亚马逊股价盘后大涨11%，此前公布的第三季度营收和利润均高于预期。 来源：滚动播报 ...

Core Insights - Amazon's cloud computing revenue increased by 20% in Q3, reaching $33 billion, surpassing analysts' expectations of $32.42 billion, which represented a growth of 18.1% [1] - AWS faces increasing competition from Google and Microsoft, with Google reporting a 34% revenue increase and Microsoft Azure achieving 40% growth in the same quarter [2] - AWS recently experienced a significant outage lasting over 15 hours, impacting numerous websites, while Microsoft also faced outages shortly before its earnings release [3] Investment and Strategic Developments - Amazon launched its $11 billion AI data center, Project Rainier, aimed at training models for Anthropic, a startup in which Amazon has invested $8 billion [4] - The new data center is expected to enhance Amazon's position in the competitive AI cloud services market, especially as Anthropic plans to utilize 1 million of Amazon's custom Trainium2 chips by the end of 2025 [4] - Amazon's efforts to strengthen its AI capabilities come in response to significant cloud partnerships formed by competitors, including a multi-billion dollar deal between Anthropic and Google, as well as substantial agreements between Meta and other cloud providers [5]

亚马逊三季度净销售1801.7亿美元，预期1778.2亿美元。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

By Greg Bensinger and Deborah Mary Sophia (Reuters) -Amazon's cloud revenue rose at the fastest clip in nearly three years, helping the company forecast quarterly sales above estimates and driving its shares up 14% in after-market trading. The company projected increased capital spending next year. The online retailer benefited as businesses continue to spend relentlessly on artificial intelligence software development. Massive cloud ​demand is helping the tech company ease the pressure from softer grow ...

Amazon.com forecast quarterly revenue largely below Wall Street estimates on Thursday, hurt by a weaker retail business as strong demand for its cloud services as businesses continue to spend relentle... ...

Key Points Apple is a laggard in the AI revolution, and you can see it in its financial performance. Amazon is utilizing AI and automation in its cloud computing and e-commerce businesses. Alphabet is best positioned to monetize AI among the big technology players. 10 stocks we like better than Amazon › Apple is currently the second most valuable company in the world, with a market cap of $3.9 trillion. But is it actually an artificial intelligence (AI) loser? The smartphone maker has lost tons of ...

Amazon also reporting tonight just in case you thought you got all the crossurrens for the day's uh stock drivers down the street watching for growth in AWS and a return on its AI investments. Mackenzie Seagal has more on what to expect in today's tech check. Mac, you've had a busy week.Yes, it has been. Alphabet yesterday, Amazon today. Their stock really trades on its cloud business.And it has been a rough few quarters for Amazon. With Google, Meta, and Microsoft all raising their capex in their latest qu ...

Core Insights - Amazon is under pressure to demonstrate a solid plan to maintain its leading position in the cloud market, especially with increased capital expenditures from competitors like Google, Meta, and Microsoft [2][5] - AWS currently holds a 30% market share, significantly ahead of Microsoft Azure at 20%, but faces challenges as competitors grow their cloud revenues at a faster rate [2][3] - Amazon's backlog is weaker compared to Microsoft and Oracle, which could impact future revenue growth, although AWS CEO Matt Garmins notes that backlog is not a perfect metric for gauging future performance [3] Company Positioning - Amazon has lost significant AI workloads to competitors, with Anthropic expanding its partnership with Google Cloud and Meta signing a new contract with Alphabet for compute services [4][5] - The key question for Amazon heading into earnings is whether it can match competitors' capital expenditures and demonstrate a return on investment from that spending [5]

Amazon.com Inc.'s (NASDAQ:AMZN) massive artificial intelligence push took a major step forward as its Project Rainier supercomputer, powered by nearly 500,000 Trainium2 chips, officially went live.AMZN is having a challenging session. Get the scoop here.The new Rainier system marks a turning point for Amazon Web Services, positioning it to capture a larger share of booming AI training and inference demand that could add billions in revenue growth through 2026.Bank of America Securities analyst Justin Post m ...

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages users to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article mentions that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]