NEW YORK, March 04, 2026--(BUSINESS WIRE)--IFF (NYSE: IFF) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.40 per share of its common stock, payable on April 10, 2026 to shareholders of record as of March 20, 2026. Welcome to IFF At IFF (NYSE: IFF), we make joy through science, creativity and heart. As the global leader in flavors, fragrances, food ingred...
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油麻地現偷銅黨 有大廈、食店銅喉遭鋸走 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】油麻地有大廈食水銅喉遭偷走，部份辦公室及食店暫停供水。 彌敦道這幢商業大廈，有用戶早上發現停水，通知管理員檢查，發現後巷有三條供應食水銅喉遭人鋸斷偷去，於是報警。警方跟進調查，再發現附近西貢街後巷有食店的銅喉遭鋸開，不斷有水噴出，懷疑是賊人所為，案件列作盜竊。
LewisTsePuiLung/iStock Editorial via Getty Images BYD's ( BYDDY ) thesis is quite complex. Unlike a typical Chinese ADR listed on the NYSE, which has SEC-style disclosure, BYDDY represents OTC receipts backed by Hong Kong-listed shares (1211.HK). This means less institutional coverage in the U.S. and, with it, less investor-friendly reports and limited access to critical operational KPIs. But I wo...
LewisTsePuiLung/iStock Editorial via Getty Images BYD's ( BYDDY ) thesis is quite complex. Unlike a typical Chinese ADR listed on the NYSE, which has SEC-style disclosure, BYDDY represents OTC receipts backed by Hong Kong-listed shares (1211.HK). This means less institutional coverage in the U.S. and, with it, less investor-friendly reports and limited access to critical operational KPIs. But I would say that disclosure is not the real challenge of the thesis. The biggest problem I see would be market structure. In China, the NEV industry has become increasingly competitive and seems to be locked in a persistent price war—and this is typically a scenario where value erodes on all sides, and the player with the largest market share tends to lose out. In the vast majority of cases, I try to avoid markets that are in pricing battles, as there is rarely anything positive for shareholders. Yet, alpha tends to appear precisely when the narrative is unsettled, and I see BYD sitting uncomfortably in the middle ground today. I can clearly see that BYD's ADR, since peaking in May last year, has been extremely vulnerable to this scenario, with sales constantly slowing sequentially and annual guidance being cut. Data by YCharts That being said, it's not all bad. BYD seems to be rightly focusing on exports in recent months, while there is a battery business at a point of gradual transition that may well de-risk revenues that are today mostly linked to the domestic NEV market. Assuming the next quarter comes in soft and sales stay sluggish for a few more months, this is likely to extend bearish pressure on BYD's ADR. However, trading below 1x forward sales may suggest asymmetry on a long-term horizon for the global NEV leader in sales and a major global EV battery supplier. Yet, I am not yet comfortable committing capital at this stage on BYDDY until more clarity emerges for the thesis, especially in terms of international exports penetration and at least mild signs of demand sta...
Seeking Alpha More on Okta Okta: From Human Access To Increasingly Competitive Agentic AI Security Market Okta: AI Agents Are Its Next Growth Engine Okta, Inc. (OKTA) Presents at 28th Annual Needham Growth Conference Transcript Okta Non-GAAP EPS of $0.90 beats by $0.05, revenue of $761M beats by $11.5M Okta poised for solid quarter with analysts pointing to AI as future catalyst
Seeking Alpha More on Okta Okta: From Human Access To Increasingly Competitive Agentic AI Security Market Okta: AI Agents Are Its Next Growth Engine Okta, Inc. (OKTA) Presents at 28th Annual Needham Growth Conference Transcript Okta Non-GAAP EPS of $0.90 beats by $0.05, revenue of $761M beats by $11.5M Okta poised for solid quarter with analysts pointing to AI as future catalyst
Sight Sciences press release ( SGHT ): Q4 GAAP EPS of -$0.08 beats by $0.07 . Revenue of $20.4M (+7.0% Y/Y) beats by $0.06M . Sight Sciences expects its revenue for full year 2026 to range from $82 million to $88 million, representing growth of 6% to 14% compared to full year 2025. This revenue guidance includes Interventional Glaucoma segment revenue of $77 million to $81 million, representing gr...
