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Affirm (AFRM) Soars 11.8% on Amazon Contract Renewal
Yahoo Finance· 2025-12-17 17:01
We recently published 10 Stocks Shining Bright Amid Wall Street’s Dull Spell. Affirm Holdings Inc. (NASDAQ:AFRM) is one of the top performers on Tuesday. Affirm Holdings snapped a three-day losing streak on Tuesday, jumping 11.77 percent to close at $73.39 apiece as investors cheered news that it successfully renewed its partnership with e-commerce giant Amazon Inc. According to the company, it was able to renew its contract with Amazon for another five years until January 2031, largely on terms in line ...
Amazon Eyes a Big Investment in OpenAI. Is This the Latest Sign of an AI Bubble?
Investopedia· 2025-12-17 16:55
Key Takeaways Amazon is reportedly in talks with OpenAI about investing $10 billion or more in the ChatGPT maker. The deal is also expected to see OpenAI use Amazon AI chips.Earlier this year, OpenAI agreed to buy $38 billion in cloud computing capacity from Amazon Web Services over the next several years. Amazon (AMZN) could be set to unveil an investment of $10 billion or more in ChatGPT maker OpenAI. The companies are in talks for a deal that would see OpenAI buy some of Amazon's custom AI chips, an ...
Options Corner: AMZN Underperforms Mag 7
Youtube· 2025-12-17 16:30
Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead a market technician. All right, so Amazon's been the underperformer within the Mag 7.What trends do you notice. >> Yes, exactly. I mean, they now has the dubious distinction of being the Mag 7's worst performer year to date.Uh Google, Tesla, and Vidia are the top three, by the way. But Amazon only up about 1% versus the S&P up almost 16% on the year and the Mag 7 group up about 19% or so. When we also look at uh A ...
The high cost of the AI build-out, plus volatility in the AI trade
Youtube· 2025-12-17 16:02
Welcome to Morning Brief presented by Robin Hood, the home to commission free [music] trading. I'm Julie Hyman. Here's what we're watching today.First up, OpenAI is in talks to [music] raise $10 billion from Amazon. We'll have more on that report and what Amazon seeks to gain from that deal. Plus, as Micron prepares [music] to deliver its earnings after the bell, we'll break down the true cost of the artificial intelligence [music] buildout.And oil prices rebound after President Trump issues a complete bloc ...
Premarket Movers: Amazon is Gaining Momentum
Yahoo Finance· 2025-12-17 15:01
LALAKA / Shutterstock.com Quick Read Amazon is surging on news that OpenAI is in talks with the e-commerce giant about an investment that could exceed $10 billion. After gapping lower on AI data center spending fears, Oracle appears to have caught strong support at $188.65. Micron, which is expected to post earnings after the bell tonight, received a buy rating from analysts at Needham. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans ...
3 Reasons Why Amazon Stock May Be Poised for Gains in 2026
Yahoo Finance· 2025-12-17 14:51
Amazon (AMZN) stock has struggled to keep pace with the broader market in 2025, trailing most of its large technology peers. Shares are only modestly higher for the year, up about 2% in a sharp contrast to the strong gains posted by the S&P 500 Index ($SPX). Despite Amazon’s muted share price performance, the company’s underlying fundamentals remain strong and are gaining momentum. Its core business segments are expanding at a healthy pace, setting the stage for a notable increase in its stock price in 20 ...
亚马逊:云计算时代结束,欢迎来到买方市场?
美股研究社· 2025-12-17 14:47
分析师将这一轮需求拆解为两大组成部分: 【如需和我们交流可扫码添加进社群】 人 工 智 能 算 力 需 求 爆 发 的 始 末 首先,让我们把时间拉回 2023 年,也就是人工智能热潮的起点。彼时,人工智能作为云计算 领域的全新应用场景,催生了该行业的爆发式增长,而当时科技巨头们的算力储备,根本不足 以满足激增的市场需求。 第一,随着人工智能技术的问世,数千家企业纷纷开始开发面向智能设备的新应用,同时对现 有应用进行人工智能化改造。 想必你也注意到,过去几年里,应用商店(App Store 和谷歌 应用商店)中涌现出了大量新应用。而这些应用的运行,正是云计算需求的核心来源。这些企 业基本不会自建数据中心,而是选择在云计算市场租赁算力。 从财报数据来看,亚马逊(Amazon, AMZN)的表现可圈可点。人工智能热潮持续发酵,上 季度云计算业务增速加快,同比增幅达到 20%;营收与利润双双创下历史新高。 更需注意的是,人工智能技术的应用本身,就需要消耗海量的内存与算力资源。 目前,公司市值达 2.4 万亿美元,市盈率略高于 32 倍。整体而言,财报数据表现优异,展现 出一家健康成长的企业面貌。但问题在于,所有财务 ...
