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Prediction: 1 AI Stock Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030
The Motley Fool· 2025-07-19 08:42
Nvidia (NVDA -0.42%) stock has returned 29% this year, and its market value currently stands at $4.2 trillion. Meanwhile, Palantir (PLTR -0.34%) shares have advanced 104%, and its market value currently stands at $360 billion. That brings their collective valuation to $4.5 trillion.I think Amazon (AMZN 0.97%) can surpass that figure in no more than five years. The company is currently worth $2.3 trillion, so the stock would need to advance 100% for Amazon to achieve a market value of $4.6 trillion. Here's w ...
Prime Day结束,亚马逊新规又来了,连促销都有7天冷静
Sou Hu Cai Jing· 2025-07-19 00:09
Prime Day刚刚落下帷幕,亚马逊再次创下销售新高。然而,正当部分卖家计划趁热打铁,利用后续促销清理剩余库存之际,一则关于促销的亚马逊新规在 卖家圈中迅速流传开来。据多位卖家反映,他们已收到招商经理通知:所有在Prime Day期间参与了特定Deal活动(如Manual BD/BD/LD)的ASIN,将被 强制设置一段"冷静期",在此期间无法设置新的Coupon、Prime专享折扣(PED)或价格折扣(Price Discount)。 亚马逊促销新规 具体而言,参与过BD(Best Deal)的ASIN,在活动结束后21天内不能参与任何促销;参与LD(Lightning Deal)的ASIN则需等待7天。值得注意的是,仅 参与过Prime专享价或Coupon的ASIN不受此限。欧洲站点的要求更为严格,部分国家站点甚至要求Prime Day结束后30天内不得运行任何类型的促销。 虽然亚马逊官方尚未正式公告此政策,但多名招商经理已向卖家确认了亚马逊新规消息的真实性,具体实施细则仍在等待进一步通知。这意味着,依赖亚马 逊促销快速消化库存的策略将被迫暂停,卖家需要迅速调整运营节奏,寻找其他维持产品曝光和转化率的手 ...
Amazon Shares Up 1.3% After Key Trading Signal
Benzinga· 2025-07-18 20:44
AMZN climbs rest of session after reversalAmazon.com Inc. AMZN today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:35 AM on July 18th, a significant trading signal occurred for Amazon.com Inc., (AMZN) as it demonstrated a Power Inflow at a price of $223.48. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. ...
AWS 宣布:裁员
Xin Lang Cai Jing· 2025-07-18 15:25
今年 5 月,亚马逊公布 AWS 连续第三个季度营收低于预期。第一季度销售额增长 17% 至 292.7 亿美 元,低于上一季度的 18.9%。 亚马逊表示,裁员主要并非由于对 AI 的投入,而是由于目前致力于精简员工队伍,并重新关注某些优 先事项。 该公司表示,AWS 内部仍在继续招人。 2025 年 7 月 18 日,亚马逊证实,将裁减其云计算部门的部分员工。 亚马逊发言人 Brad Glasser 在一份声明中表示:"我们在彻底审查了自身的组织架构、优先事项以及未 来需要关注的重点之后,做出了艰难的商业决定,将针对 AWS 的某些团队裁减一些职位。我们并非轻 率地做出这些决定,我们承诺会在整个过渡期间为员工们提供支持。" 该公司拒绝透露 AWS 内部哪些部门受到了影响,也拒绝透露多少员工会因这次裁员而走人。 据 CNBC 看到的部门负责人 Michelle Vaz 发出的备忘录显示,AWS 的培训和认证部门是被裁员的部门 之一。 近几个月来,亚马逊的门店、通讯以及设备和服务等部门都遭遇了裁员。 AWS 去年对实体门店技术部门以及销售和营销部门裁员数百人。 上个月 Jassy 预测,由于亚马逊积极拥抱生成 ...
X @Bloomberg
Bloomberg· 2025-07-18 14:45
Around $2.7 billion of bonds backed by warehouses leased to Amazon are trading at levels that hint at trouble ahead, after similar bonds from a different borrower failed to refinance https://t.co/4Q7S06KB7a ...
大厂入局“围猎”AI Agent,谁能先闯出路?