Sight Sciences press release ( SGHT ): Q4 GAAP EPS of -$0.08 beats by $0.07 . Revenue of $20.4M (+7.0% Y/Y) beats by $0.06M . Sight Sciences expects its revenue for full year 2026 to range from $82 million to $88 million, representing growth of 6% to 14% compared to full year 2025. This revenue guidance includes Interventional Glaucoma segment revenue of $77 million to $81 million, representing growth of 2% to 7% and Interventional Dry Eye segment revenue of $5 million to $7 million, compared to $1.6 million in 2025. The Company expects adjusted operating expenses 1,3 for full year 2026 to range from $93 million to $96 million, representing an increase of 6% to 9% compared to 2025. This increase is primarily due to targeted investments in both business segments, including expanded market access efforts and additional commercial resources to scale the reimbursed dry eye market and the pseudophakic standalone glaucoma opportunity. More on Sight Sciences Sight Sciences: Improving Medicare Coverage Drives Eye-Popping Price Surge From REITs to Retail: Small caps with the longest runs at bullish Quant ratings Seeking Alpha’s Quant Rating on Sight Sciences Historical earnings data for Sight Sciences Financial information for Sight Sciences
May ICE NY cocoa (CCK26) on Wednesday closed up +45 (+1.49%), and May ICE London cocoa #7 (CAK26) closed up +34 (+1.59%). Cocoa prices settled higher on Wednesday, recovering from Monday's significant lows. Dollar weakness ($DXY) on Wednesday sparked some mild short covering in cocoa futures. Cocoa also has support amid concerns that higher shipping costs will curb cocoa exports and limit supplies...
May ICE NY cocoa (CCK26) on Wednesday closed up +45 (+1.49%), and May ICE London cocoa #7 (CAK26) closed up +34 (+1.59%). Cocoa prices settled higher on Wednesday, recovering from Monday's significant lows. Dollar weakness ($DXY) on Wednesday sparked some mild short covering in cocoa futures. Cocoa also has support amid concerns that higher shipping costs will curb cocoa exports and limit supplies. The war in Iran has halted most shipping traffic through the Strait of Hormuz, boosting global shipping rates, insurance, and fuel costs, thereby raising cocoa importers' costs. Don’t Miss a Day: On Monday, May NY cocoa posted a contract low, and nearest-futures London cocoa (H26) fell to a 3-year low after the International Cocoa Organization (ICCO) raised its global 2024/25 cocoa surplus estimate to 75,000 MT from a November forecast of +49,000 MT, the first surplus in four years. The ICCO also forecasts global cocoa production in 2024/25 will climb by +8.4% y/y to 4.7 MMT. Cocoa prices are in the midst of a seven-week-long downtrend, with NY cocoa falling to a 2.75-year low last Friday amid robust global supplies and slack demand. On January 29, StoneX forecasted a global cocoa surplus of 287,000 MT in the 2025/26 season and a 267,000 MT surplus for 2026/27. Also, the International Cocoa Organization (ICCO) reported on January 23 that global cocoa stocks rose +4.2% y/y to 1.1 MMT. International cocoa buyers are reluctant to pay official farm-gate prices in the Ivory Coast and Ghana, which are well above current world prices. The lack of buyers is boosting supplies as ICE cocoa inventories rose to a 6.5-month high of 2,201,701 bags on Wednesday. Last month, Ghana cut the official price it pays its cocoa farmers by nearly 30% for supplies for the 2025/26 growing season, and the Ivory Coast on Wednesday said it would cut cocoa farmer pay by 57% that would kick in for the mid-crop harvest that starts in March. The Ivory Coast and Ghana produce more than half of the world's...
