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Amazon's Jay Marine: 'Sports are really working for us'
Youtube· 2025-11-28 13:43
All right, attention sports fans. Amazon Prime was going to air the Black Friday NFL matchup between the Eagles and the Bears later today. Joining us now live from Lincoln Field, it's Jay Marine, Amazon head of global sports and advertising as well as the head of Prime Video in the in the US.Uh Jay, great to see you this morning. 15 hours of live programming today. Tell us what that means for viewers and what it means for Amazon.Yeah. Well, first of all, thanks for having me. It's it's going to be a fantast ...
6 companies that have signaled they are replacing human employees with AI
Business Insider· 2025-11-28 13:18
Worries about AI one day replacing human workers have intensified in recent years — and as it turns out, that future has already arrived.MIT just released a study that found that AI can already replace 11.7% of the US labor market. The study utilized a labor simulation tool called the Iceberg Index, which models 151 million US workers and measures how AI overlaps with skills in each occupation. As AI starts to replace human workers, companies have been increasingly open about the role AI adoption is play ...
AI重塑美国零售业
Guo Ji Jin Rong Bao· 2025-11-28 12:49
2025年的美国假日购物季,无疑成为了一场人工智能(AI)的装备竞赛。 在这个假日季,从礼品搜索到结账,零售行业的每一个环节都在被人工智能重塑,支付行业也在作出相 应调整…… 这标志着,人工智能在零售业的发展出现新的转折点。 也就是说,如果你想要为家人买一套睡衣,可以询问聊天机器人,让它帮你筛选选项,你也可以直接要 一份空气炸锅的用户评价摘要。 Digital Wave Technology的首席执行官洛里·沙弗(Lori Schafer)表示,最新的聊天机器人可以让假日购 物更加"个性化、高效且经济实惠"。"它从根本上改变了人们的购物方式——从人类搜索产品转变为人 工智能以最优惠的价格将合适的产品直接送到他们面前"。 新型聊天机器人亮相 AI技术布局全链条 今年,各大零售商和科技公司纷纷推出新工具和新功能。他们希望利用人工智能帮助消费者寻找礼物、 制定购物清单以及实现更多功能。 除了聊天机器人,越来越多的公司聚焦于为顾客提供定制化服务。 沃尔玛推出的一系列全新人工智能工具,旨在帮助购物者更轻松地找到优惠商品、定位产品和浏览商 店,这是其致力于让线上线下(300959)购物更加智能化的一部分举措。 在美国,塔 ...
48% of Bill Ackman's Portfolio Is Invested in These 3 Artificial Intelligence (AI) Stocks
The Motley Fool· 2025-11-28 12:45
Billionaire Bill Ackman has become a closely followed hedge fund manager among market watchers.Retail investors pay close attention to billionaire investor Bill Ackman and his fund, Pershing Square Capital Management (PSCM), the investment manager for Pershing Square Holdings. PSCM typically owns only about 10-12 stocks at any one time, allowing the team to conduct extremely thorough due diligence and really get to know every aspect of every business they invest in.Naturally, like many of the market's bigge ...
亚马逊(AMZN.US)、Flipkart进军印度消费信贷领域 正面挑战本土银行
智通财经网· 2025-11-28 12:21
智通财经APP获悉,亚马逊(AMZN.US)正筹备在印度推出小企业贷款服务,与此同时,沃尔玛 (WMT.US)旗下的Flipkart则计划推出先买后付(BNPL)产品——这两大电商巨头正通过布局金融产品,正 式向印度本土银行机构发起挑战。 今年早些时候,亚马逊收购了总部位于班加罗尔的非银行放贷机构Axio。目前主营BNPL和个人信贷业 务的Axio将重启小企业信贷服务,并即将推出现金管理解决方案。 印度信贷局CRIF High Mark的数据显示,印度消费信贷市场规模已从2020年3月的近800亿美元增长至 2025年3月的约2120亿美元,不过近几个季度已出现增长放缓迹象。消费信贷包括无抵押个人贷款、信 用卡及耐用消费品贷款等品类。 亚马逊与Flipkart的支付应用均位列印度统一支付接口(UPI)支付平台前十。今年早些时候,印度储备银 行允许两家公司通过全资子公司直接向客户放贷,这一政策不仅为两家公司的金融布局注入强劲动力, 也标志着印度金融服务市场向外资背景科技企业敞开了大门。 Grant Thornton Bharat金融服务风险部门合伙人Rohan Lakhiyar表示:"它们有能力在市场中占据一席 ...
