Amazon’s AI Push & Satellite Ambitions Are Colliding With Trade War Fears; What Could Pershing Square Be Seeing In The Company?
Amazon.com, Inc. delivered a strong performance in the first quarter of 2025, reporting $155.7 billion in revenue—a 9% year-over-year rise—and a...
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Amazon (AMZN US) - 1Q earnings beat; pace of earnings growth to enter a healthy stage
We are looking for 18% YoY growth in OP in 2025E aided by optimization in cost to serve and improvement in scale effect, which we believe could be...
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Amazon 1Q'25 Update
While Amazon’s 3P business usually grows faster than 1P, both 1P and 3P retail business grew at similar rate in 1Q’25. Ads revenue continued its...
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Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
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Select Sector Indices and S&P Equal Weight Rebalance Preview: Capping Changes & US$13bn Trade
Capping changes for the Select Sector indices will result in a round-trip trade of US$13bn. Constituent changes will be announced after market...
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