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Since I last reviewed Amazon (NASDAQ: AMZN ) (TSX: AMZN:CA ) and downgraded it to a Hold (after reaping in ~31% profits), it has underperformed the S&P 500 by 9 percentage points. Since July, the S&P 500 has rallied by ~6%, while AmazonI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at B ...

October 16, 2025 10:52 PM GMT China's Emerging Frontiers: Geekplus Robots Defining Warehouses | What's Changed | | | | --- | --- | --- | | Beijing Geekplus Technology Co., Ltd. (2590.HK) | From | To | | Price Target | HK$28.30 | HK$37.00 | Geekplus' leadership in warehouse solutions will be reinforced through its strong embodied intelligence in the long term. We also expect faster new order growth in 2026 with potential capex increases for downstream clients. Remain bullish, raise PT. AMR/robotics warehouse ...

Summary of J.P. Morgan's Cloud Capex Outlook Industry Overview - The report focuses on the **Cloud and Datacenter Capital Expenditures (Capex)** within the **U.S. Cloud Service Providers (CSPs)** industry, particularly the **Top 4 U.S. CSPs** which include Meta, Google, Amazon, and Microsoft [1][3][8]. Key Points Capex Growth Projections - **2025 Capex Growth**: The growth expectation for datacenter capex in 2025 has been revised upwards to nearly **+60% year-over-year (y/y)**, up from a previous forecast of **+40%**. This translates to an increase of over **$100 billion** in absolute dollar terms, marking the largest annual increase to date, surpassing the previous record set in 2024 [1][3][8][21]. - **2026 Capex Growth**: For 2026, the growth rate is now anticipated to be **+30% y/y**, which represents an increase of more than **$80 billion**. This is also an upward revision from the earlier forecast of **+20%** [1][3][21]. Investment Drivers - The primary driver of this growth is the **accelerated investment in AI and related infrastructure**. All major U.S. hyperscalers are expected to show robust double-digit growth in their capex [1][3][8]. - **Tier 2 CSPs and Neoclouds**: Investments from Tier 2 CSPs and emerging neoclouds are projected to grow significantly, with an expected capex of nearly **$60 billion** in 2025, which is more than double the average spend from the Top 4 CSPs prior to 2023 [1][3][35]. Equipment Categories - **Server Investments**: High-cost servers with advanced processing units (XPUs) will continue to dominate the capex expansion in 2025 and 2026. However, there is a notable increase in spending on networking equipment, including datacenter switches and optical transceivers [1][17][31]. - **Networking Investments**: The report indicates a ramp-up in investments in networking categories, which are expected to see substantial growth alongside server investments [1][17][31]. Company Coverage - J.P. Morgan remains bullish on companies that support AI infrastructure demands, particularly in networking. Companies highlighted include: - **Arista (ANET)** - **Celestica (CLS)** - **Ciena (CIEN)** - **Coherent (COHR)** - **Lumentum (LITE)** - **Fabrinet (FN)** [1][39]. Additional Insights - The report emphasizes that the **datacenter capex** figures exclude other equipment like HVAC and non-cloud business items, focusing solely on IT equipment [7]. - The anticipated growth rates for Tier 2 and neoclouds suggest a shift in the competitive landscape, indicating that these companies are becoming increasingly significant players in the datacenter investment space [35]. Conclusion - The outlook for cloud datacenter capex is exceptionally strong, driven by AI investments and a broader base of spending from both major and emerging players in the industry. The anticipated growth rates for 2025 and 2026 reflect a robust demand for cloud infrastructure, positioning the sector for continued expansion.

Core Viewpoint - Amazon.com Inc. is approaching a critical earnings report, with its stock price hovering just below the $240 resistance level, indicating a potential bullish breakout if earnings exceed expectations [1][10]. Price Action and Technical Analysis - The stock has shown a consolidation pattern, maintaining higher lows and a lack of significant pullbacks, which is considered a bullish signal [2][4]. - The Relative Strength Index (RSI) is in the low-40s, suggesting a neutral setup with room for upward movement [3]. - Amazon remains in a broader uptrend that began in December 2022, with the bulls in control as long as the stock stays above $210 [4]. Fundamental Analysis - Amazon's cloud unit, AWS, is experiencing robust demand, particularly in enterprise AI, which could lead to positive surprises in upcoming earnings [5]. - The retail and advertising divisions have shown solid growth, and the recent Prime Days event is expected to contribute positively to year-end results [6]. - Favorable macro conditions, including declining interest rates and strong consumer demand, further support a bullish outlook for Amazon [6]. Stock Forecast and Trading Strategies - Analysts have set a 12-month price forecast for Amazon at $266.26, indicating a potential upside of 22.28% from the current price of $217.75 [7]. - Two trading strategies are suggested: building a position now in anticipation of a strong earnings report or waiting for confirmation of a breakout above $240 [8][10]. - Price targets from major firms like Goldman Sachs, Wells Fargo, and Mizuho suggest potential upside ranging from $275 to $300, indicating significant growth potential for the stock [9].

In Brief Amazon’s surveillance camera maker Ring announced a partnership on Thursday with Flock, a maker of AI-powered surveillance cameras that share footage with law enforcement.Now, agencies that use Flock can request that Ring doorbell users share footage to help with “evidence collection and investigative work.” Flock cameras work by scanning the license plates and other identifying information about cars they see. Flock’s government and police customers can also make natural language searches of thei ...

Key Takeaways Amazon's subscription segment, led by Prime, is fueling steady and profitable long-term growth.New ad tiers, AI tools and Prime Day success highlight rising engagement and recurring revenues.AI-powered Alexa and affordable Prime Lite expand reach, boosting Amazon's global subscription base.Amazon's (AMZN) subscription services are becoming one of its strongest and most stable growth drivers. This segment consists of Prime memberships, digital video, audiobooks, digital music and e-books. With ...

INDONESIA - 2025/10/14: In this photo illustration, an Amazon logo is displayed on a smartphone screen with an Amazon Web Services logo in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesHere is how Amazon.com (AMZN) stock compares to its competitors in terms of size, valuation, growth, and margins.AMZN’s operating margin of 11.4% is robust, yet lower than most competitors, lagging behind MSFT (45.6%).AMZN’s revenue gr ...

The big challenge that we face is how to actually get high performance, low compute closer to the user. Akamai technologies is a cybersecurity company and cloud computing company whose mission is to power and protect the businesses online. In many ways, you can think about Akamai as cloud computing business, similar to that of what you'd see from the hyperscalers and Amazon, a Google or Microsoft.We're focusing on use cases. They don't. Customers are constantly looking to push the envelope in terms of what ...

Amazon One Medical, the retailer’s primary care provider acquired in 2022, is launching a pay-per-visit virtual healthcare service for children ages 2 to 11, the company announced on Thursday. Message-based visits start at $29, and video visits cost $49.The healthcare service doesn’t require insurance or a One Medical membership and can help treat issues like pink eye, lice, and more than 10 skin-related issues, including eczema, bug bites, contact dermatitis, fungal rashes, and more. The service also cover ...