These Stocks Are Moving the Most Today: Alphabet, GameStop, Strategy, Amazon, and More
Barrons· 2025-11-28 12:04
Stock futures were halted by CME Group early Friday due to a data-center cooling issue but there were plenty of hot stocks making moves in premarket trading. ...
亚马逊 2025 年表现疲软,是为2026年布局铺路
美股研究社· 2025-11-28 11:06
Core Viewpoint - Amazon's recent performance has lagged behind its peers, presenting a potential investment opportunity as analysts believe its fundamentals are strengthening, particularly in artificial intelligence [1][2]. Financial Performance - Amazon's Q3 revenue reached $180.17 billion, a year-over-year increase of 14.55%, with adjusted diluted EPS of $1.95, up 36.36%, exceeding market expectations [4]. - The company's EBIT could have reached $21 billion if not for FTC-related expenses and severance costs, with AWS's backlog at $200 billion and annual recurring revenue around $132 billion [4]. Artificial Intelligence Developments - Amazon is enhancing its AI capabilities with infrastructure like Trainium chips and partnerships with Nvidia, aiming to reduce reliance on third-party GPUs [6][7]. - The upcoming AWS re:Invent conference is expected to showcase significant updates, including the Trainium3 chip, which is anticipated to double the computing power of its predecessor [6][7]. Market Position and Strategy - Amazon's investment in AI and cloud services for government clients, with a planned $50 billion investment, could significantly alter its market narrative and valuation [8]. - The company is leveraging AI to improve operational efficiency, with reported savings of 700,000 hours of labor, equating to the annual workload of 335 developers [9]. Valuation and Future Outlook - Analysts project a target price of approximately $270.48 per share based on a forward P/E ratio of 30, indicating an upside potential of over 18% in the next 12 months [10]. - Amazon's return on invested capital (ROIC) has improved from about 3% in 2016 to 16.5%, supporting the stability of its current valuation [9]. Conclusion - Despite a forward P/E ratio exceeding 30 appearing risky, analysts believe Amazon's growth prospects and competitive advantages justify this premium, especially if it successfully expands into new markets like government services [14].
Exclusive: Amazon, Flipkart take aim at India's banks with new consumer loan offerings
Reuters· 2025-11-28 10:14
Amazon is preparing to offer loans to small businesses in India, while Walmart-owned Flipkart is looking at buy-now, pay-later (BNPL) products as the e-commerce giants take on the country's banks with... ...
Workers strike on Black Friday at Amazon warehouses in Germany
Reuters· 2025-11-28 09:56
Workers went on strike at Amazon warehouses in Germany on Black Friday aiming to disrupt operations on a key sales day as they push for a collective bargaining agreement, with separate protests also p... ...
不止硅谷十万大裁员,Hinton警告:AI正以最糟糕方式颠覆社会
3 6 Ke· 2025-11-28 08:21
AGI冲击已然显现:谁受益、谁买单,正成为时代核心命题。 他们以AI为借口裁员,将节省的资金投入无人付费的AI产品数据中心。 由1000多名亚马逊员工联署的公开信警告称,这种不计代价的AI开发模式可能贻害无穷。 上个月,亚马逊一口气裁掉了3万人。而讽刺的是,这三万人最好、最理想的选择是购买亚马逊股票。 亚马逊最新财报公布后,市值增加了约2500亿美元 一幅末日图景正在浮现:从实验室里的担忧,已经蔓延到办公室、仓库和数据中心。 未来,人工智能(AI)带来的究竟是GDP奇迹,还是社会秩序的解体? 上周,「AI教父」Hinton直言,科技亿万富翁真心实意押注AI取代大量人力,这会导致社会的完全解体! 最近,来自亚马逊的匿名人士抗议道: 当前这代AI,几乎成了像亚马逊这类科技巨头沉迷的毒品—— 根据Challenger, Gray&Christmas等再就业咨询公司数据,美国企业10月共宣布裁员153074人,创20多年新高。 另据Crunchbase和layoffs.fyi统计,仅2025年,Intel、微软、Verizon、亚马逊等大公司就宣布合计裁撤超过70000个岗位。 国外媒体用「layoffs are p ...