Core Viewpoint - Amazon's stock is currently down over 20% from its previous high, presenting a potential buying opportunity for long-term investors based on historical trends [1][2]. Historical Performance - Amazon's shares have experienced 21 bear markets since its IPO in May 1997, averaging a 20% decline approximately every 16 months [2]. - Some sell-offs have been brief, such as the one in February 2020, where the stock recovered its previous high in less than two months [3]. - Other declines, like during the dot-com bubble burst, saw Amazon take nearly nine years to recover [4]. - Historically, every pullback has been a great buying opportunity; for instance, a $10,000 investment during a significant drop in December 1999 would be worth nearly $340,000 today [5]. Valuation Insights - Amazon is currently trading at a historically low valuation, with shares below 33 times trailing 12-month earnings, a level last seen during the 2008 market meltdown [6][7]. - If an investor had purchased $10,000 in Amazon stock when its valuation was last this low, it would be worth over $760,000 now [8]. - The forward price-to-earnings ratio is even lower at 27.55, indicating strong expected earnings growth [9]. Future Outlook - Amazon is a different company now compared to its previous declines, particularly with the cloud segment being a more established market [10]. - Despite this, historical performance suggests that the stock's low valuation should not be overlooked, and while returns may not match past highs, the stock is expected to remain a strong performer [11]. - The adoption of artificial intelligence is anticipated to drive sustained growth in cloud services, alongside expansions in e-commerce and other initiatives like healthcare and satellite broadband [12].

Meal-kit company HelloFresh has added 70 all-electric Rivian vans to its fleet, the first major customer to buy the commercial EVs since the automaker ended its exclusive deal with Amazon. The 70 all-electric commercial vans represent nearly one quarter of HelloFresh’s fleet, which has already helped the company save an estimated 20,000 gallons of gasoline, according to a blog post the company posted Wednesday. HelloFresh said the shift to electric has reduced its CO2 emissions output by 200 tonnes. Rivian ...

Group 1 - Amazon.com, Inc. (NASDAQ: AMZN) has experienced a 21% decline in stock price since the last analysis, presenting a significant buying opportunity, leading to a double-upgrade in rating to Strong Buy [1] Group 2 - Oliver Rodzianko is a seasoned investment analyst with a focus on the technology sector, particularly in AI, semiconductors, software, and renewable energy, emphasizing companies with strong management and competitive advantages [2] - Rodzianko employs a value trading strategy at key market inflection points, typically holding investments for one to two years until they reach fair value, and does not use leverage or short positions [2] - Future plans include establishing a family office based on a conservative wealth-preservation model and founding an independent asset management firm focused on a high-alpha black swan portfolio strategy [2]

NEW YORK, April 15, 2025 (GLOBE NEWSWIRE) -- Marc Mysterio, a Billboard-charting artist and undefeated professional boxer—IBA Boxing has issued a letter sanctioning Marc Mysterio vs. Jake Paul for their vacant 220 lbs title—has introduced new evidence in his lawsuit against Amazon Music (Case No. 1:25-cv-01705, U.S. District Court, Southern District of New York), alleging the platform used an “IF/THEN” filter to cripple his music’s viability. The Irish-Canadian artist, who logged 80 million streams from Sep ...

Group 1: Amazon - Amazon's share price fell as much as 29% below its previous high during the recent market sell-off, raising concerns about its e-commerce revenue due to potential economic decline from tariffs [2] - Despite economic challenges, Amazon is expected to remain resilient as consumers may turn to its platform for low prices, being recognized as the lowest-priced online retailer in the U.S. for eight consecutive years [3] - Amazon Web Services (AWS) is positioned for significant growth due to the rapid adoption of artificial intelligence (AI), which will drive demand for cloud services regardless of economic conditions [4] - AI is enhancing efficiency and profitability across Amazon's businesses, and historical trends suggest that buying Amazon during pullbacks has been beneficial for investors [5] Group 2: Meta Platforms - Meta Platforms has experienced a stock trajectory similar to Amazon, with strong reasons to consider it a buy during market dips [6] - The company's platforms, including Facebook and Instagram, reach 3.35 billion users daily, providing a substantial audience for advertisers, which is expected to generate billions in revenue regardless of economic downturns [7] - AI technology is crucial for Meta's monetization strategies, and the company is leveraging generative AI to streamline advertising processes [8] - CEO Mark Zuckerberg predicts that Meta AI will lead the market in AI assistants, with over 1 billion users expected by 2025, and is exploring the potential of AI smartglasses as the next computing platform [9] Group 3: Vertex Pharmaceuticals - Vertex Pharmaceuticals' stock has shown resilience amid market volatility, presenting a buying opportunity following a modest dip [10] - The launch of the new pain drug Journavx, which is effective for acute pain and non-opioid, is expected to tap into a significant market potential for safe pain management solutions [11] - Vertex's cystic fibrosis drug Alyftrek, approved in December 2024, is anticipated to be more profitable than older therapies despite potential sales cannibalization [11] - The company is also advancing gene-editing therapy Casgevy for sickle cell disease and has a promising pipeline with four late-stage programs, indicating strong growth potential over the next decade [12]

