UEFA is overhauling the broadcast tender process for Champions League competition, partly to boost its appeal to streaming providers such as Amazon and Netflix https://t.co/MEgG9vPfwo ...

Core Viewpoint - Amazon is currently undervalued as an AI stock compared to Nvidia, with potential to surpass Nvidia in market capitalization by 2030 due to its growth in AI-related revenue and profitability [2][15][16] Group 1: Amazon's AI Potential - Amazon's stock has increased by 57% over the last five years, significantly lower than Nvidia's 1,350% gain, and has underperformed compared to the S&P 500's 101% increase [2] - Amazon Web Services (AWS) is the largest cloud computing partner of Anthropic, a rapidly growing AI startup that has raised over $10 billion for AI workloads, which will likely boost AWS revenue [4][5] - AWS is developing its own chips, called Trainium, to reduce reliance on Nvidia and improve profitability, which could negatively impact Nvidia's sales [6] Group 2: E-commerce and AI Integration - Amazon's e-commerce and digital media sectors are also leveraging AI, with generative AI tools helping small businesses create advertisements, thus increasing advertising revenue and profit margins [9] - Efficiency gains from AI and robotics in warehouses are expected to reduce labor costs and improve operational efficiency, contributing to higher profit margins in the long term [10][11] Group 3: Financial Comparisons - Amazon's EBIT is currently at $77 billion, while Nvidia's is at $96 billion, indicating both companies have experienced rapid growth [13] - Amazon's revenue over the last 12 months was $670 billion with an EBIT margin of 11.5%, projected to grow to $1 trillion with a 15% EBIT margin by 2030, leading to $150 billion in earnings [15]

Let's bring in Plexo Capital founding managing partner and CNBC contributor Low Tony. Low, thanks for having me. Great to have you here.Which is it. I love the old school references cuz I've got enough gray hair like we talked about to actually have been there. I had hair before the black canvas.It's a little known fact. I cut all mine off in anticipation. I think what we're going to see is a little bit of both because there's elements of both, right.So we had the vendor finance uh equipment purchasing that ...

Core Insights - The discussion highlights the historical context of vendor financing in the tech industry, particularly during the dotcom bust, and how companies like Verizon capitalized on undervalued assets [2] - Amazon's significant investments in infrastructure, which initially seemed excessive, ultimately paid off by enabling a successful marketplace and fulfillment system, paralleling the current investments in AI [3][4] - OpenAI's strategy mirrors Amazon's, utilizing Nvidia's infrastructure to monetize AI applications through consumer and enterprise channels [5][6] Company Strategies - Nvidia is positioned as a core infrastructure provider in the AI tech stack, benefiting from the current unprecedented scale of demand for AI capabilities [9] - Hyperscalers are diversifying their chip development to reduce reliance on Nvidia, indicating a competitive landscape among major players [8] - The investment strategies of companies in AI are compared to historical precedents, suggesting that Nvidia may experience a delayed but significant return on investment as demand for AI computing grows [10]

Welcome back to Market on Close. I'm Marley Caden here in Chicago alongside Sam Bodis at the New York Stock Exchange. To close out our show today, just some final thoughts on the session and some headlines that stood out to both myself and to Sam.First, of course, Micron's earnings coming up, a top and bottom beat there and better than expected guidance, but also Federal Reserve Chair Jerome Powell. He reiterated today concerns about the softening labor market that continue to outweigh worries about rising ...

Core Viewpoint - The company's AWS division is encountering increased competition from Microsoft and Google, raising concerns among investors about Amazon's position in the AI sector [1] Group 1 - The AWS division is facing new threats from competitors, specifically Microsoft and Google [1] - Investors are questioning whether Amazon is falling behind in the AI race due to this competition [1]

Gucci kicked off Milan Fashion Week on Tuesday by breaking the mold: In a short dramatic film, Demi Moore, Edward Norton and other actors wore designs by new creative director Demna as French parent c... ...

Larry Ellison has roughly doubled his wealth this year to nearly $400 billion. The Oracle cofounder's net worth exceeds Bank of America's $385 billion market value. Ellison's fortune has grown thanks to Oracle stock jumping 97% this year on AI optimism. Larry Ellison is about twice as rich now than at the start of the year, and is personally worth more than Bank of America. The Oracle cofounder's fortune grew by an unmatched $195 billion in 2025, reaching $388 billion at Monday's close, per the Blo ...

Core Insights - Amazon is contemplating the closure of its U.K. Fresh stores due to a significant shift towards online grocery shopping, indicating a strategic pivot towards enhancing its online delivery services [2][4] - The company reported a nearly 20% year-over-year increase in the delivery of everyday essentials in the U.K., highlighting the growing demand for online grocery services [3] - Amazon aims to double the number of Prime members in the U.K. by 2026, expanding access to multiple online grocery delivery options through partnerships with various retailers [4] Company Strategy - The proposed closure of Fresh locations is part of Amazon's evaluation of its operations, focusing on substantial growth opportunities in online grocery delivery [2] - Amazon plans to convert five Fresh locations into Whole Foods Markets, indicating a shift in strategy to leverage the Whole Foods brand [4] - The company is working to expand its online grocery selection and delivery services to new areas, aiming to enhance its competitive position in the grocery market [3] Market Context - Despite significant investments in Whole Foods and Fresh, Amazon's grocery market share has only modestly increased to 2.7%, reflecting challenges in competing with established players like Walmart [6] - Walmart maintains a dominant position in the grocery market with a 21% share, supported by its extensive physical store network, which provides convenience and immediate fulfillment for shoppers [5][8] - Research indicates that 88% of U.S. grocery shoppers prefer in-store shopping over online options, emphasizing the importance of the physical shopping experience in the grocery sector [7]

Group 1: AI Leadership and Investment - Microsoft has committed $30 billion to AI and cloud infrastructure in the U.K. through 2028, with half allocated to building the U.K.'s largest AI supercomputer using over 23,000 Nvidia GPUs [11][12] - The competition for AI leadership is expanding beyond Silicon Valley, with major firms like Amazon, Google, and Microsoft positioning themselves for growth amid increasing regulatory scrutiny [1][2] - Governments are implementing various levels of oversight, including the U.S. AI Action Plan and the EU's AI Act, while a proposed U.S. bill aims to create an AI sandbox for technology testing [4] Group 2: Google’s AI Initiatives - Google is expanding its Frontier Safety Framework to address risks associated with advanced AI models, focusing on self-preservation and avoidance behaviors [8] - The introduction of the Agent Payments Protocol aims to enhance transparency in AI transactions, reflecting Google's strategy to manage regulatory concerns [9] - Google has also enhanced anti-fraud measures by embedding AI features in Chrome and Android to detect scams in real time, emphasizing reputational risk management [10] Group 3: Amazon’s AI and Connectivity Efforts - At the UN General Assembly, Amazon highlighted its focus on responsible AI and satellite-driven connectivity, aiming to provide tools for small businesses and scientists [5][6] - Project Kuiper is Amazon's initiative to deploy low-Earth orbit satellites for affordable internet access, with a goal to offer services by the end of the year [6][7] - Amazon's leadership calls for collaboration between governments and companies to expand opportunities while preventing misuse of AI technologies [7]