The Magnificent Seven is commonly used to refer to the crème de la crème of the Information Technology sector. Alphabet Inc ( GOOG ), Amazon.com Inc ( AMZN ), Apple Inc ( AAPL ), Microsoft Corporation ( MSFT ), Tesla Inc (Trapping Value is a team of analysts with over 40 years of combined experience generating options income while also focusing on capital preservation. They run the investing group Conservative Income Portfolio in partnership with Preferred Stock Trader. The investing group features two inco ...

Core Insights - CoreWeave (CRWV) and Amazon (AMZN) are significant players in AI-focused cloud infrastructure, with CRWV specializing in GPU-optimized compute for AI workloads and AWS providing large-scale AI and high-performance cloud services [1][2] Market Overview - The global cloud AI market is projected to grow from $102.09 billion in 2025 to $589.22 billion by 2032, reflecting a CAGR of 28.5% [3] CoreWeave (CRWV) Highlights - CoreWeave has transformed from a niche GPU provider to a leading AI cloud service, achieving record revenue growth of 134% and a revenue backlog exceeding $55 billion [5][8] - The company has expanded its active power footprint by 120 MW to approximately 590 MW and contracted power capacity to 2.9 GW, with over 1 GW of contracted capacity available for future sales [6] - Major partnerships include a multi-year deal with Meta worth up to $14.2 billion and an expanded partnership with OpenAI totaling about $22.4 billion [7] - CoreWeave's revenue outlook for 2025 has been revised down to $5.05–$5.15 billion due to supply constraints and project delays [10] Amazon (AMZN) Highlights - AWS revenues increased by 20.2% year-over-year to $33 billion, representing 18.3% of Amazon's third-quarter sales [12] - AWS is rapidly expanding its power capacity, adding over 3.8 GW in the past year and planning to double its capacity by 2027 [14] - Amazon's international expansion is enhancing long-term growth potential, particularly in emerging markets [15] - Despite strong growth, Amazon faces financial pressures due to heavy investments in AI and data center expansion, with expected cash CapEx reaching around $125 billion in 2025 [16] Performance and Valuation - Over the past six months, CRWV shares have declined by 28.3%, while AMZN shares have increased by 12.6% [17] - Valuation metrics indicate that CRWV is overvalued with a Price/Book ratio of 9.27X compared to AMZN's 6.54X [21] - Analysts have revised earnings estimates upward for AMZN, while CRWV has seen a downward revision [22][24] Investment Considerations - AMZN is positioned favorably due to fast-growing AWS demand and significant infrastructure expansion, while CRWV is recognized for its high growth potential in the AI sector but faces challenges related to capital needs and customer concentration [25][26]

Core Insights - OnAudience has announced a new partnership with Amazon Ads to enhance AI-driven audience targeting solutions for brands and agencies [1][4] - The integration allows advertisers to create custom AI-generated audience segments quickly and efficiently within Amazon's advertising ecosystem [2][5] Integration Features - Advertisers can utilize OnAudience's AI Audiences tool to generate hyper-targeted, privacy-compliant audience segments in seconds [2][7] - The integration links OnAudience's audience creation capabilities with Amazon Ads' DSP, improving the efficiency of translating strategic objectives into precise targeting [4][5] AI Audience Tool - The AI Audience tool simplifies the audience creation process by allowing users to submit a campaign brief and automatically generate optimized audience segments [3][7] - It leverages large-language-model capabilities and processes millions of data points for granular targeting [3][7] Strategic Value - The partnership provides strategic value for brands and agencies by enabling faster launch times and ultra-precise targeting across various devices [5][7] - OnAudience's global database ensures confidence in reach and performance for marketers [4][5] Operational Efficiency - The integration allows media planners to manage more briefs and campaigns efficiently by streamlining the audience-creation workflow [7] - All segments are built using privacy-safe data protocols, complying with global regulatory standards [7] Availability - The AI Audiences tool is now available globally, allowing marketers, agencies, and brands to create audience segments from their campaign briefs [8]

每年"黑色星期五"都是欧美消费者最重要的购物狂欢节之一，也是亚马逊全年最关键的销售战役和核心主场，但今年这一局面被打破。 双11前，亚马逊"五大类目王"集体将速卖通海外仓的备货量翻倍，其中不乏"骑行王"洛克兄弟、"沙发王"COMHOMA、"车载冰箱王"冰虎以及智能清洁知名 品牌ILIFE等。 数据显示，海外双11期间，至少200个品牌在速卖通达成超亚马逊日均2倍的销售额。 本文系观察者网独家稿件，未经授权，不得转载。 业内人士指出，作为电商"出海四小龙"中唯一能在品牌出海赛道与亚马逊正面竞争的平台，"黑五"在欧洲实现下载量反超，标志着速卖通开始向亚马逊的核 心主场发起挑战。 据悉，2025年，速卖通升级了"超级品牌出海计划"，并推出了"Brand+"专属频道，吸引亚马逊头部品牌开始流向速卖通。 据知名应用分析平台Sensor Tower数据，2025年"黑五"开卖首日（11月20日），阿里巴巴旗下跨境电商平台速卖通AliExpress在欧洲下载量超过亚马逊。 ...

