Core Viewpoint - Amazon.com, Inc. (NASDAQ:AMZN) has experienced a significant decline in its stock price, down 15% over the past year and 10.8% year-to-date, following the announcement of a $200 billion capital expenditure plan [2]. Group 1: Stock Performance - Amazon's shares fell sharply after the announcement of its capital expenditure plan [2]. - The stock has not performed well in recent quarters, with comments indicating that it "hasn't done anything" in terms of stock movement [3]. Group 2: Analyst Ratings and Price Targets - UBS raised its price target for Amazon from $310 to $311 while maintaining a Buy rating, citing that the current share price does not reflect the potential for Amazon Web Services (AWS) revenue to double by 2028 [2]. - Stifel also increased its price target for Amazon from $295 to $300 and kept a Buy rating, highlighting the strong performance of Amazon's advertising business and the eCommerce sector's success in Q4 2025 [2]. Group 3: Investment Perspective - While acknowledging Amazon's potential as an investment, some analysts believe that certain AI stocks may offer better returns with lower risk [4].

然而，多家行业巨头近期密集发布的裁员公告，与上述官方数据的趋势形成了明显反差。除UPS和亚马逊外，陶氏化学等知名企业也宣布了大幅裁员计划。 此外，根据《工人调整与再培训通知法》，今年一月美国已有超过一百家企业向劳工部提交了大规模裁员通知。 尽管市场的调查数据存在波动性，且与官 方统计并非完全同步，但它通常被视为洞察企业招聘与裁员意愿的早期风向标。布米普特拉北京投资基金分析师认为，官方就业数据存在一定的滞后性，大 规模裁员计划对美国就业市场的实质性影响，可能需要一至两个季度才会在官方统计数据中完全显现。当前企业端释放的强烈收缩信号，无疑为今年美国就 业市场的走向蒙上了一层阴影。 全球职业咨询机构Challenger， Gray & Christmas最新发布的报告显示，今年一月美国雇主宣布的裁员计划人数升至十点八万人以上，这一数字较去年同期激 增超过一倍，环比更是大幅上升百分之二百零五，创下自二零零九年全球金融危机以来历年一月份的最高纪录。彼时，美国经济正深陷大萧条后最严重衰退 的尾声。 与裁员潮形成鲜明对比的是，企业招聘意向降至冰点。当月美国雇主公布的新增岗位仅约五千三百个，同样创下该机构自二零零九年开始追踪 ...

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.StrategyMost retail investors were mocking MSTR’s decline after the BTC sell-off and it earnings.The stock had a 52-week range of $104.16 to $457.22, trading around $105 to $107 per share, as of the publication of this article. It fell 67.13% over the year and declined by 72.10% over the last six months.MSTR had a weaker price trend in ...

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.StrategyMost retail investors were mocking MSTR’s decline after the BTC sell-off and it earnings.The stock had a 52-week range of $104.16 to $457.22, trading around $105 to $107 per share, as of the publication of this article. It fell 67.13% over the year and declined by 72.10% over the last six months.MSTR had a weaker price trend in ...

Core Insights - Cipher Mining is transitioning from primarily crypto mining to securing long-term contracts with tech giants for AI data centers, with Amazon being a significant customer through a 15-year lease worth $5.5 billion [1] Group 1: AI and Tech Contracts - Cipher Mining is expected to win more contracts as it brings additional gigawatts online, currently holding a 3.4 gigawatt pipeline that remains largely unallocated [2] - The Amazon deal illustrates that Cipher Mining can secure contracts without immediate energy delivery, with part of the 300 megawatts promised to Amazon expected by July 2026 [9] Group 2: Crypto Mining Operations - Cipher Mining's crypto mining revenue has nearly tripled year-over-year to $71.7 million, although the segment remains unprofitable with a reduced operating loss of $37.6 million compared to $91.4 million in the same quarter last year [4] - The company holds $170 million in Bitcoin, providing direct exposure to Bitcoin price movements, unlike other miners who sell their mined Bitcoin immediately [5] Group 3: Expansion and Infrastructure - Cipher Mining has acquired a 200 megawatt site in Ohio, expanding its geographical footprint and increasing its total pipeline to 3.4 gigawatts across eight sites [7] - This expansion allows Cipher Mining to build its energy pipeline more rapidly while already having sufficient gigawatts to support future tech deals [8]

