Core Insights - Amazon.com Inc is a global leader in e-commerce and cloud computing, founded in 1994 by Jeff Bezos, and competes with tech giants like Microsoft and Google as well as retailers like Walmart [1] Stock Performance - As of October 24, 2025, Amazon's stock price is $230.13, reflecting a 0.38% increase or $0.88 [3][4] - The stock has traded between $227.80 and $232.81 on the same day, with a notable increase of 4.81% over the past five trading sessions [2][4] - Over the past year, Amazon's stock has seen a high of $242.52 and a low of $161.38, indicating significant volatility [3] Market Capitalization - Amazon's market capitalization is approximately $2.45 trillion, highlighting its massive scale and influence in the market [3][4] - The trading volume on NASDAQ is 18.2 million shares, indicating that Amazon remains a highly active and sought-after stock among investors [3]

Core Insights - Amazon's third-quarter 2025 results are expected to show significant gains from its cloud service offerings, particularly Amazon Web Services (AWS), with projected sales of $32.49 billion, reflecting an 18.4% year-over-year growth [1][7]. AWS Performance - In Q2 2025, AWS generated $30.8 billion in revenues, marking a 17.5% year-over-year increase, and achieved an operating income of $10.1 billion, up 8.8% from the previous year [2]. - AWS maintained its market leadership with a 30% market share, outperforming Microsoft Azure at 20% and Google Cloud at 13% [2]. Strategic Initiatives - AWS likely benefited from strategic initiatives and product launches aimed at capturing enterprise demand for AI capabilities during the July-September period [3]. - The launch of Amazon Bedrock AgentCore at the AWS Summit in July was a pivotal development, enabling organizations to deploy secure AI agents at scale, supported by a $100 million investment in agentic AI development [4]. Model Expansion - The addition of Qwen3 foundation models from Alibaba and DeepSeek-V3.1 models in September enhanced Amazon Bedrock's model portfolio, providing customers with advanced capabilities and customization options [5]. - AWS introduced Amazon Nova customization capabilities within Amazon SageMaker AI, allowing for higher accuracy and flexibility in fine-tuning models for specific use cases [5]. Infrastructure Investments - Management indicated that capital expenditures would continue at a quarterly pace of $31.4 billion, focusing on AI-related infrastructure, including data centers and custom chips, to address supply constraints [6]. Overall Outlook - The combination of agentic AI momentum, expanded model offerings, and infrastructure improvements positions AWS for steady results in Q3 2025 [8].

JOE: COUNTING DOWN TO THE FED AND MEETING OF THE MINDS. WE APPROACH THE FED’S INTEREST RATES AND PRESIDENT TRUMP MEETING WITH PRESIDENT XI. WE WILL GET AN UPDATE FROM SOUTH KOREA AS HE MAX HAS WAY THROUGH THE SUMMIT AND WE WILL HAVE A MECHANICAL PANEL AND BY THE TIME THIS HOUR IS DONE WE WILL HAVE SPECIAL COVERAGE ON WASHINGTON.WE HAVE THE LATEST ON THE TRADE AS WE GET SET FOR AN INTEREST RATE CUT. >> YOU ARE RIGHT ON THAT. ONE HOUR FROM NOW WE HAVE YOU COVERED ON BLOOMBERG TELEVISION AND RADIO WITH MICHAEL ...

Core Insights - Amazon Web Services (AWS) experienced a brief outage that disrupted some online platforms, particularly affecting the US-EAST-1 region, which had similar issues the previous week [1] - By early afternoon, AWS reported that operations had stabilized and claimed that their systems were operating normally, contradicting user complaints [2] - The outage coincided with connectivity problems reported on Microsoft's Azure platform, but both AWS and Azure confirmed that their networks were back to normal shortly thereafter [2]

Core Insights - Amazon's latest layoffs primarily impact software development engineers, marking a significant shift in its workforce strategy [1] Group 1 - The largest group of employees affected by the layoffs consists of software development engineers [1]

Core Insights - The tech sector is expected to report strong earnings, particularly from major companies like Google, Microsoft, and Amazon, with a focus on cloud growth and AI's impact on business [3][4][10] - Nvidia's recent GTC conference highlighted significant revenue potential, with projections of up to $500 billion by 2026, driven by partnerships and demand from hyperscalers [7][9][21] Company Performance Expectations - Azure is predicted to show the fastest cloud growth at over 37%, followed by Google at over 30%, while Amazon is expected to lag at 18% due to infrastructure challenges [4][5] - Nvidia's market cap has surpassed $5 trillion, indicating strong investor confidence and growth potential in AI and cloud services [6][11] Partnership and Collaboration - Nvidia announced multiple partnerships, including with CrowdStrike and the Department of Energy, which are expected to enhance its growth trajectory and market presence [8][12][14] - The collaboration across various sectors, including security and autonomous technologies, is seen as crucial for Nvidia's long-term growth [19][20] Future Growth Opportunities - The potential for Nvidia in the robotics and autonomous vehicle markets is highlighted, with expectations that these sectors could surpass the data center market in economic opportunity [21][22] - Nvidia is actively developing software and hardware for humanoid robots, positioning itself to capitalize on this emerging market [24][25]