Amazon may take a bigger hit from tariffs than any other company.Retailers are going to feel the impact of the tariffs, but the burden will not be distributed evenly. Amazon's reliance on third-party sellers and Chinese suppliers could make the tariffs especially harmful for Amazon, as Travis Hoium covers in this video.*Stock prices used were end-of-day prices of April 9, 2025. The video was published on April 11, 2025. ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Here is what I am buying in this stock market plunge.The stock market is now in a Bear Market, meaning we have fallen 20% from recent highs, and we did it rather quickly. The future near-term economy is in flux, and the job market is starting to weaken a bit. The negative factors are far exceeding the positive factors, so fear levels are rightfully higher.However, this is not a time for investors to bail and sell everything -- but some changes may need to be made. In today's video, I will be discussing what ...

Core Viewpoint - The current stock market volatility presents an opportunity for investors to acquire stocks at discounted prices, particularly those that are poised to benefit from artificial intelligence (AI) advancements. Company Summaries Nvidia (Technology) - Nvidia's GPUs are essential for AI infrastructure, dominating the market with over 80% share and experiencing a revenue growth of 380% over the past two years [2][3] - The company's CUDA software platform enhances its competitive edge by simplifying AI programming for developers [3] - Nvidia anticipates AI data center capital expenditures to reach $1 trillion by 2028, positioning itself favorably to capture a significant portion of this spending [5] Amazon (Consumer Goods) - Amazon leads the cloud computing market with AWS, planning to invest $100 billion in AI infrastructure this year [6] - The company is developing over 1,000 generative AI applications, viewing AI as a transformative opportunity [6][7] - Amazon employs AI to enhance customer experience in e-commerce, optimizing delivery routes and utilizing AI robots in warehouses [8] Energy Transfer (Energy) - Energy Transfer is well-positioned to benefit from the rising demand for natural gas driven by AI data centers, owning the largest integrated midstream system in the U.S. [9][10] - The company has increased its growth capital expenditure budget to $5 billion for 2024, reflecting a positive outlook on natural gas demand [11] - Energy Transfer's stock is considered a solid investment opportunity, offering a forward yield of 7.8% [12] PayPal (Financials) - PayPal has faced margin pressures, with gross margin declining from 51% to 39.6% between 2015 and 2023 [13] - The new CEO is focusing on innovation and value-added services, leading to improved transaction margin dollars despite initial revenue growth deceleration [14] - PayPal's AI-driven solutions, such as Fastlane, enhance customer conversion rates and attract new users, indicating a potential turnaround for the company [16][17]

Core Insights - The article discusses the transformative potential of artificial intelligence (AI) across various sectors, highlighting significant investments by companies to capitalize on the AI boom [1][2]. Group 1: Amazon - Amazon is a leader in e-commerce and cloud computing, utilizing AI to enhance customer service and operational efficiency [3][4]. - The company has over 200 million Prime members and employs AI for optimizing delivery routes and streamlining fulfillment center operations, leading to reduced costs and increased profitability [3][5]. - Amazon Web Services (AWS) has reached a $115 billion annual revenue run rate, driven by demand for AI products, contributing to Amazon's nearly $60 billion net income last year [5][6]. Group 2: Alphabet - Alphabet, similar to Amazon, leverages AI to enhance its business operations, particularly through Google Cloud, which offers AI products and services [7][8]. - The company has developed Gemini, a large language model that improves Google Search and aids advertisers in campaign planning, significantly impacting its advertising revenue [8][9]. - Google Cloud's revenue surged 30% to $12 billion in the most recent quarter, with a doubling of first-time deals and deals exceeding $250 million year over year, indicating strong demand for AI solutions [10][11].