"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:03:46 - Stock slide poised to spread in Asia 00:05:41 - Gundlach: Private debt is the next big risk 00:09:15 - Amazon to raise $15B from first bond sale in 3 ye ...

Core Viewpoint - The upcoming Nvidia earnings report is anticipated to create significant market volatility, with potential for a sell-off regardless of the earnings outcome [1][2][8]. Market Sentiment - A 100% reversal in the market has been observed, indicating a bearish trend leading up to Nvidia's earnings report [2][11]. - The current market environment is characterized by a lack of new all-time highs since April, suggesting a prolonged period of selling pressure [4][5]. Nvidia's Performance - Nvidia's stock has shown mixed performance, with previous earnings resulting in a gap up that ultimately failed to sustain momentum [7][8]. - Analysts are predicting a strong earnings report, but there is skepticism about whether this will translate into a positive stock movement [5][9]. Sector Analysis - The tech sector, including Nvidia, has faced significant sell-offs, with concerns about overvaluation among various stocks [6][14]. - Other tech stocks like Apple, Google, and Amazon have performed better compared to Nvidia during recent earnings seasons [8]. Short-Term Outlook - The options market is pricing in a 6% move for Nvidia, indicating expectations of volatility around the earnings report [9]. - There is a possibility of a substantial market gap down following Nvidia's earnings, which could lead to further declines in stock prices [10][16]. Long-Term Perspective - Despite short-term bearish sentiments, there is a belief in the long-term growth potential of Nvidia and other tech stocks, although they may experience significant declines before recovering [15][21]. - Investors are advised to be cautious and not to rush into long positions during sell-offs, as the market may continue to decline [22].

Core Insights - Ford has partnered with Amazon to allow customers to shop for, finance, and purchase certified pre-owned Ford vehicles through Amazon Autos, maintaining the involvement of local dealerships [2][4] - The certified pre-owned vehicles sold via Amazon Autos come with a money-back guarantee, allowing returns within 14 days or 1,000 miles [3] - The initial rollout of Ford vehicles on Amazon Autos will be limited to select markets, including Los Angeles, Seattle, and Dallas [4] Company and Industry Summary - The partnership between Ford and Amazon marks a significant expansion of Amazon Autos, which previously focused on new car sales with Hyundai [1][4] - Customers can browse local dealer inventories directly on Amazon's platform, facilitating a more streamlined purchasing process [2][3] - The integration of financing options and e-signature capabilities on the Amazon Autos site enhances the overall customer experience [3]

Core Insights - The partnership between Box and AWS aims to enhance enterprise access to AI technologies, particularly through Amazon Bedrock, which supports models like Anthropic [3][4] - The collaboration is designed to break down content silos and provide scalable, secure infrastructure for regulated industries, thereby expanding AI adoption [6] AI Integration and Productivity - AI is primarily seen as a tool to augment existing work rather than replace it, enabling organizations to enhance productivity and tackle tasks that were previously too costly or time-consuming [8][10] - Companies are leveraging AI to automate processes such as contract reviews and data analysis, which allows them to focus on higher-value tasks and drive innovation [9][11] Return on Investment (ROI) - ROI from AI is not just about cost savings but also about enabling new capabilities and revenue opportunities that were previously unattainable [14][15] - Companies are experiencing significant productivity gains, with examples such as Amazon reducing the time to prepare business review decks from days to hours, showcasing the transformative potential of AI [12][17] Market Position and Competition - The partnership is positioned to compete with AI-native startups like OpenAI and Anthropic by offering a combination of Box's content management and AWS's AI services [5][18] - The recent $38 billion deal with OpenAI for compute power highlights the competitive landscape and the importance of model choice in driving AI adoption [17][18]

Bill Ackman, the legendary investor running things over at Pershing Square Holdings Capital, has made some remarkable moves this year. ...

Core Insights - Amazon is expanding its presence in the automotive industry through a new partnership with Ford, enabling customers to purchase certified vehicles [1] Group 1: Partnership Details - The collaboration between Amazon and Ford aims to enhance the customer experience in buying certified vehicles [1] - This partnership signifies Amazon's strategic move to penetrate the auto market further [1] Group 2: Industry Implications - The alliance may influence the competitive landscape of the automotive industry, particularly in the online vehicle sales segment [1] - This move reflects a growing trend of e-commerce companies entering traditional industries like automotive [1]

Core Insights - Amazon is expanding its presence in the used vehicle market through a partnership with Ford Motor Company, allowing car buyers in three major cities to access used vehicles more easily [1] Group 1: Partnership Details - The collaboration between Amazon and Ford aims to enhance the buying experience for used vehicles, indicating a strategic move by both companies to tap into the growing demand for pre-owned cars [1] - The initiative will initially be launched in three major cities, although specific locations have not been disclosed [1] Group 2: Market Implications - This partnership signifies Amazon's commitment to diversifying its offerings beyond traditional retail, potentially reshaping the used car market landscape [1] - The move could intensify competition in the used vehicle sector, as Amazon leverages its e-commerce platform to attract customers [1]

Core Insights - Ford is partnering with Amazon to sell certified used vehicles, marking a strategic move to enhance consumer convenience in the car buying process [1][2] - The initiative aims to address consumer concerns regarding the complexities of purchasing a vehicle by offering a fixed price and a streamlined online purchasing experience [2][4] - The shift towards used vehicles is indicative of an affordability crisis in the new car market, where the average price exceeds $50,000, compared to approximately $31,000 for a three-year-old used car [4][5] Company Strategy - Ford is initially launching its certified used cars on Amazon to gauge interest and effectiveness, with strong support from its dealers [2] - The Ford Certified Program includes benefits such as multi-point inspections and warranties of up to one year or 12,000 miles, enhancing the appeal of used cars [5] Market Trends - There is a growing trend of consumers migrating from new car purchases to certified used vehicles due to affordability concerns [4][5] - The used car market is becoming increasingly attractive to mainstream buyers, reflecting a significant shift in consumer behavior [5]

Amazon's Kiro development tool is launching broadly with new features and a unique branding strategy, as the company pushes deeper into the booming market for AI-assisted software development. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...