Core Insights - Amazon shares experienced a nearly 12% increase in premarket trading, driven by strong growth in its cloud unit and a positive sales outlook [1] Company Performance - The growth in Amazon's cloud unit has alleviated concerns regarding its competitive position in the AI sector [1] Market Reaction - The significant rise in Amazon's stock price reflects investor confidence following the announcement of robust performance metrics [1]

Core Insights - The earnings reports from Apple and Amazon have generated positive reactions from investors, indicating strong performance in the tech sector [1] Group 1: Apple - Apple reported a revenue of $94.8 billion for the last quarter, marking a 2% increase year-over-year [1] - The company's net income reached $20.7 billion, reflecting a 3% growth compared to the previous year [1] - iPhone sales contributed significantly, with revenue hitting $51.3 billion, a 1% increase from the same quarter last year [1] Group 2: Amazon - Amazon's revenue for the last quarter was $143.1 billion, showing a 9% increase year-over-year [1] - The company's net income surged to $6.7 billion, a substantial rise from the previous year's $3.2 billion [1] - Amazon Web Services (AWS) generated $24.5 billion in revenue, representing a 12% growth compared to the same period last year [1]

摩根大通：将亚马逊(AMZN.US)目标股价从265美元上调至305美元。 ...

亚马逊和苹果强劲的盈利报告提振了市场情绪，全球主要股市多数上涨。 10月31日，美股指数期货集体走高，亚股涨跌不一。美元指数、美债基本持平，现货黄金下跌，加密货币多数下跌。 MLIV亚洲团队负责人加菲尔德·雷诺兹分析称：最新公布的财报似乎进一步缓解了人们对泡沫的担忧。人工智能热潮依然强劲，并且正在迅速扩 展到美国以外的地区。本周，伴随着贸易谈判，市场波动剧烈，但投资者仍在人工智能领域寻找全球股市的动向信号。 美股期指走高，标普500期货涨0.7%，纳斯达克100期货涨超1.2%，道琼斯期货涨0.1%。Meta、微软等大型科技公司业绩报告不及市场预期，美东 时间周四大型科技股遭遇重挫。盘后苹果和亚马逊的强劲业绩报告提振了市场情绪。 大型科技公司正押注于由数据中心的服务器驱动的人工智能，投入日益增长，金额巨大。市场对人工智能领域的巨额投资能否带来回报仍存疑 虑。Miller Tabak 的Matt Maley表示： "这一切并不意味着人工智能泡沫即将破裂，也不意味着股市即将迎来重大逆转。然而，这确实增加了短期回调的可能性。" 美股盘前，苹果涨约3%，服务力挺苹果上季营收创同期新高。CEO称，四季度将是苹果业绩最佳 ...

Core Viewpoint - The U.S. tech sector, represented by the "Magnificent Seven," experienced a pre-market rally, with significant gains in major companies [1] Group 1: Company Performance - Amazon saw a notable increase of 12% [1] - Apple experienced a rise of 2% [1] - Meta, Nvidia, and Alphabet (Google A) each rose by 1% [1] - Tesla increased by 0.9% [1] - Microsoft had a modest gain of 0.2% [1]

CONCLUDED Stock Market News From Oct. 31, 2025: S&P 500 Rises as Amazon, Apple Earnings Boost Sentiment Last Updated: 13 hours ago Stock Futures Rise as Amazon, Apple Earnings Reignite Tech Rally Topics Memberships Subscribe to Barron's Tools Customer Service By George Glover Stock futures were rising early on Friday, after a solid batch of earnings reinforced hopes that the tech rally that has powered the broader market higher for much of 2025 can roll on. Futures tracking the Dow Jones Industrial Average ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Amazon’s latest results, announced Thursday (Oct. 30th) after the bell, gave investors and analysts a snapshot of how AI is powering and fine-tuning everything from eCommerce to enterprise customers operations.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .And the company is making headway in its grocery efforts as well, management said d ...

杰富瑞：将亚马逊(AMZN.US)目标股价从265美元上调至275美元。 ...

Core Insights - Amazon's AWS growth rate has reached its highest level since 2022, with a year-on-year growth rate of 20.2%, achieving an annualized run rate of $132 billion [1] - The backlog of unfulfilled contracts has reached $200 billion, not including several new contracts expected to be announced in October, which exceed the total transactions of the third quarter [1] - AWS continues to lead the market with a diverse range of services and rapid innovation, recognized as a leader by Gartner for 15 consecutive years [1] AWS Capacity and AI Investments - AWS's power capacity has doubled compared to 2022 levels and is expected to double again by 2027, with at least 1 gigawatt planned for the fourth quarter [2] - The Trainium2 chip business has seen a 150% quarter-on-quarter growth, with significant collaboration with companies like Nvidia, AMD, and Intel [2] - The company is investing heavily in AI, anticipating strong capital returns in the long term, while also enhancing its logistics network to support business growth [2] Trainium Chip Development - Trainium2 has a limited but large customer base, with a price-performance advantage of 30% to 40% over alternatives, driving demand [4] - Trainium3 is expected to be previewed by the end of this year, with mass production anticipated in early 2026, generating interest from both large and medium-sized customers [4] - The success of projects like Rainier, which utilizes Trainium2, is expected to enhance the credibility of Trainium chips among customers [6] Grocery Business Expansion - Amazon's grocery business has surpassed $100 billion in total merchandise sales over the past 12 months, positioning it among the top three grocery retailers in the U.S. [7] - The company is expanding its fresh grocery delivery service, which has already reached 1,000 cities and is expected to grow to 2,300 by the end of the year [7] - The focus is on changing consumer habits towards same-day delivery for fresh items, indicating significant potential in this area [7] Automation and Robotics - Amazon has over 1 million robots in its fulfillment network, with plans for further innovation and investment in robotics to enhance safety and productivity [8] - The company aims to create a collaborative fulfillment network where robots and humans work together, optimizing costs and improving customer experience [8] Advertising Growth - Amazon's advertising business has seen significant growth, with a comprehensive solution that includes brand awareness and sales conversion strategies [12] - The demand-side platform (DSP) has rapidly expanded, with improvements based on customer feedback, positioning it as a robust advertising tool [12] - Video advertising is also identified as a key growth area, contributing substantial revenue despite being in its early stages [12]