NEW DELHI : Welcoming India’s new labour codes that have brought gig and platform workers under a formal social security framework, Amazon.com Inc. chief global affairs and legal officer David A. Zapolsky told Mint that the retail giant is working to scale up India's e-commerce exports through Amazon to $80 billion and support 3.8 million jobs by 2030. He said Amazon will support the country's exports with artificial intelligence (AI) tools for 15 million local small businesses. E-commerce exports from Indi ...

自2026年初以来，特斯拉、苹果等十余家大型企业已发出信号，称动态随机存取内存（DRAM）的短缺 将限制生产。苹果CEO库克警告，这将压缩iPhone的利润率；美光科技称这一瓶颈"前所未见"；特斯拉 CEO马斯克则直指问题的棘手本质，表示特斯拉将不得不自建内存制造厂。马斯克在1月底说："我们只 有两个选择：撞上芯片墙，或者建一座晶圆厂。" 造成上述局面的根本原因是AI数据中心的扩张。Alphabet、OpenAI等公司正大量消耗内存芯片产能，它 们正通过购买数百万片英伟达AI加速器（每片都配备大量内存）来运行聊天机器人及其他应用。这导 致消费电子厂商只能争夺三星、美光等供应商日益减少的芯片供应。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 芯片行业有大变化？ 据彭博社消息，包括马斯克和库克在内的科技行业领袖，正不断警告一场全球危机正在酝酿：内存芯片 短缺开始冲击企业利润、打乱公司计划，并推高从笔记本电脑、智能手机到汽车及数据中心等各类产品 的价格。 据报道，人工智能热潮正引发存储芯片抢购热潮。从去年12月到今年1月份，某一类型DRAM的价格暴 涨了75%。越来越多零售商和中间商， ...

Core Insights - The technology sector experienced a volatile week, with Oracle's shares rising by 12%, while all other "Magnificent 7" companies faced declines year-to-date [1] - Microsoft and Amazon entered bear market territory, down 27% and 23% from their recent highs, respectively [1] - Concerns over cloud growth rates and rising memory prices are impacting major companies like Apple, Microsoft, and Amazon [1] Group 1: Company Performance - Oracle (ORCL) saw a weekly increase of 12.13% but remains down 17.63% year-to-date [1] - Microsoft (MSFT) had a slight weekly gain of 0.04% but is down 17.02% year-to-date [1] - Amazon (AMZN) declined by 5.48% weekly and is down 13.88% year-to-date [1] - Apple (AAPL) fell by 7.95% weekly and is down 5.83% year-to-date [1] - NVIDIA (NVDA) decreased by 1.40% weekly and is down 1.98% year-to-date [1] Group 2: Market Trends - Microsoft and Amazon's entry into bear markets is attributed to lower-than-expected cloud growth rates and concerns over pricing power in the AI sector [1] - Oracle's recent plans to raise tens of billions for AI cloud infrastructure contributed to its stock surge, indicating a potential shift in market sentiment [1] - Despite positive news for AI infrastructure, NVIDIA's stock remains flat, suggesting that market expectations may still be underestimating its potential [1]

Amazon Prime delivery box on a front porch, highlighting Amazon’s e-commerce business amid a stock selloff narrative. Key Points Amazon shares are down more than 12% this year and over 20% from November’s all-time high, drifting back toward levels last seen nearly a year ago. The stock’s RSI has sunk into the low 20s, marking one of its most oversold readings in almost four years. Analyst support remains overwhelmingly bullish, with price targets implying close to 60% upside from current levels. Inter ...

Company Overview - Amazon is experiencing its worst 9-day losing streak since 2006, with a market cap loss exceeding $400 billion [1] - The current market sentiment is anxious, reflecting a disconnect between perceived risks and actual fundamentals [3] Investment and Market Sentiment - There is a prevailing "AI fear trade" and "capex fear trade" affecting investor sentiment towards tech companies [4] - The total capital expenditure (capex) among major tech firms like Microsoft, Meta, Amazon, and Alphabet is approximately $650 billion [6] AWS and AI Monetization - Confidence in AWS's ability to monetize AI investments is uncertain, with the market awaiting tangible positive returns [5][6] - The performance of Nvidia is critical, as any negative report could impact the entire AI sector sentiment [8] Software as a Service (SaaS) Outlook - Traditional legacy SaaS providers may face pressure, but there is a belief that not all software will be cannibalized by AI [14][16] - Enterprises are likely to rely on established SaaS providers for risk management and vetting of AI capabilities, rather than building their own tools [17]

Quick Read JEPQ generates 11.42% yield by selling call options on low-volatility Nasdaq 100 stocks with $32B in assets. SDIV invests in 100 highest-yielding global stocks and delivered 28.27% annualized return over one year. DIVO uses covered calls on only part of its portfolio to maintain income while capturing equity upside. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Whether you are a beginn ...

Amazon, Inc. (AMZN) stock is deeply depressed after last week's tumble. It means both at-the-money (ATM) and out-of-the-money (OTM)put options now have high yields. That provides a great potential buy-in point for value investors, while also getting paid to wait. AMZN closed at $198.79 on Friday, Feb. 13, 2026. This is down 10.7% from $222.69 on Feb. 5, just before its after-market Q4 earnings release. More News from Barchart AMZN stock - last 12 months - Barchart - Feb. 13, 2026 But, its one-year low ...

Core Insights - The market has entered 2026 with instability, as the S&P 500 is breakeven for the year and the Magnificent 7 stocks have an average return of -7.3% [1] - Concerns are rising among investors regarding margin compression due to significant capital expenditures in AI by tech giants [2] Small-Cap Opportunity - Capital is shifting towards smaller companies that support AI development rather than the major tech leaders, with Franklin Templeton suggesting that suppliers and adopters may present better opportunities [3] - Small-cap teams are focusing on firms producing semiconductor components, power infrastructure, and engineering services related to data-center expansion, which are benefiting from increased spending but still have modest valuations compared to larger tech companies [4] AI-Resilient Group - Despite the selloff in large-cap software, JPMorgan believes that not all incumbents will be negatively impacted by AI, indicating that the recent market reaction has been overly broad and has created opportunities in "AI-resilient" companies [5] - The bank's strategist notes that the current market positioning is overly bearish, suggesting a potential for a rebound in these resilient names [5]

Microsoft, Amazon and others are planting flags in a new cottage industry as publishers look for additional revenue. ...

Core Viewpoint - Cloudflare is addressing an internal issue that affects its services for various applications and websites [1] Company Summary - Cloudflare is a technology company that provides services for a wide range of applications and websites [1]