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Shopify Shares Jump On OpenAI Partnership, Oppenheimer Reiterates Outperform
Financial Modeling Prep· 2025-09-30 15:36
Shopify Inc. (NASDAQ: SHOP) shares gained more than 6% on Monday after OpenAI announced that U.S. Shopify merchants would be able to sell products directly within ChatGPT conversations. Oppenheimer reiterated its Outperform rating and $180.00 price target, saying the integration could enhance discoverability and conversion for Shopify’s merchant base across ChatGPT’s roughly 70 million U.S. monthly active users. Analysts said Shopify could capture incremental gross merchandise volume as “agentic commerce” i ...
尼日利亚300美元免税政策:对中国外贸及跨境电商的影响
搜狐财经· 2025-09-30 12:11
尼日利亚 | | | 2025 年 1-4 月中国与尼日利亚双边贸易情况 | | | | --- | --- | --- | --- | --- | | | | | 单位:亿美元 | | | 奏别 | 4 月 | | 1-4月累计 | | | | 亿美元 | 同比(%) | 亿美元 | 同比(%) | | 讲出口 | 22. 92 | 36.00% | 80. 08 | 20. 40% | | 自尼进口 | 1.42 | -26.00% | 6.77 | -27. 80% | | 对尼出口 | 21. 50 | 44. 00% | 73. 31 | 28. 30% | 在此背景下,尼日利亚免税门槛的大幅提升不仅直接降低了中国商品进入非洲市场的成本,更为中国跨境电商企业打开了通往 2.2 亿人口市场的新通道。尼 日利亚这一政策变化的具体内容、实施细则以及对中国外贸和跨境电商的多重利好影响 2025 年 9 月,尼日利亚海关总署(NCS)正式实施新的 De Minimis 政策,将免税进口门槛从原来的 5 万奈拉(约 120 美元)大幅提高至 300 美元(约 45 万 奈拉); 这一政策调整在非洲贸易史上具有里 ...
What Makes MercadoLibre (MELI) an Attractive Financial Model?
Yahoo Finance· 2025-09-30 12:08
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. In the second quarter, the fund returned 16.61% compared to 11.53% for the MSCI ACWI Index Net. The firm seeks to invest in high-quality businesses that possess sustainable competitive advantages and experience profitable growth, especially when these companies are trading at a substantial discount to their intrinsic value. In additio ...
Analyst Says Alibaba (BABA) the ‘Cheapest Way to Play AI in the Entire World’
Yahoo Finance· 2025-09-30 12:05
We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. Alibaba Group Holding Limited (NYSE:BABA) is one of the stocks analysts were recently talking about. Thomas Hayes from Great Hill Capital said in a latest program on Schwab Network that Alibaba is the “cheapest” way to play AI “in the entire world.” Here is why the analyst is bullish on the stock: “We started buying this over $100. It dropped to $60. We pounded the table while all the sell sides were saying China is uninvestabl ...
Analyst Says Amazon (AMZN) Stock Has Been Stagnant But It’s ‘About to Change’
Yahoo Finance· 2025-09-30 12:04
We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks analysts were recently talking about. Ken Gawrelski, Wells Fargo senior internet analyst, said in a recent program on CNBC that while Amazon shares look “stuck in neutral,” they can gain in the coming days. Here is how the analyst explained his bullish case for the e-commerce and Cloud giant: "You’ve had accelerating industry growth at the same time that Amazon.com Inc (NASDAQ ...
It's Amazon's turn to show off new devices: All eyes on Alexa+, Echo and Kindle
CNBC· 2025-09-30 11:30
An Amazon device is displayed at an Amazon Devices launch event in New York City on Feb. 26, 2025.Amazon is hosting a launch event on Tuesday where it's expected to unveil significant updates to its devices lineup.The event is slated to kick off at 10 a.m. ET and will feature announcements from Panos Panay, who oversees Amazon's sprawling devices and services business.Invites sent to the media and analysts earlier this month showed what appeared to be an Echo smart speaker, Fire TV, Ring doorbell button and ...
Should You Buy Shopify Stock Now or Wait for a Dip?
Yahoo Finance· 2025-09-30 10:45
Key Points Shopify's revenue rose by more than 30% last quarter. The closing of the de minimis loophole, however, could impact its growth rate in future quarters. At around 80 times its trailing earnings, investors are paying a big premium to own the stock right now. 10 stocks we like better than Shopify › Did you know that it was about eight years ago today that short seller Andrew Left from Citron Research referred to Shopify (NASDAQ: SHOP) as a "get-rich-quick-scheme"? Ironically, investors wh ...
Amazon’s Secret Weapon: The Advertising Business That’s Quietly Crushing Google
The Smart Investor· 2025-09-30 09:30
Amazon pulled in over US$61 billion in revenue from ads in the last 12 months, which is absurd when you think about it. Most people expect numbers like that from Alphabet (NASDAQ: GOOGL) or Meta Platforms (NASDAQ: META), not from a shopping site. The thing is, Amazon’s ads don’t look like the usual banners or pop-ups. They’re tucked into the search results, sitting there like normal product listings. People click without thinking twice, and that quiet trick has made Amazon a giant in digital ads. With more ...
E-GetS Scales User Engagement Across SEA with EngageLab's Omnichannel AppPush & WhatsApp Business Solutions
Globenewswire· 2025-09-30 09:00
SINGAPORE, Sept. 30, 2025 (GLOBE NEWSWIRE) -- EngageLab, a world-leading AI-powered omnichannel customer engagement solution provider, today announced the successful deployment of its AppPush and WhatsApp Business API solutions for E-GetS, a leading Southeast Asian local services and e-commerce platform. The partnership has driven significant improvements in user engagement, operational efficiency, and business growth across Cambodia, Laos, Thailand, and Vietnam. About E-GetS E-GetS is a leading Southeast A ...
步入AI中场,京东要做能为产业创造价值的AI
观察者网· 2025-09-30 08:52
京东想让AI真正嵌入产业,成为不可剥离的基础设施。 "2023年的JDD大会上,我们提出了一个公式:大模型的价值=算法×算力×数据×产业厚度的平方;经过 这两年在人工智能上的实践和探索,我们也更新了对人工智能价值的理解,我们认为人工智能的价值= 模型×体验×产业厚度的平方。" 在近日举行的2025京东全球科技探索者大会(简称JDD大会)上,京东集团SEC副主席、京东集团CEO 许冉在主题演讲中表示,京东不片面追求运动式的AI,追求的是可持续发展、真正为产业创造价值的 AI。 据悉,在本次大会上,京东围绕全新升级的大模型品牌JoyAI,发布了三大全新AI产品,四大场景深度 AI应用、多个技术平台等成果。 具体来看,京东发布的内容包括三大服务于个人用户的AI产品,分别是作为购物和生活服务入口的"京 犀"、作为万能数字人助手的"他她它"与面对具身智能的"JoyInside"。在零售、健康、物流、工业四大 产业的深度应用,以及面向大模型、具身智能企业的模型训练及应用测试需求,逐步开放各类产业场景 及供应链数据的规划。 许冉还宣布,未来三年,(京东)将持续投入人工智能发展,带动万亿规模的人工智能生态,并向具身 智能等人 ...