Red Violet press release ( RDVT ): Q4 Non-GAAP EPS of $0.21 beats by $0.07 . Revenue of $23.4M (+19.6% Y/Y) beats by $1.4M . Gross profit increased 23% to $16.8 million. Gross margin increased to 72% from 70%. Adjusted gross profit increased 21% to $19.5 million. Adjusted gross margin increased to 83% from 82%. Net income increased 226% to $2.8 million, which resulted in earnings of $0.20 and $0.1...
Red Violet press release ( RDVT ): Q4 Non-GAAP EPS of $0.21 beats by $0.07 . Revenue of $23.4M (+19.6% Y/Y) beats by $1.4M . Gross profit increased 23% to $16.8 million. Gross margin increased to 72% from 70%. Adjusted gross profit increased 21% to $19.5 million. Adjusted gross margin increased to 83% from 82%. Net income increased 226% to $2.8 million, which resulted in earnings of $0.20 and $0.19 per basic and diluted share, respectively. Net income margin increased to 12% from 4%. Adjusted EBITDA increased 33% to $5.9 million. Adjusted EBITDA margin increased to 25% from 23%. More on Red Violet Red Violet: Still A Compelling Story Going Into 2026 Seeking Alpha’s Quant Rating on Red Violet Historical earnings data for Red Violet Financial information for Red Violet
adventtr Rigetti Computing ( RGTI ) shares fell 3.5% in extended trading on Wednesday after the quantum computing firm reported fourth-quarter results that missed Wall Street's estimates. For the period ending Dec. 31, Rigetti said it lost an adjusted $0.03 per share as revenue came in at $1.87M. Analysts had expected the company to lose an adjusted $0.03 per share on $2.37M in revenue. “Looking a...
adventtr Rigetti Computing ( RGTI ) shares fell 3.5% in extended trading on Wednesday after the quantum computing firm reported fourth-quarter results that missed Wall Street's estimates. For the period ending Dec. 31, Rigetti said it lost an adjusted $0.03 per share as revenue came in at $1.87M. Analysts had expected the company to lose an adjusted $0.03 per share on $2.37M in revenue. “Looking ahead, we remain focused on executing our roadmap, including the deployment of our 108-qubit system at 99.5% median two-qubit gate fidelity and advancing toward larger-scale systems as we work steadily toward quantum advantage," said Dr. Subodh Kulkarni, Rigetti's CEO, in a statement . "We anticipate significant first-quarter year-over-year revenue growth driven by a portion of the previously announced $5.7 million Novera on-premises system purchase orders expected to ship in Q1.” The company will host a conference call at 5 p.m. EST to discuss the results. More on Rigetti Computing Rigetti Computing Q4 Preview: Quantum Inflection Likely (Rating Upgrade) Rigetti: Major Disconnect With Wall Street Rigetti: Not The Quantum Computing Stock To Own - There Are Better Alternatives Rigetti Computing Q4 earnings on deck: What to expect Small And Mid-Cap Semiconductor Stocks With Elevated P/S Ratios And Negative Ratings
Cracker Barrel press release ( CBRL ): Q2 Non-GAAP EPS of $0.25 beats by $0.55 . Revenue of $874.8M (-7.9% Y/Y) beats by $10.45M . GAAP net income was $1.3 million compared to the prior year quarter GAAP net income of $22.2 million. Adjusted EBITDA was $38.2 million, compared to the prior year quarter adjusted EBITDA 1 of $74.6 million. More on Cracker Barrel Cracker Barrel: From 'Front Porch' To ...
