Amazon.com Inc. is making its debut in the euro bond market with a record eight-part sale, aiming to raise around €10 billion ($11.6 billion) to pay for investments in artificial intelligence.The deal has maturities ranging from two to 38 years, according to people familiar with the matter, who asked not to be identified. It’s the first ever eight-part sale in the region, according to data compiled by Bloomberg, and follows Amazon’s 11-part dollar sale on Tuesday, which raised $37 billion.The combined offer ...

Group 1: Chipotle Mexican Grill (CMG) - Bill Ackman of Pershing Square Capital Management completely exited his position in Chipotle Mexican Grill, which was previously his top holding by market value [2][4] - Chipotle's shares have more than quadrupled from September 30, 2016, to the end of 2025, significantly outperforming the S&P 500 [5] - Comparable restaurant sales for Chipotle fell by 1.7% in 2025, indicating a decline in transactions despite passing higher prices to consumers, suggesting inflationary pressures are impacting performance [8] - The forward price-to-earnings ratio for Chipotle is 26, which is considered a premium for a restaurant chain experiencing declining existing-store sales [9] Group 2: Amazon (AMZN) - Bill Ackman has significantly increased his stake in Amazon, acquiring an additional 3,784,508 shares in the December-ended quarter, bringing his total to over 9.6 million shares, making it the new No. 3 holding for Pershing Square [11][12] - Amazon accounted for 37.6% of U.S. retail e-commerce in 2024, highlighting its dominance in the online marketplace [12] - While e-commerce generates substantial revenue, it is often low-margin; the majority of Amazon's operating income comes from Amazon Web Services (AWS), which is experiencing reaccelerated growth due to generative AI and large language model solutions [13] - Amazon's shares are currently trading at just under 10 times forecast cash flow for 2027, making them historically inexpensive compared to the median multiple of 30 throughout the 2010s [14]

Amazon is making its debut in the euro bond market with a record eight-part sale, aiming to raise around $11.6 billion to pay for AI investments https://t.co/YmhI5UIkBM ...

March 10, 2026 04:29 AM GMT Thematic Alpha | North America Thematic Thoughts from the TMT Conference & Top Picks Last week, Morgan Stanley hosted its annual Technology, Media & Telecom Conference in San Francisco. Several key themes emerged throughout fireside presentations: For more thematic content from the conference, please see here where we tie conference takeaways to our 10 Thematic predictions outlined in our 2026 Outlook. M Idea Morgan Stanley & Co. LLC Michelle M. Weaver, CFA Equity Strategist Mich ...

Core Insights - Billionaires are increasingly investing in the artificial intelligence (AI) sector, recognizing its potential for operational efficiency, innovation, and earnings growth, which is expected to enhance stock performance in the future [1] - Stanley Druckenmiller, a prominent investor, has made significant moves in AI stocks, including closing his position in Meta and increasing his stakes in Alphabet and Amazon, both of which are generating substantial revenue from AI [2][3][8] Investment Moves - Druckenmiller closed his position in Meta Platforms, which represented 1.3% of his portfolio, after holding it for only one quarter [8] - He increased his investment in Alphabet, which now constitutes 2.6% of his portfolio, and has been a holder since the third quarter of the previous year [8] - Druckenmiller also added to his position in Amazon, which now makes up 3.7% of his portfolio, having owned shares since the fourth quarter of 2024 [8] Company Performance - Alphabet's Google Cloud reported a 48% revenue increase to over $17 billion, driven by demand for AI infrastructure and solutions [10] - Amazon Web Services (AWS) achieved a $142 billion annual revenue run rate, benefiting from a booming AI business [10] - Both Alphabet and Amazon are recognized as leading players in the cloud computing sector, which is central to AI growth and activity [11] Investment Considerations - For investors seeking immediate AI revenue growth, Alphabet and Amazon are recommended due to their established cloud services [11] - Meta is suggested for those looking for future AI innovation, as the company is heavily investing in AI research and development [12] - Each of these companies has a solid business foundation and is making progress in AI, presenting multiple viable investment opportunities [13]

