Warren Buffett is one of the best investors of all time. But he's not traditionally known for investing in technology businesses. That's changed in recent years, however, and today some of his biggest positions are technology companies. In fact, he's currently betting billions of dollars on a particular artificial intelligence stock that looks like a screaming buy for investors bullish on artificial intelligence (AI).This iconic company is an artificial intelligence all-starMost people don't think of Amazon ...

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain You're leaving the office, when your phone dings. A nearby store is having a sale on a smartwatch, and an app displays a coupon for 20% off. You head right over. You've responded to a push promotion, in which a retailer "pushes" a notification to you through an app. It's a tactic long used by ...

Once every quarter, we -- and I mean investors of every portfolio size, from a few dollars on up to millions or billions -- get a great opportunity. We're able to see the latest moves of some of the most successful investors, those who have built and maintained billion-dollar portfolios. Managers of $100 million or more in the U.S. must report their latest trades on form 13F to the Securities and Exchange Commission -- and these forms are available for all of us to examine.Of course, copying every move of e ...

Core Insights - The demand for chips powering artificial intelligence (AI) may eventually slow down, despite the current surge in technology advancements driven by AI [1] - Nvidia has seen significant growth due to its GPUs, which are essential for generative AI, achieving a market cap of $3.4 trillion, second only to Apple [2] - Amazon is positioned to capitalize on AI opportunities, with its largest customers planning to invest $315 billion in capital expenditures by 2025, primarily for AI-related infrastructure [3] Nvidia's Performance - Nvidia's stock has increased by 1,780% over the past five years, but future performance may not replicate this growth [4] - The company has experienced a 489% stock price increase over the last three years, benefiting from a data center buildout requiring its AI-centric chips [11] - Nvidia's stock has faced volatility, with declines of 20% to 25% occurring three times in the past year due to challenges with next-generation AI chips and potential demand issues [12] Amazon's AI Strategy - Amazon has long utilized AI to enhance its operations and is just beginning to fully exploit AI opportunities [5] - AI-powered robotics have reduced fulfillment processing times by up to 25%, which is significant as fulfillment costs represented over 17% of Amazon's operating expenses in 2024 [6] - Amazon Web Services (AWS) generated 58% of Amazon's operating income last year and continues to innovate with its AI offerings, including Trainium and Inferentia processors [7][8] Market Comparisons - Amazon's market cap is currently $2.4 trillion, requiring a 42% stock price increase to surpass Nvidia, or a 30% decline in Nvidia's stock [9] - Wall Street forecasts Amazon's revenue to reach $699 billion in 2025, with a forward price-to-sales (P/S) ratio of approximately 3.4, suggesting a need for revenue growth to support a $3.4 trillion market cap [10] - Even with modest growth rates of 7% to 10%, Amazon could achieve the necessary revenue levels by 2030 [10] Valuation Insights - Amazon's stock is currently valued at 35 times next year's earnings, which is considered reasonable given its diverse growth opportunities [14]

In Brief Amazon Chime, the tech giant’s underwhelming alternative to Zoom and Google Meet, is shutting down for good. The company on Wednesday confirmed it will end support for Chime, including its Business Calling features, on Feb. 20, 2026.As part of this transition, Amazon stopped accepting new Chime accounts as of Feb. 19, 2025. From now until Chime’s end of life, existing customers will still be able to schedule and host meetings, add and manage users, and take advantage of features in the Amazon Chim ...

Amazon said Thursday (Feb. 20) that it stopped offering Amazon Coins and will discontinue both Amazon Coins and the Amazon Appstore on Android Aug. 20.“Starting Aug. 20, 2025, you will no longer have access to the Amazon Appstore on your Android device,” the company said on an FAQ page on its website. “We will also be discontinuing the Amazon Coins program on Aug. 20, 2025. As of Feb. 20, 2025, Amazon Coins are no longer available for purchase.”The Amazon Appstore will continue to be available on Fire TV an ...

Core Points - Amazon will discontinue its app store for Android on August 20, 2025, and developers will no longer be able to submit new apps [1][2] - The company will also end its Coins digital currency program on the same date, with refunds provided for any coins held by users [2] - The app store will remain functional on Amazon's own devices, such as Fire TV and Fire Tablet [2] Historical Context - Amazon has been attempting to create an alternative app store ecosystem since 2011, competing with Google [3] - The company previously discontinued support for its app store on Windows, which had offered Android apps since March 5, 2025 [3] - The app store was initially launched for Windows in 2021 as part of the company's broader strategy [3]

Core Insights - The article does not provide any specific insights or analysis regarding companies or industries, focusing instead on disclaimers and disclosures [1][2][3] Summary by Sections - No relevant company or industry information is presented in the content provided [1][2][3]

Core Insights - Amazon's retail CEO Doug Herrington emphasizes the necessity of cost-cutting to fund new growth opportunities, indicating a dual focus on efficiency and innovation [1][10] - The company has been actively reducing its cost-to-serve metric, which measures the fulfillment cost of shipments, by eliminating inefficiencies in the delivery process [2][9] - Amazon's ongoing cost-cutting measures have led to record profits and cash reserves, allowing for significant investments in AI data centers and efficient delivery systems [4][3] Cost-Cutting and Investment Strategy - Herrington stated that cost reductions and new investments should be complementary, aiming for a balance that drives efficiency [5][6] - The company has laid off at least 27,000 employees since late 2022 and closed several less profitable services, which has contributed to its financial success [3][4] - Amazon plans to invest a record $105 billion in capital expenditures by 2025, focusing on areas like fast shipping and improved customer service [4][10] Operational Improvements - Herrington highlighted the importance of improving delivery efficiency, which has been achieved through investments in faster shipping options and better customer service [2][7] - Amazon's retail CFO Gale Carpenter noted that recent investments in warehouses have reduced transportation costs by serving smaller regions, thus enhancing overall efficiency [8][9] - The company has successfully improved its average cost-to-serve on a per-unit basis for two consecutive years and aims to maintain this momentum into 2025 [9][10]