What’s going on? Google considered charging for its AI-powered search engine, signaling the end of cost-free internet surfing. What does this mean? Why should I care? The bigger picture: The side effects Zooming out: The change is gradual Content source: 1. Finimize (2024) Surf’s Up. https://www.go.finimize.com/wp/news/surfs-up/ [Accessed on Apr 7, 2024]
Tag: amazon
Ep 189: Amazon stepping up the AI game
What’s going on? Amazon plans to spend almost $150bn on data centers, committed to leading the AI charge. What does this mean? Why should I care? The bigger picture: The AI empire is being built up Zooming out: Also don’t forget the green part Content source: 1. Finimize (2024) Front And Center. Available at: https://www.go.finimize.com/wp/news/front-and-center/ [Accessed on…
Ep 152: SoftBank’s sad quarter and the Chinese startup investment landscape
What’s going on? SoftBank (Japanese tech conglomerate) updated disappointing quarterly results, which was 40% lower yoy. What does this mean? This shrink is partially due to the large stakes of Chinese companies that Softbank owns. The Chinese government has taken severe measures against local firms with US-listed shares E.g: Didi’s share price have decreased by the same amount…
Ep 120: Game Over
What’s going on? Amazon announced its foray into the video game streaming industry. What does this mean? Amazon unveiled Luna, a service that’ll let gamers play famous titles without the need for a console or physical games, which will cost $5.99/month, which undercuts Google’s rival streaming games service, Stadia. While Stadia could help Google grow YouTube into a massive…
Ep 100: Rumble In The Jungle
What’s Going On Here? Amazon’s 4th quarter weaved beyond investors’ expectations, helping the company’s stock price punch 10% higher. What Does This Mean? Total revenue at Amazon grew 21% last quarter, much more than investors expected. The record holiday sales season probably helped, with unprecedented US store closures last year potentially leaving some Main Street shoppers…
Journal Report 3: Why Fierce Competitors Apple and Amazon Became ’Frenemies’ Over eReaders
Introduction Let’s get one thing straight from the start: Apple and Amazon are not friends. To put it into market terms, both companies would like nothing better than to have customers to themselves, wrapped up in their own seamless media universes: iTunes, iPad, and Apple TV on the one hand; and Kindle, Amazon Prime, and Fire…
Journal Report 1: Microsoft Vs. Amazon: Valuing The Cloud
Summary Amazon and Microsoft lead the very lucrative cloud market, which generates substantial cash flows for investors. While they’re both titans of the cloud industry, one offers a more compelling value proposition. A winner is finally chosen based on both qualitative and quantitative factors. Introduction The largest cloud stocks with the strongest, most predictable cash…
Ep 72: Disney Takes The Mickey
What’s Going On Here? Media giant Disney reported better-than-expected quarterly revenue and profit growth late last week – and Enchanted investors sent its shares up 4%. What Does This Mean? Disney’s last quarter was definitely more Beauty than Beast. Revenue from its iconic theme parks and broadcast networks grew – but the real Aladdin’s cave was its movie studio….
Ep 54: This is what’s behind Walmart’s staying power that could outmaneuver Amazon
Long story short For nearly 20 years Walmart, the world’s largest retailer, has struggled to pull its online act together while rival Amazon.com seized nearly half of the U.S. online shopping market and snared a big presence abroad. But now the company’s multibillion-dollar investment campaign seems to be paying off in the form of online…
Ep 19: FedEx Cuts Off Amazon
What’s going on here? FedEx announced its own exit: it’ll stop providing express delivery for Amazon packages in the U.S. this summer. Why this matters From a numbers perspective, Amazon represented under 1.3% of FedEx’s total revenue last year. But from a broader perspective, FedEx’s decision is telling Amazon, “we’d like to see you do it better.” That’s because Amazon…
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