A plume of smoke rises from the port of Jebel Ali following a reported Iranian strike in Dubai on March 1, 2026.Nvidia, Amazon and Alphabet are among the big tech firms scrambling to ensure the safety of their employees who are traveling through or based in the Middle East after joint U.S.-Israel strikes on Iran over the weekend.The massive attack on Iran killed Supreme Leader Ayatollah Ali Khamenei, among others, and Iran retaliated with strikes on Israeli and U.S. bases across the Gulf. The conflict has d ...

Amazon will soon begin rolling out a 15-minute delivery service for select goods in Brazil, saying the country is one of its top priorities, Reuters reported Tuesday (March 3).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 ...

The war in Iran is sparking cyber security concerns here in the US. In the past, Iran has launched several digital attacks in the US, including ransomware and data breaches. As of now, hackers linked to Iran have made threats on social media, but so far not any confirmed major cyber attacks.Joining us to talk more about this is NBC News reporter Kevin Collier. Uh Kevin, some Iranian hacker groups have promised, as we said on social media, they're saying, "We're going to retaliate." They said it on Telegram ...

Let's turn our attention to tech because we know the SAS apocalypse, but if you look at the IGV today and it's been a tough day on Wall Street, you still have some down arrows. It's actually higher. John Freeman, co-founder and senior analyst at Ravenswood Partners and Scott Kesler, TMT sector analyst at Thirdbridge are both with me.Um John, what do you make of the bounceback that we're seeing in software. A little bit of a gain here. I know it's been beaten down.You remember what Mark Beni off from Salesfo ...

Market Overview - Markets are experiencing pressure due to escalating tensions in the Middle East, leading to a broad sell-off in equities across the US, Europe, and emerging markets as risk appetite diminishes [1] - Heightened uncertainty often presents compelling entry points for disciplined investors [1] Investment Opportunities - Opportunities in energy and gold remain intact due to geopolitical risks and structural supply dynamics [2] - Current volatility may provide a chance for investors to rebalance and redeploy capital into areas with overly depressed sentiment [2] Mega-Cap Technology - The most compelling opportunities are identified in mega-cap technology, particularly in Alphabet (GOOGL), Meta Platforms (META), and Amazon (AMZN), with the broader Magnificent Seven cohort appearing attractive [3] - The Magnificent Seven has traded sideways to lower for over six months, but US equity leadership is expected to reassert itself [3] Meta Platforms - Meta Platforms is characterized by extreme sentiment, often skewed negatively, yet the underlying business shows remarkable durability [6] - The company operates at wide margins, generates significant free cash flow, and is projected to grow earnings at approximately 21.7% annually over the next three to five years, with revenue expected to rise about 24% this year and 18.4% next year [8][9] - Currently trading at roughly 22x forward earnings, below its 10-year median multiple of 24.5x, indicating a favorable valuation relative to growth prospects [8][9] Amazon - Amazon is trading at approximately 26.8x forward earnings, the lowest in its history, despite steady revenue expansion and strengthening fundamentals [12] - The company is deeply embedded in growth themes such as cloud computing and AI infrastructure, with AWS seeing renewed growth due to enterprise AI adoption [13] - Earnings are projected to grow at roughly 17.2% annually over the next three to five years, with revenue expected to climb approximately 12% this year and next [14] Alphabet - Alphabet has reasserted itself as a leader within the Magnificent Seven, outperforming the broader market recently [16] - The company has transformed into an AI powerhouse, enhancing its core search business through AI integration, leading to projected top-line growth in the high teens for this year and next [18] - Consensus forecasts for earnings have improved, reflecting growing confidence in revenue durability and operating leverage [19][20] Conclusion - For Amazon, Alphabet, and Meta Platforms, underlying fundamentals remain strong with stable to rising earnings estimates and dominant positions in the AI ecosystem [24] - The current market pullback may present an opportunity for long-term investors, as durable growth and reset multiples are rarely available in market leaders of this scale [25]

Core Insights - Anthropic's Claude has reached the top position on Apple's App Store, driven by backlash against OpenAI's partnership with the Pentagon, benefiting Amazon's investment in Anthropic [1] Group 1: Amazon's Investment and Valuation - Anthropic's valuation has surged to $380 billion following a $30 billion Series G funding round, making Amazon's $8 billion investment worth approximately $13.8 billion [2] - An IPO is anticipated this year, which is expected to further increase the value of Amazon's stake in Anthropic [2] Group 2: Revenue Projections - Bank of America analyst estimates that Anthropic's AI demand could contribute an additional $6 billion in revenue for AWS in 2026, potentially enhancing overall AWS growth by 4 percentage points [2] - Citizens analyst is more optimistic, projecting that Anthropic could generate $10 billion in AWS revenue for 2026 alone [3] Group 3: AI Model Performance and Market Expectations - Claude holds the top two positions on the AI model leaderboard, with Polymarket pricing the likelihood of maintaining this status at 39% by June, compared to Google at 35% and OpenAI at 12% [4] - Polymarket traders consider an IPO before June to be unlikely, pricing it at just 6% [4] Group 4: User Growth and Demand - Free user numbers on Claude have increased by over 60% since January, with daily sign-ups tripling since November, leading to server crashes due to high demand [5]

