RT Bloomberg em Português (@BBGEmPortugues)AMAZON E NUBANK - A @amazon fechou um acordo no Brasil com o @nubank, para oferecer condições especiais de pagamento e maiores limites de crédito em um momento em que a competição no varejo online crescePor @thatsleda e @piovesanamath#Amazon #Nubank https://t.co/jiSLstjGNu ...

Core Insights - Amazon has secured a $38 billion multi-year partnership with OpenAI, reinforcing its leadership in cloud computing and artificial intelligence [1][8] - The partnership allows OpenAI to access extensive AI infrastructure through AWS, enhancing Amazon's competitive position in the cloud market [2] - Amazon's Q3 2025 performance showed a 20% year-over-year revenue increase for AWS, reaching $33 billion, the fastest growth since 2022 [3][8] AWS Leadership and Infrastructure - AWS operates large-scale AI infrastructure with over 500,000 chips, a capability unmatched by most competitors [2] - OpenAI will utilize advanced NVIDIA GPUs via Amazon EC2 UltraServers, with deployment expected to complete by the end of 2026 [2] Financial Performance - Amazon's total revenues for Q3 2025 reached $180.2 billion, with earnings per share of $1.95, exceeding consensus estimates [4] - North America sales increased by 11% to $106 billion, while international sales rose by 14% [4] - The advertising segment grew by 24% to $17.7 billion [4] Capital Expenditure and Growth Potential - Amazon raised its capital expenditure forecast to $125 billion for 2025, indicating confidence in future growth [5] - AWS generates 35% operating margins, contributing significantly to Amazon's overall profitability despite representing only 17% of net sales [5] Future Guidance - Fourth-quarter revenue guidance is projected between $206 billion and $213 billion, suggesting 10% to 13% year-over-year growth [6] - Operating income guidance ranges from $21 billion to $26 billion, reflecting improved operational efficiency [6] Strategic Diversification - Amazon's AI innovations enhance its retail operations, with same-day grocery delivery expanding to over 1,000 U.S. cities [7] - The AI shopping assistant Rufus has attracted 250 million users, increasing purchase likelihood by 60% [7] Competitive Landscape - Amazon's stock has gained approximately 33.8% over the past six months, but lags behind competitors like Alphabet and Oracle [11] - The OpenAI partnership positions Amazon favorably against competitors in the AI space, addressing earlier investor concerns [15] Valuation Considerations - Amazon's price-to-earnings ratio is approximately 32.46x, above the industry average of 25.75x, indicating potential for multiple expansion [16] - The valuation premium reflects Amazon's market leadership, while the discount to historical norms suggests market skepticism [17] Conclusion - The combination of AWS growth, the OpenAI partnership, strong fourth-quarter guidance, and improved retail operations presents a compelling investment opportunity for Amazon [20]

In this articleAMZNWMTTGTThe Amazon Prime logo on a package in Manhattan, New York City, on Sept. 16, 2023.Michael Kappeler | Picture Alliance | Getty ImagesTariffs imposed by the Trump administration have given the country's retailers another cost to manage during a period of persistent inflation.While many are navigating the change with limited price increases, marketplace giant Amazon is hiking more than others.Price increases are common for retailers trying to blunt higher costs from tariffs. Companies ...

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Dukat, of course, will take us through the charts. And here to take us through the trades is Don Kaufman, the co-founder of Theo Trade.Don, thanks for being with us. Let's just jump right into the big three. Your first pick today, Goldman Sachs.You know, trading pretty close to its all-time highs, down about a third of a percent right now on the day, but you walk us through this one. >> You know, that's that's uh basic ...

Amazon is reportedly offering customers of Brazil’s Nubank several special payment options.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.Company officials told Bloomberg News in a report published Wednesday (Nov. ...

Bombardier said on Wednesday its Global 8000 business jet, expected to be the fastest civilian plane since the Concorde, has received a certification from Canada's transport regulator. ...

