See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- Amazon.com vs. Walmart: Which Stock Is a Better Buy in 2026?
The article compares Amazon (AMZN) and Walmart (WMT) as 2026 investments, weighing Amazon's high-growth tech, e-commerce and cloud businesses against Walmart's stable physical retail base. For fiscal 2025, Amazon reported revenue of about $716.9 billion, up roughly 12.4%, and net income of about $77.7 billion, with $122.9 billion in cash against $251.6 billion in debt. Walmart's fiscal 2026 revenue reached about $713.2 billion, up 4.7%, with net income of about $21.9 billion, $11.5 billion in cash and $75 billion in debt. The author would choose Amazon for its 28% share of the global cloud market and its role in AI infrastructure, while noting Walmart's AI shopping assistant Sparky and a 23% rise in global e-commerce sales in the second quarter of fiscal 2027. Both face risks, from Amazon's antitrust proceedings to Walmart's exposure to tariffs and geopolitical instability.
- Amazon (AMZN) Is A Proven Capital Allocator. But Can it Pass Its $220 Billion Test?
Amazon (AMZN) shares were flat over the six months to October 15, while the company ramps up AI infrastructure spending to about $220 billion in 2026, up from roughly $200 billion, partly due to higher memory costs. Amazon Supply Chain Services, launched in May, lets outside companies use its freight, distribution, fulfillment and parcel delivery network, with Procter & Gamble, 3M, Lands' End and American Eagle among its first customers; its Trainium and Graviton chips could also reach customers beyond AWS. Management expects servers to break even in just under three years and remain useful for five to six years, but returns depend on utilization, customer pricing and how quickly newer chips make existing equipment less competitive. Amazon trades at about 20x trailing earnings and 24x expected earnings, well below its historical valuation.
- Links 10/18/2026 | naked capitalism
This link roundup from naked capitalism gathers headlines across many topics, including an Ebola outbreak in the DRC that has topped 9,235 confirmed cases and Amazon's over 1 million robot workers, which raise questions for human employees. Other items cover the war in Ukraine and Russian strikes on Ukraine's energy grid, catastrophic malnutrition and starvation levels in Gaza, Argentina's dispute with the UK over Falklands oil, and China's record $583 billion investment in science and technology. Financial links note record-high margin debt on Wall Street and airlines bracing for years of pain from inflation.
- Always on, always listening: New AI devices are pushing legal limits and could put users in jeopardy
Chris Thomas, a Pittsburgh business owner, wears Meta glasses, a Fieldy pendant and an Amazon Bee wristband to record and organize his daily life. A bystander at a bar objected because he could not be sure the devices were off, so Thomas now takes them off completely. More always-listening AI devices are emerging, including Amazon's Bee Frontier and Bee Eclipse and Apple's Siri Recap on Apple Watch Series 12, raising concerns about covert recording without bystanders' consent. Unlike earlier smart speakers, some of these products interpret speech without retaining the underlying audio, leaving unresolved whether this could count as unlawful interception. Attorney Colin Zick says broadly worded state laws such as Massachusetts' could apply, and in some states the wearer may face greater legal risk than the manufacturer.
- Breakfast News: The Sunday Edition
Nvidia CEO Jensen Huang posted in September that "AGI has arrived," while many other tech leaders are more cautious about when AGI will be reached. AGI is described as AI capable of a skilled worker's performance in most jobs, whereas today's models still need supervision and cannot work reliably over long stretches. METR research found that top models succeed only about half the time on tasks that would take a person two workdays. Sam Altman says OpenAI is "not quite yet" at AGI but expects an internal system he would call AGI by year-end, while Sundar Pichai expects it shortly after 2030. Andy Jassy has not set a date, but AWS customers have signed $496 billion in contracts for future services.
- 3 Cash Flow Stocks To Watch In October 2026
US inflation reached 3.7% in September, driven by energy costs, which makes reliable cash generation more important for investors. The article covers three stocks screening as attractively priced on future cash flows, out of 92 additional companies the screen surfaced. Alphabet generates about $367.1 billion from Google Services and $77.6 billion from Google Cloud, where AI infrastructure and Vertex AI turn enterprise usage into recurring cash flows. Amazon's North America segment brings in about $453.7 billion and AWS $148.4 billion, with AWS growth reaccelerating to roughly 20% through 2025. The article notes that both companies' cash engines face a major AI infrastructure spending cycle that could reshape future margins.
