continue to follow the story we heard about at the end of the previous hour and that was Amazon reportedly planning to cut as many as 30,000 corporate jobs beginning on Tuesday. Our senior economics correspondent Steve Leeman joins us with more. Steve, it's a big number and it's a big story in in how we're thinking about as we here look at AI related stocks and we think about all of the optimism and all of the money that is being thrown towards this transformational technology.The impact negatively that is ...

continue to follow the story we heard about at the end of the previous hour and that was Amazon reportedly planning to cut as many as 30,000 corporate jobs beginning on Tuesday. Our senior economics correspondent Steve Leeman joins us with more. Steve, it's a big number and it's a big story in in how we're thinking about as we here look at AI related stocks and we think about all of the optimism and all of the money that is being thrown towards this transformational technology.The impact negatively that is ...

Group 1: Amazon - Amazon plans to cut 14,000 jobs across its corporate workforce as part of a strategy to become more organized and lean to capitalize on AI opportunities [1] - Since 2022, Amazon has conducted rolling layoffs, resulting in approximately 27,000 employees being let go as part of CEO Andy Jassy's cost-cutting campaign [1][2] Group 2: Paramount Sky Dance - Paramount Sky Dance is set to cut 1,000 jobs in its first round of layoffs, with a total of about 2,000 layoffs planned [2][3] - CEO David Ellison aims to retain the creative teams at Paramount and Warner Brothers Discovery while consolidating marketing and distribution efforts if the merger bid is successful [3]

Amazon said on Tuesday that it plans to reduce its corporate workforce by 14,000 jobs as it seeks to reduce bureaucracy, remove layers and invest more in its AI strategy. https://t.co/zge7u4u7aw ...

When you have stocks with market capitalizations that are larger than some count's GDPs, you can't ignore them. You have to handicap them. They're behemoths that deserve in-depth consideration before the report.If only to keep them on your radar screen. So, on a very good day where the Dow gained 337 points, S&P jumped 1.23%, NASDAQ pulled at 1.86%. Let's talk about the potential impact of the upcoming quarters from Alphabet, Microsoft, Meta Wednesday, Amazon, Apple Thursday, multi-trillion dollars, all uh ...

Group 1 - The article emphasizes the importance of large-cap stocks, particularly those with market capitalizations exceeding some countries' GDPs, indicating they require thorough analysis and consideration [1] - Major tech companies such as Alphabet, Microsoft, Meta, Amazon, Apple, Tesla, and Nvidia collectively account for nearly 35% of the S&P 500, highlighting their significant influence on the market [2] - The article describes these companies as exceptional, suggesting that each one is worthy of investment consideration due to their unique market positions and product offerings, akin to a legendary sports team [3]

Hey I'm Cramer. Welcome to Mad Money. Welcome to Cramer.My friends I'm trying to make you a little bit of money. My job is to entertain but to educate do some teaching here. So call me one 873 CNBC or tweet me JimCramer.When you have stocks with market capitalizations that are larger than some countries GDP you can't ignore them. You have to handicap them. They're behemoths that deserve in-depth consideration before they report if only to keep them on your radar screen.So on a very good day where the Dow ga ...

I'm joined by Kevin Hanks live at the CBOE for our pre-bell playbook and a good morning to you. And we have earning season and this is a huge week for earnings. There's so much going on.Good morning, Kevin. >> Good morning, Nicole. 176 names in the S&P 500 coming out with the earnings this week.And a couple big movers to start the day today. United Healthc Care's higher, PayPal's higher, UPS is higher. Day one of an FOMC meeting usually doesn't bring too many headlines.Nicole, we'll wait for tomorrow for th ...

Financial Data and Key Metrics Changes - Consolidated revenue for Q3 2025 was $21.4 billion, with an operating profit of $2.1 billion and an operating margin of 10% [4][15] - Year-to-date free cash flow reached $2.7 billion, showing improvement from previous quarters [4][23] - Diluted earnings per share were reported at $1.74, with $0.30 of EPS attributed to a sale leaseback transaction [15][16] Business Line Data and Key Metrics Changes - U.S. average daily volume (ADV) declined by 12.3%, primarily due to the planned reduction of Amazon volume and a focus on revenue quality [5][16] - U.S. revenue per piece increased by 9.8%, marking the strongest growth rate in three years [18] - International ADV grew by 4.8%, with export ADV increasing by 5.9%, marking the fifth consecutive quarter of growth [6][21] - Supply Chain Solutions revenue was $2.5 billion, down $715 million year-over-year, largely due to the divestiture of Coyote [22] Market Data and Key Metrics Changes - The international segment saw a decline in U.S. imports, particularly a 27.1% drop in ADV from China to the U.S. [21][46] - SMBs represented 32.8% of total U.S. volume, showing a 340 basis point improvement compared to last year [17] - The healthcare logistics segment experienced strong revenue growth, driven by UPS's portfolio of healthcare solutions [6][22] Company Strategy and Development Direction - The company is undergoing a significant network reconfiguration aimed at reducing costs by approximately $3.5 billion this year [24][26] - UPS aims to become the number one complex healthcare logistics provider globally, with an acquisition of Andlauer Healthcare Group expected to close in early November [8][13] - The focus is on capturing high-value market segments and onboarding customers with complex logistics needs [13][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating tariff changes and highlighted the importance of agility in the international network [4][6] - The company anticipates consolidated revenue of approximately $24 billion for Q4 2025, with an operating margin of 11% to 11.5% [13][28] - Management noted that the operational strategy and commitment to excellence are expected to lead to a strong peak season [12][28] Other Important Information - The company has successfully implemented automation in 35 facilities, with plans for further deployment [12][26] - UPS has paid $4 billion in dividends year-to-date and expects to pay around $5.5 billion in dividends for the full year [23][28] Q&A Session Summary Question: Domestic margins and future outlook - Management is pleased with revenue quality and progress on the Amazon glide down, with updates on 2026 expected in January [30][31] Question: Cost per piece and USPS collaboration - Cost per piece is on a tough comparison, but production metrics are strong, and savings from the driver voluntary severance program will materialize in Q4 [32][35][37] Question: SMB performance and trade policy impact - SMBs showed slight declines but performed better than expected relative to the market, with ongoing support for navigating trade policy changes [40][42] Question: International trade flow analysis - Permanent changes in trade flows are expected, with a target of mid to high teen margins for international operations [66][68] Question: Impact of government shutdown on operations - No significant impact on peak season has been factored in, but management is monitoring the situation closely [70]

Key Points Amazon has multiple businesses that would be unaffected if an AI bubble bursts. Most of Alphabet's revenue comes from its Google Search engine, which is in great shape. Meta Platforms derives nearly all of its revenue from ads on its social media platforms. These 10 stocks could mint the next wave of millionaires › The market is growing increasingly concerned about artificial intelligence (AI) forming a bubble that could sink a large portion of the stock market because many businesses ...