Cracker Barrel press release ( CBRL ): Q2 Non-GAAP EPS of $0.25 beats by $0.55 . Revenue of $874.8M (-7.9% Y/Y) beats by $10.45M . GAAP net income was $1.3 million compared to the prior year quarter GAAP net income of $22.2 million. Adjusted EBITDA was $38.2 million, compared to the prior year quarter adjusted EBITDA 1 of $74.6 million. More on Cracker Barrel Cracker Barrel: From 'Front Porch' To Basement, Is It A Buy? Cracker Barrel's Still Trying To Get Customers To Come Back Cracker Barrel: Comp Sales Are Getting Crushed (Downgrade) Cracker Barrel Q2 2026 Earnings Preview Small-cap stocks with lowest dividend growth grade
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Astera Labs (NasdaqGS:ALAB) agreed to acquire aiXscale Photonics to build out its connectivity portfolio for AI infrastructure. The company is launching an Israel Design Center to deepen its development efforts in next generatio...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Astera Labs (NasdaqGS:ALAB) agreed to acquire aiXscale Photonics to build out its connectivity portfolio for AI infrastructure. The company is launching an Israel Design Center to deepen its development efforts in next generation interconnect technologies. Astera Labs is working with major hyperscalers and participating in the UALink consortium to address data center AI bottlenecks. Astera Labs focuses on connectivity chips and systems that sit between AI accelerators, CPUs, and memory, an area that has become critical as data center operators look for ways to move data more efficiently. The push toward optical interconnects reflects growing interest in solutions that can handle higher bandwidth and power constraints in AI clusters. For investors, the combination of silicon, systems, and closer ties to hyperscalers frames NasdaqGS:ALAB as a key player in the AI plumbing rather than in the AI models themselves. The acquisition of aiXscale Photonics, the new Israel Design Center, and participation in UALink may expand Astera Labs reach across multiple AI data center architectures. If the company executes on vendor neutral solutions that work across different accelerator vendors, its technology could become more embedded in long term AI infrastructure plans. The rest of this article looks at how these moves fit into the company story and what they might mean for risk and opportunity. Stay updated on the most important news stories for Astera Labs by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Astera Labs. NasdaqGS:ALAB Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Astera Labs. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$109.80, the share price sits well below the cons...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Astera Labs (NasdaqGS:ALAB) agreed to acquire aiXscale Photonics to build out its connectivity portfolio for AI infrastructure. The company is launching an Israel Design Center to deepen its development efforts in next generatio...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Astera Labs (NasdaqGS:ALAB) agreed to acquire aiXscale Photonics to build out its connectivity portfolio for AI infrastructure. The company is launching an Israel Design Center to deepen its development efforts in next generation interconnect technologies. Astera Labs is working with major hyperscalers and participating in the UALink consortium to address data center AI bottlenecks. Astera Labs focuses on connectivity chips and systems that sit between AI accelerators, CPUs, and memory, an area that has become critical as data center operators look for ways to move data more efficiently. The push toward optical interconnects reflects growing interest in solutions that can handle higher bandwidth and power constraints in AI clusters. For investors, the combination of silicon, systems, and closer ties to hyperscalers frames NasdaqGS:ALAB as a key player in the AI plumbing rather than in the AI models themselves. The acquisition of aiXscale Photonics, the new Israel Design Center, and participation in UALink may expand Astera Labs reach across multiple AI data center architectures. If the company executes on vendor neutral solutions that work across different accelerator vendors, its technology could become more embedded in long term AI infrastructure plans. The rest of this article looks at how these moves fit into the company story and what they might mean for risk and opportunity. Stay updated on the most important news stories for Astera Labs by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Astera Labs. NasdaqGS:ALAB Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Astera Labs. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$109.80, the share price sits well below the cons...
Niagen Bioscience press release ( NAGE ): Q4 GAAP EPS of $0.05 beats by $0.03 . Revenue of $33.84M (+16.3% Y/Y) beats by $2.14M . OUTLOOK 2026 Net sales: Increasing between 10-15% year-over-year excluding 2025 revenue attributable to the Analytical Reference Standards and Services segment, driven primarily by e-commerce business and new strategic partnerships. Gross margin: Slight improvement year...
