Core Insights - Cloud computing is one of the fastest-growing sectors in technology, characterized by the delivery of computing services over the internet, allowing organizations to scale resources efficiently [1][3] - The sector benefits from economies of scale, where profitability growth can significantly exceed revenue growth once fixed costs are covered [2] - The rise of artificial intelligence (AI) has accelerated growth in cloud computing as organizations utilize cloud services to develop and run AI models and applications [3] Company Summaries Amazon - Amazon is the largest cloud computing service provider globally, holding nearly a 30% market share, with its Amazon Web Services (AWS) segment being the most profitable and fastest-growing [6] - AWS revenue increased by 17% year-over-year to $29.3 billion, while operating income rose by 22% to $11.5 billion [6] - Key growth drivers for AWS include its Bedrock and SageMaker solutions, which allow customers to customize AI models and build their own from scratch [7][8] Microsoft - Microsoft Azure has been gaining market share, with revenue growth of 30% or more for the past seven quarters, reaching a market share of around 22% [9] - The partnership with OpenAI has enhanced Azure's offerings, allowing customers to integrate leading AI models into their applications [10] - Microsoft is diversifying its AI portfolio by hosting models from xAI and hiring talent from DeepMind to develop its own AI models [11] Alphabet - Alphabet's Google Cloud, with about a 12% market share, has reached a profitability inflection point, with revenue climbing 28% year-over-year to $12.3 billion and operating income surging 142% to $2.2 billion [12][13] - Google Cloud's competitive edge comes from its Vertex AI platform, analytics tools like BigQuery, and leadership in Kubernetes [14] - Alphabet has developed advanced AI models like Gemini and custom AI chips to enhance its cloud services, despite concerns about AI's impact on its search business [15][16]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Group 1: U.S. Trade Policy Impact - President Trump's administration has implemented significant changes to U.S. trade policy, resulting in the highest average tax rate on U.S. imports in decades, which has affected investor confidence in American stocks [1] - The S&P 500 index has underperformed compared to benchmark indexes in Asia, Canada, Europe, and emerging economies like Brazil and Mexico this year [2] Group 2: Nvidia - Nvidia generates approximately 50% of its revenue from the U.S., benefiting from the country holding over 60% of global AI compute capacity, positioning it as a leader in data center GPUs [5] - The company reported a 78% increase in revenue to $39 billion in Q4 fiscal 2025, driven by strong demand for data center hardware amid the AI boom, with non-GAAP net income rising 71% to $0.89 per diluted share [7] - Wall Street anticipates Nvidia's adjusted earnings to grow at 37% annually through fiscal 2027, making its current valuation of 44 times earnings appear reasonable [10] Group 3: Amazon - Amazon earns over two-thirds of its revenue from the U.S. and operates globally, being the largest e-commerce marketplace outside of China and the largest public cloud provider [11] - The company reported a 9% revenue increase to $155 billion in Q1, with GAAP net income rising 62% to $1.59 per diluted share, although management provided cautious guidance for Q2 due to tariff uncertainties [13] - Wall Street estimates Amazon's earnings will grow at 10% annually through 2026, with a current valuation of 33 times earnings, which may be underestimated as the company has consistently beaten consensus earnings estimates [15]

Core Insights - Amazon's Zoox robotaxi unit has issued a second voluntary software recall within a month following a crash in San Francisco involving an electric scooter rider [1][4] - The recall affects 270 vehicles and is aimed at addressing a defect in the automated driving system that could lead to inaccurate predictions of other vehicles' movements, increasing the risk of crashes [4] Group 1: Incident Details - On May 8, an unoccupied Zoox robotaxi was involved in a collision with an electric scooter rider while turning at low speed, resulting in minor injuries to the rider who declined medical attention [1][2] - The Zoox vehicle was stationary at the time of contact, and after the incident, it resumed movement but did not make further contact with the scooter rider [2][3] Group 2: Regulatory and Industry Context - Zoox submitted a voluntary software recall report to the National Highway Traffic Safety Administration (NHTSA), which has advised road users to exercise caution around autonomous vehicles due to potential misjudgments in predicting the travel paths of cyclists or scooter riders [3] - The NHTSA has acknowledged receipt of the recall notice, emphasizing the risks associated with autonomous vehicles continuing to move after contact with vulnerable road users [3] Group 3: Competitive Landscape - Zoox's recent incident follows a separate software recall announced two weeks prior due to a crash in Las Vegas, highlighting ongoing challenges in the autonomous vehicle sector [4] - Amazon acquired Zoox in 2020 for over $1 billion, aiming to advance the development of autonomous ride-hailing technology, while competitors like Alphabet's Waymo and Tesla are already operating or planning to launch commercial robotaxi services in various U.S. cities [4][5]

I'm sticking with the e-commerce and cloud leader as my top investment.I invested in Amazon (AMZN -0.87%) in early 2016. I only trimmed my position once over the following nine years, and those remaining shares now account for 9.1% of my portfolio. It's now my largest holding with an unrealized gain of about 560%.With the uncertainty about tariffs, interest rates, and other macro headwinds rattling the markets, it might seem like the right time to sell a few more shares. However, I'm still not planning to p ...

Dublin, May 23, 2025 (GLOBE NEWSWIRE) -- The "Competitor Profile: Amazon Pay 2025" has been added to ResearchAndMarkets.com's offering. Amazon Pay, originally launched in 2007 as Pay with Amazon, was rebranded in 2017 to its current incarnation. This innovative solution empowers users to make payments on third-party partner merchant websites and apps, utilizing payment methods stored in their Amazon profile. In the United States, Amazon Pay facilitates transactions with major credit and debit cards such as ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain Amazon says it has suspended plans for a massive data center in Becker, Minnesota, an announcement that comes after state lawmakers and Minnesota Gov. Tim Walz said they will reduce tax breaks for these projects. The Seattle-based tech giant said in a statement that it moved ahead with the pr ...

The United States government pivoted to an America-first strategy. Whether you agree or disagree with this strategy, it is the reality we are dealing with as investors today. You cannot invest in the world you wish existed, but you can invest in the world as it actually is. The U.S. grew its lead when it comes to gross domestic product (GDP), with GDP per capita of over $80,000 compared to the average European Union GDP per capita of just over $40,000. Reinvestment into America may further expand this GDP g ...

Amazon.com (AMZN 0.92%) has a clear public-facing business -- its retail website. The company's nearly ubiquitous delivery trucks provide a daily reminder of just how much shopping gets done through the e-commerce site.But this is really just a facade, and you'll start to see that once you dig into the company's earnings statement. Here's what you need to know about Amazon before you buy its stock. Amazon sells a massive amount of stuffIn the first quarter of 2025, Amazon recorded nearly $64 billion worth o ...

You can still find good values among AI stocks even after their strong price recovery in recent weeks.With more and more capital going into artificial intelligence (AI) development and infrastructure, and investors growing increasingly excited about the tech's potential impact on various businesses, stocks connected to the trend have been some of the market's biggest winners over the last two and a half years.Despite that rapid growth, many of those stocks could still have plenty of room to keep climbing. T ...