This shifting jobs picture is just one of the changes in the markets that has led our next guest to downgrade his view on equities. Joining us now is Warren Pies from 314 Research. So Warren, uh it's great to have you.I know you've been kind of on this idea that AI exposed jobs performed worse than than other types of jobs. So do you think that's kind of filtering into the way the markets assessing the macro outlook. >> Oh, most definitely.Um, you know, I think it's we're at a turning point right now and an ...

Core Insights - Amazon has announced a strategic partnership with OpenAI, involving an investment of up to $50 billion, indicating a deepening relationship between the two companies [1] - OpenAI will utilize more Amazon Web Services (AWS) infrastructure, committing to deploy 2 gigawatts of Amazon's Trainium AI chips for its new enterprise platform, Frontier [1] Group 1: Partnership Details - The partnership signifies a notable shift for Amazon, which has previously invested billions into OpenAI's competitor, Anthropic, since 2023 [2] - Amazon has established a strong relationship with Anthropic, relying on its Claude models for AI products like shopping aide Rufus and Alexa+ [3] - Despite the new partnership with OpenAI, Amazon's CEO stated that the relationship with Anthropic will remain strong and both companies will continue to have multiple partnerships [3] Group 2: Financial Commitments - OpenAI is set to spend $100 billion on AWS over the next eight years, expanding its previous $38 billion agreement from last November [4] - The partnership was announced alongside OpenAI's broader $110 billion funding round, which includes $30 billion from Nvidia and $30 billion from SoftBank [4] Group 3: Competitive Landscape - OpenAI is diversifying its partnerships beyond its long-standing relationship with Microsoft, Amazon's main cloud computing competitor [5] - Microsoft has invested over $13 billion in OpenAI since 2019 and also invested $5 billion in Anthropic last November [5] - Both OpenAI and Microsoft reaffirmed that their partnership remains strong and central, with Microsoft maintaining exclusive licenses and access to OpenAI's intellectual property [5]

Core Insights - The company experienced a decline in financial performance for the 12 months of 2025 compared to 2024, with significant decreases in revenue, gross profit, operating profit, and net profit. Financial Performance - Revenue for 2025 was €55,466 thousand, down 4.5% from €58,070 thousand in 2024 [2] - Gross profit decreased by 14.6% to €29,262 thousand from €34,278 thousand [2] - Operating profit fell by 39.5% to €10,435 thousand compared to €17,248 thousand in the previous year [3] - EBITDA also saw a decline of 31.7%, amounting to €13,878 thousand [3] - Net profit for the period was €10,034 thousand, a decrease of 26.6% from €13,673 thousand [4] Margin Analysis - Gross profit margin decreased to 52.8% in 2025 from 59.0% in 2024, a change of -10.5% [2] - Operating profit margin dropped to 18.8% from 29.7%, reflecting a decrease of 36.7% [3] - EBITDA margin fell to 25.0% from 35.0%, a decline of 28.6% [3] - Net profit margin attributable to equity holders decreased to 16.6% from 21.3% [4] Financial Position - Total assets increased by 11.1% to €93,847 thousand as of December 31, 2025, compared to €84,489 thousand in 2024 [5] - Total equity attributable to equity holders rose by 16.3% to €76,768 thousand from €65,993 thousand [6] - Cash and cash equivalents decreased by 13.6% to €6,639 thousand from €7,683 thousand [10] Investments - The company invested €805 thousand in property, plant, and equipment during 2025, down from €942 thousand in 2024 [7] Personnel - As of December 31, 2025, the company employed 1,639 employees, a slight decrease from 1,655 in 2024 [8] Salaries and Taxes - Total salaries and related taxes for 2025 amounted to €15,799 thousand, an increase from €14,155 thousand in 2024 [9]

Oil prices turned higher Friday after nuclear negotiations between the U.S. and Iran stalled. Pakistan, Afghanistan go to war. ...

Welcome in Dan Ies on what's been Nvidia's no good very bad week despite an earnings report that wowed the street once again including you personally and the way you covered this company couldn't throw any stones at this report yet what gives with this bad week for this stock and what does it mean then for how it might trade in the month ahead >> yeah Scott I mean it's a stunner the way that this thing's traded here uh you know I'd expect this is a stock that actually be 210 215 look this is if you From a r ...

Core Viewpoint - Rowley Law PLLC is investigating potential securities law violations related to the proposed acquisition of NCR Atleos Corporation by The Brink's Company, which is valued at approximately $6.6 billion [1]. Group 1: Acquisition Details - The proposed acquisition involves stockholders of NCR Atleos receiving $30.00 in cash and 0.1574 shares of Brink's common stock for each share of NCR Atleos stock held [1]. - The transaction is expected to close in the first quarter of 2027 [1]. Group 2: Legal Investigation - Rowley Law PLLC is looking into the actions of NCR Atleos Corporation and its board of directors concerning the acquisition [1]. - The firm represents stockholders nationwide in class actions and derivative lawsuits in complex corporate litigation [1].

Welcome back to Market on Close. I'm Sam Bis at the New York Stock Exchange. So, we've got some final thoughts on today's session and really the week because we started the week with Markets on Edge about a thought piece written by Catrini which laid out a scenario where AI could lead to unemployment at 10% and a sharp draw down in the S&P 500.Now, while some came out and said that this was fear-mongering, fast forward to the end of the week today and the market is now questioning whether that essay is star ...

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Warner Bros. Discovery CEO David Zaslav told rattled staffers that the company’s abrupt pivot to a Paramount Skydance tie-up felt “whiplash-y” — while insisting the media giant had no choice but to bulk up or risk getting steamrolled.“For even us, the speed — it feels a little whiplash-y,” Zaslav said during a Friday morning town hall, adding that executives were still “getting our bearings.” His comments were first reported by Business Insider after the town hall meeting was leaked. Still, he struck an upb ...

Core Viewpoint - Netflix's decision to walk away from the acquisition of Warner Bros. Discovery is seen as a strategic move that could benefit the company and its investors, especially with the $2.8 billion breakup fee it will receive from Paramount [1]. Group 1: Acquisition Decision - Netflix's withdrawal from the Warner Bros. acquisition was influenced by Paramount's superior bid, which Netflix deemed too expensive [1]. - The decision to not pursue the acquisition allows Netflix to maintain a strong balance sheet, avoiding significant debt that would have come with the deal [1]. - Analysts believe that Netflix made the right choice, as it was overpaying for assets it did not need, given its strong business fundamentals [1]. Group 2: Financial Implications - The $2.8 billion breakup fee from Paramount is expected to positively impact Netflix's financial outlook, with analysts considering raising the fair value estimate for Netflix from $79 to $80 [1]. - The potential for the sell-side to reassess Netflix's stock favorably exists, especially if the company outlines clear plans for the use of the breakup fee [1]. Group 3: Investment Opportunity - With the uncertainty surrounding the Warner Bros. deal removed, there is potential for Netflix's stock to regain value, presenting an opportunity for investors in the Direxion Daily NFLX Bull 2X Shares (NFXL) ETF [1]. - NFXL is designed to deliver 200% of the daily performance of communication services stocks, making it an attractive option for traders following Netflix's recent developments [1].