Hello everyone. The market is convinced that we have bottomed from the recent draw down in stocks and Bitcoin. The fourth company in history crossed a $4 trillion threshold yesterday. Amazon is launching a Starling competitor. And I join Maria Barto Romo to explain why tech is undervalued right now. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. We currently have 39,934 subscribers, but my goal is to get to 1 million of them. So, go ahead and hit th ...

“I have no idea whether or not we are in a bubble, nor does anyone else. But here is how you can protect your portfolio when the market does correct, and it will.”There has been a lot of talk these days centering on the stock market bubble and the bursting of it. First, let me say our firm, LCM Capital Management, is not and never has been in the prognostication business. If you have read any of our previous Benzinga blogs, you would know that no one within our industry should be either since they are just ...

The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, The Information, echoed by Bloomberg and CNBC, is reporting that Alphabet’s Google is preparing to make its TPUs available beyond Google Cloud, with Meta Platforms as the lead design win. Google is also rumored to be pitching the Ironwood Pod to other hyperscalers and large enterprises as an Nvidia alternative. C ...

I want to revisit Amazon.com, Inc. ( AMZN ) once again (it’s my fourth article since April) because every time I look into any innovative or disruptive direction of the market (and I mainly lookI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and w ...

I want to revisit Amazon.com, Inc. ( AMZN ) once again (it’s my fourth article since April) because every time I look into any innovative or disruptive direction of the market (and I mainly lookI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and w ...

Kyle Skalisky's A Sky Less Traveled Hits #1 on Amazon, Showcasing a Powerful Leadership Journey from Fighter Pilot to Aerospace ExecutiveNovember 25, 2025 2:00 PM EST | Source: Avazona Ltd.Summary: Kyle Skalisky has reached the #1 position on Amazon with his new book, A Sky Less Traveled. The memoir-style leadership guide currently ranks in Business Office Skills, Business and Money Skills, and Management Skills, and shows his rise from U.S. Air Force fighter pilot to aerospace executive and c ...

RT Bloomberg en Español (@BBGenEspanol)MercadoLibre enfrenta una dura batalla en Brasil: Amazon, Shein y Shopee compiten por el mercado online más grande de Latinoamérica, presionando los márgenes de la empresa.@mccobo4 nos cuenta más sobre esto. https://t.co/T2CEccy132 ...

The Bezos versus Musk battle for satellite internet service is heating up. ...

As we gather around our Thanksgiving tables, there's an abundance of reasons to be grateful beyond the traditional turkey and trimmings. The investment landscape of 2025 has served up a remarkable feast of returns, with certain asset classes delivering performances that would make even the most seasoned financial advisor ask for seconds. Like a perfectly orchestrated holiday meal, different investment sectors have contributed their unique flavors to creating an exceptionally satisfying year for equity inves ...

Core Insights - CoreWeave (CRWV) and Amazon (AMZN) are significant players in AI-focused cloud infrastructure, with CRWV specializing in GPU-optimized compute for AI workloads and AWS providing large-scale AI and high-performance cloud services [1][2] Market Overview - The global cloud AI market is projected to grow from $102.09 billion in 2025 to $589.22 billion by 2032, reflecting a CAGR of 28.5% [3] CoreWeave (CRWV) Highlights - CoreWeave has transformed from a niche GPU provider to a leading AI cloud service, achieving record revenue growth of 134% and a revenue backlog exceeding $55 billion [5][8] - The company has expanded its active power footprint by 120 MW to approximately 590 MW and contracted power capacity to 2.9 GW, with over 1 GW of contracted capacity available for future sales [6] - Major partnerships include a multi-year deal with Meta worth up to $14.2 billion and an expanded partnership with OpenAI totaling about $22.4 billion [7] - CoreWeave's revenue outlook for 2025 has been revised down to $5.05–$5.15 billion due to supply constraints and project delays [10] Amazon (AMZN) Highlights - AWS revenues increased by 20.2% year-over-year to $33 billion, representing 18.3% of Amazon's third-quarter sales [12] - AWS is rapidly expanding its power capacity, adding over 3.8 GW in the past year and planning to double its capacity by 2027 [14] - Amazon's international expansion is enhancing long-term growth potential, particularly in emerging markets [15] - Despite strong growth, Amazon faces financial pressures due to heavy investments in AI and data center expansion, with expected cash CapEx reaching around $125 billion in 2025 [16] Performance and Valuation - Over the past six months, CRWV shares have declined by 28.3%, while AMZN shares have increased by 12.6% [17] - Valuation metrics indicate that CRWV is overvalued with a Price/Book ratio of 9.27X compared to AMZN's 6.54X [21] - Analysts have revised earnings estimates upward for AMZN, while CRWV has seen a downward revision [22][24] Investment Considerations - AMZN is positioned favorably due to fast-growing AWS demand and significant infrastructure expansion, while CRWV is recognized for its high growth potential in the AI sector but faces challenges related to capital needs and customer concentration [25][26]