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Source: Seeking Alpha News Agency
1 week ago
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Amazon: Anthropic's IPO Can Be A Game Changer

Amazon: Anthropic's IPO Can Be A Game Changer

Amazon (AMZN) is rated Buy, with growth and valuation increasingly tied to AI-driven AWS and data center capex. AWS is projected to drive over 70% of AMZN's EBITDA by 2030, but long-term returns hinge on AI-as-a-service monetization. Key risks include potential oversupply, declining ROIC, and uncertainty around OpenAI and Anthropic's ability to pay for compute.

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AMZN Amazon.com, Inc.
Source: Seeking Alpha
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Source: 24/7 Wall Street News Agency
1 week ago
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Musk Said AI Would Double the World Economy, Then Two Hours Later Came a Warning From Inside Anthropic

Musk Said AI Would Double the World Economy, Then Two Hours Later Came a Warning From Inside Anthropic

Wall Street got a whiplash lesson in AI narrative management on Wednesday, September 9. In under three hours, the same decade was pitched as a doubling of global output and as an extinction deadline.

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NVDA NVIDIA Corporation
Source: 24/7 Wall Street
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Source: Invezz News Agency
1 week ago
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Nvidia says every $1 it invests brings back $100: so why does the stock keep falling?

Nvidia says every $1 it invests brings back $100: so why does the stock keep falling?

Nvidia chief executive Jensen Huang has a simple answer for investors worried that the chipmaker is helping finance its own customers: put in $1 and get $100 back. Huang used that shorthand at Goldman Sachs' Communacopia + Technology Conference while defending Nvidia's growing investments across the AI ecosystem.

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NVDA NVIDIA Corporation
Source: Invezz
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Source: Finbold News Agency
1 week ago
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Wall Street sets Apple stock price target after iPhone Duo reveal

Wall Street sets Apple stock price target after iPhone Duo reveal

While the latest iPhone showcase – including the showcase of the highly anticipated iPhone Duo – pushed Apple (NASDAQ: AAPL) stock 3.56% higher in the subsequent regular session, Wall Street analysts came out divided in their reactions.

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AAPL Apple Inc.
Source: Finbold
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Source: GeekWire News Agency
1 week ago
Stock Medium Importance AI Analyzed
Amazon expands its Quick AI assistant on mobile in challenge to Microsoft and Google

Amazon expands its Quick AI assistant on mobile in challenge to Microsoft and Google

Amazon is adding the Activity Feed from its Quick desktop app to the AI assistant's iPhone and Android apps, combining email, Slack messages, calendar invites and CRM updates into one prioritized list.

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MSFT Microsoft Corporation
Source: GeekWire
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Source: TechCrunch News Agency
1 week ago
Stock Medium Importance AI Analyzed
Jensen Huang explains why Nvidia will grow an astounding 70% next year

Jensen Huang explains why Nvidia will grow an astounding 70% next year

Founder, CEO, and tireless Nvidia hype man Jensen Huang told attendees at the Goldman Sachs Communicopia + Technology conference on Thursday why his company's AI domination — and revenues — will continue its record-breaking growth streak through the end of next year.

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NVDA NVIDIA Corporation
Source: TechCrunch
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Source: Business Insider News Agency
1 week ago
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Meta is asking some of its employees to become managers again in a new reorg

Meta is asking some of its employees to become managers again in a new reorg

Meta is asking some employees in its Applied AI division if they want to become managers again. Meta had previously converted those people from management roles as part of a reorganization.

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META Meta Platforms, Inc.
Source: Business Insider
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Source: Proactive Investors News Agency
1 week ago
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Apple catches up in foldables. Wall Street likes it

Apple catches up in foldables. Wall Street likes it

Apple Inc (NASDAQ:AAPL, XETRA:APC) had a good Thursday, with shares up 3.1% after unveiling its first foldable iPhone, the $1,999-and-up iPhone Duo. The move puts Apple into a market Samsung, Google and Huawei have played in for years – the biggest shake-up to the iPhone lineup in a long time.

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AAPL Apple Inc.
Source: Proactive Investors
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Source: TechCrunch News Agency
1 week ago
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Amazon makes it easier to buy what you see on Prime Video

Amazon makes it easier to buy what you see on Prime Video

Amazon is going to make it easier to shop when you're watching TV. The retail giant on Thursday announced a series of new features that will allow customers to discover products across thousands of Prime Video titles through integrations with its existing X-Ray experience, which today displays real-time actor bios, character names, soundtrack music, and more.

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AMZN Amazon.com, Inc.
Source: TechCrunch
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Source: 24/7 Wall Street News Agency
1 week ago
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Nvidia Just Gave Its Dividend a Massive Raise but Does It Even Matter?

Nvidia Just Gave Its Dividend a Massive Raise but Does It Even Matter?

Nvidia just handed shareholders a massive dividend raise, but the real story is buried inside a capital return structure that makes the payout look almost irrelevant. Understanding the gap between the two changes everything about how you read this stock.

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NVDA NVIDIA Corporation
Source: 24/7 Wall Street
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