Amazon has agreed to pay $309 million to settle a class action over returns, after customers alleged that they kicked off product returns but were wrongly denied refunds—or got hit with charges anyway, Reuters reported. The plaintiffs’ lawyers told U.S. District Judge Jamal Whitehead the deal delivers more than $1 billion in total value. That includes over $600 million in individual refunds already secured and roughly $363 million in non-monetary fixes meant to tighten Amazon’s return-and-refund machinery. ...

The $100 billion (annually) that Amazon.com, Inc. ( AMZN ) has invested in their AI infrastructure is based upon a semiconductor (chip) that the vast majority of investors are overlooking. Investors tend to be focused on theAt Vega North we write about investments and portfolio construction for readers who care more about process than predictions. We test ideas with open data (FRED, filings, index/factor libraries) and reproducible notebooks, focusing on position sizing, regime-aware risk, and the psycholog ...

The $100 billion (annually) that Amazon.com, Inc. ( AMZN ) has invested in their AI infrastructure is based upon a semiconductor (chip) that the vast majority of investors are overlooking. Investors tend to be focused on theAt Vega North we write about investments and portfolio construction for readers who care more about process than predictions. We test ideas with open data (FRED, filings, index/factor libraries) and reproducible notebooks, focusing on position sizing, regime-aware risk, and the psycholog ...

Group 1: SpaceX and XAI Merger - SpaceX is merging with Elon Musk's AI startup XAI, creating a combined entity valued at $1.25 trillion [7][8]. - The merger aims to develop a space-based communications platform, requiring the launch of a million satellites into orbit [7]. - The integration of SpaceX and XAI is expected to enhance operational efficiency, particularly in building data centers in space [10][13]. Group 2: IPO Outlook - There is a high probability (72%) that SpaceX will go public before OpenAI, with expectations for a potential IPO by June [18][19]. - The IPO market is anticipated to be robust this year, driven by favorable economic conditions and a pro-business administration [87][90]. - Companies are increasingly willing to take risks on IPOs, reflecting a shift in market sentiment towards a more stable environment [91][96]. Group 3: Palantir's Performance - Palantir's stock has seen significant growth, with a recent increase in revenue growth rates from 50% to 70% [33][34]. - The company is capitalizing on opportunities in the U.S. commercial sector, which grew by 137% [35]. - Palantir's unique capabilities in data organization and deployment are contributing to its success in the AI era [37][42]. Group 4: PayPal's Leadership Change - PayPal's shares fell sharply after announcing a leadership change, with Enrique Lores taking over as CEO [57][58]. - The company reported a decline in branded checkout growth, which dropped to 1% from 6% year-over-year [58]. - PayPal's total payment volume for the quarter was $475 billion, indicating its scale in the fintech sector [62]. Group 5: Market Trends and Analyst Insights - Analysts are observing a mixed performance in large-cap technology stocks, with Nvidia and Microsoft facing pressure [4][5]. - Walmart has joined the trillion-dollar market cap club, reflecting strong performance under new leadership [5][6]. - The software sector is expected to continue growing, with good companies likely to outperform in the AI-driven market [40][45].

Brent Thill, an analyst at Jefferies, made a compelling case for Amazon (AMZN) stock ahead of the company's earnings report this week. His argument is straightforward: Amazon's stock is trading cheaply, and most investors are missing it. The Valuation Disconnect According to Thill, Amazon currently trades at 13 times next-twelve-month enterprise value to EBITDA. It means that investors are paying significantly less for Amazon's profits than they have historically. More News from Barchart The discount i ...

Amazon increased the number of items it delivered to Prime members in the United States the same or next day by 30% in 2025.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company delivered over 8 billion items ...

