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TechCrunch· 2025-12-02 13:02
Amazon Music’s 2025 Delivered is now here to compete with Spotify Wrapped https://t.co/0TLaNobayJ ...
What Makes Amazon.com (AMZN) a Lucrative Investment?
Yahoo Finance· 2025-12-02 13:00
Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic Value Equity Strategy.” A copy of the letter can be downloaded here. In Q3, trends from Q2 continued, with rising optimism about the AI boom and increased electricity demand driving large- and mid-cap growth stocks to new highs, regardless of business model quality or valuation. The strategy returned 4.65% in the quarter, compared to a 5.63% return for the Russell 3000 Value ...
Zscaler Awarded a 2025 AWS Partner Award
Globenewswire· 2025-12-02 13:00
Zscaler recognized as AWS Marketplace Partner of the Year (NAMER) winner, one of many AWS Partners around the globe that help their customers drive innovationLAS VEGAS, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS),, the leader in cloud security, is excited to announce it is a recipient of a 2025 Geography and Global AWS Partner Award, recognizing leaders around the globe that are playing key roles in helping their customers drive innovation and build solutions on Amazon Web Services (AWS). Z ...
Amazon cuts seller fees in Europe in Shein, Temu price war
Reuters· 2025-12-02 12:49
Amazon is cutting the fees it charges sellers in Europe as it responds to competition from marketplaces like Shein and Temu that sell clothes, homeware and gadgets at rock-bottom prices. ...
轻资本红利今非昔比 美国科技巨头AI豪赌遭多重压力拷问
智通财经网· 2025-12-02 12:48
智通财经APP获悉,二十年来,大型科技公司的成功剧本相当简单且极其成功:创造颠覆性创新,实现 惊人的增长率,并控制支出。少数几家巨头公司,如Alphabet Inc.(GOOGL.US)、亚马逊(AMZN.US)、 Meta(META.US)和微软(MSFT.US),利用这一公式从传统企业手中夺取市场份额,并推动美股屡创新 高。但这个成功模式的一个关键部分,即产生巨额利润所需的相对较少的资本,正日益受到人工智能研 发竞赛的威胁。 管理着12亿美元资产的Callodine Capital Management首席执行官吉姆·莫罗表示,"这些公司拥有市场有 史以来最优秀的商业模式之一,""但现在,随着资本密集度激增,他们现在已成为市场上资本密集性最 高的行业。这简直是一个根本性的变化。" 上述四家公司预计在当前财年合计投入超过3800亿美元的资本支出,其中大部分将用于芯片、服务器和 其他与数据中心相关的费用。这比十年前跃升了超过1300%。且这些公司都已承诺将在下一财年大幅增 加支出。 根据数据,微软的资本支出现在占其收入的25%,是十年前的三倍多。这家软件和云计算巨头的支出销 售比位列标普500指数成分股的前2 ...
Wall Street Breakfast Podcast: From Streaming Player To Top Hollywood Player?
Seeking Alpha· 2025-12-02 12:38
Jacek_Sopotnicki/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19) Warner Bros. Discovery (WBD) received a mostly-cash offer from Netflix (NFLX) in the second round of buyout bidding. Shares of Warner Bros. are higher premarket. Bloomberg says Netflix, Paramount Skyda ...
5年后,这一体育产业赛道破780亿美元
3 6 Ke· 2025-12-02 12:31
据分析机构Ampere 11月底发布的预测报告显示,到2030年全球体育版权费用将超过780亿美元,对比2025年的650亿增长20%。 | 积分榜 | | PTS PLD DIF | | | --- | --- | --- | --- | | 1 秒 巴塞罗那 | 34 | 14 | 23 | | 2 & 皇家马德里 | 33 | 14 | 16 | | 3 ® 比利亚雷亚尔 | 32 | 14 | 16 | | 4 9 马德里竞技 | 31 | 14 | 16 | 今年西甲迎来近24年最激烈争冠开局 图源:西甲 更让特瓦斯们欣喜的消息来自场外。近日,西甲联盟官宣完成2027-28至2031-32周期的西甲国内版权招标,西班牙电信(Telefónica)与 DAZN 两家平台 完成续约,总价高达52.5亿欧元,对比上一周期(2022-23至2026-27周期)的49.5亿欧元上涨6%。如果算上西乙和商业场所、免费及赛事集锦三大板块, 西甲联盟国内视听版权总收入更是达到61.35亿欧元,对比上一周期录得9%的增长。 西甲国内版权年收入 图源:SportsPro 由此,西甲每年的国内版权收入将首次突破10亿欧元 ...
美股前瞻 | 三大股指期货齐涨 MongoDB绩后飙涨 特朗普将发表重大声明
智通财经网· 2025-12-02 12:23
盘前市场动向 1. 12月2日(周二)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.10%,标普500指数期货涨0.24%,纳指期货涨 0.33%。 | 疆 伦敦布伦特原油 | 2026年2月 | 62.98 | 63.36 | 62.86 | -0.19 | -0.30% | | --- | --- | --- | --- | --- | --- | --- | | ■ WTI原油 | 2026年1月 | 59.21 | 59.67 | 59.09 | -0.11 | -0.19% | 市场消息 QT结束叠加美联储鸽派立场!"华尔街神算子"乐观展望:标普500年底前剑指7300点新高。有"华尔街神算子"之称的金融市场研 究机构Fundstrat联合创始人兼研究主管Tom Lee预计,12月美股将表现强劲,标普500指数到年底可能攀升至7300点高位,这意 味着较当前水平上涨10%。Tom Lee表示:"标普500指数达到7000点仅需上涨2%。从当前点位来看,我认为该指数12月可能实 现5%、甚至10%的涨幅。"他指出,美联储结束量化紧缩(QT)将成为市场上涨的主要推动力。他将当前形势与2019年 ...
Amazon Testing Half-Hour Delivery in Two Cities
PYMNTS.com· 2025-12-02 11:55
Core Insights - Amazon is piloting ultra-fast grocery and essential item delivery in Philadelphia and Seattle, aiming for delivery within 30 minutes or less [2][3] - The program utilizes smaller fulfillment centers located near customers to enhance efficiency and safety [3] - Delivery fees are set at $3.99 for Prime members and $13.99 for non-Prime customers, with an additional $1.99 fee for orders under $15 [4] Industry Context - Amazon is focusing on faster delivery options to compete with Walmart, Target, Uber Eats, and Instacart [5] - The retail landscape is shifting as consumers prioritize essential items due to economic pressures, with a significant portion of consumers struggling to pay bills [6][7] - Online grocery sales for Amazon have increased as more customers turn to digital channels for everyday purchases, indicating a shift towards value in recurring essentials [8]
CGI achieves AWS Premier Tier and SAP Competency Partner status, expanding its global AI-integrated cloud and data solutions to accelerate client transformation
Prnewswire· 2025-12-02 11:30
Accessibility StatementSkip Navigation Stock Market SymbolsGIB.A (TSX)GIB (NYSE)cgi.com/newsroom MONTRÉAL, Dec. 2, 2025 /PRNewswire/ - CGI (NYSE: GIB) (TSX: GIB.A), one of the largest independent IT and business consulting services firms in the world, today announced that it has been recognized as an Amazon Web Services (AWS) Premier Tier Services Partner, the highest level attainable in the AWS Partner Network. In addition, CGI has been awarded AWS SAP Competency Partner status, highlighting the company's ...