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AMZN

Prezzo Amazon

Closed
AMZN
$267,56
+$3,50(+1,32%)

*Data last updated: 2026-05-04 06:30 (UTC+8)

As of 2026-05-04 06:30, Amazon (AMZN) is priced at $267,56, with a total market cap of $2,88T, a P/E ratio of 31,66, and a dividend yield of 0,00%. Today, the stock price fluctuated between $261,61 and $273,31. The current price is 2,27% above the day's low and 2,10% below the day's high, with a trading volume of 50,82M. Over the past 52 weeks, AMZN has traded between $196,13 to $277,09, and the current price is -3,43% away from the 52-week high.

AMZN Key Stats

Yesterday's Close$265,06
Market Cap$2,88T
Volume50,82M
P/E Ratio31,66
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)8,45
Net Income (FY)$77,67B
Revenue (FY)$716,92B
Earnings Date2026-07-30
EPS Estimate1,82
Revenue Estimate$194,58B
Shares Outstanding10,89B
Beta (1Y)1.383

About AMZN

Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). Its products offered through its stores include merchandise and content purchased for resale; and products offered by third-party sellers The company also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Rings, Blink, eero, and Echo; and develops and produces media content. In addition, it offers programs that enable sellers to sell their products in its stores; and programs that allow authors, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, the company provides compute, storage, database, analytics, machine learning, and other services, as well as fulfillment, advertising, and digital content subscriptions. Additionally, it offers Amazon Prime, a membership program. The company serves consumers, sellers, developers, enterprises, content creators, and advertisers. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington.
SectorConsumer Cyclical
IndustrySpecialty Retail
CEOAndrew R. Jassy
HeadquartersSeattle,WA,US
Official Websitehttp://www.aboutamazon.com
Employees (FY)1,57M
Average Revenue (1Y)$454,90K
Net Income per Employee$49,28K

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Amazon (AMZN) is currently trading at $267,56, with a 24h change of +1,32%. The 52-week trading range is $196,13–$277,09.

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Amazon (AMZN) Latest News

2026-05-01 09:21

US Stocks Added $8.1 Trillion in April, Best Month Since 2020

The S&P 500 added $8.1 trillion in market value during April, marking its strongest month since 2020. The index gained 14.2% from its March 30 low, while the Nasdaq Composite rose 15.29%, driven primarily by gains in technology stocks. Tech leaders surged throughout the month: Intel (INTC) doubled in value for its best month in 55 years, Advanced Micro Devices (AMD) jumped 74%, Micron Technology (MU) climbed 53%, and Broadcom (AVGO) gained 35%. Alphabet (GOOGL) finished April up 34%, Amazon (AMZN) gained 27%, and Meta Platforms (META) ended higher by nearly 7% despite a Thursday decline. April's rally occurred amid headwinds including Brent crude climbing above $125 per barrel and US economic growth slowing to 2% annualized in Q1, below the expected 2.2%.

2026-04-27 10:03

U.S. Stock Futures Mixed in Pre-Market Trading; Apple Down 1.35%, Nvidia Up 0.88%

Gate News message, April 27 — U.S. stock index futures showed mixed movement in pre-market trading. The Nasdaq rose 0.1%, while the Dow Jones fell 0.18% and the S&P 500 declined 0.05%. Among the "Magnificent Seven" tech stocks, Apple (AAPL) fell 1.35%, Microsoft (MSFT) dropped 0.08%, and Tesla (TSLA) declined 0.22%. Meta (META) also slipped 0.1%. On the upside, Alphabet (GOOGL) gained 0.44%, Amazon (AMZN) rose 0.25%, and Nvidia (NVDA) climbed 0.88%.

2026-04-14 15:33

Major U.S. Tech Stocks Rise, Meta Gains Over 3% as Markets Rally

Gate News message, April 14 — Major U.S. tech stocks posted broad gains on Tuesday, with Meta Platforms (META) rising over 3%, Amazon (AMZN) up 3%, Tesla (TSLA) and Alphabet (GOOGL) climbing over 2%, and Nvidia (NVDA) gaining nearly 2%. The three major U.S. equity indices also advanced intraday, with the Nasdaq Composite up 1.22%, the S&P 500 up 0.74%, and the Dow Jones Industrial Average up 0.49%.

