Amazon(AMZN)
Search documents
伊朗威胁袭击英伟达!
是说芯语· 2026-03-14 01:19
这份清单的标题为"伊朗的新目标",其中包括 三处英伟达设施、 五处亚马逊设施、五处微软设施、六 处 IBM 设施、三处 Palantir 设施、四处谷歌设施和三处甲骨文设施。 这些目标被描述为"敌方技术基础设施",以三张幻灯片的形式在 Telegram 上展示,附有供应商 名称、设施性质、所在位置以及各自所从事工作的简要描述。 塔斯尼姆通讯社报道称:"随着地区冲突升级为基础设施战,伊朗的合法目标也在逐步扩大。" 伊朗誓言要袭击一系列研发设施,包括: 3月12日消息,据伊朗官方媒体公布了一份清单,列出了近 30 个可能成为攻击目标的地点。其 中包括 英伟达公司的 三处设施。 据报道,伊朗已将亚马逊、谷歌、IBM、微软、英伟达、Oracle 和 Palantir 的设施列为报复性 打击的合法目标。伊朗伊斯兰革命卫队已确定了巴林、以色列、卡塔尔和阿联酋境内的 29 个地 点,这些地点设有办公室、数据中心和研究设施,伊朗计划摧毁这些目标。 5)Oracle 位于耶路撒冷的区域云服务办事处及其位于阿布扎比的总部; 6)亚马逊位于特拉维夫和海法的办事处,以及 AWS 的更多数据中心。 数小时后,伊朗中央军事指挥部 Kha ...
苹果、英伟达、特斯拉,集体下跌
财联社· 2026-03-14 01:12
美东时间周五,美股三大指数集体收跌,结束了动荡的一周。本周原油价格剧烈波动,令股市大幅震荡,投资者正在评估伊朗战争对全球石 油供应的影响。 美国三大主要股指均录得日线和周线跌幅 ,小型股罗素2000指数收于今年以来最低水平。 Murphy & Sylvest高级财富顾问兼市场策略师Paul Nolte表示:"能源市场近期的波动程度,几乎可以与加密货币历史上任何两周的剧烈波 动相提并论。因此很难说这种波动是由基本面驱动的。" 他补充称:" 当前市场情绪化程度非常高,在这样的环境下无论是交易还是投资都很难做出理性判断。更好的做法是暂时观望,等待局势发 展并逐渐稳定,这个过程可能需要几周时间。 " 近月WTI原油期货结算价报每桶98.71美元,日内上涨3.11%。布伦特原油价格上涨2.67%,至每桶103.14美元。 周五特朗普誓言"下周将对伊朗实施非常严厉的打击",加上有报道称冲突已蔓延至黎巴嫩、科威特、伊拉克、阿联酋、巴林和阿曼,这使得 局势降温和近期解决的希望破灭。 另有报道称,随着伊朗持续封锁霍尔木兹海峡,五角大楼正向中东地区调派更多海军陆战队部队和军舰。三名美国官员披露,国防部长赫格 塞思已批准美军中央司 ...
科技七巨头指数陷入回调区间
华尔街见闻· 2026-03-14 01:11AI Processing
这一集体性下挫,标志着过去两年大型科技股超级牛市周期的阶段性结束。此轮抛售的核心驱动力来自两个方向: 科技巨头昔日领跑格局正面临考验。 (科技七巨头指数与标普剩余493只成分股本周走势图) 周五, 彭博追踪"科技七巨头"的指数收盘较10月历史高点跌逾10%,正式步入技术性调整区间,七家公司股票年内全线录得负收益。 一是 市场对人工智能投资回报路径的疑虑持续升温,投资者对科技巨头承诺投入数千亿美元建设AI基础设施,却难见近期盈利的商业逻辑愈发谨慎; 二是 美伊冲突引发的地缘政治紧张局势及油价飙升,进一步压制了市场对风险资产的整体偏好。市场情绪的切换推动资金从科技股转向能源、公用事业等传统 防御性板块。 指数全面失守,七家成员年内均告下跌 彭博七巨头指数周五下跌1.6%,此前一日跌幅为1.9%。 虽然该指数 在近几周曾多次在盘中跌破10%调整线,但均未以收盘价确认,直至周五正式有效跌破。 七家成分股: 谷歌、英伟达、Meta、苹果、亚马逊、特斯拉及微软 ,年内股价全部告负。 其中微软表现最为落后,年内累计跌幅超过18% ,市场认为其受到 新兴AI工具可能颠覆软件行业这一担忧的直接冲击。 历史行情来看, 七巨头指数 ...
