Amazon Is Quietly Building An AI Empire
Amazon's long-term strategy and diversified growth in AI, cloud, retail, and advertising make it an attractive investment for those with a 3-5 year horizon. Despite slowing AWS growth and increasing competition, Amazon's broad AI strategy and strong financials position it well for future growth. Significant capital expenditures in AI and infrastructure are weighing on free cash flow, but operating cash flow remains robust.
Read More
Apple: Tariff To Have Low Impact On Revenue
Market fears about Apple's tariff exposure are overblown; management's foresight and strategic planning mitigate significant disruptions, maintaining strong customer loyalty and market share. The company's proactive supply chain optimization and exemption from certain tariffs support a resilient outlook. AAPL's strategic supply chain diversification to India and Vietnam minimizes tariff impact, with a projected gross margin reduction of only 0.8% in FY2025.
Read More
Amazon lays off 100 in Devices & Services group amid ongoing tech industry cuts
Amazon is cutting about 100 jobs in its Devices & Services division, the part of the company that includes its Alexa voice assistant, Echo smart speakers, Zoox robo-taxis and Project Kuiper satellite internet venture.
Read More
Amazon Cuts 100 Jobs in Devices Unit Amid Ongoing Efficiency Drive
Amazon reportedly cut about 100 jobs in its devices and services unit, saying it did so as part of a regular business review. The layoffs amount to a small portion of the unit's total workforce, Reuters reported Wednesday (May 14), citing a company spokesperson.
Read More
Alphabet: A Profitable Strategy Even With A Slightly Down Stock Price
Alphabet's Q1 revenue grew 12% YoY, with Google Cloud up 28%, though macroeconomic factors and AI investments are impacting free cash flow and analyst estimates. Derived from a DCF model and backed by a relative valuation, my Fair Value estimate is $193.4, about 23% potential upside from the current price ($157). Risks include trade war, DOJ accusations and Google Search competition, but even in a pessimistic scenario Fair Value would be $165.
Read More
