Core Viewpoint - The U.S. equity market is facing challenges in 2025 due to economic uncertainty, geopolitical tensions, and a trade war with China, but high-quality companies like Microsoft, Amazon, and Oracle are well-positioned for long-term growth [1][2][3]. Microsoft - Microsoft has transitioned from a software license model to a subscription-based model, resulting in predictable and high-margin revenue streams [4][5]. - The company's diversified business segments, including Microsoft 365, Azure, and LinkedIn, contribute to steady cash flow and high customer retention [5]. - Microsoft's aggressive AI strategy, particularly its partnership with OpenAI, enhances enterprise adoption of its products [6]. - Wall Street projects Microsoft's revenue and earnings to grow annually by 11.9% and 12.3%, respectively, with a forward P/E ratio of 29.5x, lower than its five-year average of 33x [7][8]. Amazon - Amazon's ecosystem extends beyond e-commerce to include AWS, digital advertising, and AI initiatives, maintaining its long-term growth despite trade war disruptions [9]. - AWS, which accounted for 17% of revenue in 2024, contributed over 58% of operating income, with an annualized revenue run rate of $115 billion [10]. - Amazon invested $8 billion in AI and is developing over 1,000 generative AI applications, enhancing productivity and reducing costs [11]. - The company expanded same-day delivery sites by 60% year over year in 2024, improving customer convenience [12]. - Amazon's share price has decreased by nearly 29% from its all-time high, trading at a forward P/E of about 31.3x, significantly lower than its five-year average of 55.4x, presenting a buying opportunity [13][14]. Oracle - Oracle's stock has declined nearly 35% from its 52-week high, making it an attractive option for long-term investors due to its role in AI infrastructure and cloud services [15]. - The company's Remaining Performance Obligations (RPO) increased by 62% year over year to $130 billion, indicating strong future revenue potential [16]. - Oracle's cloud infrastructure is growing at 51% year over year, and it is building a significant AI training infrastructure with Nvidia's chips [17]. - Management anticipates 15% revenue growth in fiscal 2026 and 20% in 2027, along with a 25% increase in quarterly dividends [18]. - Oracle trades at 19.1 times forward earnings, below its five-year average of 32.6x, suggesting a favorable valuation for investors [19].

Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]

Amazon (AMZN -2.90%) is scheduled to report its highly anticipated quarterly financial results on May 1.*Stock prices used were the afternoon prices of April 19, 2025. The video was published on April 21, 2025. ...

I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly wor ...

Demand for artificial intelligence (AI) services is exploding. Some estimates believe it will be a $4.8 trillion market by 2033.Want to make sure your portfolio benefits? Each of these three stocks should benefit immensely from the rise of AI. But each has a slightly different angle of exposure. This is the No. 1 stock for AI investorsWhen it comes to investing in AI, Nvidia (NVDA -4.36%) remains king. AI models require specialized GPUs to operate, and according to most estimates, Nvidia has a 70% to 95% ma ...

Core Viewpoint - Marc Mysterio, an Irish-Canadian artist, has filed a lawsuit against Amazon Music, alleging a shadowban that has severely impacted his music visibility and streaming numbers [1][17]. Group 1: Allegations of Shadowban - Mysterio claims that his music has been shadowbanned since September 2024, resulting in a drop in streams from 80 million to zero and a loss of over 450,000 fans [2][3][16]. - The lawsuit indicates that a metadata attack targeted his ASIN (B0041A1P4U), causing significant financial and reputational damage [3][16]. - Mysterio's Amazon Music station ceased functioning on September 10, 2024, with zero songs appearing, and his artist page was temporarily removed [2][8]. Group 2: Technical Details - The investigation suggests that Mysterio's metadata was deleted via an IF-MATCH operation in Amazon S3, which organizes songs but is vulnerable to manipulation [7][14]. - Evidence of the attack includes a significant drop in streams, absence of songs, and partial restoration of metadata, indicating a targeted deletion [15][16]. - The lawsuit demands Amazon to investigate the alleged shadowban, restore metadata, and provide confirmation of the actions taken [11][12]. Group 3: Financial and Reputational Impact - The metadata attack has led to estimated damages in the millions due to the loss of streams and visibility [16]. - Mysterio's fanbase has decreased from 1.25 million to below 800,000, losing more than 4,000 fans daily [3][16]. - The operational disruption has hindered Mysterio's ability to utilize Amazon Music for Artists analytics and other promotional tools [16].

Amazon (NASDAQ: AMZN ) (TSX: AMZN:CA ) is paving the way for leadership in the artificial intelligence infrastructure market with a serious intention. My previous writing on Amazon pointed out revenue mix, OPEX, and CAPEX as key trigger points forAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receivin ...

Core Insights - Amazon has rescheduled the launch of its 27 low-Earth orbit satellites for Project Kuiper to April 28, 2024, due to poor weather conditions that delayed the original launch date of April 9, 2024 [1][2] Company Developments - The launch mission, known as KA-01 or Kuiper Atlas 1, will utilize a United Launch Alliance Atlas V rocket and take place at Cape Canaveral Space Force Station [3] - Amazon's Project Kuiper represents a significant investment of $10 billion, aiming to deploy 3,200 satellites over 80 launches to provide satellite internet service, entering a market currently dominated by SpaceX's Starlink, which has approximately 7,000 satellites [4] Industry Context - Increased competition in the satellite internet market, including players like Viasat, Hughesnet, Eutelsat, and China's SpaceSail, could enhance internet service availability in rural and underserved areas, potentially leading to faster and cheaper internet options for consumers [5] - Amazon is strategically positioned to compete with Starlink due to extensive launch agreements with major providers, which may allow it to become a significant challenger in the satellite internet space [6] - Project Kuiper is not only about competition but also aims to address the global digital divide by delivering high-speed internet to underserved communities worldwide [6]

Amazon CEO Andy Jassy speaks at a company event in New York on Feb. 26, 2025. Amazon has rebooted Alexa with artificial intelligence, marking the biggest overhaul of the voice-activated assistant since its introduction over a decade ago. Michael Nagle/Bloomberg via Getty ImagesAmazon has delayed some commitments around new data center leases, Wells Fargo analysts said on Monday, the latest sign that economic concerns may be affecting tech companies' spending plans. A week ago, a Microsoft executive said the ...

Santa Clara, April 21, 2025 (GLOBE NEWSWIRE) -- Santa Clara, California - In recent developments, Amazon has announced plans to increase the ratio of individual contributors to managers by at least 15% by the end of the first quarter of 2025, aiming to streamline operations and enhance efficiency. Amazon increased its hiring during the COVID pandemic and is looking forward to streamlining the organization for increased efficiency. As the company recalibrates its workforce, the emphasis on hiring top-tier t ...