2026-04-13 14:03

美股开盘加密板块普跌，Strategy 下跌 2.01%

Gate News 消息，4 月 13 日，根据 msx.com 数据，美股开盘，道指跌 0.5%，标普 500 指数跌 0.22%，纳指跌 0.26%。加密概念股普跌，某 CEX 下跌 1.66%，Robinhood 下跌 1.65%，Bit Digital 下跌 2.91%，Strategy 下跌 2.01%。据悉，msx.com 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。

Hot Posts su Amazon (AMZN)

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How hyperscalers like Oracle and Meta are driving the AI arms race ================================================================== Yahoo Finance Video , Jared Blikre and Brooke DiPalma Thu, February 19, 2026 at 8:00 PM GMT+9 In this video: * StockStory Top Pick MSFT +0.69% META +0.61% * GOOG +0.37% ORCL +1.43% AMZN +1.81% **Listen and subscribe to Stocks In Translation on**** Apple Podcasts****,**** Spotify****, or wherever you find your favorite podcast.** The AI boom is here, but a few hyperscalers are running the show. In this episode of Stocks in Translation, BNP Paribas Equity Research Equity Analyst David O’Connor joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the AI trade and the outsized influence of hyperscalers. They break down how a handful of giant buyers, including Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (ORCL), are driving AI infrastructure spending, shaping the semiconductor market, and setting the pace for the next wave of AI growth and innovation. **Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes ****here****, or watch on your**** favorite streaming service****.** _This post was written by Lauren Pokedoff_ Video Transcript 0:05 spk_0 Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blicky, your host, and with me is my co-host, Yahoo Finance senior reporter, Brooke De Palma, who's here to connect the dots and to be that bridge between Wall Street and Main Street.Today we're going straight into the AI arms race, and we've got a former chip designer turned Wall Street analyst to help sort things out. Our word of the day is hyperscaler, because in AI a handful of giant buyers can set the pace for everyone else. We clear the air on exactly what these giants do. And for today's market show and tell, we're looking at Nvidia through a fundamental lens. We're breaking down gross margin to show how it can swing the stock price when the cycle shifts.And this episode is brought to you by the number 53%. Remember smart glasses, they're back, and that's how much demand is expected to grow this year. And today we are welcoming David O'Connor. He is a senior semiconductor research analyst at BMP Paribas and a former chip designer who spent a decade building silicon.With companies like NXP and Texas Instruments from the clean room to the street. David, it's great to have you here. 1:18 spk_1 Yeah, thanks so much for inviting me guys. 1:20 spk_0 So let's begin, uh, with your big picture overview of how you see the AI trade playing out right now. Oh. 1:26 spk_1 Yeah, straight into it. No, no, no, no softball there. Uh, I would say on the, um, on the semiconductor side of things, uh, kind of, uh, sentiment is quite tricky at the moment.A lot of wall of worries, I would say for the, uh, for a lot of investors, you know, worry on the kind of the disruption AI is causing. You know, we've seen that more in the software side or software stocks in the last couple of weeks, but also on the, uh, the hyperscale, you know, concern around the ROI, concern around monetization, also in the capic side of things as well. You know, we've got like 700 billion this year for just hyperscale or capex.Uh, up 70% year over year, but the question is, you know, how much higher that can go. Uh, and there's no, uh, no good answers, I would say. So certainly, uh, right now we need better answers to these questions to kind of get us through this wall of worry and, uh, onto the promised land. 2:20 spk_2 Let's stick with that theme because our word of the day is hyperscalar, and that's a giant cloud operator that runs.Massive data centers and networks at a global scale. In the US, think Amazon, Microsoft, Google, Meta, and Oracle. And the reason this word matters right now is that in AI, a handful of these giant buyers can set the pace for everyone else. When they speed up spending, it pulls the whole supply chain with it, chips, power, networking, all of it. And when they tap.The brakes, it can hit hardware demand pretty fast. The misunderstanding is that hyperscaler sounds like a cloud buzzword, but it's really a market power word. It's about who has the checkbook, who gets priority, and who can turn AI into a real business. So David, from your seat on the sell side, what's the most important thing that people need to know or get wrong about hyperscalers right now? 3:12 spk_1 Yeah, I, I think the, uh, most important thing for people to understand because they are representing 70% of the AI market. So they are, as you, as you, as you mentioned, writing the checks. Um, I think the uh thing to realize is that they're well funded, uh, so they can afford, and that's what is a bit different now versus if you look back at previous cycles back to the tech bubble in 2000.There, there was, uh, no cash being generated. So the guys who are actually buying all the infrastructure, uh, buying all the chips, as you talk about the connectivity, the power, they were not uh funded. They had no real business model. So, that's very important to understand