology companies, forcing investors to reprice the sector.
Amazon's $50M 'The Boroughs' Bet: Prime Video Doubles Down on Star Power
U.S. Equities104d ago
Amazon's $50M 'The Boroughs' Bet: Prime Video Doubles Down on Star Power
Amazon's eight-part series starring Bill Pullman and Geena Davis signals escalating content wars as streaming giants chase subscriber growth over profits
Apple, Amazon Rise While Tesla Drops on EV Competition
U.S. Equities110d ago
Apple, Amazon Rise While Tesla Drops on EV Competition
Apple's services growth and Amazon's AWS acceleration drive upside calls while Tesla faces margin pressure from increased competition
Amazon Cuts Selling Partner Staff: AMZN Targets $300 on Margin Expansion
U.S. Equities112d ago
Amazon Cuts Selling Partner Staff: AMZN Targets $300 on Margin Expansion
Latest layoffs in third-party seller services division signal sustained cost discipline as company prioritizes profitability over growth
Cramer: AI Stock Rally Has More Room to Run Beyond Nvidia
U.S. Equities118d ago
Cramer: AI Stock Rally Has More Room to Run Beyond Nvidia
CNBC host says it's 'not too late' to buy leading artificial intelligence stocks as enterprise demand accelerates
Bezos's Fashion Ascent Signals Amazon's Luxury Ambition; AMZN Poised for Re-Rating
U.S. Equities123d ago
Bezos's Fashion Ascent Signals Amazon's Luxury Ambition; AMZN Poised for Re-Rating
Jeff Bezos's deepening involvement in high fashion points to a strategic imperative for Amazon to capture the high-margin luxury market, potentially revaluing its stock.
Amazon's Growth Engine Threatened: Societal Erosion Undermines Consumer Confidence
U.S. Equities124d ago
Amazon's Growth Engine Threatened: Societal Erosion Undermines Consumer Confidence
A growing societal unease, fueled by a perceived disconnect within elite culture, poses a significant, unpriced risk to consumer spending and the long-term growth trajectory of retail giants like Amazon.
Tech Titans Drive S&P 500 to New Highs; Apple, Amazon, Google Lead Rally
U.S. Equities126d ago
Tech Titans Drive S&P 500 to New Highs; Apple, Amazon, Google Lead Rally
The S&P 500 and Nasdaq surged to record levels this week, propelled by robust performance from mega-cap technology stocks and a renewed focus on growth catalysts, signaling strong investor confidence.
AI Compute Backbone: The Generational Tech Reshaping Capital and Market Moats
Technology132d ago
AI Compute Backbone: The Generational Tech Reshaping Capital and Market Moats
The rapid ascent of AI, fueled by massive investments in GPU compute and cloud infrastructure, fundamentally alters enterprise strategy, competitive dynamics and long-term financial returns across every major industry.
Intel's Pop Fuels Nasdaq Rally as Dow Slips; DOJ Clears Powell, Easing Fed Jitters
U.S. Equities133d ago
Intel's Pop Fuels Nasdaq Rally as Dow Slips; DOJ Clears Powell, Easing Fed Jitters
Technology shares propelled the Nasdaq Composite to a one percent gain today, fueled by a sharp rise in Intel, while the Dow Jones Industrial Average retreated amid broader market caution and key regulatory news.
Amazon's AI Cloud Dominance: Anthropic Demand Signals AWS Upside
U.S. Equities136d ago
Amazon's AI Cloud Dominance: Anthropic Demand Signals AWS Upside
Anthropic's surging demand for its Claude AI models directly benefits Amazon Web Services, solidifying Amazon's position in the high-stakes artificial intelligence infrastructure race.
X-energy's $800M IPO Tests Nuclear Tech Valuation Amid Energy Transition Push
Technology141d ago
X-energy's $800M IPO Tests Nuclear Tech Valuation Amid Energy Transition Push
The advanced reactor developer, backed by Amazon, seeks significant capital to commercialize its small modular reactor and fuel technology, signaling a critical juncture for deep tech investment.