BREAKING: Tech Futures Rally On Amazon, Apple Amazon (AMZN) stock surged Friday after the tech behemoth reported stronger-than-expected third-quarter results. A strong quarter for Amazon's cloud business helped answer a major concern from investors about the company falling behind in the race to offer AI computing power. Amazon said late Thursday that it earned an adjusted $1.95 per share for the September-ended quarter, up 33% from a year earlier.That easily beat the $1.57 that analysts polled by FactSet w ...

亚马逊公布第三季度业绩超出市场预期，得益于AWS增速加快至20%，创三年来最大涨幅，推动股价盘后一度大涨14%。该公司正全力加码AI基础设施建设，预计2025年的资本支 出约为1250亿美元，高于分析师预测的1187.6亿美元，2026年的资本支出还会进一步增加。该公司还表示，已通过110亿美元的"雷尼尔计划"强化与Anthropic的合作，自研AI芯片 供不应求 硬·AI 净销售额： 第三季度净销售额增长13%，达到1,802亿美元，高于2024年第三季度的1,589亿美元以及分析师预期的1778.2亿美元。如果不考虑全年汇率变动带来的15 亿美元利好影响，同比增长为12%。 营业利润： 第三季度营业利润为174亿美元，与2024年第三季度的174亿美元持平。2025年第三季度的营业利润包含两项特别支出——与联邦贸易委员会（FTC）法 律和解相关的25亿美元支出，以及主要与计划裁撤岗位相关的18亿美元预计遣散费用。如果不计入这些支出，营业利润将达到217亿美元。 作者 | 赵雨荷 编辑 | 硬 AI 亚马逊周三盘后公布财报显示，该公司第三季度业绩超出分析师预期，其中云业务创下三年来最大增幅，推动该公司股价盘 ...

Amazon.com Inc's (NASDAQ:AMZN) latest reorganization isn't a cost-cutting move — it's a cultural reset. CEO Andy Jassy wants to make Amazon "the world's largest startup," he said while responding to analyst questions on the third-quarter earnings call.Track AMZN stock here.Not About AI, Not About Costs"The announcement that we made a few days ago was not really financially driven and it's not even really AI driven, not right now at least," Jassy said. "It really, it's culture."Jassy admitted that Amazon's e ...

(本文来自第一财经) 道指涨0.07%，标普500指数涨0.72%，纳指涨1.5%。亚马逊涨超12%，公司第三季度业绩超预期；苹果 涨2%，股价创新高。 ...

Core Insights - Enterprises across the U.S. are collaborating with AWS and its partners to enhance cloud modernization and rapidly expand their AI usage [1] Group 1 - The report highlights the increasing trend of U.S. enterprises working with AWS to modernize their cloud infrastructure [1] - There is a significant focus on scaling AI capabilities within these organizations, indicating a shift towards more advanced technological solutions [1]

Core Insights - The technology sector is experiencing a confidence boost, driven by strong earnings from major companies like Amazon and Apple [1][2] - There is a noticeable sector rotation occurring, with investors shifting focus from technology to financial and pharmaceutical sectors [3] - The market is still processing the implications of the recent Federal Reserve meeting, particularly regarding potential rate cuts [3] Company Performance - Amazon reported strong earnings, significantly aided by its AWS segment, which exceeded expectations [1][4] - Apple also surpassed expectations with iPhone sales, contributing positively to market sentiment [1] - Alphabet achieved a 2.5% gain due to robust performance in advertising and cloud services, reporting quarterly earnings of $100 billion [2] - META Platforms faced a decline of over 11% due to rising expenses and a one-time tax charge of $16 billion [2] - Chipotle Mexican Grill saw an 18.2% drop, attributed to struggles with the 25–34-year-old customer demographic and a lowered yearly outlook [2] - Exxon Mobil Corporation's earnings slightly missed expectations, continuing a year-over-year decline due to lower crude oil prices [2] - Chevron Corporation's earnings also fell year-over-year but exceeded estimates, resulting in a mostly unchanged stock price [2] Market Trends - Investor expectations are shifting, with a rotation from a heavily weighted tech sector to financial and pharmaceutical sectors [3] - A fragile "trade truce" between the US and China is being monitored, as it raises concerns within the investing community [3] - The probabilities of a December rate cut are evolving, influenced by comments from the Federal Reserve [3]

Man GLG holds $811.49 million worth of Amazon.com, Inc. (NASDAQ:AMZN) stock, representing 1.55% of its 13-F portfolio as of Q2 2025. The company is one of Man GLG’s list of 10 stock picks with the highest upside potential. Morgan Stanley Remains Bullish on Amazon.com (AMZN), Cites Growing Investment in Robotic and AI-Powered Fulfillment Centers christian-wiediger-rymh7EZPqRs-unsplash On October 22, 2025, Morgan Stanley reiterated its “Outperform” rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $300 pric ...

Core Insights - Nvidia shares experienced an increase in trading due to significant investments in artificial intelligence from Amazon.com and new partnerships with major South Korean companies [1] Group 1: Company Developments - Amazon.com has initiated a new wave of investments in artificial intelligence, positively impacting Nvidia's stock performance [1] - Nvidia has secured multiple new deals with prominent South Korean companies, further enhancing its market position [1] Group 2: Market Reaction - The combination of Amazon's investments and the new partnerships has led to a notable rise in Nvidia's share price during trading on Friday [1]

Group 1 - Amazon and Apple's strong earnings reports boosted market sentiment, leading to a rise in major global stock markets [1] - The S&P 500 futures rose by 0.7%, while the Nasdaq 100 futures increased by over 1.2%, indicating positive investor sentiment following the earnings reports [2] - Major technology companies are heavily investing in AI driven by data center servers, although there are concerns about whether these investments will yield returns [2] Group 2 - The Nasdaq index rose by 1.5%, while the Dow Jones increased by 0.2% and the S&P 500 gained 0.8% [5] - Amazon shares surged approximately 12%, while Apple and Netflix rose about 2% each, reflecting strong performance in the tech sector [5] - The Nikkei 225 index saw a peak increase of 2.1%, and the KOSPI rose by 0.7%, indicating positive trends in Asian markets [5]

周五，亚马逊(AMZN.US)开盘大涨超12%，创历史新高，市值骤增近3000亿美元，达到2.66万亿美元。 消息面上，得益于云业务的强劲表现，亚马逊2025年第三季度业绩超出市场预期。财报显示，亚马逊 Q3净销售额同比增长13%至1802亿美元，好于分析师平均预期的1778亿美元。按部门划分，AWS(亚马 逊云服务)部门销售额同比增长20%至330亿美元，创下2022年以来的最大增幅，同比增速及销售额分别 高于分析师平均预期的18%及324亿美元。净利润为212亿美元，较上年同期增长39%;摊薄后的每股收益 为1.95美元，好于分析师平均预期的1.57美元。 展望未来，亚马逊预计，第四季度净销售额将在2060亿美元至2130亿美元之间，即同比增长10%至13%; 预计营业利润将在210亿美元至260亿美元之间，上年同期营业利润为212亿美元。 标普全球分析师Melissa Otto表示，亚马逊云业务和核心零售业务的强劲表现，可能让投资者放松对该 公司"在AI泡沫中投入过多"的担忧。我们看到AWS业务表现非常出色的有力证据。这并不像泡沫，而 更像是所有引擎都在满负荷运转的健康业务。 ...