here that this uh spending can continue and as I mentioned,You know, this year, 2020 calendar 26, probably 90% of, uh, you know, that 700 billion represents 90% of their cash flow. So, quite elevated, but at the same time, you know, they can afford it, uh, they can afford it, uh, you could say. You 4:07 spk_2 mentioned earlier.Or that ROI for these hyper scales that's return of investment. When you think about these names, where are we at now? Because that was really the fear back in the fall. And so has that fear eased at all heading into this year? Yeah, 4:20 spk_1 um, so it's the same concern we had 3 years ago, 2 years ago, last year, uh, in September, as you mentioned. Uh, it hasn't gone away. Still the same questions, uh, but now we need better answers and, uh, those answers aren't really forthcoming.When we look at the hyperscale, you know, they, they are monetizing initially to a certain extent through better click through rates, better advertising. So there are levels of monetization there. But I think, uh, we need to see a lot more, like 700 billion in capics this year. Wow, that's 4:53 spk_0 such a big number 4:55 spk_1 that, uh, and of course we see open AI.Uh, you know, let's talk about their kind of revenue run rate and tropic as well, but there's a big gap there between these hyper scale investment levels and what these guys, their annual are their run rate basically. So yeah, so it's for sure, better answers, not new questions, but certainly we need better answers now given that the, um, you know, we've had 3 years of infrastructure build out so far, you know, is what's going to drive that.Forward? Is it going to be just one more year of infrastructure build out, 6 months? You know, there's uncertainty there. Um, and to kind of make that bridge from infrastructure to actually monetization, yeah, we need answers there. We need to see business models and, uh, yeah, that's the big concern at the moment. 5:36 spk_0 Sounds like we just have to wait a bit of time for these answers, but the market's always gonna front run something. Let me, let me, maybe this is unfair, because I know you're a chips guy, but I want to ask you about the software side, just because it's gottenUh, decimated over the last few months, and we saw this huge washout just a few weeks ago. Um, and I guess the big overarching theme is software as a service is going to be disrupted by AI. Elon Musk is out there saying that coding is dead, you know, you're just gonna have one software app to control everything, who knows? But, uh, do you see a bottom in software coming and do you think that's important to uh the AI rally? 6:14 spk_1 I spent 10 years in the industry, and 15 years on the uh the cell side. So, seen a lot of new technologies over the year, over the years. And I would say, you know, there's parallels what we're seeing at the moment where you have all the tools built out for a new kind of technology, which is AI.And, you know, as those tools are built out, now we're in the stage where we're getting more of these AI agents come to the fore and yet, to your point, uh, every week now, we seem to have a new AI agent that's coming out and causing a lot of questions around existing business models that have been there for many, many years. Either tooling, workflows, um, all these AI agents are pretty, uh, disruptive. Now, is there value in them?You know, someone working on an agent over the weekend and coming out Monday morning with something that publish a 7:04 spk_0 paper, you know, er, erase a $1 trillion in market cap value. But you know, does the rubber meet the road there? Yeah, 7:10 spk_1 exactly. And to your, um, you know, to, to your question, where does this end? Uh, I would say, you know, so there's, we're at the stage where there's a question on incumbents across the space, you know, obviously sour impacted at the the moment.I think, um, you know, as we go through this year and we see more and more agents, there's going to be more questions asked. But I think all of this as well as as as I mentioned, you know, how much value is actually attached to these agents. It's not very clear.And how disruptive they're going to be long term and can they kind of really build a big ecosystem around that. There's question marks there. So, yeah, like every, like we've seen previously, it's up to the incumbents to actually go out there and prove and disprove these uh these new um disruptors and to actually show that AI is actually an accelerant to their businesses and uh, but that takes time.It's easier to show your disruptor and uh to disprove that. So yes, I think that's going, this is going to remain, this concern is going to remain with us through this year until those big incumbents can show that actually they've adopted AI and it's driving, you know, new revenue growth for those businesses 8:16 spk_0 big overhang for the rest of the year.For market show and tell, and today we're breaking down gross margin, using Nvidia as an example. Gross margin is just the share of revenue a company keeps after it pays direct costs to make and deliver its products. So when gross margin is rising, it usually means stronger pricing power, better product mix, or lower cost per unit.And we've got a chart of Nvidia stock, uh, price versus gross margin going back to 2019. And for our audio-only listeners, I'll describe it. Both