Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the company’s CapEx forecast, as he stated: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said… Amazon said, hold my beer and projected $200 billion in CapEx this year when Wall Street was only looking for $146.6 billion… As for Amazon, I believe in manageme ...

2026.02. 10 本文字数：2009，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 有报道称，美国计划在下一轮芯片关税中豁免亚马逊、谷歌和微软等美国科技巨头，原因是这些企业 正竞相建设推动人工智能（AI）热潮的数据中心。知情人士透露，美国商务部计划为美国本土超大规 模企业提供的关税豁免将与台积电（TSMC）的投资承诺挂钩。 哈佛大学肯尼迪政府学院教授福尔曼（Jason Furman）在近期的一场研讨会上对第一财经记者表 示，一方面，特朗普政府以关税威胁为手段，推动更多美国制造业的发展，另一方面，从截至目前的 发展看，特朗普政府取消威胁、增加关税豁免的案例比收紧关税的案例要多。 牛津经济研究院也在近期针对全球商业人士的风险调查报告中发现，尽管存在地缘政治风险的担忧， 但全球商业界对美国贸易政策全球影响的忧虑已有所缓解，总体而言，企业并未察觉全球增长前景出 现明显变化。 分配豁免额度？ 据新华社报道，美国白宫1月14日发布声明说，美国将从15日起对部分进口半导体、半导体制造设 备和衍生品加征25%进口从价关税。根据白宫公布的事实清单，英伟达公司H200芯片和超威半导体 声明称，此次加征关税依据的是《196 ...

Amazon ( AMZN ) is now trading at the cheapest level in 5 years with a rough start to 2026 so far as the stock has fallen around 8% at the time of writingMy name is Andres Veurink and I have been in the financial markets for over a decade at this point, spending the majority of that in a hedge fund here in Rotterdam, working my way up as an analyst. My work relfect rigourious standards as I myself have a very high standard as to what I invest my money in. My preferred sectors to follow are tech, specificall ...

Core Insights - Salesforce Inc. has recently implemented workforce cuts affecting fewer than 1,000 employees across various teams, including marketing, product, and data, although the company has not publicly confirmed these layoffs [1] - The company has appointed six new or promoted executives to lead different business units, replacing five high-profile leaders who have departed since December [2] - The layoffs are part of a broader trend in the tech industry, where many companies are reducing staff while increasing their reliance on artificial intelligence, which is expected to replace some routine jobs [3] Financial Performance and Analyst Outlook - The upcoming earnings report is anticipated on February 25, 2026, with an EPS estimate of $2.69, down from $2.78 year-over-year, and a revenue estimate of $11.18 billion, up from $9.99 billion year-over-year [5][7] - The stock currently holds a Buy Rating with an average price target of $325.24, although it is trading near its 52-week low of $185.73, having decreased by 2.49% to $189.20 in premarket trading [6] - Recent analyst actions include Piper Sandler lowering its target to $280.00, Barclays raising its target to $338.00, and RBC Capital raising its target to $290.00, indicating varying outlooks on the stock's future performance [7] Valuation and Market Position - Salesforce's current P/E ratio stands at 25.9x, indicating a premium valuation compared to peers [7] - The company is rated weak in value (score: 7.28), strong in growth (score: 65.51), and strong in quality (score: 73.45), reflecting a healthy balance sheet despite underperforming in momentum (score: 7.09) [7]

Amazon ( AMZN ) closed Q4’25 in a position of strength with a backlog of $244b for AWS, supporting the firm’s substantial capital budget of $200b for FY26. With AWS continuing to show momentum, inclusive of adoption of its custom silicon, I believe Amazon’s positioning in theMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent ov ...

The December quarter earnings season for “Magnificent 7,” barring Nvidia (NVDA), which reports outside the usual reporting season, is over. Only Meta Platforms (META) saw significant gains following the confessional, while Microsoft (MSFT) and Amazon (AMZN) plunged as markets get wary of tech companies loosening their purse strings for artificial intelligence (AI) capex. Specifically, Amazon almost fell to the $200 price level on Friday, Feb. 6, as markets were spooked by its mixed earnings, which were f ...

