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20.02.26 - 02:15
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Amazon surpasses Walmart as world′s top company in sales (The Hill)
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Amazon dethroned Walmart as the world's top company based on their respective sales in 2025 after 13 years of the Bentonville, Ark., company surpassing its competition. Walmart on Thursday reported its annual revenue of $713.2 billion for its most recent fiscal year, while the e-commerce giant built up $716.9 billion in revenue, according to Amazon's......
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18.02.26 - 23:06
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Buffett Goes Out Like a Bear With $5 Billion in 4Q Sales (Bloomberg)
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Warren Buffett's last quarter as Berkshire Hathaway's CEO reflected a bearish sentiment as he prepares to depart the firm, handing the reins to Greg Abel. The conglomerate cut its Amazon stake by 75%, with the position likely gaining 130-140% and performing broadly in line with the S&P 500. Chevron and Chubb, among its top 10 holdings, saw position increases. Berkshire Hathaway is also building a stake in the New York Times Co. Bloomberg Intelligence Senior Property & Casualty Insurance Matthew Palazola joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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06.02.26 - 12:24
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ROUNDUP 2: Amazon plant Investitionen von 200 Milliarden Dollar - Aktie sackt ab (DPA-AFX)
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Amazon übertrifft bei geplanten Investitionen selbst seine ausgabefreudigen Tech-Rivalen: Der Handelsriese will in diesem Jahr rund 200 Milliarden US-Dollar (aktuell rund 170 Milliarden Euro) in KI, Chips, Robotik und Satelliten stecken. Für Anleger war die Zahl schwer zu verdauen: Die Aktie fiel im vorbörslichen US-Handel um fast acht Prozent. Am Vorabend hatte sie teils zweistellig an Boden verloren.. --- Der Umsatz der Cloud-Sparte AWS wuchs im vergangenen Quartal im Jahresvergleich um 24 Prozent auf 35,6 Milliarden Dollar und übertraf damit die durchschnittlichen Erwartungen der Analysten.. --- Im vergangenen Quartal wuchs der Konzernumsatz um 14 Prozent auf 213,4 Milliarden Dollar. Unterm Strich gab es einen Gewinn von 21,2 Milliarden Dollar. Im Vorjahr waren es 20 Milliarden Dollar gewesen.. --- Amazon selbst verändert sich ebenfalls. Der Konzern baut in zwei Wellen rund 30.000 Bürojobs ab..
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