第一财经· 2025-07-18 14:32
Core Viewpoint - The article discusses the competitive landscape of the AI Agent industry, highlighting the entry of major companies like OpenAI and Amazon into a space previously dominated by startups, indicating a shift towards platform-based competition and potential consolidation in the market [1][2][8]. Group 1: Major Developments - OpenAI launched the ChatGPT Agent, integrating capabilities from its previous products, which positions it as a unified model specifically designed for Agent tasks [1][6]. - Amazon introduced the Bedrock AgentCore service, providing essential components for businesses to build and manage AI Agents, showcasing its commitment to supporting the AI ecosystem [1][7]. - The competitive environment is intensifying, with major players like OpenAI and ByteDance entering the market, suggesting that the general Agent space is maturing [6][7]. Group 2: Market Dynamics - The article notes that the current AI Agent landscape is characterized by a variety of products, but none have established a strong user retention barrier, leading to concerns about sustainability [11][12]. - There is a prediction that large models could potentially "consume" 90% of existing Agent products, emphasizing the risk of obsolescence for many startups [2][11]. - Gartner's research indicates that a significant portion of Agent projects may be canceled by 2027 due to high costs and limited commercial value, reflecting the challenges faced by the industry [11][12]. Group 3: Future Outlook - The article suggests that the industry is at a critical juncture, with the need for specialized models becoming a key competitive advantage over multi-model approaches [13]. - The shift towards platform-based capabilities may compel smaller startups to focus on niche markets, mirroring the early internet growth model [8][13]. - The expectation is that the Agent industry will transition from a phase of "concept hype" to "pragmatism" over the next three to five years, as companies seek to establish viable business models [13].
Amazon: 4 Reasons Why The Stock Remains A Strong Buy Heading Into Q2 Results
Seeking Alpha· 2025-07-18 14:30
Shares of Amazon.com (NASDAQ: AMZN ) have delivered a total return of 21% since my previous piece, Amazon: 7 Reasons Why The Stock Is A Strong Buy Now , was published on October 15, 2024. Comparably, the S&P 500 has delivered a total returnAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Al ...
Amazon: Strong Industry, Solid Earnings Estimate Revisions
ZACKS· 2025-07-18 13:31
One stock that might be an intriguing choice for investors right now is Amazon.com, Inc. (AMZN) . This is because this security in the Internet - Commerce space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Inter ...
Rapid7 Announces Availability of InsightCloudSec and InsightAppSec in the New AWS Marketplace AI Agents and Tools category
Globenewswire· 2025-07-18 13:00
New offerings on AWS Marketplace empower organizations to build and scale generative AI with visibility, control, and compliance at the coreBOSTON, July 18, 2025 (GLOBE NEWSWIRE) -- Today, Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, announced the availability of exposure management capabilities, InsightCloudSec and InsightAppSec, in the new AI Agents and Tools category of AWS Marketplace. Customers can now use AWS Marketplace to easily discover, buy, and deploy AI agent ...
AI日报丨将暴跌76%!汇丰唱衰CoreWeave:过度依赖微软与英伟达
美股研究社· 2025-07-18 12:55
Core Insights - The rapid development of artificial intelligence (AI) technology is creating extensive opportunities in various sectors [1] - OpenAI has launched ChatGPT Agent, which possesses autonomous thinking and action capabilities, marking a significant shift in the intelligent agent landscape [3] - Perplexity, an AI search engine startup, has reportedly surpassed a valuation of $18 billion [4] - Synopsys, the largest EDA company globally, has completed a $35 billion acquisition of Ansys, aiming to integrate chip design and simulation solutions [5] - HSBC has downgraded CoreWeave, an AI cloud service provider, citing low returns and high dependency on Nvidia and Microsoft [5][6] - Analysts express concerns over CoreWeave's bargaining power due to its reliance on Nvidia for GPU supply and Microsoft's contribution to over 70% of its revenue [6] - CICC is optimistic about the ongoing AI Agent industry wave, predicting its large-scale implementation across various sectors by 2025 [8] Company Developments - Amazon is laying off positions in its cloud computing division, AWS, as part of a strategic review of its organization and priorities [10][11] - The company emphasizes that the layoffs are not primarily due to AI but are a result of a review indicating areas for streamlining [15] - Amazon continues to recruit talent in core business areas while seeking internal opportunities for affected employees [13][14] - Employees in the U.S. will receive at least 60 days of pay and benefits, along with transition support [16]