Related markets
Latest news
- JPMorgan's JPM Coin, representing dollar deposits, is coming to Ethereum: Bloomberg
JPMorgan will make JPM Coin, a token representing its dollar deposits, available to institutional clients on Ethereum, according to Bloomberg. The bank says Ethereum's liquidity makes it attractive to crypto companies seeking blockchain payments and to financial firms settling trades or backing tokenized assets. The move extends JPMorgan's blockchain work beyond Base and its private Kinexys network, which processes more than $7 billion daily. The bank did not say when the token will go live on Ethereum. Meanwhile, JPMorgan is among US banks planning a shared tokenized deposit network, but it was not on Swift's list of 17 banks preparing live transactions on its blockchain ledger in July.
- Cerrado Gold Reports 21% Year-Over-Year Increase in Q3 2026 Production Results at Minera Don Nicolas
Cerrado Gold reported Q3 2026 production of 16,685 GEO at the Minera Don Nicolas (MDN) mine in Santa Cruz Province, Argentina, up 21% from 13,832 GEO in Q3 2025. Year-to-date output reached 44,942 GEO, up 23% from 36,432 GEO in the comparable 2025 period. Heap leach output held steady at 9,649 GEO, while CIL output rose to 7,036 GEO as higher-grade Calandrias material, generally above 2.5 g/t gold, was routed to the Martinetas mill. Laboratory tests on selected material showed gold recoveries of up to 95%, versus about 60% expected from heap leaching, and the company now expects full-year 2026 production at the upper end of its 50,000 to 60,000 GEO guidance while targeting a new PEA by late Q1 2027.
- Is Visa Stock Still a Buy After Gaining 14% This Year?
Visa shares hit an all-time high of $401, up about 12% over the past two weeks from $359 at the end of September and up 14% year to date. Key catalysts include approval from the People's Bank of China to set up a bankcard clearing institution in China and the move of Visa Direct's stablecoin to commercial deployment on Oct. 15. Baird and BMO Capital both raised their price targets. Visa reports fiscal fourth-quarter earnings on Oct. 27 and has raised its dividend every year since 2009, last year by 14% to $0.67 per share. The author still considers the stock a buy ahead of earnings, citing a forward P/E of 24.
- Five things to watch in markets in the week ahead
Markets start the week with AI stocks under pressure after hotter-than-expected September inflation raised expectations of higher US rates and fed worries about debt-funded AI spending. Last week the Philadelphia semiconductor index fell 11.41% and the Nasdaq Composite lost 4.48%, with CoreWeave shedding about a quarter of its value and Oracle down 9.31%. Earnings are in focus, with SpaceX and Netflix reporting on Tuesday and Meta and Tesla on Wednesday after the close. Netflix reportedly plans to cut around 6% of its workforce, roughly 1,000 roles, its biggest reduction since 2022. SpaceX has also agreed to buy spectrum licenses from Grain Management for about $8 billion, a move into the wireless market.
- eMemory/PUFsecurity Showcases OCP S.A.F.E.-Approved PUFrt at OCP Global Summit, Strengthening AI Data Center Security with Caliptra
PUFsecurity, a subsidiary of eMemory Technology, was featured at Microsoft's Caliptra Workshop on Oct. 12, the opening day of the 2026 OCP Global Summit, which drew nearly 400 attendees. Its PUFrt received OCP S.A.F.E. Scope 3 approval after an independent assessment of its resistance to physical attacks such as fault injection and side-channel attacks, and is now listed on the OCP Marketplace. PUFrt provides the physical security foundation for Caliptra, an open-source hardware Root-of-Trust architecture, from key generation to chip mass-production testing. It has already been integrated into Caliptra products from ASPEED and security systems from several memory makers and networking chip vendors. The company says the milestone advances hardware security for cloud and AI infrastructure.
- Crypto vault deposits top $10 billion as lending risks draw regulatory scrutiny
Deposits into crypto lending vaults have risen from $4 billion at the start of last year to more than $10 billion, according to the Financial Times. Each vault is run by a 'curator' who selects lending strategies through smart contracts on DeFi platforms, sets risk limits and collects fees, with typical returns of 3% to 10% and riskier strategies reaching 20% or more. Risks include illiquid or hard-to-sell collateral, automatic liquidations, hacks and coding errors, while investors may focus on headline yields. Fintechs, digital asset treasury firms and hedge funds are among the main depositors, and Bitcoin lender Two Prime launched a vault on Pareto targeting 1.5% to 2% yields, with a minimum deposit of 5 WBTC and about $10 million of its own capital absorbing initial losses. U.S. and European regulators are examining whether existing rules should apply, and the SEC has questioned vaults that hold securities.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.