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Amazon's Growth Spurt Is Heating Up (NASDAQ:AMZN)
Seeking Alpha· 2025-09-18 13:09
As a long-term holder, I wouldn’t blame you for calling me biased… but I still see Amazon.com, Inc. (NASDAQ: AMZN ) as one of the most compelling long-term investment opportunities today, despite having what might seemRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is ...
Amazon's Growth Spurt Is Heating Up
Seeking Alpha· 2025-09-18 13:09
As a long-term holder, I wouldn’t blame you for calling me biased… but I still see Amazon.com, Inc. (NASDAQ: AMZN ) as one of the most compelling long-term investment opportunities today, despite having what might seemRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is ...
Is Netflix’s Ad Deal With Amazon the Catalyst for a New Uptrend?
Investing· 2025-09-18 13:02
Market Analysis by covering: Amazon.com Inc, Netflix Inc. Read 's Market Analysis on Investing.com ...
Amazon's Finance Teams Are Relying More on AI—and Not Just for the Simple Stuff
WSJ· 2025-09-18 13:00
Agentic AI and other technologies are boosting productivity—and helping to avoid pitfalls like hallucinations, top executives say. ...
Amazon: It's Never Too Late To Buy
Seeking Alpha· 2025-09-18 13:00
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!My most recent article on Amazon.com, Inc. (NASDAQ: AMZN ) stock came out in mid-July , and it was a preview piece on the then-upcoming fiscal Q2 print, which IDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse ...
亚马逊(AMZN.US)被裁定违规收集用户账单信息,Prime订阅诉讼风险加大
Zhi Tong Cai Jing· 2025-09-18 12:29
智通财经APP获悉,一名美国地方法院法官裁定,亚马逊(AMZN.US)在披露Prime会员服务条款之前就 收集订阅用户的账单信息,此举违反了消费者保护法。这一裁决为美国联邦贸易委员会(FTC)打击该公 司欺骗性行为的行动带来了胜利。 FTC消费者保护局负责人在声明中表示:"今天的裁决确认了亚马逊欺骗了美国消费者,因为其在收取 消费者支付信息之前未能披露Prime的所有条款。" 该机构还指控亚马逊隐瞒与案件相关的文件,包括指示员工错误标注与Prime会员相关文件的电子邮 件,并称强制性Prime注册的现象如此普遍,以至于公司不得不为那些有可能重复错误注册的客户创建 一个"更清晰的网络"。 法官还裁定,若FTC在庭审中证明亚马逊存在违法行为,两名亚马逊高管需对此承担相应责任。同时, 禁止亚马逊以《恢复网络消费者信心法案》不适用于Prime会员注册为由进行抗辩。 据悉,FTC正试图证明,亚马逊在未经客户同意的情况下,让数千万消费者注册了Prime会员,并通 过"复杂"的取消方法"破坏"他们取消订阅的努力。该案目前计划于下周(9月22日)开庭审理。而美国地方 法院法官对此作出的上述裁定,使亚马逊在即将到来的庭审中处于 ...
Big Tech Stocks Mirror Dotcom Bubble But On 'Steroids,' Says Top Analyst: Could Repercussions Be More Pronounced Than 1999 Crash? - Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-09-18 12:08
Global investment firm GQG Partners has issued a stark warning that the current technology market is exhibiting “dotcom-era overvaluation,” with a combination of soaring capital spending and weakening fundamentals that could lead to repercussions more pronounced than the 1999 crash.Current Conditions More Fragile Than Dotcom Bubble?In a new research report titled “Dotcom on Steroids,” the firm argues that the AI-driven boom has pushed the tech sector to a dangerous inflection point, masking underlying risks ...
Top Funds Connect With This Tesla, Google, And Amazon Supplier — Big Time
Investors· 2025-09-18 12:00
BREAKING: Futures Rise; Nvidia To Buy Intel Stake Magnificent Seven members Tesla (TSLA), Alphabet (GOOGL), Amazon.com (AMZN), Apple (AAPL), and Meta Platforms (META) all have supplier connections with TE Connectivity (TEL). And for a second straight month, TE Connectivity stock has popped onto IBD's list of new buys by the best mutual funds. Now, as Google stock keeps hitting record highs while Meta, Amazon, and Apple set up,… Related news Geoffrey Hinton, 77, pushed AI technology to a new level. (AP) Geof ...
大摩:大厂“AI烧钱大战”:当下规模被低估,未来折旧被低估,最早2027年爆发价格战
美股IPO· 2025-09-18 11:53
摩根士丹利的报告将当前的AI投资潮与历史上的两次资本狂热进行了对比:一次是互联网泡沫时期的 电信业光纤建设,另一次是页岩油革命中的能源业钻探。报告指出,当前的资本强度正在逼近前者的 峰值。而与以往不同的是,科技巨头正通过日益复杂的财务手段来加速扩张,使得传统的资本支出 (Capex)数据无法完全捕捉其投资的全貌。 大摩预计,亚马逊、谷歌等五家公司资本开支占营收比重到2027年将达26%,接近互联网泡沫时期的峰值水 平,融资租赁等表外工具导致投资规模被低估。美银则警告,到2027年,仅谷歌、亚马逊和Meta三家的折旧 额就可能被低估164亿美元,到2027年可能因供需失衡爆发价格战,从而侵蚀盈利能力。 美股科技巨头正在史无前例的AI基础设施军备竞赛中,其资本开支强度正逼近互联网泡沫时期峰值。 追风交易台消息,美银和摩根士丹利最新研究显示,市场严重低估了当前AI投资的真实规模,同时对 未来折旧费用的冲击准备不足,供需失衡最早可能在2027年引发云服务价格战。 摩根士丹利的研究则表明,包括亚马逊、谷歌、Meta、微软和甲骨文在内的"超大规模"玩家, 其资本 开支占销售收入比重预计到2027年将达到26%, 接近互联 ...
Magnificent Seven Tech Stocks Rally After Fed Rate Cut
Barrons· 2025-09-18 11:51
LIVE Dow Set to Open Up as Market Digests Fed's Rate Decision Last Updated: 28 min ago Magnificent Seven Tech Stocks Rally After Fed Rate Cut By George Glover Each of the "Magnificent Seven" megacap tech stocks was rising on Thursday, buoyed by the Federal Reserve's decision to cut interest rates for the first time this year. The Roundhill Magnificent Seven exchange-traded fund, which trades under the ticker MAGS, climbed 1.1% in premarket trading. Chip maker Nvidia led the way with a 3.2% gain, rebounding ...