Core Viewpoint - Amazon's stock has declined approximately 7% in early 2026, underperforming the S&P 500, which has remained roughly flat during the same period [1] Group 1: Financial Performance - Amazon's fourth-quarter net sales increased by 14% year over year, reaching $213.4 billion [5] - The company's operating income for the fourth quarter rose to $25.0 billion, up from $21.2 billion a year earlier, with a potential figure of $27.4 billion without special charges [6] - Amazon's trailing 12-month operating cash flow grew by 20% year over year to $139.5 billion, indicating strong operational performance despite a decline in free cash flow [8] Group 2: Investment Strategy - Amazon is undergoing a significant investment cycle to enhance its cloud computing and AI capabilities, which is currently masking its true profitability [2] - The decline in free cash flow to $11.2 billion from $38.2 billion is primarily due to a $50.7 billion increase in capital expenditures related to AI investments [7] - CEO Andy Jassy emphasized the company's confidence in achieving attractive returns on invested capital from its AI investments, highlighting the strong demand signals in the AWS business [10] Group 3: Market Position and Valuation - Despite recent stock declines, Amazon's shares are considered attractively priced relative to its substantial operating cash flow [11] - The current price-to-earnings ratio of about 30 is viewed as reasonable given the financials and the 24% growth rate in the AWS segment [12] - The significant operating cash flow underscores the scale of Amazon's profit engine, which is funding its expansion efforts [12]

1、 中共中央政治局委员、外交部长王毅应约同卡塔尔首相兼外交大臣穆罕默德通电话。王毅表示，中 国作为联合国安理会常任理事国，在国际事务中历来坚持原则， 主持公道。 美国和以色列未经安理会 授权对伊朗动武，明显违背《联合国宪章》宗旨原则和国际关系基本准则。 同时， 我们也不认同扩大 打击范围，谴责无差别攻击平民和非军事目标。海湾阿拉伯国家的主权、安全和领土完整应得到尊重。 2、 据海关统计，今年前2个月，我国货物贸易进出口总值7.73万亿元，同比增长18.3%。其中，出口 4.62万亿元，增长19.2%；进口3.11万亿元，增长17.1%。 前2个月， 我国对美国进出口6097.1亿元，下 降16.9%；对东盟、欧盟进出口均增长20%左右。 3、 十四届全国人大四次会议解放军和武警部队代表团新闻发言人张晓刚介绍，2026年全国一般公共预 算安排国防支出1.94万亿元，比上年执行数增长6.9%。 1、 美国总统特朗普表示，对伊朗的战事"很快"会结束， 但"不会"在本周结束。 如果伊朗采取任何阻 断霍尔木兹海峡石油运输的行动，美国将对其施以"比以往猛烈20倍的打击"。以总理内塔尼亚胡称，对 伊朗的行动"尚未结束"。 ...

Amazon Wins Court Order Blocking Perplexity AI Shopping Agenthttps://t.co/DbgkDDhr8F ...

>> BLOOMBERG TECH FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. >> AMAZON KICKS OFF WHAT IS LIKELY TO BE ONE OF THE BIGGEST CORPORATE BOND OFFERINGS THAT ARE IN A BID TO PAY FOR THE APPLE ROOM. CAROLYN: GOOGLE INTRODUCES AI AGENTS TO AUTOMATE ROUTINE JOBS.THIS AS THE PENTAGON'S FIGHT WITH ANTHROPIC DRAGS ON. >> WE WILL BREAK IT ALL DOWN WITH THE CEO. CAROLINE: WE WANT MORE FOCUS IN ON THE MIDDLE EAST CONFLICT WITH IRAN AND THE FACT THAT IT HAS BEEN STOPPED IN TERMS OF AG ...

Amazon is beefing up internal guardrails after recent outages hit the company's e-commerce operation, including one disruption tied to its AI coding assistant Q. Dave Treadwell, Amazon's SVP of e-commerce services, told staff on Tuesday that a "trend of incidents" emerged since the third quarter of 2025, including "several major" incidents in the last few weeks, according to an internal document obtained by Business Insider. At least one of those disruptions were tied to Amazon's AI coding assistant Q, whil ...