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DBS Group, Singapore's largest bank, reported a decrease in third quarter net profit due to impact of global minimum tax. ...

Amazon has sent Perplexity a cease and desist letter, requesting it stop allowing people to use its AI agents to buy things.gettyAmazon has fired warning shots across the bow of AI agents. Specifically, the giant e-commerce company has served notice to Perplexity, the AI-powered answer engine, requesting that it stop allowing people to create and use purchasing agents to buy things on Amazon’s website.Stop for a moment and read that back: an e-commerce vendor doesn’t want people buying things from its websi ...

This is an interesting move. We've covered comment and perplexity on the show. We understand Amazon just, I think, start by explaining the grievance that Amazon has and the accusation Amazon's making against perplexity and what they're doing.So Amazon says that, you know, what perplexity is doing here is masking whose on its website. Right. They've alleged that perplexity.Instead it's sort of the same code that would make Amazon systems think it was just a regular Google Chrome user when in fact it was an a ...

市场整体状况 - 市场经历连续六个月上涨后进入11月 可能出现健康的技术性回调 [17][27][44] - 市场广度呈现负面迹象 下跌股票数量超过上涨股票 与指数创新高形成背离 [13][85] - 科技板块仍是市场领导力量 但动能出现转移 板块内部分化明显 [13][28][32] 大型科技股表现 - Palanteer公司公布强劲财报 但股价出现获利了结 从技术面看190美元是关键支撑位 若回调至175美元可能是买入机会 [5][8][9] - 科技七巨头内部出现轮动 Meta因160亿美元意外税务支出成为表现最差成分股 而苹果、谷歌、亚马逊保持强势 [28][29][32] - 英伟达继续保持领先地位 即将公布的财报备受关注 市场预期较高 [32][78][79] 行业板块分析 - 网络安全行业前景看好 网络攻击数量预计将持续增长 是长期投资主题 [47][48] - 消费品板块表现疲软 包括可口可乐、宝洁等必需消费品公司缺乏上涨动力 [34][40] - 运输板块出现转机迹象 航空公司和铁路股开始企稳 联合航空表现最佳而美国航空下跌14% [58][59] - 小型股板块具有补涨潜力 罗素指数若能突破关键阻力位 可能有12个月上涨空间 [92][93] 宏观经济因素 - 美国政府停创历史最长纪录 可能对GDP产生负面影响 但市场预期将是暂时性冲击 [2][17][18] - 美联储政策转向数据依赖模式 关键经济数据发布延迟影响利率决策预期 [19][20][21] - 关税政策存在不确定性 最高法院裁决可能改变现有贸易格局 增加企业盈利不确定性 [69][70][74] 投资策略观点 - 当前市场环境下适合采取逢低买入策略 重点关注技术面保持完好的行业龙头股 [9][50][54] - 建议关注转型中的消费类公司 如迪士尼、星巴克等具有反弹潜力的标的 [54][55] - 对于波动性较大的板块 推荐通过ETF进行分散投资 如网络安全ETF和小型股ETF [47][57][94]

This post originally appeared in the First Trade newsletter. You can sign up for Business Insider's daily markets newsletter here. Good morning and welcome to First Trade. Yum! Brands had a great day on Tuesday as the rest of the market tumbled, soaring 7% after saying it might offload Pizza Hut. Addition by subtraction! Rundown But first, it's time to separate the haves from have-nots. Love Business Insider? Log into Google and make us a preferred source. Was this email forwarded to you? Sign up ...