特朗普将发表全国讲话 或面试美联储主席候选人沃勒
Zhi Tong Cai Jing· 2025-12-17 14:45
2. 截至发稿,德国DAX指数跌0.01%,英国富时100指数涨1.63%,法国CAC40指数跌0.15%,欧洲斯托克50指数涨0.12%。 | ■ 德国DAX30 | 24,085.32 | 24.193.82 | 24,037.46 | -2.01 | -0.01% | 20:37:38 0 | | --- | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,843.10 | 9,854.35 | 9,744.40 | +158.31 | +1.63% | 20:37:31 0 | | 法国CAC40 | 8.093.79 | 8,136.07 | 8,079.72 | -12.37 | -0.15% | 20:37:30 0 | | □ 欧洲斯托克50 | 5,724.56 | 5,746.06 | 5,715.95 | +6.73 | +0.12% | 20:37:18 0 | 3. 截至发稿,WTI原油涨1.74%,报56.09美元/桶。布伦特原油涨1.63%,报59.88美元/桶。 盘前市场动向 1.12月17日(周三)美股盘前,美股三大股指 ...
新锐品牌出海:找准缝隙市场,借力渠道轻装上阵
晚点LatePost· 2025-12-17 14:39
Core Insights - The article discusses the shift in Chinese companies' overseas strategy from merely selling products to building recognizable brands, focusing on understanding consumer needs and creating innovative products [2][3]. Group 1: Brand Building and Market Entry - Chinese companies are transitioning from being mere executors in the global industry to defining product standards and experiences, establishing strong brand identities in overseas markets [2][3]. - New brands are successfully identifying and addressing unmet niche demands, allowing them to gain a foothold in markets often overlooked by traditional giants [3][4]. - The lightweight model of "product + platform" enables brands to quickly validate market demand and build trust, facilitating rapid growth in their first year abroad [3][4]. Group 2: Case Study of Valerion - Valerion, a high-end sub-brand of AWOL Vision, capitalizes on the growing trend of home cinema by offering a user-friendly product that simplifies setup and reduces costs compared to traditional systems [4][5]. - The brand utilized crowdfunding on Kickstarter to establish initial trust and gather feedback, raising over $10.92 million in 45 days, setting a record for the projection category [5][6]. - Valerion's strategy includes leveraging Amazon as a key channel for scaling operations, benefiting from its established trust and customer service infrastructure [6][7]. Group 3: Challenges and Strategies - New brands face the challenge of expanding from niche markets to mainstream consumers while maintaining close communication and high service standards [6][7]. - To address high customer expectations for service and fulfillment, brands are increasingly relying on established platforms like Amazon to handle logistics and customer service, allowing them to focus on product innovation [6][7]. - The article highlights that even with dispersed brand recognition across channels, Amazon's shopping assurance remains crucial for converting high-ticket items [7][8]. Group 4: Market Trends and Future Outlook - The article notes a significant increase in the number of Chinese sellers on Amazon achieving substantial sales figures, with growth rates exceeding 20% for sellers reaching $2 million to $8 million in sales by 2025 [8][9]. - The shift towards brand building is essential for long-term sustainability, as low-cost products struggle to retain customer loyalty and profitability [9][10]. - Amazon's evolving support for brands that demonstrate product iteration capabilities reflects a market trend towards rapid innovation and consumer engagement [10][11]. Group 5: Conclusion - The article concludes that successful overseas expansion now hinges on a brand's ability to define products, reach consumers directly, and continuously iterate, with technological advancements opening new market opportunities [11][12].
Amazon may tie $10B OpenAI investment to its AI chips
Proactiveinvestors NA· 2025-12-17 14:39
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]