The anonymous founders of the new group say Amazon's policies have made it harder to earn profits from package delivery. ...

Amazon says customers can save 30% to 40% by using its AI chips over Nvidia's GPUs.Amazon (AMZN 0.89%) is a leading artificial intelligence company that incorporates AI into its vast e-commerce and advertising platforms, as well as being the world's largest cloud computing company. However, it is now taking a key step in expanding its AI empire by rolling out a new AI chip that could significantly challenge the dominant position held by chipmaker Nvidia (NVDA 0.49%).Amazon's Trainium3 chip is the latest mov ...

Wall Street has been in a wavering mode lately, thanks to concerns related to rich artificial intelligence (AI) valuations. Investors have grown increasingly cautious amid mounting economic uncertainty and stretched market valuations. Concerns over inflated stock prices, mainly in AI-related momentum names, have kept Wall Street under pressure.The European Central Bank (ECB) warned in its Financial Stability Review that global equities remain elevated, with rising concentration among major U.S. hyperscalers ...

The "Magnificent Seven" (Mag 7) stocks have been the undisputed engines of the equity market's recent ascent, drastically outperforming the S&P 500 for much of the past year. This trend continued into the third quarter of 2025, as the cohort solidified its dominance by reporting earnings growth that outperformed the broader index. Notably, the Mag 7 group’s third-quarter earnings increased 28.3% year over year on 18.1% higher revenues, whereas 94.8% of the S&P 500 Index’s total membership reported earnings ...

Shares of Amazon.com Inc (NASDAQ: AMZN) have dropped roughly 9% over the past month, sliding from $249.32 in early November to $234.50 as of December 2. ...

LAS VEGAS--([BUSINESS WIRE](https://www.businesswire.com))--At AWS re:Invent, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), today announced new Amazon Bedrock and Amazon SageMaker AI capabilities: Reinforcement Fine Tuning (RFT) in Amazon Bedrock and serverless model customization in Amazon SageMaker AI with reinforcement learning.**Key takeaways*** New Amazon Bedrock and Amazon SageMaker AI capabilities give customers access to advanced techniques for model customization.* Re ...

BOSTON--(BUSINESS WIRE)--Today at Amazon Web Services (AWS) re:Invent 2025, Dynatrace (NYSE: DT) announced expanded integrations with advanced AWS technologies and new achievements with AWS that deliver enhanced AI-driven observability, automation, and security to customers worldwide. These advancements help enterprises running workloads on AWS to reduce mean time to resolution, prevent outages through automated remediation, and strengthen security posture across their cloud environments. Addit. ...

Nvidia stock slipped on Wednesday as investors reacted to fresh competitive pressure from Amazon's new Trainium 3 artificial intelligence chip, the latest sign that major cloud providers are accelerat... ...

Wells Fargo analyst Michael Turrin initiates coverage on the stock at Overweight with a $280 price target. ...

作者 | 凌敏、王一鹏 华尔街的分析师们还是有些"功底"的。在 2025 亚马逊云科技 re:Invent 开幕前，奥本海默重申对亚马逊的"跑赢大盘"评级，并强调亚马逊云科技藏有"黄金 机会"；摩根大通判断亚马逊云科技的需求趋势依然健康，并预计 2026 年将迎来加速增长。 这些判断的一个重要背景就是，一年一度的"云计算春晚"又来了。当亚马逊云科技再次拿到行业叙事的"麦克"，云计算的演进主线被定义得更加具体—— 这一次，亚马逊云科技 CEO Matt Garman 在 Keynote 上的所有发布，几乎都是围绕 Agentic AI 的落地展开。纵观整个 2025 所有来自云计算巨头的发布 会，如此坚决的聚焦与定调十分罕见。 Matt Garman 认为要落地 Agentic AI，并"实现完整 AI 能力"，需要四大关键支柱：AI Infra、模型生态、数据基座以及开发者工具。 围绕这四个方向，亚马逊云科技带来一系列重量级新品与功能增强。包括 Amazon Trainium3 UltraServers 和最新 AI 芯片 Amazon Trainium4，第二代自研 大模型 Amazon Nova 2 系列 ...