伯克希尔·哈撒韦公司减持亚马逊股份7,724,000股，至2,276,000股。 来源：滚动播报 ...

A quarterly regulatory filing disclosed increased stakes in Google and Amazon as of the end of December. ...

Core Insights - Amazon has discontinued its Blue Jay warehouse robot just a few months after its launch, indicating challenges in developing effective and cost-efficient AI robotics technology [1][2][9] - The core technology of Blue Jay will be integrated into other initiatives within Amazon's warehouse network, as the company continues to explore various robotics projects [3][10] Robotics Development Challenges - The development of AI robotics technology faces significant hurdles in the physical realm, particularly in acquiring useful training data and managing real-world operational challenges [2] - Blue Jay was developed rapidly in just over a year, leveraging AI advancements, but ultimately faced issues related to high costs, manufacturing complexity, and implementation difficulties [8][9] Future Robotics Initiatives - Amazon is transitioning from the Blue Jay system to a new modular warehouse system called "Orbital," which is designed to be more flexible and easier to deploy compared to the previous "Local Vending Machine" system [12][13] - The Orbital system is expected to support smaller same-day delivery warehouses and potentially be used as a micro-fulfillment solution in Whole Foods stores, focusing on handling chilled products [14][13] - The rollout of the Orbital system is projected to take time, with the first warehouse not expected to open until 2027 [15]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Safran SA ( SAFRF , SAFRY ), a key supplier in the commercial aviation and defense sectors, rallied 13.6% since my last report , outperforming the S&P 500’s 1.3% gain. The company reported its full-year earnings in February along with an update toD ...

(Bloomberg) -- The market for AI-powered robots and autonomous machines has the potential to balloon into a trillion-dollar opportunity by 2035, orders of magnitude bigger than it is now, according to a team of Barclays analysts. Autonomous vehicles, which are already relatively advanced, will lead the way, followed by drones and then more complicated general-purpose humanoid robots, the analysts wrote in a report Tuesday titled “The Decade of the Robot.”  “Advances in brains, brawn and batteries are pushin ...

US stock market crashes today: Dow drops 114 points, S&P 500 and Nasdaq fall - The US stock market slipped Tuesday, with the Dow Jones Industrial Average falling 114.78 points to 49,386.15, the S&P 500 dropping 16.85 points to 6,819.32, and the Nasdaq Composite declining 78.52 points to 22,468.15. The losses came after a break for Presidents Day and marked continued weakness, with the Dow and S&P 500 now down in four of the past five weeks. Fresh concerns about artificial intelligence disrupting major indus ...

Core Insights - Amazon and Alibaba are the two largest players in e-commerce and cloud computing, both investing heavily in AI and cloud infrastructure, making a comparison relevant for investors [1] Group 1: Amazon (AMZN) Overview - Amazon's Q4 2025 results showed net sales of $213.4 billion, a 14% year-over-year increase, driven by strong performance in North America, International, and AWS [2] - AWS reported a 24% revenue growth, its fastest in 13 quarters, with an annualized run rate of approximately $142 billion and a backlog of $244 billion, indicating strong demand [3] - Amazon's capital expenditures for 2026 are projected at $200 billion, primarily for AWS and AI infrastructure, reflecting confidence in long-term returns [4] Group 2: Alibaba (BABA) Overview - Alibaba's Q2 fiscal 2026 revenues reached RMB 247.8 billion, a modest 5% year-over-year increase, while non-GAAP diluted earnings fell 71% due to heavy investments [5] - The Cloud Intelligence Group achieved 34% revenue growth, with AI-related products showing triple-digit gains for nine consecutive quarters, but faces challenges from U.S. chip export restrictions [6] - Alibaba's quick commerce business grew revenues by 60%, but incurred significant losses, leading to a RMB 21.8 billion free cash flow outflow [8] Group 3: Valuation and Performance Comparison - Alibaba's stock increased by 28.3% over the last six months, outperforming Amazon's 14.1% decline, but this is attributed to recovery rather than fundamental strength [10] - Alibaba's price-to-sales ratio is 2.29x, significantly lower than Amazon's 2.61x, reflecting Amazon's superior market position and predictable cash flows [14] - Amazon's premium valuation is justified by its stronger growth prospects, lower regulatory risks, and better forward guidance compared to Alibaba [17]

Good Tuesday morning and welcome to opening bid live from Yahoo Finance's New York City headquarters. I'm Yao Fines executive editor Brian Sazi. It's always a little tricky the day after holiday for investors.You don't know if the same narrative that drove stocks preh holiday will hold into the new week. For example, last week everyone still hated software stocks. But will this week uh bring out the bottom fissurers in these obliterated names.Who knows. But the continued weakness in shares of AI King Nvidia ...

Core Viewpoint - Amazon's stock is experiencing significant volatility, with a potential tenth consecutive day of losses, raising concerns among investors about its future performance and spending strategies, particularly in artificial intelligence [1][2]. Group 1: Stock Performance - Amazon shares have lost approximately 18% of their value since February 2, resulting in a market valuation decrease of about $450 billion [2]. - The current nine-day decline is the worst streak for Amazon since 2006, and if the stock closes in the red, it will tie the company's longest record of daily losses from 1997 [1]. Group 2: Investor Sentiment - The recent selling pressure on Amazon's stock is linked to the company's fourth-quarter earnings report, which has led investors to question the effectiveness of its artificial intelligence spending plans [2].

Core Insights - AWS generated $128 billion in revenue for Amazon in the last year, contributing 56% of Amazon's $80 billion operating income, while Amazon's e-commerce business grew at 8% compared to AWS's 20% growth [1] - AWS holds a 29% market share in the cloud computing sector, with Microsoft Azure at 23% [1] - Valuation estimates suggest AWS could be worth between $2.6 trillion and $5.4 trillion, depending on its classification as an AI pure-play [1] - Amazon's e-commerce business could be valued at approximately $2.4 trillion based on revenue-to-market-capitalization ratios [1] - The combined valuation of AWS and Amazon's e-commerce business could exceed $5 trillion, surpassing Nvidia's market capitalization [1] - There is a growing argument for separating AWS and Amazon into distinct public companies due to their diverging business models and financial metrics [1]