Shopify Inc. (NASDAQ:SHOP) is one of the stocks that Jim Cramer expressed thoughts on. Answering an investing club member’s query about the stock during the lightning round, Cramer commented: “Let me tell you something… That stock’s going much higher. And they, by the way, the service that they provide is perfect.” Shopify Photo by Charles Deluvio on Unsplash Shopify Inc. (NASDAQ:SHOP) provides a commerce platform that helps businesses manage sales, payments, fulfillment, and customer engagement acros ...

Welcome back to Fast Market on the Schwab Network. I'm Diane Kinghal alongside Tom White in our Chicago studio. Time now for our cash tag segment.For that, we want to bring in our next guest and that's Megan Brantley, vice president of research like Folio. Megan, thank you for joining us this Friday. Happy Friday to you.We know you have new sentiment data on Amazon and it comes on the heels of their big Prime Days events uh which I think it was Landon who pointed this out is turning out to be like a a quart ...

Alibaba and Baidu each slid about 8%, while JD.com and PDD Holdings fell 6.6% and 5.2%, respectively. The iShares MSCI China ETF (MCHI), which tracks major Chinese companies listed in the U.S., dropped 5.2%.Chinese stocks trading in the U.S. tumbled Friday after former President Donald Trump threatened to sharply raise tariffs on Chinese imports if he returns to office, warning that China has become "very hostile."The selloff underscored renewed investor anxiety over escalating U.S.-China tensions, which ha ...

British postal company Royal Mail on Friday announced a partnership with TikTok Shop, allowing sellers on the social media platform's e-commerce arm to access its delivery network, including parcel co... ...

Core Insights - Alibaba Group has announced a multi-year partnership with the National Basketball Association (NBA) to provide artificial intelligence and cloud computing services [1] Company Summary - The partnership aims to leverage Alibaba's technological capabilities in AI and cloud computing to enhance the NBA's operations and fan engagement [1] Industry Summary - This collaboration highlights the growing trend of sports organizations partnering with technology companies to improve their digital infrastructure and services [1]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, Baird reiterated the stock as “Outperform” stating that “improving [Amazon Web Services] growth should help sentiment.” “On this ‘Open AI Monday’, we are opportunistic buyers of AMZN with likely acceleration in AWS growth in coming quarters, along with solid ongoing growth in high-margin Advertising and Services.” Amazon.com Inc. (AMZN) is an American technology company offering e-commerce, cloud c ...

Group 1: OpenAI Valuation and Industry Context - OpenAI has reached a valuation of $500 billion, making it the largest private company, up from $300 billion a few months ago [1] - This rapid valuation growth is notable as it took Microsoft 40 years to reach a similar valuation, while OpenAI achieved it in just 10 years [2] - OpenAI's founder, Sam Altman, projects a need for 250 gigawatts of electricity by 2033 to power its data centers, which is significantly higher than the largest nuclear power plant's output [2][3] Group 2: Berkshire Hathaway's Acquisition - Berkshire Hathaway is acquiring Occidental Petroleum's petrochemical unit OxyChem for approximately $9.7 billion, which represents about 1% of Berkshire's market cap [4][6] - Berkshire already owned about 27% of Occidental, making this acquisition more of a strategic move rather than a significant cash outflow [5] - The acquisition is seen as beneficial for both Berkshire and Occidental, allowing Occidental to buy back stock and reduce debt [6] Group 3: Government Shutdown Impact - The current government shutdown has not significantly affected the stock market, with the NASDAQ remaining flat and the S&P 500 down only slightly [8] - Historically, the average return of the S&P 500 12 months after a government shutdown is around 12%, indicating that such events may not have long-term negative effects [11] - Companies that rely heavily on government contracts may be more vulnerable to the shutdown's impacts, but the general market sentiment appears to be calm [9][10] Group 4: Fair Isaac Corp (FICO) Developments - Fair Isaac Corp's stock surged 24% following the announcement of a direct license program that allows mortgage originators to calculate and distribute FICO scores directly [11][12] - This move is expected to enhance FICO's margins and competitiveness against credit bureaus like Equifax and Experian, whose stocks fell in response [15] - FICO has historically performed well, with a 2,000% increase in stock value over the past decade, compared to 250% for the S&P 500 [12][13] Group 5: Investment Opportunities - Mercado Libre is highlighted as a potential investment opportunity due to its significant growth potential in Brazil, where it has around 40 million active buyers [18] - Etsy is also noted for its recent partnership with OpenAI to enhance customer engagement through AI-powered shopping features [19] - Curtiss-Wright is identified as a company that could benefit from the renewed interest in nuclear power, supplying essential components for nuclear reactors [21]

Group 1 - The Federal Reserve lowered interest rates by 0.25% on September 17, 2025, marking the first cut since December 18, 2024, with only one committee member voting against it [3] - Pfizer announced the acquisition of Metsera, a weight-loss drug developer, in a deal valued at $7.3 billion, coinciding with a projected global obesity drug market reaching $150 billion by 2030 [3] - BP announced the abandonment of its Netherlands biofuel plant due to weak demand, following similar halts in Australia, Germany, and the United States [3] Group 2 - U.S. import prices rose by 0.3% in August 2025, following a 0.2% increase in July 2025, while export prices also increased by 0.3% in August 2025 after a 0.3% jump in July 2025 [3] - The unemployment rate rose slightly to 4.3% in August 2025, with variations across states [3] - Cracker Barrel reported a 4.4% revenue decrease in its fourth quarter earnings for fiscal year 2025, attributed to a failed rebranding campaign [3] Group 3 - Netflix signed a co-marketing deal with Anheuser-Busch InBev, allowing InBev to advertise on Netflix's live shows and create limited edition packaging for popular shows [3] - President Trump increased the H-1B worker visa threshold to $100,000 to discourage overseas hiring, impacting major tech companies reliant on these visas [3] - A Pew Research study indicated that 53% of U.S. adults believe AI will worsen critical thinking abilities, while 50% think it will negatively affect meaningful relationships [3]

Group 1: Market Insights - Goldman Sachs CEO David Solomon expressed uncertainty about whether the current AI investment trend is a bubble, stating that "it's not different this time" compared to past market behaviors [1] - Solomon anticipates a potential drawdown in equity markets within the next 12-24 months, which he believes is a natural outcome given the recent market rally [2] - The S&P 500 index has experienced significant growth, hitting 190 record highs since 2020, largely driven by AI investments and tech company gains, with a 15% increase year-to-date [3] Group 2: AI Investment Perspectives - Jeff Bezos characterized the current AI investment trend as an "industrial bubble," suggesting that while share prices may decline, the societal benefits from AI investments will persist [4] - OpenAI CEO Sam Altman acknowledged the possibility of an AI bubble, indicating that the market will experience cycles of overinvestment and underinvestment [5] - Solomon highlighted the transformative potential of AI on productivity, noting that Goldman Sachs has integrated AI into its operations, resulting in a 20% productivity boost for software engineers [6] Group 3: Future Outlook - Solomon emphasized that the industry is "at the beginning of the movie, not the end of the movie," indicating a long-term perspective on AI's impact [7]

Group 1 - Goldman Sachs has raised its price target for Amazon from $240 to $275, indicating a positive outlook for the company [1] - There has been bearish sentiment regarding AWS, with concerns about spending and competition, but the Goldman report addresses these issues positively [1] - The report highlights unappreciated advertising tailwinds for Amazon ahead of the holiday season, suggesting a well-timed call [2] Group 2 - Anthropic is mentioned as a significant part of the discussion, although Amazon itself is not directly referenced [2]