are up over the last seven years, but with a couple of detours. In 2022, gross margin took the down elevator because of gaming hangover that was inventory.Piling up in the channel, prices resetting and charges tied to clearing that inventory. Then in 2025, you had a different kind of pressure, a big new product ramp for Blackwell chips, where early units started out with lower margin. Plus China export restriction, restriction headaches that were forcing write-downs on certain chips. And a quick note on the charts, we get Nvidia stock price in real time, but we don't get the final metrics like a financial metrics like gross margin until after each quarter ends.And in general, you don't really use company fundamentals to time the market. Having said that, David, how do you use gross margin in your analysis for companies? How important is it to you in your models? 9:37 spk_1 Yeah, great question, Jared. Uh, you know, gross margin is a fundamental to any company really. Uh, you know, it's actually shows how much value they're delivering.Um, so taking their, their, their basic raw materials, adding value, whether that's hardware, whether that's software, and charging for that, and, um, you know, that's where companies will pay. When you look at Nvidia, um, you talk about Nvidia there, you know, that mid-seventies gross margin there we're at at the moment, uh, obviously, uh, you know, quite a, a very um strong gross margin relatively to the.Semiconductor industry. In general, I would say semiconductors you're probably going to attain maybe 50% gross margins. So in AI, obviously it's a new technology. It's a hot technology. There's a scarcity element as well. Um, you know, you can charge for all that. There's a bigger software element as well. And, um, Nvidia is doing, uh, you know, tremendous job by capitalizing on that, I would say.Uh, now, there's always puts and takes to that. Uh, but right now, you know, in the space, uh, some investors are concerned that kind of the sustainability of that level of gross margin in that kind of mid-seventy range. I would say from my perspective, you know, Nvidia is the fastest runner here in this AI chip game. And there's value in being the fastest runner. Um, and that's why I would see it as sustainable going forward, given the breakneck pace that kind of AI is progressing.Today 11:05 spk_2 And really quickly, when you think about where Nvidia sits, it sort of has like become the poster child of this AI arms resolution, as the Web Bush's Dan Ives have put it. What would you, what, what would you tell investors who are maybe only thinking of Nvidia when it comes to this AI arms race? 11:22 spk_1 Well, like any technology, there's probably room for just a couple of players. Uh, there's room for the first guy who's uh the fastest runner and he typically attains 70-80% of the market. You know, conceptually, number two guy, then maybe 10, 20% market share. And then the third guy, you know, just uh less market share.And anyone else behind that is out of business. So, you know, it's quite, uh, any, and, you know, we've seen this over multiple generations of technology. So it's very important to be the first guy and to be the fastest runner to kind of secure, uh, secure those big design slots that, um, at hyperscalers. 12:01 spk_0 Real quick, what makes Nvidia such a fast runner here? 12:06 spk_1 I would say they started sooner than everyone else. Uh, absolutely. They engaged, you know, in video when, um, you know, you talked there about the gross margin pressures that we had many years ago due to kind of crypto and maybe more gaming, but back then they actually engaged.AI developers, AI labs sooner than anyone else, and they actually kind of created that software ecosystem around kind of AI and they, you know, in one way as well, they had a product that was perfect to run AI workloads, right?Um, which happened to be gaming chips. So, you know, there's a, there's an element of uh being first, development, the foresight of the company to actually kind of say, hey, this could be a huge market and support that. So, so yeah, there's, um, you know, multiple things went into it, but essentially.At the end of the day, it's, uh, they got their 1st, fastest runner. 12:59 spk_2 So all eyes on who's in 2nd and 3rd place, but we do need to take a short break. Coming up, we're talking the latest AI tech, and we've got a runway showdown that takes a bite out of the AI spending race. Stay tuned.This episode is brought to you by the number 53%. That's the projected year to year growth in AR glasses shipments this year, which is kind of wild because smart glasses were supposed to be the next big thing last decade, and instead they turned into a very expensive science project. But here's why they might finally have a brighter future. Apple's reportedlyPlanning up work on AI focused wearables, including those smart glasses, as part of a push towards AI hardware built around Siri and visual context. So David, how are you thinking about these next gen glasses evolving and what sort of features do they kind of need to have in order for users to think that they're worth buying here? Yeah, 14:00 spk_1 it justSo moving over to the consumer side, uh, you know, uh, we were at CES in January, the big, obviously electronic show happens every January in Las Vegas, and I would say every second