Megacap tech firms and the other so-called AI "hyperscalers†have been key drivers of market performance this year. That has inspired much discussion about whether there is an "AI bubble†looming over portfolios. While investors and advisors can have their opinions about whether or not that is the case, another specter looms over the other side of the 60/40: AI company debt and AI bonds. See more: T. Rowe Price Leaders Talk TTEQ OpenAI Pickup According to reporting from the Wall Street Journal, AI hyperscaler ...

共赴年度出海盛会，与平台精英共话增长，开启你的2026新篇 出海人的年度盛宴——2025亚马逊全球开店跨境峰会即将登陆杭州！作为洞察平台风向、链接顶级资源的首选 场合，本届峰会阵容、规模与干货密度全面升级。 PartnerBoost为您梳理了官方参会攻略，助您高效对接，将这次行程的价值"拉满"。 一、2025亚马逊全球开店跨境峰会 · 品牌致远，全域增长 时间：2025年12月4-7日 地点：杭州·国际博览中心 & 奥体AT中心体育馆 1.核心亮点抢先看： ·战略风向标：大会将现场发布2026年亚马逊全球开店主战略，围绕"赋能优品、全球布局、供应链革新、本地 服务"四大维度，全面解读新品、新工具与新政策。这将是制定来年运营策略的关键依据。 ·流量选品与合规：打通选品、引流与合规经营全环节 ·新卖家启航：从0到1系统入门，快速启动跨境业务 ·品牌与增长：聚焦品牌塑造与可持续增长策略 ·全球站点机遇：解读多国市场趋势，捕捉区域蓝海 ·高管集体亮相：超20位亚马逊全球副总裁及核心高管集体亮相，是直接听取平台顶层设计、把脉未来趋势的难 得机会。 ·万人规模盛会： 体育馆级别的行业盛会，汇聚了平台精英、实力卖家和全链路 ...

A Dick's Sporting Goods logo is displayed outside one of their stores on October 10, 2025 in San Diego, California. Kevin Carter | Getty ImagesThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Checking outA number of retail giants reported earnings this morning, offering the latest reading on the consumer in the run-up to Black Friday. The releases follow last week's slew of retail ear ...

Amazon is looking to prove that its shoppers will add big-ticket items to their shopping baskets. Would you like a new car with that $8 USB Cable? https://t.co/K3a9fXkbSc ...

（央视财经《天下财经》）美国科技公司亚马逊24日宣布两项独立投资项目，计划投资最高达500亿美元，为其云部门的美国政府客户扩展人工智能和超级 计算能力；另外计划投资约150亿美元，在美国印第安纳州北部建立数据中心园区。截至24日美股收盘，亚马逊公司股价上涨2.53%。 亚马逊24日宣布将投资高达500亿美元，用于扩大旗下云计算服务平台（AWS）面向美国政府客户的人工智能与超级计算能力，项目将在2026年动工。云计 算服务平台本来就是美国政府的重要云服务提供商，目前服务超过1.1万家政府机构，亚马逊称项目将通过为政府机构建设新的数据中心，新增近1.3吉瓦的 全新AI与高性能计算能力。公司称通过将模拟和建模数据与AI结合，政府机构原本需要数周甚至数月才能完成的任务，将能在数小时内依靠自动化实验引 导和实时反馈循环完成。 24日当天，亚马逊还宣布计划在美国印第安纳州北部投资约150亿美元，建设数据中心园区，以提升其云计算能力，满足人工智能需求。这项新的数据中心 项目是在去年宣布的110亿美元投资计划的基础上追加的，将为该地区新增2.4吉瓦的容量，创造1100个就业岗位。多家美媒24日披露，亚马逊云服务数据中 心运营 ...

Japan's Panasonic Energy will supply cylindrical batteries to Amazon's self-driving unit Zoox starting from early 2026 under a multi-year agreement, the Panasonic Holdings unit said on Tuesday. ...