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Maxim Group's Tom Forte: Amazon is not feeling pressure from tariffs so far
Youtube· 2025-10-07 16:11
Let's turn to Amazon in particular as you say as the company kicks off the holiday shopping season with the big Prime Day deals today. Joining us now with his outlook is Max Group senior consumer internet analyst Tom Forte. Tom, how how much pressure is Amazon feeling because of tariffs.>> Yeah, so Sarah, so far Amazon's not feeling a lot of pressure and the reason is they were heavy in inventory in expectation of tariffs and if you look at the Amazon, they have a structural advantage on their marketplace. ...
AMZN "Discount" A.I. Play? Anthropic & AWS Offer Room to Run
Youtube· 2025-10-07 16:00
Core Viewpoint - Amazon is currently running its Prime Big Deal Days event, which is expected to boost sales ahead of the holiday shopping season, despite concerns about margins and stock performance lagging behind peers in the MAG 7 group [1][3][4]. Sales Event Impact - The Prime Big Deal Days event is anticipated to increase holiday spending by 6.2% compared to last year, providing significant revenue boosts for Amazon [4]. - This event allows Amazon to get a head start on holiday shopping, positioning it favorably against competitors during the Black Friday sales [3]. Stock Performance and Market Position - Amazon's stock has been underperforming compared to its MAG 7 peers, attributed to its slower participation in the AI sector, despite significant investments in AI companies like Anthropic [6][8]. - The stock has been trading in a range between $216 and $224, currently at $222, with potential for upward movement if it maintains higher lows [8]. Economic Context - The current economic environment features a record amount of liquidity, which is supporting market stability despite concerns about job security and inflation [11][12]. - The Federal Reserve's decision to lower interest rates is seen as a tailwind for Amazon, potentially aiding its stock performance [13]. Technical Analysis - Technical indicators suggest that if Amazon can hold its current trading levels, it may have room for growth as an AI play that is currently undervalued [8][10]. - The stock has not reached new lows following a recent FTC decision that could impose a $2.5 billion penalty, indicating resilience in its technical performance [13]. Trading Strategies - Two bullish trading strategies are proposed: one involves buying a call option with a higher delta for aggressive positioning, while the other suggests a more neutral to bullish stance through a put vertical spread [15][19]. - The first strategy requires a move above $232.5 for profitability, while the second offers a better probability of success with a break-even point at $129.90 [16][20][21].
Amazon Relay expands equipment options to support diverse fleet opportunities
Yahoo Finance· 2025-10-07 14:30
Amazon Relay has evolved significantly beyond its traditional power-only foundation, creating new opportunities for carriers with diverse equipment configurations. As Amazon’s consumer sales continue growing and the company expands support for third-party shippers, Relay recognizes the critical need to accommodate carriers operating various trailer types and specialized equipment. Breaking beyond power-only limitations When carriers think of Amazon Relay, many picture hauling Amazon’s distinctive trailer ...
Cramer's Mad Dash: PayPal
Youtube· 2025-10-07 13:52
Matt Dash. But first, a reminder about this afternoon. >> Yes, people can still join the club right now and be able to watch our special with Jensen Wong.I think is the most important person in the world right now in business. It's just the club. It's not going to be on our network.You can still sign up. And I think it's important to know that you can do it right up until a second before. Very good.Why not join. Uh today we see PayPal on the move. PayPal has an ad manager for small and mediumsiz businesses. ...
Alibaba (BABA) Reaffirmed “Overweight” by Morgan Stanley Amid Cloud Acceleration
Yahoo Finance· 2025-10-07 13:00
Alibaba Group Holding Limited (NYSE:BABA) is one of the AI Stocks Investors Are Watching Closely. On September 29, Morgan Stanley reiterated the stock as “Overweight” and raised its price target to $200 per share from $165. The firm cited accelerating growth in its cloud division and sustained momentum in core operations behind the raise. “We raise our cloud growth estimates to 32% for F26 and 40% for F27, driven by increased capex, model upgrades, strategic partnerships and accelerated international exp ...
快手开启双11预售 爆款付定金享折上折
Xin Lang Ke Ji· 2025-10-07 11:55
新浪科技讯 10月7日晚间消息,快手双11购物节启动预售,爆款商品付定金享折上折,还有主播天团提 前派福利,金豆等好货低价抢先购。据悉,今年快手双11将投入共计30亿的红包和商品补贴。 责任编辑:凌辰 ...
电商陆续启动备战 “双11”周期再拉长
新华财经上海10月7日电(记者高少华)"双11"大促周期再度被拉长。和往年相比,一些电商平台近期 已纷纷发力"双11"大促。 今年国庆中秋假期前夕,苏宁易购已宣布"双11"大促全面提前至国庆档,并于9月30日零点起正式开启 家电普惠日,全程长达44天。苏宁易购集团副总裁陆耀表示,将依托"国庆抢跑+双11延续"的优惠节 奏,整合全渠道供应链、深化场景体验创新,让消费者尽早享受实惠。 据介绍,今年"双11"期间,苏宁易购将携手品牌工厂共同启动家电"超级补"计划,基于刚需、升级、家 装三类场景需求,打造"刚需必选""新智严选""家装优选"三类产品矩阵,满足用户多层级消费需求。在 业内人士看来,苏宁易购将国庆黄金周、"双11"两大消费节点无缝衔接,让消费者能够根据自身时间安 排与实际需求,从容地选择最合适的购买时机,在更充裕的周期内完成家电选购与家装规划。 而在此之前,抖音电商"双11"开启时间也再次提前。9月中旬,结合中秋大促营销节点,抖音电商策划 了"抖音商城中秋&双11活动",整体活动时长57天,至11月11日24:00结束。对比往年,抖音电商今年 的"双11-中秋期"相当于往年的"双11抢先购"活动,但比往年 ...
Wall Street Breakfast Podcast: Deals Don't Wait 'Til November
Seeking Alpha· 2025-10-07 10:52
andresr/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) This is an abridged transcript. Amazon (NASDAQ:AMZN) Prime Big Deal Days event is here, October 7th and 8th, in an early kickoff to the holiday shopping season. The e-commerce giant said Prime mem ...
News Flash: Amazon Is Piling Into Wall Street's Hottest Quantum Computing Stock
The Motley Fool· 2025-10-07 07:51
The new apple of Amazon's eye has seen its shares skyrocket by almost 700% over the trailing year.For most investors, earnings season is the pinnacle of every quarter. Over a six-week period, the stock market's most-influential businesses lift their proverbial hoods and give investors a look at how they've performed over the prior three-month period. It serves as an excellent barometer of Wall Street's health.But earnings reports aren't the only way to judge which stocks and trends are firing on all cylinde ...
Preparing for a Market Crash? Put This AI Technology Stock on Your Watchlist Right Now.
The Motley Fool· 2025-10-07 07:22
This company is a durable grower and would not be impacted by economic headwinds in the United States.Investing in growth stocks means you need a strong stomach. Volatility is the price of admission for owning huge winners, and investors should expect drawdowns every so often from even the best stocks in their portfolios. Broad market weakness can also present headwinds. Few stocks did well during the 2008 market crash, the spring of 2020, or in 2022 when the market indexes tumbled.The market indexes are be ...