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At its 2025 GTC event, Nvidia cited a third-party analysis that found that data center capital expenditures were $400 billion ...
The Amazon marketplace is more competitive and complex than ever, but I see plenty of growth opportunities in 2025. As the co-founder of an AI-driven platform for eCommerce sellers, I believe ...
Billionaire David Tepper of Appaloosa Is Selling Nvidia, Amazon, ... whose AI-graphics processing units are the backbone of AI-accelerated data centers and the company's primary growth driver.
Amazon is one of my oldest holdings, but my first article about the Company was published in September 2024. Since then, its stock price has increased by ~5.6% (taking into account the recent sell ...
Amazon reported earnings on Thursday that beat Wall Street's estimates on the top and bottom line. The company reported net sales of $155.7 billion and earnings per share of $1.59.
Consider that Apple, Microsoft, Nvidia, Amazon, Tesla, Broadcom, and Netflix all have higher forward P/Es than Meta. Add it all up, and Meta stands out as a nice balance of growth and value for 2025.
Growth in revenue from Amazon's third-party seller services more than halved to 7% in the first quarter, excluding the impact of foreign exchange. Third-party seller services account for nearly a ...