亚马逊的投资组合构成 - 根据第三季度13F文件 亚马逊的公开股票投资组合总价值为24.6亿美元 其中94%投资于Rivian Automotive Inc (RIVN)股票 [1] - 亚马逊持有1.5836亿股Rivian股票 价值23.2亿美元 这是其最大的公开股票持仓 几乎构成了整个投资组合 [2] - 亚马逊已清仓其在Advanced Micro Devices Inc (AMD)和IonQ Inc (IONQ)的头寸 [1][4] 亚马逊对Rivian的投资策略 - 亚马逊对Rivian的平均买入价格为每股79.29美元 按此计算其持仓账面亏损超过80% [2] - 尽管股价表现不佳 但亚马逊维持巨额持仓的立场表明其坚信Rivian对其长期物流和脱碳战略至关重要 [2] - 亚马逊的电动送货车队已拥有数千辆Rivian货车 两家公司的合作伙伴关系是市场上最牢固的电动汽车商业纽带之一 [3] - 此项投资被视为一项长期基础设施押注 认为电动汽车的规模化最终将在成本和碳效率方面带来回报 [3] 投资策略的潜在逻辑 - 在AMD（年初至今上涨超过120%）和IonQ（上涨64%）等股票表现强劲时选择清仓 可能标志着一次战略性的资产再配置 [4] - 策略可能从投机性科技股转向其可以控制的供应链硬件投资 [4] - 尽管人工智能芯片占据新闻头条 但亚马逊的最新文件显示其正加倍押注于电动汽车 认为电动汽车而非GPU将承载公司下一阶段的增长 [5]

Big Tech earnings have come and gone. Well, save for Nvidia (NVDA), which reports on Nov. 19. That aside, one key trend emerging from this quarter's reports is that Wall Street largely likes what it's seeing when it comes to AI, despite increased spending among hyperscalers. Microsoft (MSFT), Google (GOOG, GOOGL), and Amazon (AMZN) each reported solid results last week on strong performances from their respective cloud businesses. The only problem? Companies that use their cloud services, like OpenAI (OPA ...

核心业绩表现 - 2025年第三季度每股收益为8.32美元，低于市场预期11.77% [1] - 总收入同比增长39.5%至74.1亿美元，超出市场预期2.15% [1] - 运营收入同比增长30%至7.24亿美元，但运营利润率从去年同期的10.5%收窄至9.8% [2] - 毛利率从去年同期的52%收缩至49% [3] 增长策略与成本压力 - 在巴西将免运费门槛从79雷亚尔大幅降至19雷亚尔，推动商品销售数量同比增长42%，总商品价值增长34% [3] - 该策略导致履约和物流费用膨胀，巴西的直接贡献利润率同比下降 [3] - 毛利率收缩反映了更高的运输补贴、一价仓库存使用增加以及仓库扩张相关的基础设施成本上升 [3] 阿根廷市场风险 - 以美元计算的收入增长39.5%，但以当地货币计算的增长高达97%，主要由通胀而非实际消费驱动 [4] - 比索贬值和资金成本上升侵蚀了公司支付处理和信贷业务的盈利能力 [4] - 外汇损失较去年同期增加一倍以上 [4] 竞争格局加剧 - 亚马逊通过本地化履约和更快的Prime配送在巴西和墨西哥扩张，挑战公司的物流优势 [6] - Nubank拥有超过1亿用户，其低成本数字模式正稳步抢占支付、贷款和存款业务，对Mercado Pago构成显著威胁 [7] - Sea Limited旗下的Shopee在巴西和墨西哥重拾增长势头，其激进的折扣和卖家补贴挤压了公司市场的佣金率 [8] 财务预期与估值 - 市场对公司第四季度每股收益的共识预期为12.28美元，意味着同比下滑2.62% [5] - 收益预期同比大幅下降15.77% [5] - 公司股价年内已上涨35.6%，远超行业18.6%和板块9.4%的涨幅 [10] - 公司市盈率为38.44倍，显著高于行业平均的26.22倍和板块平均的25.21倍 [12]

Amazon and Perplexity are clashing in court over agentic commerce. The e-tail, technology and logistics giant filed a lawsuit against technology player Perplexity on Tuesday, alleging that the company illegally accessed Amazon’s platform and its users’ accounts to complete transactions on behalf of consumers. More from Sourcing Journal That, Amazon said, caused it harm because it was denied control over consumers’ experiences with its platform and risked consumers’ data ending up in bad actors’ hands. Acc ...