Group 1: Nvidia - Nvidia has reached a market valuation of $5 trillion, becoming the first company to achieve this milestone [3][102]. - The stock price of Nvidia increased by 5.4% following positive developments, including CEO Jensen Huang's remarks at the GTC conference regarding data center revenue expectations exceeding analyst forecasts [4][5]. - The broader semiconductor sector is experiencing gains, with companies like Broadcom, TSM, and AMD benefiting from Nvidia's performance, although Intel and Texas Instruments are exceptions [6][7]. Group 2: Boeing - Boeing reported third-quarter revenue and free cash flow that exceeded estimates, but faced a nearly $5 billion write-down due to delays in the 777X program [9][12]. - Despite the write-down, analysts believe Boeing's overall outlook remains positive, with improvements across all segments and positive free cash flow [15][12]. - The company has a significant backlog of 600 planes for the 777X program, indicating strong future demand despite current challenges [12][19]. Group 3: CVS Health - CVS Health reported record revenue for the third quarter and raised its full-year earnings outlook, despite a one-time charge of $5.7 billion related to its healthcare delivery unit [26][27]. - The company is facing challenges in its primary care segment, particularly with Oak Street, due to difficulties in patient reimbursement and a shift in focus back to its core pharmacy business [30][32]. - CVS's medical loss ratio for the quarter was 92.8%, which, while better than expected, remains higher than competitors like United Health [33][34]. Group 4: Tokenization and Securitize - Securitize is set to go public through a SPAC deal valued at $1.25 billion, marking a significant milestone in the tokenization space [43]. - Tokenization is described as a method to modernize capital market transactions by using blockchain technology to improve efficiency and democratize access to assets [45][47]. - The CEO of Securitize emphasized that tokenization represents the actual ownership of assets, providing benefits such as immediate dividend payments and direct voting rights for shareholders [48][50]. Group 5: Market Trends and Analyst Calls - Analysts have raised price targets for Nvidia, with UBS setting a target of $235 and Melius at $300, reflecting optimism about the company's future orders [63][64]. - Apple also saw its price target raised to $320 by Bank of America, driven by expectations of new product introductions and AI's impact on revenue [64]. - Victoria's Secret received an upgrade from UBS, citing management's ability to reposition the brand and potential earnings growth [66].

Core Insights - Nvidia has become the first company in history to achieve a $5 trillion market capitalization, driven by a partnership with Oracle to develop an AI supercomputer for the U.S. Department of Energy [1][9] - Positive comments regarding a potential U.S.-China trade agreement have further boosted Nvidia's market cap, suggesting that easing geopolitical tensions could open up significant growth opportunities in China [2][9] - The company has experienced a remarkable share price increase of approximately 1,530% over the past five years, highlighting its strong market performance [5] Company Performance - Nvidia's GPUs are central to the AI revolution, supported by its CUDA software platform, which enhances developer engagement and ecosystem loyalty [6] - The company has maintained high gross margins due to strong demand for its cutting-edge technologies, with AI creating a secular growth tailwind that has led to consistent earnings growth [7] - Despite competition from companies like AMD, Nvidia retains a dominant position in the market, as large tech clients are inclined to invest in top-tier hardware to avoid falling behind in AI advancements [8]

Amazon unveiling today a new 11 billion Indiana data center which was built in less than a year. Mackenzie Sagalo's got an exclusive first look inside the new site in today's tech check. Hey Mac. Hey Leslie.So take a look at what Amazon's AI land grab looks like. CNBC's Katie Terasov and I got exclusive firsttime access inside one of the largest operational AI data centers in the world built specifically for OpenAI rival Anthropic. Now an Amazon quietly started scouting land in rural Indiana in 2022 and it ...

Core Insights - UPS has reached a tentative agreement with the U.S. Postal Service to provide last-mile delivery for its Ground Saver service, addressing previous tensions over rate hikes [1][2] - The agreement is part of UPS's strategy to reduce costs amid declining volumes in its domestic parcel business [1] Group 1: Ground Saver Service - Ground Saver is UPS's low-cost ground service, which was rebranded after the Postal Service raised prices on its SurePost product [3] - The service typically takes one to two days longer than regular Ground delivery and is mainly used by large businesses for low-value e-commerce shipments [4] Group 2: Financial Performance and Challenges - UPS faced higher delivery expenses, totaling $85 million in Q2, due to an inability to optimize delivery stops, which impacted profitability despite a 5.5% increase in domestic revenue per piece [5] - The company raised Ground Saver rates significantly, aiming to encourage retailers to opt for more premium shipping options, but this led to a diminished value proposition for Ground Saver [6] Group 3: Market Dynamics - Price increases for Ground Saver resulted in retailers seeking cheaper shipping alternatives, as they typically absorb e-commerce shipping costs to prevent cart abandonment [7] - In Q3, Ground Saver's average daily volume dropped by 32.7% year-over-year, attributed to the decision to phase out 50% of Amazon volumes by mid-2026 and a decline in lower-yielding e-commerce volumes [8]