Group 1: Amazon - Amazon shares are lower following mixed quarterly results, with the company raising its full-year spending forecast to $200 billion [1] Group 2: Reddit - Shares of Reddit are higher after the company beat both top and bottom line estimates, providing strong guidance for the start of the year, with stock up by almost 11% [2] Group 3: Roblox - Shares of gaming company Roblox soared after reporting bookings above expectations and a smaller-than-expected loss, with stock up by almost 15% [3] - Roblox also provided first quarter bookings guidance above expectations [3] Group 4: Affirm - Buy now pay later company Affirm reported a 30% increase in sales for the most recent quarter, totaling $1.1 billion, which topped Wall Street expectations [3] - Affirm issued upbeat guidance for the full year [3] Group 5: Coca-Cola - Coca-Cola announced the discontinuation of sales of Minute Maid frozen juice concentrates in the U.S. and Canada, opting to focus on fresh juices preferred by customers [4]

US stock index futures steadied on Friday after a bruising selloff in technology shares earlier in the week, offering tentative signs that the worst of the tech-led rout may be easing. ...

Amazon is a mega-cap company recycling its torrent of cashflows back into a generational opportunity to cement its place at the top of the AI mountain. ...

Core Viewpoint - Big Tech companies have experienced a significant decline in market capitalization, losing over $1 trillion due to concerns over AI spending and capital expenditures [1]. Group 1: Market Performance - Microsoft, Nvidia, Oracle, Meta, Amazon, and Alphabet all saw their shares decline in the week leading up to Thursday's market close, driven by fears surrounding AI spending [1]. - Amazon's shares fell by 7% in premarket trading on Friday, while Alphabet decreased by 0.7%, and Meta remained largely unchanged; Oracle, Nvidia, and Microsoft saw slight increases in the low single-digit percentages [2]. Group 2: Capital Expenditure Plans - Big Tech companies announced plans to invest $660 billion into AI this year, a figure that exceeds the GDP of several countries, including the United Arab Emirates, Singapore, and Israel [2]. Group 3: Industry Sentiment and Volatility - Companies developing hardware for AI are expected to face ongoing volatility as market sentiment shifts, with concerns about capital expenditures related to large language model (LLM) build-outs and the potential for over-expansion of capacity [3]. - Investment director Paul Markham highlighted that questions regarding the extent of capital expenditures and the eventual return on investment will persist in the industry [3].

By Anna Szymanski Feb 6 - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers! The week began with a selloff in some of the world’s oldest sources of value, gold and silver, and has ended with investors reevaluating what businesses will have any value at all in the AI-driven future. This week’s so-called 'software-mageddon' is on track to erase roughly $1 trillion of market capitalization from the S&P 500 softwa ...

Group 1 - The Bitcoin market continues to experience a downturn, indicating ongoing volatility in the cryptocurrency sector [1] - One initial public offering (IPO) has been paused, while three others are proceeding, reflecting mixed sentiments in the IPO market [1] - Hims & Hers has introduced a generic version of the Wegovy pill, which may impact the pharmaceutical industry and weight loss market [1]

亚马逊方面表示，这一成绩的背后，是其在全球智能供应链网络搭建、人工智能深度应用、创新科技如 Prime Air无人机配送等前沿技术领域的持续创新，为亚马逊卖家尤其是跨境卖家开辟了触达全球优质消 费者的高效通道。 在中国，2025年底，亚马逊发布了"下一代跨境链(Next Generation Global Selling)"，并宣布全球首个亚 马逊全球智能枢纽仓(GWD)落户深圳，2026年3月将全面开放。卖家只需将商品在货源地仓库入库，即 可在亚马逊站点上架销售，通过亚马逊全球物流(AGL)进行跨境运输无缝衔接亚马逊物流(FBA)网络， 逐步实现"一个库存池供货全世界"。 记者从亚马逊获悉，2025年亚马逊全球超过130亿件商品实现当日达或次日达，其付费订阅服务Prime会 员配送速度再次刷新纪录。其中，亚马逊美国站超过80亿件商品实现当日达或次日达，相比去年增加超 过30%。欧洲四国英国、德国、法国、西班牙站点超过24亿件商品实现当日达或次日达，新兴站点如巴 西、中东、澳大利亚等实现快速配送的商品同样增长迅速。 据介绍，2025年，中国卖家通过亚马逊全球站点售出数十亿件商品，新上线选品数量较去年同期增长近 ...

Group 1 - The company's payments to the U.S. government were reduced due to breaks for investment and research [1]

“The latest labor figures reiterate that the U.S. jobs market is not firing on all cylinders, a risk the Fed and investors will have to take seriously should further deterioration occur,” said Bret Kenwell at eToro. “Volatility could persist, particularly if near-term uncertainty increases.”A Labor Department report released on Thursday showed that the U.S. JOLTs job openings unexpectedly fell to a 5-1/4-year low of 6.542 million in December, weaker than expectations of 7.200 million. Also, the number of Am ...

21世纪经济报道记者董静怡 美东时间2月5日盘后，亚马逊发布了2025年第四季度财报。 其中，两个关键数字引人关注：核心云业务AWS营收同比增长24%，创下十三个季度以来最快增速；同时，公司宣布将在2026年投入约2000亿 美元用于资本支出，较2025年约1310亿美元的资本支出大幅跃升。 消息公布后，公司盘后股价应声下跌超过11%。 资本市场用脚投票的背后，是投资者对短期利润与长期投入之间平衡的疑虑。亚马逊首席执行官安迪.贾西(Andy Jassy)在财报电话会议上花了 大量时间解释这笔开支的必要性，强调AI带来的需求是真实的、巨大的。 "我们持续看到，新增的AI产能一经部署，就能迅速实现货币化。"安迪.贾西表示，"我们有信心这些投资将产生强劲的投资资本回报率。" 这考验着投资者对亚马逊长期战略的耐心。过去，亚马逊曾通过大规模投资物流网络和云基础设施建立起竞争壁垒，现在，它希望用同样的方 式赢得AI时代。不同的是，这次竞争更激烈，投入更集中，而回报周期可能更长。 AWS增长强劲 整体来看，亚马逊最新季度的财报还算亮眼。 2025年第四季度，亚马逊实现营收2134亿美元，同比增长14%，高于市场预期的211 ...