几乎每家公司，从亚马逊这样的科技巨头到小型创业公司，都曾遭遇虚假IT求职者申请工作的情况，有 时甚至被成功雇佣。 即便如此，使用深度伪造视频向一家专门为AI系统进行威胁建模的安全公司申请安全研究员职位，这 种行为仍显得极其大胆。 Expel公司联合创始人兼CEO杰森·雷布霍尔茨在接受The Register采访时表示："这是我所在的首席信息 安全官群组中最常讨论的话题之一，"他提到了这种朝鲜式的求职面试骗局。"我没想到这会发生在我身 上，但确实发生了。" 在创办自己的AI安全公司之前，雷布霍尔茨曾担任过事件响应人员和首席信息安全官。他研究深度伪 造技术多年，甚至在演讲中使用过相关案例，因此他并非这类骗局的易受骗目标。 今年1月，雷布霍尔茨在领英上发布了公司的几个职位空缺。几小时内，他就收到了一位素不相识者的 私信，称认识一位适合安全研究员职位的候选人。 这位所谓求职者的头像照片并非真人。雷布霍尔茨说它看起来像动漫角色，他称这是整个经历中的"第 一个危险信号"。但他仍然给了候选人机会。 "在安全社区，人们对隐私问题非常敏感，所以如果有人使用化名或不使用真实照片，这并不罕见，"他 说。"这是我第一次试图为自己所看 ...

Core Viewpoint - Amazon is gaining renewed interest from Wall Street as it enters 2026, with shares up over 6.7% in early trading, outperforming its entire gain from 2025, which was only 5% compared to the S&P 500's 16% advance [1][2] Financial Performance - In the most recent quarter, Amazon reported earnings per share (EPS) of 1.95, exceeding estimates of 1.57, marking a year-over-year increase of over 36% [3] - Earlier in the year, EPS rose more than 60% year-over-year in Q1 and over 33% in Q2, indicating strong earnings momentum [3] - Q4 estimates are conservative, suggesting potential for an upside surprise in the next earnings release [4] Business Segments - Amazon Web Services (AWS) is a core long-term growth driver, with sales growth increasing from 17% in the first half of 2025 to approximately 20% in Q3, with expectations for continued improvement in 2026 [5] - AWS's recent customer wins, including a partnership with Aumovio for autonomous driving, highlight its role in corporate technology spending, particularly for AI workloads [6] - The advertising segment is also growing, with Q3 advertising revenue rising 24% year-over-year to $17.7 billion, benefiting from improved personalization and user engagement [8] Investor Sentiment - Wall Street sentiment towards Amazon remains positive, with 36 out of 37 analysts rating it a Buy, and an average 12-month price target of $297.29, implying a 23.43% upside from the recent share price of $240.85 [12][13] - Recent analyst updates have reiterated Buy ratings, with some adjustments in price targets reflecting valuation discipline rather than changes in fundamentals [14] Future Outlook - Analysts expect AWS growth to reach the mid-twenties in 2026, with operating margins remaining in the mid-thirties, making Amazon's current valuation attractive at roughly 12 times 2026 enterprise value to EBITDA [16] - Despite concerns about trailing peers in AI development, AWS's leadership in cloud infrastructure positions Amazon as a key player in enterprise AI [17] - Overall, Amazon's recent earnings execution, improving cloud trends, and growing advertising business support a constructive outlook heading into 2026 [18]

After a sluggish 2025, Amazon (NASDAQ: AMZN) enters 2026 with renewed interest from Wall Street. Shares gained roughly 5% last year, significantly trailing the S&P 500’s 16% advance. That underperformance is precisely why I believe Amazon deserves a closer look this year.Early trading in 2026 has already turned constructive, with Amazon up more than 6.7%, effectively outperforming the stock’s entire gain from 2025.That contrast between share price performance and underlying fundamentals is what makes Amazon ...

The $1.25 trillion merger between SpaceX and xAI are increasing expectations about the Space X IPO, which could come as early as June.What Polymarket Projects For Space X’s Market CapPolymarket traders are currently estimating that the closing market cap of SpaceX will be around $1.67 trillion, derived from the following probability bands:29% chance of >$2 Trillion34% chance of $1.4 Trillion – $2 Trillion9% chance of $1 Trillion – $1.4 Trillion15% chance of <$1 Trillion12% chance of “No IPO before 2028”To p ...