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How El Niño Will Supercharge Global Inflation
Barrons.com44d agoneutral
How El Niño Will Supercharge Global Inflation

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.

AMZNGOOGGOOGL^DJI
Zoox's big bet on robotaxis starts in Las Vegas
Axios45d agoneutral
Zoox's big bet on robotaxis starts in Las Vegas

Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.

AMZNUBER
Amazon loses US court ban on Perplexity's AI shopping tools
Reuters45d agoneutral
Amazon loses US court ban on Perplexity's AI shopping tools

A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on ‌Amazon's platform. In a novel legal dispute, the San Francisco-based 9th U.S. Circuit Court ‌of Appeals determined that Amazon was unlikely to succeed on its claim that Perplexity's AI agents violated a federal ​computer-hacking law. The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms, a question with broad implications for the fast-growing field of agentic AI tools that can browse, shop and transact across the web.

AMZN
New Jersey Sues Amazon, Alleging Delivery Network Illegally Suppresses Wages
The Wall Street Journal45d agoneutral
New Jersey Sues Amazon, Alleging Delivery Network Illegally Suppresses Wages

The lawsuit alleges Amazon violated federal and state antitrust laws through its Delivery Service Partner program, arguing the company exercises unlawful “monopsony,” or a dominant buyer’s ability to dictate prices and terms-over the small businesses that deliver Amazon packages and the drivers they employ.

AMZN
Bloomberg47d agobullish
Dip Buyers Need to Heed the Market’s Warning Signs

(Bloomberg) -- The momentum trade just gave investors a taste of the pronounced profit-and-loss swings they can expect if they fail to hedge or diversify, a warning that’s reinforced by growing inflation risks. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is Marred by Decayed HomesAlibaba Adds to China AI Break

AMZNGSJPMMSFT
Wall Street ends higher as Amazon soothes AI jitters
Reuters Videos49d agoneutralVIDEO
Wall Street ends higher as Amazon soothes AI jitters

<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>

AAPLAMZNMSFT^DJI^GSPC^IXIC
Amazon's Zoox wins first US approval for driverless robotaxis
Reuters Videos50d agobullishVIDEO
Amazon's Zoox wins first US approval for driverless robotaxis

<body><p>STORY: :: Archive</p><p>What if your next driverless taxi had no steering wheel? That may soon become a reality.</p><p>Amazon-owned Zoox has won the first U.S. approval for commercial deployment of a robotaxi built without traditional human controls.</p><p>The approval came from the National Highway Traffic Safety Administration, or NHTSA...</p><p>allowing the company to begin charging for rides in Las Vegas once it completes state requirements.</p><p>Here's NHTSA administrator Jonathan Morrison.</p><p>"Since our standards get into performance requirements for specific aspects such as braking performance, they provided information and we received public comment, and we made that determination that their vehicle as equipped, can meet all of those requirements and in fact, exceed those."</p><p>The vehicle looks very different from a conventional car.</p><p>It's an electric, carriage-style robotaxi with two rows of inward-facing seats and a top speed of 75 miles per hour.</p><p>Federal officials say Zoox can deploy up to 2,500 vehicles in each of the next two years.</p><p>The move comes as companies including Alphabet's Waymo and Elon Musk's Tesla race to expand driverless ride-hailing services across the U.S.</p><p>The green light comes with added oversight.</p><p>U.S. regulators say the firm must report issues including crashes and inappropriate stops.</p><p>Authorities also retain the power to revoke the exemption if major safety concerns emerge.</p></body>

AMZN
Stocks Bounce Back From Fed Day Turmoil
Barrons.com51d agoneutral
Stocks Bounce Back From Fed Day Turmoil

Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.

AAPLAMZNMETAMSFT^DJI^GSPC^IXIC
DoorDash launches in-house drone delivery program after FAA certification
Reuters52d agoneutral
DoorDash launches in-house drone delivery program after FAA certification

DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after ‌securing a U.S. Federal Aviation Administration certification ‌to operate commercial drone deliveries in the U.S. The move marks ​the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • ‌The program was ⁠developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be ⁠integrated into its delivery app, according to a TechCrunch report.

AMZNDASHGOOGGOOGL
Bloomberg52d agoneutral
Jack Ma-Backed OceanBase Seeks Up to $443 Million for AI Push

(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To

AMZNBABAIBMORCLSNOW
Wall Street ends mixed as investors await tech earnings
Reuters Videos52d agoneutralVIDEO
Wall Street ends mixed as investors await tech earnings

<body><p>STORY: Wall Street's main indexes closed mixed on Tuesday with the Dow gaining 1%, the S&P 500 edging up about two-tenths of a percent and the Nasdaq dipping by roughly two-tenths of a percent.</p><p>Markets have been volatile this month as investors worry that Microsoft, Amazon and other tech heavyweights may be overspending on data centers in the race to build out AI infrastructure.</p><p>But Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, said to expect these companies to announce more AI spending when they report quarterly results this week.</p><p>"Make no mistake, we're in an AI arms race. I think you will continue to see spending. I think you'll actually see companies increase spending next year and then things will normalize and stabilize... We're focused on adding to the US names because you can't have a situation where companies are penalized for spending, i.e. the hyperscalers, and companies are penalized for being on the receiving end to the spending, Micron, chip names. At some point, this will come, regress to the mean and we'll start to pay attention to fundamentals."</p><p>Shares of Microsoft rose ahead of its report on Wednesday, while Amazon dipped before its results on Thursday.</p><p>Shares of Apple closed almost 1% higher, though they rose nearly 2% during the trading session and briefly exceeded a $5 trillion market valuation for the first time.&nbsp;The iPhone maker reports its results on Thursday.</p><p>Outside of technology, shares of Coca-Cola rallied 5% after the beverage company raised its annual revenue and profit forecasts.</p><p>:: Archive</p><p>And shares of Boeing jumped nearly 5% after the airplane maker generated positive free cash flow as its turnaround plans gained momentum.</p><p>Meanwhile, the Federal Reserve is due to announce its interest-rate decision at the conclusion of its two-day policy meeting on Wednesday. Traders see about a 70% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>

AMZNMSFT^DJI^GSPC^IXIC
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending
Reuters Videos52d agoneutralVIDEO
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending

<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>

AMZNGOOGGOOGLMSFT
Bloomberg53d agoneutral
Nasdaq 100 Heads for Correction as AI Worries Rattle Investors

(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China

AMZNMETAMSFT
Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal53d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

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