Welcome back to Trading 360. I'm Marley Kaden. It's time now for the 360 round.For that, let's bring in our panel to discuss Amazon's earnings. Joining us, Owen Carr, the chief merchandising officer at Spreeale and Charlie O'Shea from O'Shea investors. Thank you both for taking the time.You Charlie, we'll start with you. What are your thoughts on the report. >> They should be very happy.I mean, the stock price has rebounded. It's up almost 12%, I guess, at last read. And things are moving along.AWS finally ...

苹果公司财务表现与战略 - 苹果公司手机收入略低于预期 美国市场收入略低于预期 中国市场表现未达预期 [1] - 苹果公司服务业务表现强于预期 [6] - 公司管理层对围绕20亿设备的苹果生态系统感到兴奋 [7] 苹果公司生成式人工智能战略 - 苹果公司首次阐述了生成式AI战略 计划在设备端部署小型语言模型以符合隐私要求 并将构建自有隐私云 [2] - 该AI战略将增加公司的资本支出以及研发方面的运营费用 [2] - 与同行相比 苹果在整合生成式AI时 其研发投入无法通过其他公司的收入流进行摊销 [4] - 从收入角度看 苹果在生成式AI领域的商业模式不如其他公司有优势 [5] 苹果与亚马逊及Alphabet的战略对比 - 分析师认为苹果公司似乎停留在过去 讨论的话题与三年前相似 而亚马逊和Alphabet的CEO对未来有清晰且宏大的愿景 [3] - 亚马逊和Alphabet谈论的是重塑全球经济（规模达300万亿美元） 而苹果则专注于其自有生态系统这一较小范围 [7][8] - 亚马逊通过裁员14000人以资本替代人力 生成式AI的最大用户在不考虑折旧的情况下看到了运营利润率的最大改善 [8] Alphabet相对于苹果的投资优势 - Alphabet的增长率是苹果的两倍 且拥有更高的利润率 [10] - Alphabet在YouTube（流媒体）、搜索和生成式AI领域拥有领先的战略地位 在云计算市场排名第二或第三 Android系统排名第二 [10][11] - Alphabet在五个市场中拥有第一或第二的市场地位 而苹果仅在一个市场中占据第一 [11] - 苹果公司估值存在溢价 但其在生成式AI领域的上行空间较小 [11] Netflix公司战略与市场动态 - Netflix进行10比1的拆股以使股票更易于散户投资 分析师认为其已取代华特迪士尼公司成为儿童内容领域的头号魔法创造者 [12][13] - Netflix在游戏和广告业务方面进展不顺 但其核心内容业务表现强劲 可能竞购影视工作室 [14] - 市场传言Netflix可能与康卡斯特达成交易 由康卡斯特收购线性电视网络 但市场可能不乐见Netflix为此支付过高价格 [14][15]

Key TakeawaysAmazon's (AMZN) shares surged by over 10% in extended trading after its cloud unit, Amazon Web Services (AWS), reported a robust 20% rise in revenue for the third quarter, significantly beating analyst estimates and marking its strongest growth since 2022. This performance was largely driven by relentless business spending on artificial intelligence (AI) software development.The Federal Reserve is poised to end its Quantitative Tightening (QT) program and cut interest rates by a quarter point i ...

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After unexpectedly strong sales and profits across its consumer and cloud businesses, the tech giant said another strong quarter might be ahead. ...

up. Let's find out why the earnings are out. Mackenzie Sagales has the numbers.Mackenzie, >> hey there, John. Shares up almost 10% right now after a beat on the top and bottom line. We're looking at $1.95% for EPS in the third quarter versus $157 expected for revenue.Another beat of 180.17% billion versus 177.8% billion expected. But AWS, its cloud business, its profitability engine, that's where everybody was looking. We're looking at a beat there of 33 billion versus 32.42% billion expected.What's really ...

公司业绩与市场表现 - 公司在“七巨头”中今年表现落后 [1] - 投资者期待最新财报能带来新的增长动力 [1] 人工智能战略与竞争 - 华尔街关注公司的人工智能发展计划 [1] - 公司面临来自微软和Alphabet等其他大型科技公司的激烈竞争 [1] 业务部门与运营重点 - 投资者关注AWS云服务的表现 [1] - 零售业务的利润率是关注焦点 [1] - 关税影响的持续担忧也在投资者关注范围内 [1]

公司战略调整 - 亚马逊进行了近年来最大规模的企业岗位裁员，涉及14000个职位 [1] - 公司表示此举旨在人工智能时代变得“更加精简” [1] - 裁员决策是基于长达数月的优先事项和资源审查后做出的 [1] 行业技术趋势 - 人工智能正在重塑公司的运营方式 [1] - 公司运营模式的调整是为了适应人工智能时代的要求 [1]

It's time we brought in Kevin Olirri cuz I want to look at the Tik Tok deal. Uh Kevin, it looks like it is a done deal. Can you tell us, do Americans now control the algorithm that algorithms that power Tik Tok.>> They don't yet, Stuart. They will. When this deal gets closed, it'll become the responsibility of Oracle, which actually houses on servers in Texas and Virginia the actual code, 5 billion lines of it.It will be what's called forked. We'll get a copy of it. It'll sit on those two servers and then t ...

Software development engineers make up the largest group of employees affected by Amazon's latest round of layoffs in its home ...