Amazon (AMZN) is scheduled to report first-quarter 2025 results on May 1.For the first quarter, net sales are expected between $151 billion and $155.5 billion. Net sales are expected to grow 5-9% from the year-ago quarter’s reported figure. Management projects an unfavorable foreign exchange impact of 150 basis points.The Zacks Consensus Estimate for net sales is pegged at $154.56 billion, indicating growth of 7.85% from the prior-year quarter’s reported figure.The Zacks Consensus Estimate for first-quarter ...

San Francisco, April 28, 2025 (GLOBE NEWSWIRE) -- San Francisco, California - Krispy, a rising voice in literary speculative fiction, has released their debut novel The Version Who Stayed on Amazon, marking the first book in an emotionally intelligent and thematically rich series titled The Mirror Archive. The novel introduces readers to Auren Solven, a character who will serve as a narrative anchor across Krispy's works—sometimes a protagonist, sometimes an observer, but always in a state of personal evol ...

One of the primary companies that investors are worried about getting severely hurt by tariffs is Amazon (AMZN 1.35%). Amazon is the world's largest online retailer, and a large chunk of its goods come from China, which currently has a sky-high tariff rate. If this cost is passed onto the consumer, these goods may not be purchased anymore, which would hurt Amazon's retail sales.However, I don't think that's the correct metric to use when assessing Amazon's prospects, as the sale of goods doesn't make Amazon ...

My previous bullish Amazon (NASDAQ: AMZN ) thesis performed really well until mid-February. However, the broader market's weakness also reflected in Amazon's share price. As a result, the stock is currently 2% cheaper than it was in late September 2024. I reiterateI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both ...

Sprawling, power-thirsty data centers have become as much a staple of suburbia in some places as shopping malls and soccer fields. However, when Microsoft pulled the plug on planned data centers in Ohio last month, it added to questions about whether the nascent data center boom had already gone bust. A Wells Fargo report last Monday saying some data centers planned by Amazon Web Services were being reconsidered added to market anxiety.But the bust may have been over before it ever began. And if anything, a ...

文章核心观点 Steven Cress在投资领域经验丰富贡献多，致力于用数据驱动方法助力投资决策 [1][2][4] 个人职位与成就 - Steven Cress是Seeking Alpha定量策略和市场数据副总裁，创建平台定量股票评级系统及分析工具，其贡献是Seeking Alpha量化评级系统基石 [1] - 他是Alpha Picks创始人兼联合经理，该工具可帮助长期投资者创建一流投资组合 [1] 投资理念与方法 - 他致力于消除投资决策中的情绪偏见，利用数据驱动方法，借助复杂算法和技术简化投资研究，创建易于遵循、每日更新的股票交易推荐评级系统 [2] 职业经历 - 2018年其创立的CressCap Investment Research因量化分析和市场数据能力被Seeking Alpha收购，此前他还创立量化对冲基金Cress Capital Management [3] - 他曾在摩根士丹利管理自营交易部门，在北方信托领导国际业务发展 [3] 经验与能力 - 他在股票研究、量化策略和投资组合管理方面有超30年经验，能就广泛投资话题发表见解 [4]

Amazon (NASDAQ: AMZN ) shares are down more than 30% from all time highs, as macro uncertainty takes a toll on investor sentiment. For TTM, shares are down 2%, while the S&P 500 ( SP500 ) has gained nearly 6%.Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor ExpressAnalyst’s Disclosure: I ...

There's a lot of uncertainty for the economy, but sticking with top artificial intelligence (AI) companies still seems like a good investment. The productivity gains from adopting this technology will continue to attract investment by leading companies and drive returns for investors over the next decade.Amazon (AMZN 1.35%) and Meta Platforms (META 2.65%) are two leading tech companies that are well positioned to benefit from AI. Here's how these companies are benefiting from this technology and why it coul ...

文章核心观点 - 亚马逊CEO认为人工智能是自互联网以来商业领域最大的技术变革和机遇 ，当前亚马逊股价距历史高点下跌23% ，市盈率处于近十年最低水平 ，多数华尔街分析师预计明年股价将强劲反弹 ，公司在电商、广告和云计算业务中运用人工智能驱动增长 ，近期财务表现良好 ，对有耐心的投资者来说是值得买入的股票 [1][2][10] 亚马逊业务情况 - 公司是电商、广告和云计算领域的三威胁 ，运营着中国以外最大的电商市场 ，是第三大广告技术公司 ，亚马逊网络服务（AWS）在公共云服务领域领先 [3] - 公司在电商、广告和云计算三个业务板块运用人工智能驱动收入增长和提高运营效率 [4] - 预计到2030年 ，零售电商销售额将以每年11%的速度增长 ，数字广告销售额将以每年15%的速度增长 ，云服务销售额将以每年20%的速度增长 ，这使亚马逊有望在本十年末实现15%左右的收入增长 [5] - 电商业务方面 ，公司为零售业务构建或正在构建约1000个生成式人工智能应用 ，包括优化仓库库存分配、协助卖家上架商品和提供优质客户支持的工具 ，还使用自然语言处理让员工与履约中心机器人对话 [6] - 广告业务方面 ，公司提供生成式人工智能工具帮助品牌为不同类型媒体创建广告活动内容 ，其广告技术软件依靠机器学习模型和购物者数据帮助广告商进行产品推荐和优化广告效果 [6] - 云计算业务方面 ，AWS设计了Trainium和Inferentia定制芯片 ，为人工智能训练和推理提供比英伟达GPU更便宜的选择 ，还提供SageMaker和Bedrock开发平台 ，其对话式助手Amazon Q帮助知识工作者和软件开发人员提高工作效率 [6] 亚马逊财务与估值情况 - 公司第四季度财务业绩强劲 ，销售额增长10%至1870亿美元 ，运营利润率扩大3个百分点 ，GAAP净利润增长86%至每股摊薄后1.86美元 ，短期内因持续投资人工智能基础设施和应对美国贸易政策变化 ，增长势头可能放缓 ，但股价仍被超卖 [8] - 美国股市的普遍悲观情绪使亚马逊的市盈率降至30 ，为近十年最低 ，目前已小幅反弹至33倍 ，鉴于华尔街预计到2026年公司收益将以每年16%的速度增长 ，且过去四个季度平均超出市场共识预期22% ，该估值仍较为合理 [9]

公司动态 - 亚马逊向亚马逊支付印度公司投资35亿卢比（约4100万美元）[1] - 亚马逊支付2月获得印度储备银行支付聚合器牌照，推动商户支付业务，还获批预付费支付工具或钱包牌照[2] - 8月报道亚马逊支付是申请加入印度央行数字货币试点的五家支付公司之一，以通过其平台实现电子卢比交易[3] - 2023年6月报道亚马逊计划到2030年在印度投资260亿美元，此前亚马逊网络服务已投资129亿美元，还投资65亿美元推动其印度电子商务业务[4] 行业情况 - 3月亚马逊支付按交易量是第八大统一支付接口（UPI）参与者，PhonePe和Google Pay合计市场份额约85% [1] - 亚马逊支付在账单支付、UPI交易和保险费支付等多种服务上与其他平台竞争[2] - 2022年12月印度储备银行推出电子卢比试点项目，仅允许银行通过移动应用提供数字货币，2024年4月扩大项目至包括获批准的支付公司[3] - 数字钱包是印度55%零售购买的首选支付方式，在在线和实体零售中均受青睐[4] - 印度商家认识到消费者偏好，提供多种数字购物和支付功能，其全球数字购物指数（GDSI）得分仅次于阿联酋商家[5]