Niagen Bioscience press release ( NAGE ): Q4 GAAP EPS of $0.05 beats by $0.03 . Revenue of $33.84M (+16.3% Y/Y) beats by $2.14M . OUTLOOK 2026 Net sales: Increasing between 10-15% year-over-year excluding 2025 revenue attributable to the Analytical Reference Standards and Services segment, driven primarily by e-commerce business and new strategic partnerships. Gross margin: Slight improvement year-over-year, driven by improvements in inventory cost and product mix. Sales & marketing: Increase in absolute dollars, but stable as a percentage of sales, driven by optimized investments to drive customer acquisition and support the launch of new verticals. Research & development: Increase in absolute dollars, driven by investment into pharmaceutical development and continued external research initiatives. General & administrative: $4.0 million to $5.0 million increase driven by infrastructure investments and legal expenses to support the growth of existing business and new market launches, as well as increased share-based compensation expense with the absence of credit loss recovery. More on Niagen Bioscience Niagen Bioscience: Why Discipline Matters In A Crowded Supplement Market Niagen Bioscience acquires core Nicotinamide Riboside patents Seeking Alpha’s Quant Rating on Niagen Bioscience Historical earnings data for Niagen Bioscience Financial information for Niagen Bioscience
American Eagle Outfitters press release ( AEO ): Q4 Non-GAAP EPS of $0.84 beats by $0.13 . Revenue of $1.76B (+10.0% Y/Y) beats by $20M . Total revenue increased 10% to a record $1.8 billion, driven by total comparable sales increase of 8% with positive results across brands Aerie comps +23%, American Eagle comps +2% All guidance is based on estimates and includes tariffs reflecting 2025 IEEPA gui...
American Eagle Outfitters press release ( AEO ): Q4 Non-GAAP EPS of $0.84 beats by $0.13 . Revenue of $1.76B (+10.0% Y/Y) beats by $20M . Total revenue increased 10% to a record $1.8 billion, driven by total comparable sales increase of 8% with positive results across brands Aerie comps +23%, American Eagle comps +2% All guidance is based on estimates and includes tariffs reflecting 2025 IEEPA guidelines. First Quarter 2026 Outlook Fiscal Year 2026 Outlook Comparable Sales +High Single Digit +Mid Single Digit Gross Margin Up YoY Up YoY SG&A +10% +MSD Depreciation and Amortization $54 M $225 M Operating Income $20 to $25 M $390 to $410 M Weighted Average Share Count 176 M 177 M Capital Expenditures - $250 to $260 M Click to enlarge Shares +3% . More on American Eagle Outfitters American Eagle Outfitters Fits Well Now, But Will Momentum Last Long Term? American Eagle Outfitters, Inc. (AEO) Q3 2025 Earnings Call Transcript American Eagle Outfitters: Retail Sales Acceleration Amid Potential Sector Rebound American Eagle Outfitters Q4 2026 Earnings Preview Mid-cap stocks with lowest dividend growth grade
May arabica coffee (KCK26) on Wednesday closed up +3.10 (+1.09%), and May ICE robusta coffee (RMK26) closed up +29 (+1.78%). Coffee prices settled higher on Wednesday. Supply concerns are supportive of coffee prices, as the war in Iran has halted shipping through the Strait of Hormuz, boosting global shipping rates, insurance, and fuel costs, which will raise costs for coffee importers and roaster...