MATT: WELCOME TO BLOOMBERG OPEN INTEREST IN DOWNTOWN MANHATTAN. WE ARE GATHERED WITH THE MOST INFLUENTIAL VOICES ACROSS ASSET MANAGEMENT, BANKING AND PRIVATE CAPITAL. DANI BURGER JOINS ME IN A FEW MOMENTS.SHE'S CURRENTLY HOSTING A PANEL ON PRIVATE CREDIT. WE WILL BRING YOU A CONVERSATION WITH MARK ROWAN OF APOLLO. PLUS, WE WILL HEAR FROM THE CHIEF REVENUE LAWSUIT AND GOLDMAN SACHS GLOBAL COHEAD OF MARKET CREDIT.TAKE A LOOK AT WHAT'S GOING ON WITH S&P FUTURES. STOCKS ARE DOWN AS INVESTORS ALSO SELL BONDS. YO ...

Summary of Viant Technology Conference Call Company Overview - **Company**: Viant Technology (NasdaqGS:DSP) - **Date**: March 03, 2026 - **Focus**: Autonomous advertising solutions leveraging AI technology Key Points Industry and Product Development - Viant has developed the **ViantAI platform**, focusing on autonomous advertising solutions, which includes several products released over the past few years [4][6] - **AI Bidding**: Launched over two years ago, this product automates bidding for advertisers, allowing Viant to optimize bids below the advertiser's maximum while fulfilling targeting parameters. Currently, **85% of spend on the platform utilizes AI Bidding** [7][8] - **AI Planning**: Introduced in September 2024, this product simplifies the DSP interface, enabling advertisers to create ad plans quickly by inputting basic information. This aims to attract a broader range of advertisers, including those unfamiliar with complex DSPs [9][10] - **Analysis and Measurement**: Launched in June 2025, this product provides instant performance insights without the need for extensive reports [11] - **AI Decisioning**: Rolled out on January 1, 2026, this product dynamically adjusts campaigns based on real-time market signals to optimize outcomes [11] Competitive Landscape - Viant aims to differentiate itself from competitors like **The Trade Desk** and **Google DV360** by leveraging proprietary data and high-fidelity signals, particularly through its **Household ID** and **IRIS_ID** systems [14][15] - Viant's **Household ID** can tie bids to households **80% of the time on the open internet and 90% on CTV**, significantly outperforming competitors [17] - The company emphasizes that its AI capabilities are superior due to the quality of its proprietary data, which enhances audience targeting [19] Market Positioning - Viant targets mid-sized brands and niche advertisers, contrasting with larger brands that may blanket the market with ads. The company focuses on sophisticated brand advertising for clients like **Whataburger** and **Sonic Drive-In** [20][21] - The recent win of **Molson Coors** highlights Viant's ability to attract larger clients seeking more sophisticated advertising solutions, particularly as traditional linear advertising declines [30][31] Financial Outlook - Viant has a **$250 million pipeline of enterprise spend**, indicating strong potential for revenue growth [25][30] - The company expects **high incremental margins** from increased spending, as AI-related costs have already been integrated into its operational structure over the past few years [56] Challenges and Threats - **Amazon** is identified as a significant competitive threat due to its vast resources and unique content offerings. However, Viant argues that Amazon's DSP is biased towards its own platforms, limiting its effectiveness for advertisers seeking independent solutions [52][55] Conclusion - Viant Technology is positioning itself as a leader in the autonomous advertising space through innovative AI-driven products and a focus on high-quality data. The company is well-prepared to capture market share from both traditional and digital advertising channels, particularly among mid-sized brands and performance advertisers.

Core Insights - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Technology Adoption - Proactive is recognized as a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Amazon said drone strikes significantly damaged two of its data centers and a facility in the Middle East amid the conflict in Iran, taking some of the tech giant’s services in the region offline.The hits to two data centers in the United Arab Emirates and a facility in Bahrain occurred Sunday morning, “by objects” that created “sparks and fire,” Amazon Web Services initially said in a status report on its website.In an update Monday morning, the company said the damage was caused by drone strikes tied to “ ...