You can still find good values among AI stocks even after their strong price recovery in recent weeks.With more and more capital going into artificial intelligence (AI) development and infrastructure, and investors growing increasingly excited about the tech's potential impact on various businesses, stocks connected to the trend have been some of the market's biggest winners over the last two and a half years.Despite that rapid growth, many of those stocks could still have plenty of room to keep climbing. T ...

Amazon CEO Andy Jassy speaks during an unveiling event in New York on Feb. 26, 2025.Amazon shareholders rejected a proposal to adopt a policy that would require the company's CEO and board chair roles to remain separate.Vote totals disclosed in a filing Thursday show about 82% of shareholders rejected the proposal. The independent proposal was submitted alongside seven others at Amazon's annual meeting on Wednesday. Each of the independent proposals were rejected.Amazon split the roles of CEO and board chai ...

投资动态 - Pershing Square Capital Management在亚马逊股价暴跌后购入其股份[1] - 亚马逊股价从2月高点242.06美元下跌超过30%[1] - 投资决策基于认为公司能克服云业务放缓[2] - 建仓时机选择在4月关税政策导致股价跳水后[3] - 投资消息公布当日亚马逊股价上涨2%至203.05美元[3] 公司基本面 - 亚马逊预计每股收益将持续保持20%以上增速[3] - 一季度云业务收入增长但运营利润预测低于预期[4] - 公司声称关税未影响消费者支出或产品价格[4] - 计划在网站产品标签中单独列示关税附加成本[8] 行业环境 - 中国推出低成本语言模型引发对美国科技巨头AI竞争力的担忧[1] - 特朗普关税政策对严重依赖中国进口的零售商造成压力[4] - 部分大型零售商已下调全年预测或报告消费支出下降[5] - Target因消费降级/关税压力/DEI争议下调全年展望[5] 政治影响 - 亚马逊创始人贝索斯因关税标签计划接到特朗普愤怒电话[9] - 公司随后立即撤销了该定价方案[9]

In this photo illustration, Claude AI logo is seen on a smartphone and Anthropic logo on a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)Anthropic, the Amazon-backed OpenAI rival, on Thursday launched its most powerful group of artificial intelligence models yet: Claude 4.The company said the two models, called Claude Opus 4 and Claude Sonnet 4, are defining a "new standard" when it comes to AI agents and "can analyze thousands of data sources, execute long-running ...

Want to hear a staggering number? Here it is: 208,300%. That's roughly the gain that Amazon (AMZN -1.33%) has delivered since its initial public offering (IPO) on May 15, 1997. If you had invested $10,000 in the stock back then and held on for the wild ride, you'd have a whopping $20.8 million today. Amazon won't be able to generate the kind of sizzling growth in the future as it did when the company was still a rising star. However, that doesn't mean this stock can't still make investors a lot of money. I ...

The "Magnificent Seven" refers to a group of seven American technology giants that are the dominant players in their markets. The term was coined by Bank of America analyst Michael Hartnett in 2023 because of their massive influence on the U.S. stock market and their ability to substantially outperform the overall market's gains.It is worth noting that the Magnificent Seven companies account for just over a third of the S&P 500 index's combined market cap as of May 2025. That's nearly triple when compared t ...

Nike shoes are seen in the King of Prussia Mall, as global markets brace for a hit to trade and growth caused by U.S. President Donald Trump's decision to impose import tariffs on dozens of countries, in King of Prussia, Pennsylvania, U.S., April 3, 2025.Nike will resume selling its products directly to Amazon in the U.S. for the first time since 2019, CNBC has confirmed.The sneaker giant stopped selling its goods wholesale on Amazon six years ago as part of a push to distribute more directly to customers a ...

Highlights Amazon CEO Andy Jassy said during the company’s annual shareholders meeting that tariffs have not impacted the company’s sales or average selling prices. Shareholders rejected all eight proposals, including those related to climate change, AI oversight and corporate governance. Amazon will disclose detailed voting results in a securities filing. Amazon CEO Andy Jassy told shareholders during a virtual meeting Wednesday (May 21) that the tariffs the President Donald Trump administratio ...

Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025.Amazon CEO Andy Jassy said Wednesday that the company hasn't seen any signs of consumers tightening their wallets in the face of President Donald Trump's sweeping tariffs.Jassy's comments came during Amazon's annual shareholder meeting, which was held virtually on Wednesday. "We have not seen any attenuation of demand at this point," Jassy said during a question-and-answer portion of the meeting. "We also haven't yet se ...