May arabica coffee (KCK26) on Wednesday closed up +3.10 (+1.09%), and May ICE robusta coffee (RMK26) closed up +29 (+1.78%). Coffee prices settled higher on Wednesday. Supply concerns are supportive of coffee prices, as the war in Iran has halted shipping through the Strait of Hormuz, boosting global shipping rates, insurance, and fuel costs, which will raise costs for coffee importers and roasters. Don’t Miss a Day: Beneficial rains in Brazil have improved the outlook for the country's coffee crop, and are a bearish factor for prices. Somar Meteorologia reported Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 78 mm of rain during the week ended February 20, or 131% of the historical average. Coffee prices have sold off sharply over the past five weeks, with arabica falling to a 15-month low last Tuesday and robusta tumbling to a 6.75-month low last Monday as signs of a bumper Brazilian coffee crop have improved the global supply outlook. On February 5, Conab, Brazil's crop forecasting agency, said that Brazil's 2026 coffee production will climb by +17.2% y/y to a record 66.2 million bags, with arabica production up +23.2% y/y to 44.1 million bags and robusta production up +6.3% y/y to 22.1 million bags. Meanwhile, last Wednesday, Rabobank said that global coffee production is projected to reach a record 180 million bags in the 2026/27 season, up by about 8 million bags from a year earlier. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. On February 6, Vietnam's National Statistics Office reported that Vietnam's Jan coffee exports surged +38.3% y/y to 198,000 MT. Vietnam's 2025 coffee exports jumped by +17.5% y/y to 1.58 MMT. Also, Vietnam's 2025/26 coffee production is projected to climb +6% y/y to a 4-year high of 1.76 MMT (29.4 million bags). The recovery in ICE coffee inventories is negative for prices. ICE-monitored arabica inventories fell to a 1.75-year low of 396,513 ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft stock context and recent performance snapshot Microsoft (MSFT) has drawn investor attention after a period where the share price showed a 6.1% decline over the past month and a 15.4% decline over the past 3 months, against solid reported fundamentals. See our latest analysis...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft stock context and recent performance snapshot Microsoft (MSFT) has drawn investor attention after a period where the share price showed a 6.1% decline over the past month and a 15.4% decline over the past 3 months, against solid reported fundamentals. See our latest analysis for Microsoft. Set against a 1-year total shareholder return of 4.7% and a 3-year total shareholder return of 62.7%, Microsoft’s recent 30-day and 90-day share price declines suggest momentum has cooled after a strong longer term run. If this pullback has you looking around the broader tech space, it may be a good time to scan our screener of 34 AI infrastructure stocks for other ideas tied to growing AI demand. With Microsoft reporting annual revenue of US$305.5b and net income of US$119.3b, yet trading after a recent pullback, is this simply fair value for an AI heavyweight, or is the market underestimating its future growth potential? Most Popular Narrative: 3.8% Undervalued With Microsoft last closing at $403.93 against a narrative fair value of $420.00, the most followed view sees modest upside while questioning how durable its current advantages really are. Microsoft is currently digging away the foundation that makes it different. It is trapped in a perfect storm, losing the AI tech war to Google, burning cash on infrastructure without guaranteed ROI, cannibalizing its own seat-based revenue, and antagonizing users with a buggy, bloatware-filled operating system. The ship is massive, and its existing momentum may carry it forward for years. However, if Microsoft continues to sell an inferior, job-destroying AI while forcing users to endure a degrading Windows experience, it may eventually find that its enterprise fortress is built on sand. Read the complete narrative. Curious how this narrative still lands above today’s price? It leans on strong current profitabilit...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft stock context and recent performance snapshot Microsoft (MSFT) has drawn investor attention after a period where the share price showed a 6.1% decline over the past month and a 15.4% decline over the past 3 months, against solid reported fundamentals. See our latest analysis...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft stock context and recent performance snapshot Microsoft (MSFT) has drawn investor attention after a period where the share price showed a 6.1% decline over the past month and a 15.4% decline over the past 3 months, against solid reported fundamentals. See our latest analysis for Microsoft. Set against a 1-year total shareholder return of 4.7% and a 3-year total shareholder return of 62.7%, Microsoft’s recent 30-day and 90-day share price declines suggest momentum has cooled after a strong longer term run. If this pullback has you looking around the broader tech space, it may be a good time to scan our screener of 34 AI infrastructure stocks for other ideas tied to growing AI demand. With Microsoft reporting annual revenue of US$305.5b and net income of US$119.3b, yet trading after a recent pullback, is this simply fair value for an AI heavyweight, or is the market underestimating its future