Core Insights - Amazon's advertising revenue exceeded US$61 billion in the last 12 months, positioning it as a significant player in the digital ad space, traditionally dominated by companies like Alphabet and Meta [1][3] - The ad business is the fastest-growing segment for Amazon, with revenue projected to reach over US$56 billion in 2024, marking a nearly 20% increase from the previous year [3][5] - Amazon's ads are integrated into search results, making them less intrusive and more effective, as they target consumers who are already in a shopping mindset [7] Advertising Landscape - The shift in advertising budgets is notable, with brands reallocating funds from traditional search and social media to retail media, with Amazon capturing a substantial share [8] - Amazon's growth in ad revenue is outpacing many of its core retail segments, highlighting its potential as a key driver of future growth [5][12] - Competitors like Walmart and Target are also developing their own ad networks, prompting brands to rethink their advertising strategies [9] Competitive Advantages - Amazon's unique advantage lies in its ability to leverage consumer data, allowing for targeted advertising that feels organic and tends to convert better [7] - The company is not only competing with Google and Meta but is also establishing its own rules in the digital advertising space [12] - Future growth opportunities exist in video advertising through platforms like Prime Video and Twitch, as well as advancements in AI for smarter targeting [10]

Core Viewpoint - The integration of AI is expected to fundamentally change every job, leading to both job displacement and the creation of new roles, emphasizing the need for adaptation in the workforce [1][2][12]. Group 1: Impact of AI on Jobs - AI will not necessarily eliminate jobs but will transform them, with some roles disappearing while others emerge [2][3]. - For example, AI can significantly reduce the time required for tasks such as contract review, showcasing its efficiency [4]. - New job categories will arise, including roles focused on training individuals to use AI and managing ethical considerations related to AI deployment [9][10]. Group 2: Adaptation and Skill Development - The workforce must adapt quickly to the changes brought by AI, with an emphasis on learning new skills to remain relevant [14][15]. - Historical patterns of technological innovation suggest that while there may be short-term job losses, long-term job creation is likely [12][13]. - Companies that do not embrace AI technologies risk falling behind in their operational efficiency and competitiveness [17][20]. Group 3: Future Job Landscape - The emergence of AI and robotics will lead to a "job remix," where existing roles are redefined rather than completely eliminated [13][14]. - There is a growing need for specialized roles such as electricians and HVAC specialists to support the infrastructure required for AI and data centers [6]. - The rapid pace of change in technology necessitates a proactive approach to skill acquisition and adaptation in the workforce [16][18].

  Vancouver, British Columbia, September 29, 2025 – TheNewswire - Emergent Metals Corp. (TSXV: EMR, OTC: EGMCF, FRA: EML, BSE: EML, MUN: ELM) (“Emergent” or the “Company”) announces that it has signed a Memorandum of Understanding dated September 29, 2025 (the “MOU”) to sell its Golden Arrow Property (“Golden Arrow” or the “Property”) to Fairchild Gold (TSXV: FAIR) (“Fairchild”).  The Property is an advanced-stage gold and silver exploration property consisting of 17 patented and 494 unpatented mineral cla ...

I see Walmart Inc. (NYSE: WMT ) as a company that has positioned itself better than most in today’s retail world. It continues to gain ground in groceries, expand its online business and build out servicesWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase nar ...

Workforce & Cost Management - A company significantly reduced its workforce by several thousand through attrition [1] - The company may have reduced its workforce too aggressively, potentially reaching a 75% reduction [1] Cruise Industry Performance - Carnival Corporation (CCL) exceeded expectations with earnings of 143 over 30 [2] - Royal Caribbean has performed exceptionally well, defying expectations of being negatively impacted [2] - Cruise ship rooms are considered inexpensive when viewed as hotel rooms [2] Industry Events - Norwegian Cruise Line is celebrating the arrival of its newest ship, the Allora, in New York City [1] - ArcBest, a freight and logistics company, is celebrating its investor day at the NASDAQ [1]

Key Takeaways Walmart's Q2 results highlight international strength, with net sales up 10.5% on a cc basis.China sales rose 30%, fueled by online growth and 455 cloud stores enabling rapid delivery. Walmex posted 4.4% comp sales growth, supported by double-digit e-commerce and festive demand.Walmart Inc.’s (WMT) second-quarter fiscal 2026 results highlighted the growing importance of its international business, which delivered strong sales growth and continued to solidify the company’s overall performance.  ...