2026年2月4日立春，福布斯中国年终盛典在上海西岸美高梅酒店举行。本次盛典汇聚了科技、医疗、半导体、投资等领域的杰出企业家与行业领袖，以论 坛与晚宴的形式，共同探讨人工智能、硬科技、生物医药及商业文明的未来趋势。福布斯中国亦借此平台，向长期支持的各界人士致谢，并对过去一年在 商业、科技及文化领域展现出创新力与影响力的代表人物及企业进行表彰。 自2003年进入中国市场以来，福布斯中国依托全球视野与本土洞察，持续推出了包括中国最佳CEO、中国杰出商界女性100、中国创投人100、中国30 Under 30、中国创新力企业50强及中国ESG 50等在内的一系列榜单。这些榜单大多拥有超过十年的数据积淀，在发掘行业标杆的同时，也忠实记录了中国 经济发展的路径与转折，成为观察中国商业社会变迁的重要参考。 论坛伊始，福布斯中国集团总裁张清琏发表致辞。他代表福布斯中国感谢各界长久以来的信任与支持，并指出，在充满变数的市场环境中，商业不仅是财 富积累的手段，更是社会进步的助推器。他强调："商业的意义不仅在于创造财富，更在于创造价值。当商业切实推动了社会进步、改善了人类生活、促 进了人与自然的和谐共生时，它便承载了超越利润的深 ...

中国农业发展银行党委委员、副行长徐一丁涉嫌严重违纪违法，目前正接受中央纪委国家监委纪律审查和监察调查。 来源： 中央纪委国家监委网站 原标题：《 中国农业发展银行党委委员、副行长徐一丁接受中央纪委国家监委纪律审查和监察调查 》 关注" 新华网财经 "视频号 更多财经资讯等你来看 亚马逊官宣裁撤1.6万个职位 往期推荐 腾讯"元宝分10亿"活动2月1日0点正式开启，用户最高可领万元现金红 包，官方攻略发布 ...

Let's get to some earnings now because Amazon's fourth quarter results are just hitting the wire. You can see we're dropping initially here a quick 8%. Q4 EPS $1.95%. The street was at a $1.96%. Uh it looks like Q4 net sales I see 213.39% billion. The estimate was 211.49% billion. Uh Q4 AWS net sales XFX up 24%. The estimate was 21%. Just to break that out, it looks like that was 35.58% billion. The street was at 34.88% billion. Q4 operating margins 11.7%. That looks smack in line with what the street was l ...

Core Viewpoint - Despite a decline in Amazon's stock following its earnings release, Wall Street analysts maintain a generally positive outlook for the company's shares over the next year [1]. Financial Performance - In Q4 2025, Amazon reported earnings per share of $1.95, slightly below Wall Street estimates of $1.97, while revenue increased to $213.39 billion, surpassing expectations of $211.33 billion [3]. - Amazon Web Services (AWS) generated $35.58 billion in revenue, exceeding forecasts of $34.93 billion, and advertising revenue reached $21.32 billion, also above estimates [3]. Analyst Ratings and Price Targets - Amazon holds a 'Strong Buy' consensus based on ratings from 42 analysts, with 37 'Buy' ratings, five holds, and no 'Sell' ratings. The average 12-month price target is $283.49, indicating an upside of approximately 34.8% [4]. - RBC Capital's Brad Erickson reiterated an 'Outperform' rating with a $300 price target, emphasizing confidence in Amazon's long-term, AI-driven growth despite risks from higher capital expenditures [7]. - Goldman Sachs analyst Eric Sheridan lowered his price target to $280 from $300 while maintaining a 'Buy' rating, noting increased investor sensitivity to Amazon's investment cycle [8]. - Truist Securities analyst Youssef Squali cut his price target to $280 from $290 but kept a 'Buy' rating, citing higher near-term costs related to aggressive investments [9]. - DA Davidson analyst Gil Luria downgraded Amazon to 'Neutral' from 'Buy' and lowered his price target to $175, expressing concerns about AWS losing market share to competitors [10].

Group 1 - The article discusses the concept of "Geo-capex" investing, which is an evolution of the "Capex Nation" idea, highlighting the ongoing bull market driven by AI enthusiasm despite January's volatility [1] - The focus is on long-term investment strategies in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is identified as a more reliable driver of returns than valuation alone [1] Group 2 - The author manages a portfolio publicly on eToro, qualifying as a Popular Investor, which allows others to replicate real-time investment decisions [1] - The interdisciplinary background of the author, including Economics, Classical Philology, Philosophy, and Theology, enhances both quantitative analysis and market narrative interpretation [1] - The investment philosophy aims to balance asset accumulation with the freedom to choose work that aligns with personal expression, rather than seeking to avoid work altogether [1]