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Alphabet And Amazon Earnings Previews: What's Happening To Margins?
Seeking Alpha· 2026-02-04 05:00
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Walmart officially surpasses $1 trillion market cap
Yahoo Finance· 2026-02-04 02:34
Walmart joins the trillion dollar club as the retailer's market cap passes the $1 trillion milestone. We're looking at how it got here with Yao Finds Brook to Palama. Brook, walk us through.>> Well, certainly a momentous moment for Walmart, especially as new CEO John Verer takes the helm effective earlier this week and now he's stepping into some pretty big opportunity. The company now surpassing that $1 trillion valuation. Just for some context here, Amazon, their current market cap is $2.56% trillion, whe ...
Walmart officially surpasses $1 trillion market cap
Youtube· 2026-02-04 02:34
Core Insights - Walmart has achieved a significant milestone by surpassing a market cap of $1 trillion, marking its entry into the trillion-dollar club [1][2] - The company's growth has been attributed to the strategic leadership of former CEO Doug McMillan, who focused on transforming Walmart from a physical store-centric model to a robust e-commerce platform [3][4] - Walmart's competitive edge includes faster delivery times, aiming to reach 93-95% of U.S. households, positioning itself as a strong competitor against Amazon [4][7] Company Strategy - The new CEO, John Verer, is stepping into a pivotal role as Walmart seeks to leverage technology and artificial intelligence to enhance its market position [2][6] - Walmart is exploring innovative delivery methods, including drone delivery, to improve customer convenience and meet the growing demand for fast delivery [7][8] - The company's low-price model continues to attract high-income consumers, particularly in the current K-shaped economic recovery [5]
Infosys, Wipro shares in focus as US-listed ADRs slide up to 6%. Here’s why
The Economic Times· 2026-02-04 02:01
Market Sentiment - The announcement by US AI startup Anthropic has intensified bearish sentiment in the software sector, leading to a sell-off in technology stocks [1][7] - Wipro's ADRs fell 4.8% to $2.56, while Infosys ADRs declined 5.6% to $17.32, reflecting investor unease [1][7] IT Sector Performance - International brokerage Jefferies has reduced its exposure to the IT sector, with its India portfolio weight for the sector now at 5.6%, significantly below the MSCI India weight of 9.7 [2] - Foreign portfolio investors have pulled out $34 billion from Indian equities over the past 16 months, with the IT sector being one of the worst affected [2] Anthropic's Developments - Anthropic introduced a new tool for corporate legal teams capable of automating various legal functions, which has raised concerns about competition and margin pressure in the software industry [1][7] - The company clarified that its plugin does not provide legal advice and that AI-generated analysis should be reviewed by licensed attorneys [3][7] Broader Market Trends - US markets showed weakness, with the S&P 500 slipping 0.84% to 6,917.81 and the Nasdaq falling 1.43% to 23,255.19 [6] - Major tech stocks like Nvidia and Microsoft slid nearly 3% each, while Alphabet and Amazon also experienced declines ahead of their earnings reports [6]
Nvidia Nears Deal To Invest $20 Billion In OpenAI Round
Www.Ndtvprofit.Com· 2026-02-04 00:52
Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, according to people familiar with the matter, marking the chipmaker's single biggest investment in the ChatGPT developer. Nvidia's contribution is close to being completed, according to the people, who spoke on condition of anonymity because the information is not public. The deal is not final and the terms could change. OpenAI declined to comment. Nvidia declined to comment. OpenAI is looking to raise up to ...
Amazon's AWS CEO says orbital data centers 'pretty far' from reality
Reuters· 2026-02-03 22:31
Core Viewpoint - Amazon's top cloud computing executive indicated that the development of space-based data centers is still a long way off, despite interest from various startups and the company's founder, Jeff Bezos [1] Group 1 - The concept of space-based data centers is being explored by several startups [1] - Jeff Bezos, the founder of Amazon, has shown interest in the idea of space-based data centers [1] - The current status of space-based data centers is that they are "pretty far" from becoming a reality according to Amazon's cloud computing leadership [1]
Amazon (NasdaqGS:AMZN) 2026 Conference Transcript
2026-02-03 22:17
Amazon (NasdaqGS:AMZN) 2026 Conference February 03, 2026 04:15 PM ET Company ParticipantsMatt Garman - CEOModeratorPleasure to see you.Matt GarmanYeah, thanks for having me.ModeratorWelcome to Cisco AI Summit.Matt GarmanThank you. Appreciate it, happy to be here.ModeratorIt would be an incomplete event without AWS, so tell us about the. We have so much ground to cover.Matt GarmanYep.ModeratorI'm gonna start with what's the biggest gap you see between companies that are experimenting and companies that are a ...
Here's How Much Amazon Stock Is Expected to Move After Earnings Thursday
Investopedia· 2026-02-03 21:40
-- Here's How Much Amazon Stock Is Expected to Move After Earnings Thursday [Major Indexes Slide as Tech Stocks Tumble][Palantir Stock Soars on Strong Earnings, Outlook][Data Blackout Returns As Shutdown Delays Jobs Report][Where Are Gold and Silver Prices Headed Next?]- Top StoriesAmazon is seen reporting record revenue on the back of a strong holiday shopping season and solid cloud growth.Ying Tang / NurPhoto / Getty ImagesClose### Key Takeaways- Options pricing suggests traders expect Amazon's stock coul ...
X @Solana
Solana· 2026-02-03 19:41
RT NEUKO (@neukoai)BREAKING: @neukoai announces its pre-seed to build the future of fandom.backed by @solanaventures, @seedclub, and leaders from @Meta, @Amazon, @Spotify.here's why we're building the AI + crypto operating system for the next era of media 📷 https://t.co/UJj0k7LE6c ...
Amazon Q4 Preview: Asymmetric Downside If AWS Prints Below $34.9B In Revenue
Seeking Alpha· 2026-02-03 19:26
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying at the new lower price, which may indicate confidence in the company's future [1] - Professional background checks are conducted on insiders who purchased shares after the sell-off, adding a layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]