Core Insights - Amazon's cloud business, AWS, experienced its fastest revenue growth in nearly three years, driven by advancements in artificial intelligence [6][4] - The company is on track to potentially reach a market capitalization of $3 trillion, given its current momentum and performance [2][16] AWS Performance - AWS generated a record $33 billion in revenue during Q3 2025, marking a 20% year-over-year increase, up from 17% in the previous quarter [6] - The growth in AWS is attributed to the adoption of AI technologies and the use of Amazon's proprietary chips, such as Trainium2, which reduced AI training costs by up to 40% [4][5] Financial Metrics - AWS accounted for 18% of Amazon's total revenue of $180 billion in Q3, but contributed 65% of the company's operating income, highlighting its role as a profitability driver [9] - Amazon's earnings per share reached $1.95 in Q3, a 36% increase from the previous year, surpassing Wall Street's estimate of $1.57 [13] Market Position - Amazon's current market capitalization stands at $2.6 trillion, with a potential path to $3 trillion based on projected earnings growth [2][14] - The stock is trading at a price-to-earnings ratio of 35.1, which is comparable to the Nasdaq-100 index's P/E of 34.7, indicating it is fairly valued relative to peers [14] Strategic Initiatives - The company plans to invest $125 billion in AI data center infrastructure by 2025, with a significant order backlog of $200 billion indicating strong demand for AWS services [8] - Efficiency improvements in the e-commerce segment, including the use of over 1 million robots, are aimed at enhancing profit margins [12][10]

Shares of Viasat Inc (NASDAQ:VSAT) rose sharply in pre-market trading after the company reported second-quarter financial results.Viasat posted adjusted earnings of 9 cents per share, beating market estimates of a loss of 62 cents per share. The company's quarterly sales came in at $1.141 billion versus expectations of $1.148 billion.Viasat shares jumped 13.2% to $40.54 in the pre-market trading session.Here are some other stocks moving in pre-market trading.GainersMasonglory Ltd (NASDAQ:MSGY) gained 113.5% ...

I'm always overreacting here to the possibility of an end to the shutdown. So it doesn't seem like this is really such a great catalyst for the size of the moves that we're seeing. Asian markets had a really good session.We had things like The Cosby Rising 3% everywhere you look. You know, it's very a risk on in a way that we don't always see. You've got all of the commodities pushing higher as well.As you were saying, Lizzy, equity futures are up, too. I mean, and the only thing that's changing really is I ...

Berkshire Hathaway stock was just downgraded by equity research analyst Meyer Shields.Warren Buffett is one of the most recognized and celebrated personalities in modern finance. During the past 60 years, he has helped build Berkshire Hathaway (BRK.A +1.14%) (BRK.B +1.30%) into a investment conglomerate spanning various industries -- consumer goods, financial services, infrastructure, energy, and much more.Despite a long-term track record of success, one analyst on Wall Street sees trouble ahead for Berkshi ...

As the U.S. government’s 2025 shutdown stretches into its 41st day, and several federal workers await relief, the Senate backed the funding bill to reopen the government on Monday. The stopgap measure not only funds agencies through January 2026 but reaffirms retroactive compensation for workers sidelined since Oct. 1.Back Pay Process For Furloughed & Essential Federal Workers After ShutdownAt the heart of this process is the Government Employee Fair Treatment Act of 2019 (GEFTA), a bipartisan safeguard ens ...

Pybar, an underground metals mining specialist and a Thiess company, has been awarded a three-year underground mining contract for the rehabilitation and development of the Rosebery Mine in Tasmania. The contract covers underground mining restoration and development services at MMG’s Rosebery Mine, reinforcing Pybar's presence at the polymetallic base metal operation. The company has been operating at the Rosebery Mine since April 2023 under a three-year contract for shotcrete and cemented rockfill (CRF) ...

Core Insights - Rumble, a video-sharing platform and cloud-services provider, is set to enhance its capabilities by acquiring Northern Data's extensive portfolio of graphics-processing-unit products and data center business [1] Company Summary - Rumble will gain access to a large portfolio of graphics-processing-unit products through the acquisition [1] - The deal includes the integration of Northern Data's data center business, which will bolster Rumble's infrastructure [1]

Free Newsletter Get the hottest Fintech Switzerland News once a month in your Inbox US-based private equity firm Thoma Bravo is set to extract around US$1bn from US cybersecurity company Ping Identity through a dividend recapitalisation financed by new syndicated debt, according to Bloomberg.Ping Identity, headquartered in Denver, provides identity security solutions to enterprise clients.The firm is arranging a US$1.8bn broadly syndicated loan to refinance Ping’s existing US$792m private credit facilit ...

There might still be time to get in on the ground floor.There's nothing wrong with investing in well-known, market-leading corporations. Many still have excellent prospects and robust underlying businesses. However, it's also worth considering smaller, little-known companies that could achieve significantly greater prominence in their industries. In fact, these stocks often have even more upside than better-established ones.With that as a backdrop, let's consider two companies in the biotech industry that c ...

Core Viewpoint - Nvidia is expected to report strong Q3 results for fiscal 2026, with projected revenue around $54 billion, reflecting a year-over-year growth of 56% [1][2]. Financial Projections - Nvidia's guidance indicates a revenue estimate close to the consensus Wall Street estimate of approximately $54.8 billion [1]. - Analysts expect adjusted earnings per share of $1.25 for Q3, representing a 54% year-over-year increase [3]. Market Sentiment - Wall Street anticipates significant growth for Nvidia, but merely meeting estimates may not be sufficient for a substantial stock price increase; exceeding expectations is crucial [4]. - Nvidia has a strong track record of beating earnings estimates, having surpassed expectations by an average of 6.5% over the last four quarters [5]. Industry Trends - Major cloud service providers and companies like Meta Platforms are increasing spending on AI infrastructure, which could positively impact Nvidia's performance [6]. - Nvidia's CEO hinted at "very, very significant" forecasts from large customers for the upcoming year, alongside a growing number of AI startups requiring GPUs [8]. Investment Considerations - The current share price reflects significant growth expectations, with a forward price-to-earnings ratio just below 30, suggesting that any results below high expectations could lead to a decline in stock price [11]. - A long-term investment strategy may not necessitate buying shares before the Q3 update, as Nvidia is expected to benefit from the ongoing adoption of AI in the future [12].