Amazon Raises Price Of Ad-Free Prime Video Plan, Tags “Ultra” Onto Brand Name
Deadline· 2026-03-13 18:57
Amazon is increasing the price of its ad-free video streaming of, along with rebranding it as Prime Video Ultra. The move comes a little more than two years after the tech giant began a major push into video advertising, placing ads on all Prime Video content. Unlike rivals giving subscribers a choice of ad-free plans or cheaper tiers with ads, Amazon defaulted to ads for all subscribers to Prime, allowing an opt-out for an extra premium. Initially set at $2.99 a month, that charge will now be $4.99. The n ...
Why Stock Indexes Ended This Week in the Red
Yahoo Finance· 2026-03-13 18:22
The stock market is ending a rough week. The leading stock indexes rose on Monday and Tuesday as the conflict in Iran seemed destined for a quick resolution. But the fighting only intensified from there, including an Iranian blockade of oil shipments through the critical Strait of Hormuz, which led to skyrocketing oil prices. That's bad news in an era when AI data centers are consuming more electricity than ever, often generated by burning oil or natural gas. The combination of intense energy demand and ...
Win for Amazon as Luxembourg court scraps record $854 million privacy fine
Yahoo Finance· 2026-03-13 16:24
By Foo Yun Chee BRUSSELS, March 13 (Reuters) - Amazon on Friday won its appeal against a record 746-million-euro ($854.4 million) fine imposed by Luxembourg’s privacy regulator, after a court found the watchdog had not properly carried out its analysis and must reassess the case. The Luxembourg National Commission for Data Protection (CNPD) penalised Amazon in 2021 over its online behavioural advertising practices, saying its processing of users' personal data breached EU privacy rules known as the G ...
Amazon to hike price of ad-free Prime Video tier by $2 a month
CNBC· 2026-03-13 16:23
Amazon is bumping up the price of its ad-free Prime Video offering in the U.S. by $2 a month, the company announced Friday. The service will now cost $4.99 a month, up from $2.99 a month, starting April 10. As part of the price hike, Amazon is rebranding the ad-free tier as "Prime Video Ultra," and said it's adding more features to the subscription, like the ability to watch content on five devices simultaneously, up to 100 downloads and 4K streaming."Delivering ad-free streaming with premium features requi ...
SoundHound vs. Amazon: Which AI Voice Assistant Stock Wins?
ZACKS· 2026-03-13 15:56
Core Insights - Voice AI is rapidly becoming a competitive segment within the artificial intelligence market, with companies like SoundHound AI and Amazon leading the charge [1][2] Group 1: Company Profiles - SoundHound is a dedicated conversational AI company focusing on voice assistants across various industries, while Amazon integrates voice AI into a broader technology ecosystem [2][12] - SoundHound generated $168.9 million in revenue in 2025, nearly doubling year-over-year, indicating strong demand for enterprise AI solutions [4][11] - Amazon's AWS reached a $142 billion annualized run rate, with a 24% year-over-year revenue growth, driven by demand for AI infrastructure [13][16] Group 2: Investment Considerations - SoundHound's platform-agnostic approach allows for integration with third-party AI models, positioning it as a neutral AI infrastructure provider [6] - Amazon's diversified business model, including e-commerce and advertising, provides a stable financial foundation, with a fourth-quarter 2025 revenue of $213.4 billion and a net income of $21.2 billion [16][18] - SoundHound's stock trades at a forward price-to-sales multiple of about 12.99, significantly higher than Amazon's 2.73, reflecting differing market perceptions of growth potential and risk [23][24] Group 3: Market Performance - Over the past three months, SoundHound shares have declined by 30.5%, while Amazon's stock has only slipped by 5.9%, indicating investor caution regarding SoundHound's near-term profitability [19][20] - Analyst estimates for SoundHound's 2026 loss per share have widened, while Amazon's earnings per share estimates have increased, suggesting differing investor confidence levels [25][29] Group 4: Future Outlook - SoundHound has high growth potential as a pure-play voice AI company, but it remains unprofitable [9][32] - Amazon's strong position in cloud computing and expanding AI ecosystem, along with improving earnings outlook, make it a more attractive investment currently [33][34]
X @Bloomberg
Bloomberg· 2026-03-13 15:24
Amazon plans to use chips from startup Cerebras Systems alongside its own Trainium processors, a combination that the companies say will be able to better run AI software https://t.co/fErTETzY4R ...
AWS and Cerebras Collaboration Aims to Set a New Standard for AI Inference Speed and Performance in the Cloud
Businesswire· 2026-03-13 15:06
AWS and Cerebras Collaboration Aims to Set a New Standard for AI Inference Speed and Performance in the CloudMar 13, 2026 11:06 AM Eastern Daylight Time# AWS and Cerebras Collaboration Aims to Set a New Standard for AI Inference Speed and Performance in the CloudShare---Deployed in AWS data centers and accessed through Amazon Bedrock, AWS Trainium + Cerebras CS-3 solution will accelerate inference speedKey Takeaways- Pioneering cloud collaboration: AWS is the first cloud provider for Cerebras's disaggregate ...