booth at the show was pretty much around AR glasses. Um, lots of Asian suppliers, um, you know, showing their wares, basically, uh, lots of US companies involved in this. So certainly you can feel that the technology is now on that cusp of adoption.Uh, and for, for sure, I think this year we're going to see it as a, as probably the number one holiday product would be my guess. Um, you know, the, uh, AR glasses are not new to your point. You know, they've been around many years, but the form factor wasn't there, the technology wasn't.Quite ready. The use case as well. I think now, you know, the uh the form factor is there. They're now light enough with the technology that we can actually wear. So the tech is there, the form factor, and, uh, from here it's just all about the features. So still maybe lagging a bit on the features I would say.Um, it's a bit more space invadery still, I think, um, you know, to draw an analogy from gaming, uh, but they're progressing very fast, and I think, uh, you know, they're, um, going forward, I would see AR glasses as kind of, yeah, on that kind of the knee of the curve here in terms of, uh, where they're about to, about to take off. So very, uh,I must say I came away from CS uh pretty excited around uh AR glasses. 15:27 spk_0 What aboutsome of the other wearables like, uh, there, there have been pins that you just wear on your vest, your, your shirt, your lapel, and I've, I've seen these over the last few years, and the first ones just didn't get any traction, but now you've got Apple supposedly getting into the game. Uh, where do you think that space ends up? 15:45 spk_1 Yeah, I think, uh, you know, there's multiple other accessories that are kind of come and go. Uh, but I think that the big guys, guys like Apple, guy like guys like Meta, you know, are really focused on kind of, uh, things like AR glasses, lots of news out there around that. So it's more on those devices than kind of more than the accessory side of things, uh.Yeah, the, the accessories, it's, uh, it's tricky. I, I, I would say, uh, you know, depending on the different, different gadgets, um, 16:13 spk_0 anything excite you at CES besides what we talked about? 16:16 spk_1 I would say outside of Aglasses, robotics was the other kind of application that's really on the cusp of adoption here.Uh, it's more on the kind of B2B, more on the industrial side of things, but having these humanoids kind of uh robots, um, you know, the 16:31 spk_0 Olympics, yeah. 16:34 spk_1 Exactly, the, uh, helping us, uh, in different, different applications on the factory floor. So again, that's another application that's been around for many years, but I think really now as we go into more 2027.Uh, the technology is ready. The, uh, um, the application is there. Maybe there's still a bit of work to do on the acceptance side. Also they accept these robots, these humanoids wandering around, learning, following us around and learning what we're doing. But again, can deliver massive value. So, humanoids is the other, uh, area and technology they're pretty excited about, uh, coming out of CS this year. And a lot 17:08 spk_2 of investors around Tesla.Big bet on what exactly that could turn into, 17:12 spk_0 yeah, which is a good quote. What what companies are really investable in this? I mean, uh, Boston Scientific comes to mind, but I don't know many others. 17:21 spk_1 Yeah, there's, um, you know, there's some that are directly involved in that obviously Boston Dynamics, uh, you mentioned Tesla as well. Uh, all these guys are pretty, uh, excited around around those, and they have their own offering.Uh, from a semiconductor perspective, I would say, you know, again, play the, uh, the picks and shovels guys. Uh, so that would be the analog names, analog semiconductors. So in my coverage would be guys like Texas Instruments, uh, analog devices, microchip, uh, NXP, all these guys who have the, all the sensors, all the, uh, compute chips, uh, that you need to actually kind of.Um, make these robots work basically. So, pretty, uh, exciting from the, uh, analog names that I cover. They have the kind of key technologies there is that, uh, any, any humanoid needs. Um, I would say just to give you one data point, on average, kind of about as much semiconductors in a humanoid, about $500 as there is in a car today. So that's the kind of level of semiconductors per humanoid going forward.So pretty exciting once you get the volumes 18:25 spk_2 and big opportunity. It sounds like big road map, 18:27 spk_1 big, uh, big opportunities, uh, going forward. Uh, again, once the volume is here and we're on the cusp of adoption, it's really just about volume and ramping it up. Um, so that's pretty exciting, uh, for 2027. We got, we 18:38 spk_2 got hyper scales, we got humanoids. Things are changing pretty fast, 18:41 spk_0 guys. They are. And now we've got a market stake on a classic Hollywood gap show staple, who wore it better.And today's runway is all about the AI race, but with a twist. Do you win it by spending the most or by shipping the best experience to the most people? On the left catwalk, the Capex sprinter briskly struts. This look is pure arms race energy. An oversized utility jacket with server rack quilting, a heavy belt that looks like a power cable, and boots so thick they feel like they're built for a data center floor. It's loud, it's modular, it's built it bigger, build.Faster. On the right catwalk, saunters the design purist. This is a quietly expensive fit, clean monochrome, a crisp black turtleneck under a razor tailored coat. The only flexes are a few subtle, subtle wearables, sleek AR glasses and an AI pennant pin, discreet and effortless. So David, when you look at this AI cycle, who ends up wearing it better in the long run, the Capex sprinter or the design purist? 