Group 1 - Futures for the Dow Jones Industrial Average and other major stock indexes dipped in premarket action as Wall Street awaited key jobs data [1] - Advanced Micro Devices (AMD) reported third-quarter earnings that beat expectations, but the stock dropped due to market reactions [4] - Astera Labs also topped earnings targets, yet its stock declined due to concerns over profit margins [4] Group 2 - The stock market ended near highs, with Amazon boosting certain sectors as Palantir's earnings were anticipated [4] - Palantir and Robinhood are set to report earnings soon, with AMD also in focus for its Q3 results [4] - The ongoing AI momentum is expected to influence growth trajectories for companies like Palantir and AMD [4]

Core Argument - Amazon has filed a lawsuit against Perplexity AI, accusing the startup of unauthorized access to customer accounts and misrepresenting automated activities as human browsing [1][3][4] Group 1: Legal Allegations - Amazon claims that Perplexity's Comet browser and its AI agent have covertly accessed private customer accounts, posing security risks and degrading the shopping experience [3][4] - The lawsuit states that Perplexity ignored multiple requests to cease its activities, which Amazon describes as unlawful [1][3] - Amazon emphasizes that third-party applications should operate transparently and respect the company's decisions regarding participation in its platform [4] Group 2: Perplexity's Response - Perplexity has rejected Amazon's claims, arguing that the lawsuit represents a broader threat to user choice and innovation in AI assistants [2][5] - The startup asserts that user credentials are stored locally and not on its servers, defending its right to provide AI assistance for shopping [7] - Perplexity argues that easier shopping leads to more transactions and customer satisfaction, suggesting that Amazon's actions are motivated by a desire to protect its advertising revenue rather than customer interests [7] Group 3: Industry Context - The conflict highlights a growing debate over the regulation of AI agents and their interactions with e-commerce platforms [2] - Both Amazon and Perplexity are developing AI tools aimed at enhancing online shopping experiences, indicating a competitive landscape in the AI-driven e-commerce sector [6]

2025 年 11 月 05 日 公司研究 评级：买入(首次覆盖) 研究所： 证券分析师： 陈梦竹 S0350521090003 chenmz@ghzq.com.cn 证券分析师： 张娟娟 S0350523110004 zhangjj02@ghzq.com.cn [Table_Title] 电商增长有韧性，AWS 收入提速 最近一年走势 相对市场表现 | 1M | | 3M | 12M | | --- | --- | --- | --- | | 亚马逊 | 9% | 19% | 30% | | 纳斯达克指数 | -7% | -2% | 15% | | 市场数据 | | | 2025/11/03 | | 当前价格（美元） | | | 254.00 | | 周价格区间（美元） 52 | | | 161.38-258.60 | | 总市值（百万美元） | | | 128,815.59 | | 流通市值（百万美元） | | | 128,815.59 | | 总股本（万股） | | | 50,714.80 | | 流通股本（万股） | | | 50,714.80 | | 日均成交额（百万美元） | | | 24,519 ...

Core Insights - Amazon and Microsoft are collectively cutting over 29,000 jobs, with Microsoft letting go of more than 15,000 workers and Amazon cutting 14,000 roles [1][2] - The layoffs are not due to financial distress but rather a strategic move to streamline operations and adapt to the rapid development of artificial intelligence [2][4] - Companies are shifting focus from employee allocation to enhancing efficiency and reducing bureaucracy in response to AI advancements [4][26] Company Strategies - Amazon's CEO Andy Jassy emphasized that the layoffs are not financially driven and are part of a broader restructuring to create a leaner organization [4][26] - Microsoft is investing heavily in AI infrastructure, reporting a record $34.9 billion in capital expenditures for the quarter, despite concerns from investors about the lack of immediate ROI [17][18] - Both companies are aiming for flatter organizational structures to foster agility and innovation in the face of AI integration [4][26] AI Integration and Impact - Since the launch of ChatGPT by OpenAI, tech companies have invested hundreds of billions into AI-related technologies, with a focus on enhancing productivity rather than replacing jobs [3][19] - AI tools like Microsoft's Copilot are being utilized to significantly reduce project timelines, with marketing campaigns being shortened from 12 weeks to 3 weeks [11] - The adoption of AI varies regionally, with over 30% of the working-age population using AI in urban areas like King County, while rural areas show much lower usage rates [14] Market Position and Competition - Amazon's cloud division faced challenges during a recent earnings cycle, with perceptions that Microsoft is gaining ground in AI capabilities [16][18] - Startups founded after the launch of ChatGPT are hiring fewer employees but are experiencing faster revenue growth, indicating a shift in hiring practices in the tech industry [20][21] - The competitive landscape is evolving, with companies needing to adapt their structures and hiring models to remain relevant in an AI-driven market [22][24]