Core Viewpoint - Amazon plans to invest a total of $50 billion in OpenAI, starting with an initial investment of $15 billion, followed by an additional $35 billion in the upcoming months [1] Business - The investment signifies Amazon's commitment to artificial intelligence and its potential applications within its operations [1] - This move may enhance Amazon's competitive position in the tech industry, particularly in AI development and deployment [1]

| 财务摘要(百万美元) | 2025A | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | | 营业总收入 | 6566 | 7795 | 9088 | 10519 | | (+/-)% | 26.7% | 18.7% | 16.6% | 15.8% | | 毛利润 | 680 | 921 | 1120 | 1317 | | 归母净利润 | 427 | 604 | 754 | 901 | | (+/-)% | 488.7% | 41.2% | 25.0% | 19.5% | | PE | 49.53 | 35.08 | 28.07 | 23.49 | | PB | 3.65 | 3.31 | 2.96 | 2.63 | | 资料来源：Wind，国泰海通证券研究 | | | | | [Table_Market] 交易数据 | 52 周内股价区间(美元) | 20.21-42.76 | | --- | --- | | 当前股本(百万股) | 554 | | 当前市值(百万美元) | 20955 | 25 年收入超预期，Salomon 加大投入影 响 ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell. It's a global simulcast.Carol Massar and Emily Graffeo Join us now. Welcome to our audiences across all of our bloomberg platforms, television, radio, our partnership with YouTube here on a big day, at least if you're into the Supreme Court, which I'm told is hot these days. Carol Massar a big Supreme Court ruling against those Liberation Day tariffs, the mar ...

Core Viewpoint - The Supreme Court's decision to strike down President Trump's tariffs has led to a significant increase in retail and apparel stocks, providing a boost to US businesses and manufacturers [1][4][6]. Group 1: Stock Market Reaction - Retail and apparel stocks experienced notable gains, with Victoria's Secret rising by 5.6%, Dollar Tree increasing by 4%, and Abercrombie & Fitch gaining 5.5% [1]. - Other companies like Lululemon and Dick's Sporting Goods also saw smaller increases in their stock prices following the ruling [1]. Group 2: Industry Impact - The National Retail Federation expressed approval of the Supreme Court's decision, emphasizing that tariff imposition should be the prerogative of Congress rather than the president [1]. - David French, an executive from the trade group, highlighted that the ruling provides essential certainty for US businesses and manufacturers, and he expressed hope for potential refunds that could stimulate economic activity [2]. Group 3: Legal Context - The Supreme Court ruled in a 6-3 vote that the International Emergency Economic Powers Act, which was used to impose the tariffs, does not grant the authority to impose such duties [3][6]. - The ruling challenges the previous narrative that foreign countries bore the cost of the tariffs, as a study indicated that US businesses and consumers paid approximately 90% of the tariff costs last year [5].

This latest headline coming in from the Supreme Court. Global tariffs struck down by the Supreme Court. So today was going to be the fate of whether or not Trump's epitaphs, which about 60 to 75% of the tariff policy right now in the United States is based off of and the Supreme Court making this decision a red hat across the Bloomberg terminal.Trump's global tariffs are struck down by the US Supreme Court. So this means that the Supreme Court has decided that using EPA, which this administration has done w ...

Group 1: Lululemon - Lululemon has experienced a significant decline, down more than 13% year-to-date and over 50% in the last 52 weeks, indicating a bearish outlook [4][14] - The critical support level for Lululemon is around $160, which has been tested multiple times and is seen as a key threshold for future performance [6][10] - A proposed trading strategy involves buying an out-of-the-money put spread, specifically buying the 170 puts and selling the 160 puts for a $3.50 debit, targeting the bearish trend [7][31] Group 2: UPS - UPS has shown strong performance, up more than 20% year-to-date, despite facing challenges such as a lawsuit and driver issues [15][18] - The stock is currently in a bullish trend, having found a short-term bottom in the 80s, and the technical indicators suggest continued upward momentum [16][20] - A trading strategy involves buying a $5 wide call spread, specifically buying the 125 calls and selling the 130 calls for a $1.15 debit, capitalizing on the positive trend [19][21] Group 3: Toll Brothers - The homebuilders sector, including Toll Brothers, is facing headwinds such as high interest rates and elevated retail debt levels, which are not favorable for growth [27][30] - Despite these challenges, there is capital rotating into homebuilders, although this is viewed as a risky investment strategy [28][29] - A bearish trading strategy is proposed, involving buying the 150 puts and selling the 140 puts for a $2.80 debit, anticipating a downturn in the sector [30][31]

The company that effectively created athleisure with its high-quality yoga pants is losing out to trendier rivals https://t.co/2fWoBw823Q ...

Core Viewpoint - Lululemon is shifting towards more provocative clothing designs in response to declining interest in yoga and increased competition from other sports brands, which has led to a loss of its dominant position in the yoga apparel market [12][15][16]. Group 1: Product Changes and Controversies - Lululemon's recent yoga pants, "Get Low," faced backlash for being too transparent and were taken down shortly after launch, but were reintroduced with size adjustments rather than design changes [3][20]. - The brand has introduced various sexy apparel, including lace and mesh designs, which have sparked consumer confusion and debate about the brand's direction [2][6][12]. - In the Chinese market, a specific yoga pant priced at 980 yuan retains some revealing features, raising concerns about transparency and modesty [4]. Group 2: Market Competition - The rise of sports like badminton and tennis has led to increased competition from brands like Yonex and Wilson, which are gaining market share in the athletic apparel sector [12][14]. - Traditional sports brands such as Nike and Adidas, along with emerging brands like Alo, are offering competitive yoga pants, further challenging Lululemon's market position [15][16]. Group 3: Financial Performance - Lululemon reported a revenue of $2.6 billion for Q3 2025, a 7% increase year-over-year, but net profit decreased by 12.8% to $307 million, indicating financial strain [20][21]. - The company's gross margin fell from 58.5% to 55.6%, and operating margin decreased from 20.5% to 17%, with projections of a revenue decline of 1% to 3% for Q4 2025 [20]. Group 4: Leadership and Strategic Direction - The company's founder, Dennis Wilson, has expressed concerns over the company's direction, citing five major operational issues and proposing new board members to regain control [21]. - Current CEO Calvin McDonald is set to resign, indicating potential shifts in leadership and strategy as the company navigates its future direction [21].

RT Tonya Garcia (@tgarcianyc)The first edition of the weekly Retail Monitor is here! 🎉 Lululemon backlash, a Crocs/Lego mashup, European luxury shares sink and an office dress code alert 🚨. Check it out and subscribe! https://t.co/6H9Z8vXTOy ...

It’s not just Lululemon. Retailers from the high-end to the big box are facing an array of challenges to start 2026, writes @tgarcianyc.Read and subscribe to Retail Monitor, our new weekly newsletter tracking the global retail industry ⤵️ https://t.co/gk5hr8yzdt ...