Core Insights - The global active optical cable market is projected to grow from USD 562.37 million in 2024 to USD 2,523.05 million by 2033, with a CAGR of 18.15% from 2025 to 2033 [1] - The market is currently valued at over USD 677.58 million, driven by a surge in demand from major technology companies racing to build AI infrastructure [2] Market Dynamics - The active optical cable market has transitioned from steady growth to a "super-cycle," with tech giants like Microsoft, Amazon, and Google driving demand [2] - Sales volumes for AI-related optical cables have increased by 137% in one year, indicating a permanent shift in the market [2] - The industry is moving away from older 10G and 25G cables, focusing on high-speed segments like 400G and 800G cables, which are becoming the new standard [3] Technological Trends - There is a rising demand for "breakout" cables that split high-capacity connections into multiple smaller lanes, optimizing network efficiency [4] - Companies like Broadcom are introducing advanced transceivers and AOC modules for 800G applications, enhancing performance and power efficiency [5] - The market is preparing for 1.6 Terabit cables by late 2025, reflecting the demand for faster data transmission driven by data-intensive applications [6] Growth Projections - The active optical cable sector is expected to grow at 28% through 2030, with the market size nearing USD 19 billion [7] - Growth is fueled by the adoption of higher-speed cables and improvements in power efficiency and customization options [7] Regional Insights - Asia Pacific holds a 35% share of the active optical cable market, driven by manufacturing and consumer demand, particularly in China [10] - India is increasing its data center capacity, projected to exceed 1,800 MW by 2025, supporting local digital initiatives [11] Key Players - Major players in the active optical cable market include 3M, Amphenol, Broadcom, and others, focusing on various applications such as medical imaging and digital signage [14]

Core Viewpoint - Federal Reserve Governor Stephen Miran challenges the prevailing belief that American consumers bear the burden of trade tariffs, suggesting that the actual burden may not be shouldered by Americans as commonly thought [1][2]. Group 1: Tariff Burden Analysis - Miran indicates that the accounting treatment of tariffs may obscure the true burden, as it may appear that a U.S. entity is bearing the cost when it is actually a U.S. subsidiary of a foreign company [2]. - This perspective contradicts the common view among economists that tariffs lead to higher prices for American consumers [2]. Group 2: Economic Impact of Tariffs - Miran believes that many experts are gradually aligning with his view that the impact of tariffs on the economy has been "quite muted" over time [3]. - Federal Reserve Chair Jerome Powell previously stated that tariffs are likely to result in a "one-time" price increase, with the effects on goods prices expected to peak and then decline, assuming no new major tariff increases occur [3].

Earnings Reports - Amazon.com, Inc. reported fourth-quarter net sales of $213.39 billion, reflecting a 14% year-over-year increase, surpassing the Street consensus estimate of $211.30 billion [2] - The company's earnings per share for the fourth quarter were $1.95, which fell short of the Street consensus estimate of $1.97 [2] - Interactive Brokers Group, Inc. reported quarterly earnings of 65 cents per share, exceeding the consensus estimate of 59 cents [4] - Interactive Brokers' quarterly revenue was $1.64 billion, beating the analyst consensus estimate of $1.61 billion and up from $1.39 billion in the same period last year [4] Stock Performance - Horizon Kinetics Inflation Beneficiaries ETF gained 2.2% on Monday [5] - Amazon shares decreased by 0.8%, closing at $208.72 during the session [5] - Transocean Ltd. shares increased by 5.9%, settling at $5.71 on Monday [5] - Interactive Brokers shares rose by 5.1%, closing at $78.42 during the session [5] Investment Picks - Bryn Talkington named Horizon Kinetics Inflation Beneficiaries ETF as her final trade [1] - Stephen Weiss selected Amazon.com, Inc. as his final trade [1] - Jim Lebenthal chose Transocean Ltd. as his final trade [2] - Joe Terranova indicated that Interactive Brokers Group, Inc. is poised to reach a new all-time high [3]

Microsoft Corp. (NASDAQ:MSFT) has seen its fundamental strength reach elite levels, with its quality score on the Benzinga Edge rankings jumping from 79.51 to 90.08 week-on-week.Operational Excellence In An AI Arms RaceImproved quality score—a metric evaluating operational efficiency and financial health—reflects MSFT’s position as a more disciplined spender in the current $700 billion AI infrastructure race.In contrast, peers are seeing their free cash flow trends slide toward negative territory. Amazon re ...