I last covered Amazon.com, Inc. ( AMZN ) in late October, post AWS outage that affected everyone and their grandmother. At the time, I thought it was a blessing in disguise, once again telling the marketI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my ser ...

Hundreds of thousands of outdoor camping stoves sold at Walmart are being recalled after several units reportedly exploded, causing second-degree burns. The Consumer Product Safety Commission (CPSC) warned in a notice published last week that the Ozark Trail Tabletop 1-Burner Butane Camping Stoves could explode or catch fire, posing burn and fire hazards to consumers. About 201,000 products were included in the recall.Prior to the recall, the manufacturer, China Window Industry Co. Ltd, received 26 reports ...

Dec 1, 2025 11:00 AM Eastern Standard Time Pathway to Deliver New Class of Adaptive and Continuously Learning AI Systems with AWS and NVIDIA Technologies Share PALO ALTO, Calif.--(BUSINESS WIRE)--Pathway, the data company building live AI that thinks in real-time like humans do, today announced that its groundbreaking post-Transformer BDH (Dragon Hatchling) architecture now runs on NVIDIA AI infrastructure and AWS's cloud and AI tech stack, enabling a new class of adaptive and continuously learning AI syste ...

Key Takeaways September retail sales rose 0.2% to $733.3B, extending steady sector growth despite a slowdown.AMZN and other picks show rising earnings estimates alongside rate cuts and cautious consumer spending.AI-powered Black Friday strength supports solid holiday trends for these retail names.Retail sales grew at a slower pace than expected in September. However, the retail sector has put up a brave show over the past several months amid inflationary and price pressures.The Federal Reserve has cut inter ...

Key Takeaways AMZN, EXPE, BKNG, ETSY and DIBS are five picks after AI lifted Black Friday online sales to new records. AI chatbots and tools boosted shopper traffic and pricing efficiency across multiple platforms. Adobe, Mastercard and Salesforce data show strong year-over-year gains in AI-powered e-commerce.The artificial intelligence (AI) saga is yet to be fully unfolded as this technology is gradually gripping every activity in its fold. Adobe Analytics reported that AI-driven online sales on this Black ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying AMZN stock? Here’s what analysts think:Read This Next:Photo via ShutterstockLoading...Loading... ...

Broadcom and Amazon could be set to outperform next year.If you want to outperform the market, you're going to need to find stocks that can outpace the S&P 500. While that may not sound that difficult, J.P. Morgan analysts found that between 1980 and 2020, about two-thirds of stocks in the Russell 3000 Index, which extends the stock universe a bit, underperformed. However, those that outperform often do so by a wide margin. Given that context, let's examine two stocks I believe can outperform next year. Bro ...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced today that it has achieved the Amazon Web Services (AWS) Agentic AI Specialization, a new category launched within the AWS AI Competency. This specialization recognizes Elastic as an AWS Partner that enables customers to deploy smart, self-operating AI systems that can process, plan, and work independently to execute complex business processes. The AWS AI Specialization in Agentic AI distinguishes Elastic as. ...

文章核心观点 - AI 投资大趋势在进入 2026 年时依然强劲 [1] - 基金经理正将焦点转向 2026 年并调整投资组合 [1] - 目前有多只增长型股票价格合理且有望在明年表现良好 [1] 英伟达 (Nvidia) - 公司是人工智能趋势的代表企业，其图形处理器是运行 AI 工作负载最受欢迎的硬件 [2] - 在 2026 财年第三季度，营收同比增长 62% 至 570 亿美元 [4] - 公司向投资者透露，从 2025 年初到 2026 年底，其 Blackwell 和 Rubin 芯片的销售可见度达 5000 亿美元，其中剩余五个季度的预期销售额约为 3070 亿美元 [4] - 当前市值为 43010 亿美元，总市值 [3] 博通 (Broadcom) - 公司在定制 AI 芯片领域表现出色，与 AI 超大规模供应商直接合作开发专用集成电路 [5] - 与 Alphabet 合作开发的张量处理单元是其最佳范例之一，Meta Platforms 据称正考虑采购，这对公司是利好信号 [7] - 2026 年对公司可能是重要一年 [8] 台积电 (Taiwan Semiconductor Manufacturing) - 公司为英伟达、博通等公司制造高端芯片，在芯片领域处于中立地位，是比英伟达或博通更安全的投资选择 [9] - 第三季度以美元计算的营收同比增长 41% [10] - 尽管增长趋势和中立定位，公司估值仍低于英伟达和博通 [10] Meta Platforms - 公司股价在过去一个月大幅下跌，部分原因是其 2026 年高昂的资本支出计划 [12] - 公司正通过一些不理想的融资协议为其数据中心建设计划提供资金 [12] - 第三季度营收同比增长 26%，公司业绩表现强劲 [13] Alphabet - 公司已迅速从 AI 领域的落后者转变为赢家，其生成式 AI 模型被认为是顶尖水平 [14] - 第三季度营收同比增长 16%，稀释后每股收益增长 35% [15] - 公司有可能开始直接向其他公司销售其 TPU，这可能在 2026 年开辟全新的收入来源 [15] 亚马逊 (Amazon) - 公司今年市场表现不及大多数大型科技同行，股价年内仅上涨约 5% [16] - 第三季度营收同比增长 13%，主要得益于强劲的云计算业务和新兴的广告服务部门 [17] - 预计市场将在明年重新关注公司股票 [17]

LAS VEGAS, Dec. 01, 2025 (GLOBE NEWSWIRE) -- (re:Invent) -- SUSE, a global leader in enterprise open source solutions, today announced a collaboration with Amazon Web Services (AWS) to enrich the cloud native Linux experience for Amazon Linux. As part of this agreement, SUSE delivers thousands of additional, enterprise-grade open source packages via the new Supplementary Packages for Amazon Linux (SPAL) service. This expands the toolset available to customers already leveraging Amazon Linux for their applic ...