I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Hilton has continued to execute well recently, expanding its portfolio and increasing customer loyalty. However, the market has caught up with it. Shares now trade for over 32 times forward earnings estimates. Ackman says he initially bought shares at just 23 times earnings estimates. At its current price, it may be worth waiting for the price to come back down before buying the stock. Instead, Ackman sees opportunities in AI stocks.The financial results followed suit. Revenue climbed 35% from $8.9 billion ...

Just because a company reports strong earnings doesn't mean its stock is going to go up. Let's look at three artificial intelligence (AI) stocks that investors dumped that they'll regret selling. Micron Micron Technology (NASDAQ: MU) reported what was arguably the best earnings report of any major AI company, yet it wasn't enough to keep its stock from trading lower. Its fiscal second-quarter revenue surged nearly threefold to $23.9 billion, while its gross margins climbed from 36.8% a year ago to 74.4%. ...

Amazon.com Inc (NASDAQ:AMZN) is seeing strong cloud-driven momentum even as near-term cost pressures persist, according to JPMorgan. • Amazon.com stock is gaining positive traction. What’s driving AMZN shares up?AWS Growth and AI Demand Drive OutlookAnalyst Doug Anmuth maintained Amazon with an Overweight and raised the price forecast from $265 to $280 on Wednesday.Anmuth said Amazon is seeing stronger Amazon Web Services demand and is increasing capacity, driven by both traditional cloud migration and risi ...

Amazon has expanded its free returns program to 10,000-plus U.S. drop-off points.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The eCommerce giant announced Wednesday (March 25) that this expansion means that 80% ...

Amazon built the "Everything Store." Now it's trying to become the every-hour store. The e-commerce giant is testing a new delivery system that breaks the day into 10 distinct windows spanning 24 hours, according to internal documents obtained by Business Insider.That's a meaningful expansion from Amazon's traditional delivery hours, which typically run from 6 am to 10 pm. The new structure effectively turns delivery into a rolling, all-day cycle, with faster options carrying premium fees. The initiative, l ...

Quick Read Amazon (AMZN) faces a $285 price target from Citi and JPMorgan following simultaneous upgrades on March 25, 2026, both centered on AWS AI demand accelerating to 28-29% growth in 2026 and 37% in 2027, with custom chip revenue (Trainium and Graviton) running above $10B annually at triple-digit growth. Citi and JPMorgan expect Amazon’s AWS division and $200B in planned 2026 capital expenditures to drive multiple expansion and earnings growth, though trailing twelve-month free cash flow declined ...

As Demand for AWS' AI Surges, Citi and JPMorgan Raise Amazon Price Targets - 24/7 Wall St. S&P 5006,616.10 +0.10% Dow Jones46,568.40 +0.18% Nasdaq 10024,266.40 +0.12% Russell 20002,539.52 +0.09% FTSE 10010,124.80 +1.08% Nikkei 22553,948.00 +1.07% Stock Market Live March 25, 2026: S&P 500 (SPY) Roller Coaster Ride Continues Investing As Demand for AWS' AI Surges, Citi and JPMorgan Raise Amazon Price Targets By Joel SouthPublished Mar 25, 12:34PM EDT Quick Read Amazon (AMZN) faces a $285 price target from Cit ...

Amazon and FedEx, together again, this time for e-commerce returns – GeekWire We use essential cookies to make our site work. With your consent, we may also use non-essential cookies to improve user experience, personalize advertisements, and analyze website traffic. For these reasons, we may share your site usage data with our social media, advertising, and analytics partners. By clicking "Accept,†you agree to our website's cookie use as described in our Cookie Policy. You can change your cookie settings a ...