Company Performance - Seagate has emerged as the best performer in the S&P 500 this year, surpassing Palantir, which was previously in the top position [1] - The CEO of Valtry, Rob Luna, believes that Seagate's growth is just beginning and anticipates significant potential in the coming years [1][7] Market Trends - The current market trend shows that investors are often hesitant, questioning if they have missed out on gains, which is counterintuitive to the idea of investing in stocks that are still on the rise [2][3] - Historical examples, such as Amazon, illustrate that waiting for a stock to show value can lead to missed opportunities for substantial returns [4] Investment Strategies - The discussion emphasizes the importance of buying stocks that are currently performing well, rather than waiting for pullbacks, as this strategy has proven to be more profitable [5] - Companies like Seagate and Micron are highlighted as having strong growth potential, with expectations of 20% to 30% annualized growth for Seagate over the next two to three years [8] Industry Insights - The semiconductor industry is represented by Micron, which is currently the best-performing stock in its sector, benefiting from government support and a focus on security [10] - The physical world of AI is driving demand for companies involved in infrastructure, such as Alistair, which is working on sensor technology for applications like driverless cars and drones [11][12]

Core Insights - Mexico's antitrust watchdog Cofece found that Amazon and Mercado Libre create barriers to competition for sellers but will not impose corrective measures [1][4] - The two companies account for 85% of total eCommerce sales in Mexico [2] - Cofece's preliminary report suggested that corrective measures should be taken to ensure competition in the eCommerce market [3] Company Impact - Cofece ruled that Amazon and Mercado Libre harm competition by not providing sufficient information to sellers and favoring those using their logistics services [4] - Amazon Mexico expressed satisfaction with Cofece's decision, highlighting the competitiveness of the retail sector in Mexico [5] - Mercado Libre reported that over 1 million Mexican entrepreneurs and SMBs utilize its platform for business growth and financial solutions [5] Economic Contribution - Mercado Libre's eCommerce and financial ecosystem contributed approximately 0.81% to Mexico's GDP in 2024, with SMBs on its platform generating over $15 billion in economic activity [6] - The company aims to build local solutions addressing logistics, payments, and credit to support SMBs in the digital economy [7] - Data indicates that Mercado Libre's ecosystem enhances economic activity, job creation, and financial inclusion in Mexico [7]

The Federal Trade Commission is reportedly investigating the advertising practices of Amazon and Google.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.In separate investigations, the regulator is looking into whet ...

The key takeaway here is that there is no sign of a let up for big tech under the Trump administration. The Federal Trade Commission is opening new probes into whether Amazon and Google have misled advertisers who are placing online ads on their services. And this is an area of concern down the road.This will take a long time to unfold. The consumer protection unit is exploring this. And we have to remember that these ads are not something like used by in the old days.These happen in seconds through online ...

Amazon.com has been testing General Motors' BrightDrop electric van, as the e-commerce giant continues to explore options to reduce carbon emissions of its wide-spread delivery operation, Bloomberg Ne... ...

Google and Amazon reportedly face a Federal Trade Commission probe over whether they are misleading companies that buy ads on their websites.The FTC, led by Republican chairman Andrew Ferguson, is looking into whether the Big Tech giants have been transparent about the terms and pricing of their ad deals, Bloomberg reported, citing unnamed sources.For Amazon, FTC officials want information on Amazon’s auction process and whether it informed clients about its “reserve pricing” for some ads – which refers to ...

Key Takeaways Amazon spent $31.4B in Q2, with AI infrastructure driving capex toward $100B for 2025.AWS revenues rose 17.5% y/y, with 18% growth projected for 2025 and 2026.Heavy spending cuts AWS's margin outlook to 35% in 2025 from 39.5% a year earlier.Amazon (AMZN) is betting big on artificial intelligence, with the capital expenditure soaring to $31.4 billion in the second quarter of 2025, largely directed toward AI infrastructure and cloud technologies. Management noted this level of spending is likely ...

An investigation into Mexico's e-commerce market found that sellers on Amazon and MercadoLibre faced barriers to competition, the nation's anti-trust watchdog Cofece said on Friday. ...

The pilot, though modest – about 12 vehicles, according to Amazon — places the GM vans among a fleet that also includes vehicles built by Ford, Mercedes-Benz, Stellantis and Rivian https://t.co/1eZTPczTLK ...

Got a new media mega deal may be in the works. Paramount Sky Dance preparing to make a bid to buy Warner Brothers Discovery. It follows Sky Dance's merger with Paramount, of course, just weeks ago.Let's bring in SPG Global Principal and former Hulu and Netflix executive Simon Gallagher. Simon, thanks for the help today. Good to see you. Good to see you.Why do you think they're were acting with such elacrity here. Well, there was some concern that if they didn't move quickly, uh, Warner Brothers Discovery, a ...