Antitrust Regulation Impact - Antitrust regulators' decision to block Amazon's acquisition of iRobot has inadvertently bolstered Chinese robotic competitors [1] - The decision may lead to job losses in the US and a shift of these jobs overseas [1] Competitive Landscape - The strengthened Chinese robotic competitors now pose a greater challenge in the robotics market [1]

Final trade time. Mike Poe. >> Yeah.Top line, bottom line, and free cash flow. All growing faster than the market overall, and yet it trades at a market multiple. I like Amazon.>> Tim, >> good to have Ununice here. Inspired me on my Baba trade. Alibaba.>> Courtney, we're talking about um IPOs, maybe potential M&A activity. I think Goldman Sachs is worth a look here. Steve >> GM is an incredible chart and I think it still can go higher.>> Thank you for watching Fast Money. Have a fantastic weekend. The Mad M ...

A union-backed investment group is pressuring Amazon.com Inc. (NASDAQ: AMZN), Alphabet Inc. (NASDAQ:GOOG) and Walmart Inc. (NASDAQ:WMT) to disclose how new immigration policies under President Donald Trump could disrupt their operations and long-term value. Trump’s H1B Fee Sparks Concerns Proxy advisor SOC Investment Group, which primarily works with pension funds affiliated with the Strategic Organizing Center union, has asked the three companies to explain how they will address workforce disruptions ti ...

Market Overview - The Dow is up by 0.5% today, but remains in the red for the week [1] - The NASDAQ has increased by over 1% today, turning positive for the week, while the S&P 500 is up just under 1% [2] - The bond market shows a slight increase in yields, with the 10-year Treasury yield up by 3 basis points today [3] Sector Performance - Technology has been a strong performer this week, with large-cap tech (XLK) up by 2% [4] - Consumer discretionary, led by Tesla and Amazon, is up by 1.3%, while energy has seen a decline of about 3% [5] - Notable stock movements include Nvidia up by 3.74% and Goldman Sachs up by 2% [6] Economic Outlook - Markets are reacting to cooler inflation data and a strong growth backdrop anticipated for 2026 [7] - Investors are focusing on potential rate cuts, earnings, and sector rotation as they prepare for the new year [7] - The Federal Reserve has cut rates by 175 basis points from the highs, indicating a move closer to a neutral rate [13] Fiscal Stimulus and Growth - Significant fiscal stimulus is expected to impact the economy in 2026, including corporate and personal tax changes [16] - The potential for increased capital expenditures (capex) is anticipated due to new corporate stimulus measures [16] AI and Technology Sector - The AI theme remains volatile, with a shift from broad market exposure to more selective stock picking expected in 2026 [18] - The MAG 7 tech stocks have shown mixed performance, with some like Alphabet and Nvidia performing well, while others like Microsoft and Meta have lagged [19] Small Cap Stocks - Small caps have recently rebounded, but there are concerns about sustainability given past performance trends [23] - The current small-cap index composition differs significantly from historical norms, leading to skepticism about future growth [25] Retail Sector Insights - Rivian's stock has been upgraded by Wedbush, citing 2026 as a pivotal year for the company [27] - KB Home reported fourth-quarter earnings that missed estimates, indicating ongoing challenges in the housing market [29] - Nike's second-quarter results reflect a turbulent year for retailers, with uneven performance across the sector [31] Honeywell's Performance - Honeywell's stock has underperformed compared to the broader industrial market, largely due to limited exposure to AI and data center growth [90] - The company is expected to benefit from the spin-off of its aerospace business, which could enhance its market position [92] EV Market Outlook - The EV market is facing headwinds, including the expiration of tax credits, but long-term demand is expected to remain strong [74] - ChargePoint's CEO emphasizes the importance of innovation and product development to drive growth in the EV charging sector [78] - The commercial and fleet markets for EVs are anticipated to grow as businesses seek lower total cost of ownership [86]

Starbucks has named longtime Amazon executive Anand Varadarajan as its new chief technology officer, tapping a veteran of the tech giant's grocery and supply chain operations as the coffee chain pushe... ...

Alibaba ( BABA ) is far more than an e-commerce giant; it is providing the fundamental digital infrastructure that is necessary for Chinese companies to win in the global AII’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global econo ...

Anand Varadarajan, Amazon Vice President of product and technology and worldwide grocery stores speaks during the Delivering the future conference in Mt. Juliet, Tennessee, on October 9, 2024.Starbucks announced Friday that it has hired its new chief technology officer, Amazon veteran Anand Varadarajan. Varadarajan, who spent nearly 19 years at Amazon, most recently led technology and supply chain for the tech giant's worldwide grocery stores business.Varadarajan, who also previously held software engineeri ...

Starbucks said on Friday it has appointed Anand Varadarajan as its new chief technology, effective January 19, as CEO Brian Niccol pushes a tech revamp in stores to make labor more efficient. ...

Plush, temperature-controlled seating. Ample legroom for a family of four and even your dog. Space for your mugs. Amazon is betting that the couch is the best place to shop for cars — particularly if you’re a busy family. Since launching Amazon Autos a year ago, the online retail juggernaut is keen to expand its reach and selection and is directly appealing to parents to promote the service (1). Must Read At first, you could only buy a new Hyundai on Amazon Autos. By August 2025, dealers could list an ...

I did the same thing in the beginning of 2025, and I want to start this article by reviewing the performance of my last year's picks. The five stocks I picked last time were ASML (German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, ASML, TGOPF, AMZN, CRM, NBIS, NVO, HIMS either th ...