WELLS FARGO + COWEN FLAG AWS DATA CENTER LEASING PAUSE
Both banks say Amazon $AMZN AWS has hit pause on some colocation leasing deals—mainly international. Cowen notes hyperscale demand is cooling a bit, especially in Europe, with Amazon slightly pulling back on U.S. colocation activity too. Wells Fargo heard from multiple sources that AWS is stepping back from ongoing leasing talks, mirroring what’s been seen from Microsoft lately. Source: Wall St Engine
BREAKING: Amazon shareholders request the company explores adds Bitcoin to its treasury.
REMINDER: Microsoft shareholders are set to decide on the firm’s Bitcoin investment proposal this Tuesday, December 10. Source: Dennis Porter @Dennis_Porter, Bitcoin Archive @BTC_Archive
NVIDIA WAS DOWN 4% YESTERDAY BECAUSE BLOOMBERG PUBLISHED AN ARTICLE SAYING THAT $AMZN AMAZON IS COMING FOR THEIR LUNCH
$AMZN $NVDA Source: amit
Amazon is spending billions to make sure it doesn’t fall behind in AI
The company’s $75 billion capital splurge shows no signs of slowing in 2025. Source: Quartr
*AMAZON $AMZN PREPARES FOR LAUNCH OF LOW-COST, TEMU-RIVAL DISCOUNT STORE $PDD
As initially reported back in June, Amazon is preparing for the launch of its new discount online storefront which will compete directly with Chinese e-Commerce rival 'Temu'. Strict "price caps" will be set for merchants, with shockingly low price limits, such as $8 for jewlery and $20 for sofas. Source: Stock Talk on X
After Alphabet $GOOG, it is now the turn of Amazon $AMZN to go nuclear...
It's investing $500 million across 3 new projects: • Building 4 SMRs (small modular reactors) with Energy Northwest • Exploring SMR development with Dominion Energy • Leading SMR developer X-Energy's funding round Source: Stocktwits
Jeff Bezos letter to shareholders when Amazon stock was down ~80%
Every investor should read this: (source: Matt Allen)
In case you missed it...
Intel & Amazon just Announced an Extended Multi Year Multi Billion Dollar Partnership. $INTC 📈 was up +10.85% in after hours Source: Trend Spider