19:42 spk_1 Uh, great question, Jared, uh.My money is on the uh those who wear it best, I would say. So, for those who can deliver that experience basically to the consumer, I think they're the one who kind of went out in the end. And you know, it's it's interesting right now we can kind of even start tosee a kind of move towards the edge, basically. So, you know, to what we talked about earlier, the monetization. You know, the monetization does happen at the edge. And um, yeah, for there, for, for those models to go into edge devices, whether that be the AR glasses, your smartphone.Um, and if you can deliver that user experience, you know, that is where the, uh, that's where the money is. And in the long term, as I say, right now, the money is on the infrastructure side, but you know, the kind of that pots of gold shift as you kind of move through the technology evolution. And I think long term, for instance, guys like Apple are in a perfect position there 20:35 spk_0 that aren't spending billions or 700 billion on Capex. Yeah. And what's 20:39 spk_2 interesting is Apple kind of has been the one to fall behind, but could this new technologies, new products sort of put it ahead? 20:46 spk_1 Yeah, I think, uh, you know, we're entering the kind of uh AI agent basically era now and we've seen the disruption to the software models we talked about.You know, also kind of as those agents get deployed more on the inference side of things, you know, they end up on our smartphone, and that's where the kind of value, um, is to be realized. So, yes, Apple has been kind of behind, I would say. Um, I mean that's a fair comment. It's done recently the uh the deal with Google and Gemini, um, to have it via Siri, to have it exactly for for for for for Siri potentially.And you know, once uh that can drive a big upgrade cycle as well, uh, for someone like Apple. But again, you know, Apple is very focused on the user experience. And once it gets that right, then it's in a perfect position to leverage that massive install base it has. Um, so, yeah, I think on AGI we're pretty excited about Apple long term. 21:38 spk_0 I wonder, we've talked so much about AI we've also folded in robotics. Uh, anything else in chip talk that we kind of left out here that's exciting to you? 21:48 spk_1 Yeah, there's uh, you know, AI itself is happening, is, is, is accelerating the whole, uh, chip design process. So, you know, chip design itself is embracing AI, uh, just like on the coding side of things, coding obviously has uh embraced significantly AI and, uh, you know, even by the end of this year, about 50% of coding, software coding is going to be done by AI basically. And 22:11 spk_0 it'sgoing towards machine language instead of all these structured languages, it seems like. 22:15 spk_1 Absolutely, absolutely. I mean, it's still tech kind of based, but uh a lot of these models have got to a level now they can, um, you know, really accelerate product cycles. And that's pretty exciting for the tech industry in general. You know, when I was designing chips, it probably takes, you know, could take you anywhere from18 months to 2 years to really get the product right and and get it kind of out the door. And I think AI is uh enables us to accelerate that going forward. So faster design cycle is, you know, better for companies, better for businesses, and better for consumers. 22:48 spk_2 Really interesting. I'm looking out for the holiday. I want to know the price point on those glasses because I'mscared. We got a few months. 22:53 spk_0 I feel like I just got over the holiday season 125. All right, we gotta wrap.Things up here, but just a quick review, we began with the word of the day, hyperscaler, of which Nvidia is not. You gotta think the cloud companies, so we're talking Amazon, uh, Microsoft, Google, and a few others there. And, uh, just thinking about fundamentals, we did talk about gross margin where Nvidia is the leader, they're the first to the market, the fastest runner as we've been talking about, and, uh, in the mid-seventies there, they've got quite the lead, and we'll have to see if they can hold on to that.And then we talked about smart glasses, uh, finally coming back here. I'm excited about the next generation of technology. I don't know if I'm gonna be wearing it on my face, wearing it on my shirt, but I'm gonna be wearing it somewhere at some point. I will be testing this out. So, uh, we'll have to figure that out as it comes.Translation, but be sure you check out all our other episodes of the video podcast on the Yahoo Finance site and mobile app. We're also on all your favorite podcast platforms, so be sure to like, leave a comment, and subscribe wherever you get your podcast. And we will see you next time on Stocks in Translation. Terms and Privacy Policy Privacy Dashboard More Info
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SmallWindCannon