During my visit to the US, I couldn't help but visit Walmart (NYSE: WMT ). In Brazil, we have large supermarket chains, such as Carrefour and Assaí ( OTC:ASAIY ), but Walmart is really aEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have no ...

Core Insights - The article highlights 13 tech stocks under $10 that present investment opportunities due to their potential for revenue growth, profit improvement, and market share expansion [2][6] - The current technology market is experiencing a boom, particularly driven by artificial intelligence, although not all AI-related companies are deemed worthy of their high valuations [3][5] - The methodology for selecting these stocks involved screening U.S.-listed tech companies under $10, with additional filters for market capitalization and upside potential [8] Group 1: Market Context - Many tech stocks under $10 are involved in rapidly growing sectors such as software, semiconductors, cybersecurity, and digital services [2] - Tom Lee from Fundstrat noted that the technology market is in a significant boom, with AI creating substantial growth opportunities, but cautioned that some companies may not sustain their high valuations [3] - Comparisons were made to the late 1990s, indicating that current valuations are more reasonable than those seen during that period, with Nvidia trading at approximately 26 times forward earnings compared to Cisco's 60 times at a similar stage in 1998 [4] Group 2: Investment Methodology - The selection process for the best tech stocks under $10 involved screening for companies trading below this price, with a minimum market capitalization of $300 million and an estimated upside potential exceeding 20% [8] - The final list was based on the number of hedge funds holding positions in each stock, indicating a level of confidence from institutional investors [9] Group 3: Featured Companies - **Blaize Holdings Inc. (NASDAQ:BZAI)**: Stock price at $3.90 with a potential upside of 99%. The company announced a partnership with Technology Control Company to enhance AI infrastructure in Saudi Arabia [11][12] - **Ribbon Communications Inc. (NASDAQ:RBBN)**: Stock price at $3.80 with a potential upside of 60%. The company launched an AI-powered automation platform, Acumen, aimed at modernizing network management for telecom operators [15][16]

With the recent decline in interest rates, REITs are coming to the forefront of investors’ attention, especially those with high yields.  However, this cohort may conceal unknown risks. Here, we shine the spotlight on three REITs with yields of at least 6.5%: AIMS APAC REIT (AIMS), Capitaland China Trust (CLCT), and United Hampshire US REIT (UHREIT). AIMS APAC REIT: Singapore Industrial / Logistics Exposure AIMS APAC REIT (SGX: O5RU) invests in industrial, logistics and business park properties mainly in Si ...

Economic Overview - Stagflation is characterized by weak or negative growth, high unemployment, and high inflation, with current conditions suggesting a lowercase stagflation rather than the severe type seen in the 1970s [1][2][11] - Economic growth is measured by GDP, while GNI and CPI are also important indicators to watch [3][4][5] - Current inflation metrics show PCE in the high twos and GDP growth remains strong, indicating that the economy is not in a severe stagflation scenario [7][8] Market Trends - Precious metals have seen significant price increases, with gold up over 40% and silver approaching 60% this year, driven by elevated inflation and interest rate cuts by the Federal Reserve [8][9] - The stock market is experiencing volatility, with September historically being a weak month for stocks, yet many strategists believe there is still potential for growth [12][14] Investment Opportunities - Small-cap stocks are highlighted as having a unique opportunity due to their low valuation relative to large caps, with expectations of significant outperformance in the coming years [17][20] - Energy sector stocks are also noted for their potential, particularly in the context of rising demand for natural gas and data centers, with Comstock Resources being a specific example of a stock to watch [27][28] AI and Technology Sector - The AI sector continues to attract investment, with companies like Nvidia leading the charge, and there is a growing interest in software companies that are integrating AI into their offerings [61][63] - Autodesk and DataDog are identified as strong investment picks due to their unique market positions and growth potential in AI applications [72][75] International Market Dynamics - International stocks have outperformed U.S. stocks this year, with a notable shift in capital flows, although concerns about economic conditions in regions like Germany and the UK remain [88][92] - The difference in performance between international and U.S. stocks has narrowed, suggesting a potential normalization in market dynamics [92]