growth potential? Most Popular Narrative: 3.8% Undervalued With Microsoft last closing at $403.93 against a narrative fair value of $420.00, the most followed view sees modest upside while questioning how durable its current advantages really are. Microsoft is currently digging away the foundation that makes it different. It is trapped in a perfect storm, losing the AI tech war to Google, burning cash on infrastructure without guaranteed ROI, cannibalizing its own seat-based revenue, and antagonizing users with a buggy, bloatware-filled operating system. The ship is massive, and its existing momentum may carry it forward for years. However, if Microsoft continues to sell an inferior, job-destroying AI while forcing users to endure a degrading Windows experience, it may eventually find that its enterprise fortress is built on sand. Read the complete narrative. Curious how this narrative still lands above today’s price? It leans on strong current profitabilit...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Amazon.com (NasdaqGS:AMZN) experienced disruptions to its AWS data centers in the UAE and Bahrain after military drone strikes. The attacks caused structural damage and prolonged service outages, affecting cloud customers that rely on these Middle East regions. The incident is described as t...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Amazon.com (NasdaqGS:AMZN) experienced disruptions to its AWS data centers in the UAE and Bahrain after military drone strikes. The attacks caused structural damage and prolonged service outages, affecting cloud customers that rely on these Middle East regions. The incident is described as the first major disruption of critical U.S. tech infrastructure caused by direct military action. For Amazon, AWS is a core business line that supports a wide range of enterprises, governments, and developers globally. The disruption in the UAE and Bahrain highlights how physical infrastructure in conflict exposed regions can affect cloud reliability, even when digital systems are built with redundancy. For you as an investor, it brings attention to how location specific risks can matter for a company whose services are often seen as purely online. This episode also raises questions about future data center siting, backup arrangements across regions, and insurance coverage for physical attacks. As more workloads move to the cloud, investors may watch how Amazon and peers assess geopolitical risk, communicate about resilience, and prioritize capital spending across different geographies. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN 1-Year Stock Price Chart Is Amazon.com's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. This incident puts a spotlight on a different kind of Amazon risk, the physical security and legal exposure of its cloud infrastructure. Drone strikes on UAE and Bahrain data centers caused structural and water damage, power loss, and extended outages, which AWS has openly acknowledged. For you as an investor, that level of transparency helps gauge ope...
Cindy Shebley/iStock Editorial via Getty Images Amazon is reducing headcount in its strategically important robotics division, a move some view as signaling broader cost-cutting efforts at the e-commerce giant, which increasingly relies on automation across its fulfillment network. The cuts this week reportedly impacted a “relatively small number of robotics roles,” an Amazon spokesperson said to ...
Cindy Shebley/iStock Editorial via Getty Images Amazon is reducing headcount in its strategically important robotics division, a move some view as signaling broader cost-cutting efforts at the e-commerce giant, which increasingly relies on automation across its fulfillment network. The cuts this week reportedly impacted a “relatively small number of robotics roles,” an Amazon spokesperson said to Business Insider, and the company is still hiring and investing in “strategic areas.” The most recent layoffs—adding to the 57,000 corporate positions eliminated since 2022—come as Amazon ( AMZN ) increases investment in artificial intelligence and data centers to maintain its place in the AI race. During the company’s recent earnings call , CEO Andy Jassy confirmed the commitment to spend $200B across the company but predominantly in Amazon Web Services “because we have very high demand, customers really want AWS for core and AI workloads, and we’re monetizing capacity as fast as we can install it.” At the same time, Jassy called robotics “a big one” for the company. With over 1M robots in the fulfillment network, automation will handle tasks that are repetitive, raise productivity, and increase efficiencies. “We will continue optimizing inventory placement to drive down distance traveled, reduce touches per package, and improve package consolidation, as well as launch robotics and automation to increase efficiency and elevate the customer experience,” Jassy said on the call. However, the decision to pare back its robotics division comes just weeks after Amazon ( AMZN ) scrapped development of its multi-armed “Blue Jay” robot. The robot was expected to be deployed in Amazon’s ( AMZN ) same-day delivery warehouses. Amazon ( AMZN ) shares closed on Wednesday nearly 4% higher, having their best day since November. More on Amazon Amazon: I Bought The Recent Sell-Off Amazon: Not The Best Bang For Your Buck Amazon: Cheapest Valuation Since 2010 Makes This A Generational Buy Hype...