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Bank of America revamps Amazon stock price target
Yahoo Finance· 2026-02-27 16:07
Core Viewpoint - Bank of America analysts maintain a bullish outlook on Amazon, reaffirming a Buy rating and setting a price target of $275, indicating a potential upside of 30.6% from the current share price of $210.64 [1] Group 1: AI Infrastructure and Revenue Potential - Investors have been focused on Amazon's significant AI capital expenditures and the question of whether returns will materialize [2] - Bank of America argues that in the current AI-driven economy, infrastructure capacity is monetizable, suggesting that increased compute demand will lead to future revenue growth [2] - Billionaire Ken Griffin's Citadel has increased its stake in Amazon to over $3.2 billion, indicating confidence in the company's capacity additions translating into sales [3] Group 2: AWS Capacity and Sales Projections - Bank of America highlights the growth of Amazon Web Services (AWS), which is expected to double its power capacity from nearly 8.0 gigawatts in 2022 to almost 15 gigawatts by Q3 2025 [7] - AWS added 3.9 gigawatts in the previous year, with expectations of continued momentum through 2027, aiming to double capacity again by that year [7] - Projections indicate AWS sales could reach $35 billion in 2026 and $45 billion in 2027, surpassing Wall Street estimates of $32 billion and $38 billion, respectively [9]
Tradeweb to Participate in the Raymond James 47th Annual Institutional Investors Conference
Businesswire· 2026-02-27 14:00
Versions[English]---### ContactsMedia contacts: Daniel Noonan, Tradeweb +1 646 767 4677 Tradeweb to Participate in the Raymond James 47th Annual Institutional Investors ConferenceFeb 27, 2026 9:00 AM Eastern Standard Time# Tradeweb to Participate in the Raymond James 47th Annual Institutional Investors ConferenceShare---NEW YORK--([BUSINESS WIRE])--Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced it will ...
阿联酋已通过其合作伙伴 Citadel 挖矿产出约 4.536 亿美元的比特币
Xin Lang Cai Jing· 2026-02-21 01:51
(来源:吴说) 吴说获悉,据 Arkham 监测,阿联酋已通过其合作伙伴 Citadel 挖矿产出约 4.536 亿美元的比特币。目前 看来,其大部分挖矿所得仍在持有,最近一次对外转出发生在 4 个月前。若不计能源成本,阿联酋目前 在比特币挖矿上的账面利润约为 3.44 亿美元。 ...
Legendary fund manager drops $2.52 billion on mega-cap tech stock
Yahoo Finance· 2026-02-19 23:33
Group 1: Investment Activity - Citadel, led by Ken Griffin, has significantly increased its investment in Amazon, adding approximately $2.52 billion, bringing its total position to over $3.2 billion [1] - Citadel has also doubled its stake in Nvidia, now valued at nearly $4 billion, indicating a strong interest in AI-related investments [1] - Other notable investors, such as Ray Dalio's Bridgewater, have also increased their positions in Nvidia, with a $253 million investment, raising their total stake to nearly $721 million [3] Group 2: Market Performance - Amazon's stock has experienced volatility, down 11.3% year-to-date and over 14% in the past month, largely due to its aggressive $200 billion capital spending plan related to AI [2] - Despite investor concerns regarding AI, Amazon's fundamentals remain strong, supported by a healthy AI-powered backlog and robust cloud sales [2] Group 3: Citadel's Portfolio Overview - Citadel's latest 13F filing shows a market value increase to $0.67 trillion, with inflows of +0.52% as a percentage of total market value [6] - The fund made new purchases in 2,088 stocks, added to 5,010 stocks, and sold out of 2,204 stocks, while reducing holdings in 5,384 stocks [6] - The concentration of the top 10 holdings is at 22.8%, with a turnover rate of 29.2% [6]
X @Arkham
Arkham· 2026-02-19 20:56
RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: UAE has so far mined $453.6M Bitcoin through their partners Citadel, per Arkham https://t.co/DvQthPiOo7 ...
X @Watcher.Guru
Watcher.Guru· 2026-02-19 10:38
JUST IN: 🇦🇪 UAE government mines $455 million worth of Bitcoin through Citadel. https://t.co/bIff1I8HQ6 ...
X @Bitcoin Magazine
Bitcoin Magazine· 2026-02-19 10:05
JUST IN: UAE has so far mined $453.6M Bitcoin through their partners Citadel, per Arkham https://t.co/DvQthPiOo7 ...
X @Cointelegraph
Cointelegraph· 2026-02-19 09:35
🇦🇪 JUST IN: The UAE has mined $453.6M worth of Bitcoin via Citadel.Most of the $BTC is still being held, per Arkham. https://t.co/5JBbzjvQrt ...
X @BSCN
BSCN· 2026-02-19 06:46
🚨UPDATE: UAE MINES $450M+ IN BITCOINThe UAE has mined $453.6M worth of Bitcoin $BTC through partner Citadel, according to @arkham.On-chain data shows most of the mined BTC remains untouched.The last notable outflows occurred four months ago.Excluding energy costs, the UAE is up roughly $344M. ...
X @Arkham
Arkham· 2026-02-19 06:14
THE UAE MINED $450M BITCOINThe UAE has so far mined $453.6M Bitcoin through their partners Citadel. It appears that they are holding the majority of the Bitcoin they produce, with their most recent outflows 4 months ago.Excluding energy costs, the UAE is currently in profit of $344M on their Bitcoin. ...