SmallWindCannon

4 ore fa
结合当前的市场环境（2026年5月初），美股在科技股财报和AI叙事的主导下表现强劲，纳指与标普500近期均创下新高 。不过，地缘政治（如中东局势）和美联储政策的不确定性依然存在 。 综合多家机构的研报和市场分析，为你梳理了以下美股配置思路和具体标的推荐： 📈 核心主线：AI与科技巨头（长期持有） 科技龙头的盈利动能依然强劲，特别是AI基础设施和云计算方向，是目前美股的核心驱动力 。 科技巨头 (Magnificent 7)： 苹果 (AAPL)、微软 (MSFT)、亚马逊 (AMZN)、谷歌 (GOOGL)、Meta、特斯拉 (TSLA)、英伟达 (NVDA)。这些公司贡献了指数的大部分涨幅，虽然部分个股估值处于历史高位，但中长期ROE（净资产收益率）优势明显 。 半导体与存储： 受益于AI算力需求，存储和半导体板块近期出现大幅反弹。可关注 美光科技 (MU)、英特尔 (INTC) 以及 甲骨文 (ORCL)（近期因云业务表现亮眼，股价大涨） 。 网络安全与软件： AI时代对数据安全的需求激增，CrowdStrike (CRWD) 是网络安全领域的优质标的。 🔄 风格轮动：顺周期与价值股（中期布局） 随着牛市向更广阔的领域扩散，以及企业资本开支从科技巨头向传统行业转移，顺周期板块的性价比逐渐凸显 。 工业与能源： 受益于AI数据中心电力需求以及全球制造业的弱复苏。卡特彼勒 (CAT)（工程机械）、伯克希尔哈撒韦 (BRK.B)（多元化金融与能源持仓）是机构看好的防御与增值兼备的选择 。 生物科技： 经过前期的调整，部分生物科技股估值具有吸引力，如 标普生物科技ETF (XBI)。 🛡️ 稳健防御：消费与零售 如果你担心市场短期波动，具备护城河的消费类股票是不错的避险选择。 电商与消费： 亚马逊 (AMZN)、MercadoLibre (MELI)（拉美电商巨头）、Shopify (SHOP) 以及 Airbnb (ABNB)。这些公司在各自领域拥有极强的用户粘性和长期增长逻辑。 娱乐与医疗： 迪士尼 (DIS)、直觉外科 (ISRG)（手术机器人龙头）。$BTC $GOOGLON $AMDON
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Blotienso

Blotienso

5 ore fa
Cách tốt nhất để trở nên giàu có vào năm 2026 là đơn giản chỉ cần sở hữu toàn bộ hệ sinh thái AI… Cơ sở hạ tầng đám mây ~ $GOOGL, $AMZN, $MSFT NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN Bảo mật ~ $CRWD Tính toán ~ $NVDA, $AMD, $MU, $ASML, $AVGO, $TSM Năng lượng & Làm mát ~ $CEG, $BE, $VRT Dữ liệu ~ $MDB, $ORCL Bộ nhớ ~ $SNDK, $MU, $STX Bạn sẽ nhìn lại bài đăng này vào cuối năm nay, và sẽ biết ơn vì bạn sở hữu những mã này. Lưu lại cái này để sau…
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