财务数据和关键指标变化 - 2024年净销售6380亿美元，同比增加630亿美元，增长11% [56] - 2024年运营收入686亿美元，得益于门店成本降低、广告和AWS业务增长以及固定成本增速低于收入增速 [60] - 2024年资本支出约780亿美元，较2023年增加约300亿美元，主要用于技术基础设施和生成式AI服务 [61] - 2024年自由现金流380亿美元，同比改善超10亿美元，受运营现金流增加和资本投资增加影响 [62] 各条业务线数据和关键指标变化 北美业务 - 2024年销售额增长至3870亿美元，同比增长10% [57] 国际业务 - 2024年销售额增长至1430亿美元，排除外汇影响同比增长10%，过去五年新增超八个国家市场 [57] 广告业务 - 2024年净销售额达560亿美元，同比增长20%，全漏斗广告业务机会多 [59] AWS业务 - 2024年销售额增长至1080亿美元，同比增长19%，Q4年化销售运行率超1150亿美元 [59] 门店业务 - 2024年第三方卖家占所有销售商品的61%，为历史最高年度卖家百分比组合 [58] 各个市场数据和关键指标变化 - 未提及相关内容 公司战略和发展方向和行业竞争 - 公司目标是成为以客户为中心的公司，持续为客户提供低价、多样选择和便利服务 [49][63] - 大力投资AI，在各业务领域构建超1000个生成式AI应用，推动客户体验和业务重塑 [71][72] - 发展新业务，如Prime Video、杂货、医疗保健和Kuiper卫星项目 [74] - 行业竞争方面，广告业务面临Meta等竞争，需在AI领域与微软、谷歌等竞争 [7][42] 管理层对经营环境和未来前景的评论 - 外部环境复杂，但公司将专注可控因素，保护客户体验，为股东创造价值 [63] - 对未来充满乐观和活力，认为AI带来巨大机遇，新业务有长期发展潜力 [73][74] 其他重要信息 - 会议对多项提案进行投票，包括董事选举、审计师任命、高管薪酬等，初步结果显示董事选举、审计师任命和高管薪酬提案获通过，股东提案均未获通过 [46] - 股东提出多项提案，涉及广告政策、排放报告、数据中心影响、董事会结构、包装材料、仓库工作条件、数据使用监督等方面 [5][7][14] 总结问答环节所有的提问和回答 问题: 能否回应亚马逊减少AI投资的报道，并解释AI如何切实使公司受益 - 公司无计划减少AI投资 ；AI在成本避免和生产力、全新应用两个宏观领域使公司受益，如客服聊天机器人、卖家产品详情页生成、履约网络预测等方面体现成本避免和生产力提升，Alexa Plus、购物助手Rufus等体现全新客户体验 [76][77][79] 问题: Alexa Plus如何使用AI - Alexa Plus使用自动语音识别将语音转换为文本，用自然语言理解解释文本含义和意图，基于多个基础模型（主要是Amazon Nova）重新架构大脑，能更好理解查询、路由到正确专家并智能响应和采取行动，具备代理能力，可在无API情况下为客户完成任务 [83][84][86] 问题: 政府新关税政策对亚马逊有何影响 - 难以确定关税最终情况 ；公司采取提前采购和接收库存等措施保持低价，目前未看到需求减弱和平均售价大幅上涨，市场多样性有助于为客户提供最佳选择和价格 [87][88][89] 问题: 公司是否仍看好杂货业务机会 - 公司看好杂货业务，去年杂货业务（不包括全食超市和亚马逊生鲜）毛销售额超1000亿美元 ；全食超市增长快、盈利好，纽约市的Daily Shop反响好，亚马逊生鲜二代店有进展，在全食超市进行创新尝试，部分同日送达设施增加易腐食品供应且受客户欢迎 [91][92][94] 问题: 亚马逊在改善仓库工作条件方面有哪些进展 - 公司目标是成为行业最安全工作场所，已取得进展，2024年可记录事故率五年内改善34%，损失工时事故率改善65%，肌肉骨骼疾病可记录事故率改善32% ；采取了改造工作站、使用机器人等措施，同时提高员工薪酬和福利 [96][97][98] 问题: 能否提出独特的美国全民负担得起的医疗保健解决方案 - 公司致力于改善医疗保健体验，通过亚马逊One Medical提供便捷服务，客户可通过应用与医疗人员交流、预约同日或次日就诊、获取专家转诊等，还提供药房服务，包括同日送达和RxPass计划，未来将为客户提供更多服务 [102][103][106]