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Jim Cramer Says Buy 2 AI Stocks Up 190% and 230% Since Early 2023
The Motley Fool· 2026-01-29 09:50
Amazon - Amazon shares have increased by 190% since January 2023, and it operates the largest e-commerce marketplace in North America, Western Europe, and the Middle East, as well as being the third largest ad tech company globally [1][2] - Amazon Web Services (AWS) is the largest cloud services provider, positioned to benefit from the increasing demand for AI infrastructure, with custom AI accelerators developed for training and inference [3] - AWS has partnered with Anthropic, an AI startup valued at $350 billion, and introduced new cloud services like Bedrock for generative AI application development [3] - Amazon is leveraging AI in its retail operations, creating over 1,000 generative AI applications to enhance inventory management, demand forecasting, and customer service [4] - Wall Street anticipates Amazon's earnings to grow at 18% annually over the next three years, making its current valuation of 35 times earnings appear reasonable [5] Uber Technologies - Uber shares have increased by 230% since January 2023, with a current market cap of $166 billion, and operates the largest ride-sharing and one of the largest food delivery platforms [1][6] - Uber utilizes machine learning for efficient driver matching, routing, and personalized advertising, positioning itself as a key partner for autonomous vehicle (AV) companies [7] - The ride-sharing market is expected to grow at 21% annually through 2033, while the robotaxi market is projected to grow at 99% annually, with Uber expected to account for 22% of U.S. robotaxi trips by 2032 [8] - Wall Street forecasts Uber's earnings to increase at 26% annually over the next three years, making its current valuation of 10 times earnings appear attractive [9]
OpenAI In Talks To Raise Billions From Nvidia, Amazon, Microsoft: Report - Amazon.com (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT)
Benzinga· 2026-01-29 08:19
OpenAI Inc. is reportedly in discussions to secure funding of nearly $40 billion from its major suppliers, NVIDIA Corp. (NASDAQ:NVDA) , Amazon.com Inc. (NASDAQ:AMZN) , and Microsoft Corp. (NASDAQ:MSFT) .NVIDIA could potentially invest up to $20 billion in OpenAI, while Amazon is considering an investment of $10 billion or more. Microsoft, which already holds a 27% stake in OpenAI, is also expected to make a significant investment, the Financial Times reported on Thursday. According to another report by The ...
Dan Ives-Chaired Eightco Holdings (ORBS) Stock Jumped 18% After Hours: Here's Why - Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)
Benzinga· 2026-01-29 07:42
Core Insights - Eightco Holdings Inc. (NASDAQ:ORBS) shares increased by 18.44% in after-hours trading, reaching $1.66 following the announcement of a strategic partnership with Futurum Group [1] - The partnership aims to develop the Futurum ORBS Trust and Authentication Platform (FOTAP), which will serve as a comprehensive trust and transparency scoring system for AI solution providers [2] - The AI trust market is rapidly growing, and the introduction of a credible scoring system is expected to assist buyers in navigating this market [3] Company Developments - The FOTAP will integrate Futurum's AI market data and vendor evaluations with ORBS' authentication infrastructure [2] - The business model of FOTAP targets three revenue streams: enterprises paying for trust intelligence, vendors paying for certification, and investors paying for trust scores assessing vendor viability [4] - Trust is emphasized as a critical requirement for large-scale AI adoption, according to industry leaders [4] Financial Metrics - Eightco's market capitalization stands at $276.96 million, with a 52-week high of $83.12 and a low of $0.98 [6] - The company has approved a share buyback program of up to $125 million, set to commence in late December 2025 [5] - The stock has experienced an 8.50% decline over the past 12 months, and its current position is close to its annual low, indicating potential downside risk [6][7]
OpenAI eyes billions in funding from tech giants Amazon, NVIDIA, Microsoft, Softbank
Invezz· 2026-01-29 05:14
OpenAI eyes billions in funding from tech giants Amazon, NVIDIA, Microsoft, Softbank | Invezz false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [English (Singapore)] [English (Nigeria)] [English (Pakistan)] [English (India)] [eština] [Deutsch] [Dansk] [Español] [Françai ...
Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI, The Information reports
Reuters· 2026-01-29 03:06
Core Insights - Nvidia, Amazon, and Microsoft are in discussions to invest up to $60 billion in OpenAI [1] Group 1 - The potential investment amount of $60 billion indicates significant interest from major tech companies in the AI sector [1]
Microsoft Drops Amid Slowing Cloud Growth, Record Spending
Www.Ndtvprofit.Com· 2026-01-29 02:11
Microsoft Corp.'s spending surged to a record high and cloud sales growth slowed, sending the shares down sharply amid investor concerns that it could take longer than expected for the company's AI investments to pay off.Capital expenditures for the fiscal second quarter hit $37.5 billion, up 66% from a year earlier and exceeding analyst estimates for $36.2 billion.The Azure cloud-computing unit posted a 38% revenue gain during the quarter when adjusting for currency fluctuations, just meeting analysts' pro ...
After pandemic-era hiring binges, big companies from Amazon.com to UPS are slashing jobs, looking to shrink their head counts after years of breakneck growth
WSJ· 2026-01-29 02:08
Core Insights - Many corporations that expanded their workforce during the pandemic are now reducing their employee count due to economic uncertainty and the rise of AI threats [1] Group 1: Corporate Actions - Companies are slimming down their labor force as a response to the current economic climate [1] - The trend of workforce reduction is driven by the need to adapt to potential challenges posed by AI technologies [1] Group 2: Economic Context - The economic uncertainty is prompting corporations to reassess their operational strategies, leading to workforce reductions [1] - The pandemic-induced hiring spree is being reversed as companies prioritize efficiency and cost management in light of new market conditions [1]
Gold Extends Record Rally, US Stock Futures Drop: Markets Wrap
Www.Ndtvprofit.Com· 2026-01-29 01:18
Gold surged for a ninth straight day, breaking above $5,550 as rising geopolitical tensions and expectations of Federal Reserve easing boosted demand. Oil also advanced as concerns over Iran intensified.The precious metal rose 1.5% on Thursday, extending its rally this year to 27%. Silver climbed almost 1% to an all-time high as precious metals continued their breakneck advance. West Texas Intermediate crude oil rose to the highest level since September after President Donald Trump warned Iran to make a nuc ...
Tesla, Meta, and Microsoft kick off Big Tech earnings, Fed holds rates steady, Trump Accounts summit
Youtube· 2026-01-29 00:53
Tesla's fourth quarter real, they're just crossing the wire. Let's get those numbers. Tesla Q4 just EPS50s.It looks like consensus was closer to 45 cents. So, we got a beat there. Uh Q4 revenue clocking in at 24.90% billion.Estimate was 25.11% billion. Uh Q4 gross margins, there it is, 20.1%, the estimate was 17.1%. Q4 free cash flow 1.42% 42 billion was closer to 1.59% billion.Let's get your take on this, Adam, because this is another one you own and the stock's popping about 4%. >> Love it. As it should.U ...
Amazon Shifts Grocery Focus To Online And Whole Foods As It Closes All Fresh And Go Stores
Forbes· 2026-01-28 22:01
Core Insights - Amazon is discontinuing its Fresh grocery and Amazon Go convenience store concepts to refocus its grocery strategy on online delivery and Whole Foods [1][2] Group 1: Store Closures - Amazon will close all 57 Amazon Fresh stores and 15 Amazon Go locations due to the failure to provide a "truly distinctive customer experience" [2] - Some of the closed Amazon Fresh locations will be converted into Whole Foods stores [3] Group 2: Strategic Shift - Amazon aims to narrow the gap with Walmart, which holds a 21% market share in groceries, by enhancing online sales and quick delivery, while expanding its Whole Foods Market business [4] - Whole Foods has seen over 40% sales growth since Amazon's acquisition for $13.7 billion in 2017, and Amazon plans to add over 100 more Whole Foods locations in the coming years [4] Group 3: Online Grocery Performance - Amazon served over 150 million grocery customers last year, generating $150 billion in gross grocery and everyday-essentials sales [4] - The company introduced same-day delivery in over 5,000 U.S. cities and plans to expand this service in 2026 [4] Group 4: Technology and Market Position - Amazon Go's "Just Walk Out" technology has been licensed to over 360 third-party locations, despite the Go stores not gaining enough traction for further expansion [5] - Amazon Fresh supermarkets struggled to differentiate themselves from mainstream grocery stores, unlike Whole Foods, which has a clear market identity [6]