US equity futures are down sharply, along with all global markets, as the Iran war expands and escalates (attack on US embassy in Saudi Arabia; uncertainty over duration of Strait of Hormuz closure; targeting non-military infra / businesses) rattling markets and sending oil and the dollar surging. Global bonds also plunge on fears that Trump’s “whatever it takes” vow on Iran will fuel energy prices and inflation. As of 8:00am ET, S&P futures are down 1.4%, off session lows, as market odds for Fed rate cuts ...

Amazon ( AMZN ) is one of my favorite businesses ever created and I often remind myself of the famous quote from Jeff Bezos. It essentially meant that in Amazon, they don't think what's going to change inWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to ach ...

Amazon said early Tuesday that customers with remote-computing workloads running in the Middle East should move them to other regions. ...

Market Overview - Stock index futures are sharply lower, with Nasdaq 100 futures down -2.3%, S&P 500 futures down -1.7%, and Dow Jones Industrial Average futures down -1.6% due to weakness in the tech sector [5] - The KOSPI index in South Korea saw significant declines, with major chip stocks like Samsung and SK Hynix dropping nearly -10% and -11.5% respectively [6] Company-Specific Developments - Amazon Web Services (AWS) reported physical damage to its infrastructure in the UAE and Bahrain due to drone strikes, leading to service disruptions and elevated error rates across multiple services including Amazon EC2 and Amazon S3 [7][9] - OpenAI's CEO Sam Altman stated that the company "shouldn't have rushed" its recent deal with the U.S. Department of Defense, indicating a need for amendments to the contract to prevent misuse of AI for domestic surveillance [10][12] - MongoDB shares crashed in premarket trading following mixed guidance compared to Wall Street's expectations, contributing to the overall weakness in the tech sector [6][13] Economic Indicators - Crude oil prices increased by 7% to $76, while Bitcoin decreased by 2.8% to $66,000, and gold prices fell by 1.3% to $5,253 [13] - The FTSE 100 and DAX indices experienced declines of 2.7% and 3.7% respectively, reflecting broader market trends [14]

US retailer Amazon has extended its Seller Wallet service to seven European marketplaces, expanding the funds management feature beyond its original US launch. The e-commerce company confirmed that the tool is now accessible in regions such as Belgium, Germany, Ireland, the Netherlands and Spain. Through the service, merchants can retain, monitor and transfer proceeds in euros from European stores and in dollars from the US marketplace directly within Seller Central. Seller Wallet USD has been offered ...

美股大型科技股盘前普跌，Meta、微软、苹果跌1%，亚马逊、特斯拉、英伟达、谷歌A跌2%。 本文源自：金融界AI电报 ...

证券研究报告·宏观报告·宏观深度报告 金融产品深度报告 20260303 纳斯达克 100ETF，2 月复盘与 3 月展望 2026 年 03 月 03 日 [Table_Tag] [投资要点 Table_Summary] ◼ 市场表现回顾： ◼ 事件驱动盘点： ◼ 指数后市展望： ◼ 风险提示： 1)行业政策或监管环境突变；2)宏观经济不及预期；3)发生重大预期外的事 件。 证券分析师 芦哲 执业证书：S0600524110003 luzhe@dwzq.com.cn 证券分析师 唐遥衎 执业证书：S0600524120016 tangyk@dwzq.com.cn 相关研究 《伊朗冲突还有哪些变数？——海外 周报 20260302 》 2026-03-02 《伊朗问题对股债商汇等大类资产的 影响 》 2026-03-02 东吴证券研究所 1 / 25 请务必阅读正文之后的免责声明部分 ◼ 走势复盘：2026 年 2 月，纳斯达克 100 指数月度回调 2.32%，整体震荡 调整。上旬，AI"行业颠覆恐慌"与反复的通胀数据共振，指数震荡寻 底。中下旬，财报验证分化引发对 AI 支出的疑虑，特朗普引用新条款 加征 ...

Accessible version Internet/e-Commerce The dog days of AI – Customer experience leaders should also lead in Agentic Industry Overview Both OpenAI and Google have built foundations to enable broader Agentic booking & purchase capabilities in 2026. Google launched an agentic checkout pilot in 4Q, added the Universal Commerce Protocol & numerous retail partners in January, and we expect it to add travel & other vertical capabilities in 2026, a risk for most Internet subsectors. So far, Google's Agentic monetiz ...

27 February 2026 Global Tech Platforms Equities Digital ad: OpenAI's first mover (dis)advantage? ChatGPT – a potentially big new eyeball in town: OpenAI has large ambitions in advertising – according to sources (page 3), ads could represent a significant part of its USD150bn consumer revenue target for 2030. ChatGPT rolled-out ads on 9 Feb in the US, which if extended globally could immediately represent an advertising surface of c10bn of monthly minutes vs c60bn for Instagram, and this before ChatGPT tripl ...

证券分析师 程强 资格编号：S0120524010005 邮箱：chengqiang＠tebon.com.cn 陈梦洁 资格编号：S0120524030002 邮箱：chenmj3＠tebon.com.cn 徐梓煜 资格编号：S0120524080004 邮箱：xuzy＠tebon.com.cn 徐宇博 资格编号：S0120525090001 邮箱：xuyb5＠tebon.com.cn 周天昊 资格编号：S0120525040002 邮箱：zhouth＠tebon.com.cn 产业经济周报 研究助理 夏欣锐 邮箱：xiaxr＠tebon.com.cn 相关研究 春节餐饮市场迎"开门红"，关注 AI 制药、CPO 等产业新趋势 [Table_Summary] 投资要点： 风险提示：宏观经济波动风险、市场竞争风险、产品创新不及预期等 证券研究报告|产业经济周报 2026 年 03 月 03 日 请务必阅读正文之后的信息披露和法律声明 | 图 | 1：2025 | 年全国餐饮行业景气指数走势 3 | | --- | --- | --- | | 图 | 2：2025 | 年主要餐饮细分赛道的人均消费情况（单位：元） ...