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Amazon's AWS CEO chides staff for slow product rollouts
Reuters· 2025-09-25 20:04
Amazon Web Services' top executive admonished staff on Thursday for what he called slow product rollouts by the cloud computing provider at its premier Reinvent customer event in December, according t... ...
How To Be Irreplaceable During The AI Boom. Amazon Executive Says To Focus On This One Thing.
Yahoo Finance· 2025-09-25 16:31
Group 1 - The rise of artificial intelligence (AI) is leading to job displacement, particularly in entry-level positions that involve repetitive administrative tasks [1][2] - Soft skills, especially critical thinking, creativity, and adaptability, are becoming increasingly valuable in the workforce as AI continues to evolve [1][2] - Companies like Walmart are already implementing AI tools in their operations to enhance productivity and reduce costs, allowing for sales growth without increasing headcount [3] Group 2 - The effectiveness of AI tools is heavily dependent on the quality of prompts provided by users, emphasizing the need for strong critical thinking skills to maximize AI capabilities [4][5] - Developing critical thinking skills can be achieved through asking insightful questions and engaging in continuous learning, such as reading books [6]
Microsoft cuts off cloud services to Israeli military unit after report of storing Palestinians' phone calls
CNBC· 2025-09-25 16:13
Microsoft President Brad Smith, left, speaks at a press conference on future visions for the development and application of artificial intelligence in education in North Rhine-Westphalia at the Representation of the State of North Rhine-Westphalia in Berlin on June 4, 2025. To his right is Hendrik Wüst (CDU), Minister President of North Rhine-Westphalia, in front of the sign "From coal to AI."Microsoft said Thursday that it has stopped providing certain services to a division of the Israeli Ministry of Defe ...
Amazon upgraded, Adobe downgraded: Wall Street’s top analyst calls
Yahoo Finance· 2025-09-25 13:40
The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly.Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.Top 5 Upgrades: Scotiabank upgraded OpenText ( OTEX) to Outperform from Sector Perform with a price target of $50, up from $35. The firm cites increased conviction” in the c ...
Can CoreWeave Sustain Its Impressive EBITDA Margin Performance?
ZACKS· 2025-09-25 13:06
Key Takeaways CoreWeave hit its first $1B quarter, with revenues up 207% YoY and adjusted EBITDA of $753.2M.Backlog doubled YTD to $30.1B, fueled by OpenAI and sector gains in finance, healthcare, and AI start-ups.Operating expenses jumped to $1.2B and capex to $2.9B, with rising debt costs adding to Q2 net loss.CoreWeave, Inc (CRWV) highlighted the strength of its business model by delivering both hyper top-line growth and impressive profitability numbers in the second quarter of 2025. Revenues jumped 207% ...
Amazon Stock is Going to $400 (Full Analysis)
Welcome back everyone. Today on the Joseph Carlson show, while the market is going up in 2025, we have the S&P 500 doing well, we have the QQQ doing well, we have even the Mag 7 doing really well, except for one, Amazon stands alone as a company that's not performing well this year. In fact, as Market Watch points out, Amazon is the worst performing of the big tech mag 7 companies, and it risks falling behind in the AI race. So, what's going on with Amazon? This is a company that after all is one of my larg ...
Amazon.com's Options Frenzy: What You Need to Know - Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-09-24 14:02
Whales with a lot of money to spend have taken a noticeably bullish stance on Amazon.com.Looking at options history for Amazon.com AMZN we detected 28 trades.If we consider the specifics of each trade, it is accurate to state that 42% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 16 are puts, for a total amount of $1,064,286 and 12, calls, for a total amount of $450,374.What's The Price Target?Analyzing the Volume and Open Interest in these co ...
2 Reasons to Buy Amazon (AMZN) Stock Like There's No Tomorrow
Yahoo Finance· 2025-09-23 10:05
Key Points The stock won't deliver another 100-bagger for investors, but it can still beat the market. Amazon's ability to try new things is its greatest competitive advantage. Automation in fulfillment centers is contributing to growth in the company's profits. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) was one of the supreme growth stocks to own over the last 20 years. The expansion from e-commerce to cloud computing and other services made investors a lot of money. A $1,000 in ...
The Next Decade's Winners: 3 Cloud Stocks That Could Deliver Monster Returns
Yahoo Finance· 2025-09-23 09:55
Key Points Amazon is the market leader in cloud computing, and the business is still growing nicely. Microsoft's big edge is its preferred access to OpenAI's popular AI models. Alphabet's vertical integration could become a big advantage in the cloud computing market down the road. 10 stocks we like better than Amazon › Some of the best growth stocks in the market can be found in the cloud computing space. In simplest terms, cloud computing is the delivery of computing services over the internet. ...
Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?
ZACKS· 2025-09-22 18:15
Core Insights - Alibaba's cloud computing unit experienced a significant growth of 26% year-over-year in Q1 of fiscal 2026, reflecting strong enterprise adoption of its AI models [1][9] - The company is making substantial investments in AI infrastructure, which has led to increased capital expenditures and cash outflows, positioning it to benefit from the growing AI market [2][9] - Recent innovations in Alibaba's AI model portfolio, including the open-sourcing of Wan2.2-Animate and the release of Tongyi DeepResearch, are enhancing its AI ecosystem [3][4] Financial Performance - The cloud division's growth is attributed to technological advancements and strategic partnerships, such as collaboration with S&P Global to provide AI-ready datasets [4] - Despite the strong growth, the company faces challenges in maintaining profitability due to price reductions in AI infrastructure aimed at user acquisition [5] - Alibaba's shares have gained 94.2% year-to-date, outperforming the broader Internet-Commerce industry, which grew by 14.9% [9][10] Competitive Landscape - While Alibaba's cloud growth is notable, global competitors like Microsoft and Amazon have significant advantages, with Microsoft Azure achieving 39% growth and Amazon Web Services at 17.5% [7] - Microsoft and Amazon have deeper capital resources and established enterprise relationships, which pose challenges for Alibaba's international expansion efforts [7] Valuation and Estimates - Alibaba's stock is currently trading at a forward Price/Earnings ratio of 17.41X, compared to the industry's 25.33X, indicating a potential undervaluation [13] - The Zacks Consensus Estimate for fiscal 2026 earnings is $8.09 per share, reflecting a 10.21% year-over-year decline [16]