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Final Trades: Exxon Mobil, Amazon and Meta
Youtube· 2025-09-26 17:59
All right, quickly around the horn with our final trades. Let's start with you, Jim Leventhal. >> Exon Mobile, I know I spoke about it earlier earlier.There's a stealth trade going on in energy. >> All right, Jason. >> Amazon.I think AW AWS will reacelerate this quarter. >> And Weiss, >> Meta, I'm going with the winner. And stocks down from the highs, I think it goes up.>> All right, two mag seven stocks. I like that. ...
Amazon's $2.5 Billion FTC Settlement Rattles Subscription Marketers
Forbes· 2025-09-26 17:22
Girl using digital tablet. Subscribe conceptgettyMarketers in the $208 billion U.S. subscription economy have been put on notice after Amazon settled a Federal Trade Commission suit against what the FTC termed “deceptive” practices to sign up customers for Prime memberships and making it “exceedingly” difficult to cancel subscriptions. In the settlement, Amazon agreed to pay a $1 billion civil penalty and refund $1.5 billion to approximately 35 million customers who were impacted by unwanted Prime enrollmen ...
SoftBank, Ark Are in Talks to Invest in Tether
Youtube· 2025-09-26 17:20
Bloomberg reporting that SoftBank and Arc Investment Management are among potential investors in a major funding round for Tether. Uh let's bring in now Katherine Doherty of Bloomberg News. She's in the finance team.Katherine, what are some of the numbers we need to know about here. So Bloomberg earlier reported, and this is following up on the news, that Tether is looking to raise between 15 and 20 billion in exchange for a 3% stake. This is valuing the company at 500 billion.This would cement Tether as on ...
Amazon to pay a stunning $1.5B to Prime subscribers in historic FTC settlement — is there a deadline to claim the cash?
Yahoo Finance· 2025-09-26 17:15
Amazon Prime may promise lightning-fast shipping and countless perks, but according to U.S. federal regulators, millions of customers got more than they put in their shopping baskets. Even more troubling, in some cases they signed up without fully realizing it. Now the online giant is paying a massive price: a record-breaking $2.5 billion settlement. That includes $1.5 billion in refunds for Prime members and another $1 billion in civil penalties. The Federal Trade Commission (FTC) says Amazon tricked pe ...
Amazon loses VP helping lead development of artificial general intelligence
Reuters· 2025-09-26 17:09
An Amazon vice president helping to oversee one of the company's highest profile projects, artificial general intelligence, is stepping down on Friday, the online retailer confirmed after a Reuters inquiry. ...
中概股大跌,金山云跌超11%,黄金白银全线飘红
21世纪经济报道· 2025-09-26 15:51
美股市场表现 - 道琼斯指数上涨0.49%至46174.23点,上涨226.91点 [1][3] - 标普500指数上涨0.26%至6622.17点,上涨17.45点 [1][3] - 纳斯达克指数下跌0.02%至22380.21点,下跌4.49点 [1][3] - 纳斯达克100期货下跌0.20%至24579.75点,标普500期货上涨0.10%至6666.50点 [3] 中概股板块表现 - 纳斯达克中国金龙指数下跌1.72%至8516.43点,下跌149.15点 [2][3] - 金山云下跌超11%,大全新能源下跌逾8%,哔哩哔哩下跌超5%,蔚来下跌超6% [3] 科技巨头个股表现 - 特斯拉上涨0.43%至425.215美元,亚马逊上涨0.37%至218.96美元 [3][4] - 谷歌上涨0.24%至247.15美元,微软持平于507.05美元 [4] - 苹果下跌0.73%至255美元,脸书下跌0.87%至742.36美元,英伟达下跌0.90%至176.091美元 [4] 贵金属市场动态 - 伦敦金上涨0.79%至3778.475美元/盎司,盘中突破3780美元/盎司 [6] - 现货白银上涨逾1% [6] - 高盛预测2026年中期金价可能达4000美元/盎司,极端情景下或升至4500-5000美元/盎司 [9] - 德意志银行指出黄金创新高主因避险情绪驱动,华泰证券认为长期上涨趋势将持续 [9]
中概股大跌,金山云跌超11%,黄金白银全线飘红
21世纪经济报道· 2025-09-26 15:46
美股市场表现 - 美股三大指数走势分化 道指涨0.49%至46174.23点 标普500涨0.26%至6622.17点 纳指跌0.02%至22380.21点[1][2] - 纳斯达克中国金龙指数下跌1.72%至8516.43点 热门中概股普遍回调 金山云跌超11% 大全新能源跌逾8% 哔哩哔哩跌超5% 蔚来跌超6%[1][2] - 科技七巨头表现分化 特斯拉涨0.43%至425.215美元 亚马逊涨0.37%至218.96美元 英伟达跌0.9%至176.091美元 苹果跌0.73% 脸书跌0.87%[2][3] 贵金属市场动态 - 现货黄金突破3780美元/盎司 伦敦金上涨0.79%至3778.475美元/盎司 现货白银涨幅超1%[3] - 高盛预测2026年国际金价可能达4000-4500美元/盎司 若美国国债市场1%资金流入黄金 金价或逼近5000美元/盎司[5] - 美联储降息25个基点 虽短期利好兑现 但长期因货币政策宽松预期 黄金上涨趋势有望持续[5] 机构观点与市场情绪 - 德意志银行指出黄金创新高主因避险情绪 投资者同时看好股市又担忧下行风险[5] - 华泰证券认为美联储主席鲍威尔任期结束后政策或更宽松 利好贵金属长期走势[5] - 市场看空黄金声音基本消失 但分析人士提示长假期间需防范高位回调风险[5]
Amazon.com Introduces New AI Agent to Assist Third-Party Merchants In Operating Online Businesses
Yahoo Finance· 2025-09-26 15:00
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 17, Amazon.com, Inc. (NASDAQ:AMZN) introduced a new AI agent to assist third-party merchants in operating their online businesses. Amazon is adding agentic capabilities to its AI tool for third-party sellers, Seller Assistant. Amazon has released several third-party AI seller tools, such as a product listing generator and an image and video generator for ads. The latest update to its seller tools ...
海通国际2025年10月金股
海通国际证券· 2025-09-26 14:04
[Table_Title] 研究报告 Research Report 26 Sep 2025 中国策略 China Strategy 海通国际 2025 年 10 月金股 HTI October 2025 Top Picks 周林泓 Amber Zhou amber.lh.zhou@htisec.com [Table_yemei1] 观点聚焦 Investment Focus | [Table_summary] | | | | | | --- | --- | --- | --- | --- | | 行业 组 | 分析师 | 行业 | Top Pick | 看好理由 | | | | | | Amazon: CSP 里上限最高的,分两块云和电商。1)目前从云行 | | | | | | 业角度来看,增长来自 IaaS 层,亚马逊份额全球最大(30%), | | | | | | 规模效应最好所以 Margin 稳定提升;2)目前推理侧需求高,T2 | | | | | Amazon | 虽然效果一般,但 T3 已经在 25 1Q 完成送样,T3(台积电 | | | | | (AMZN US) | +Alchip) 效果 ...