Amazon

Since the beginning of time retailers have marked up products before putting them on sale to make the discount make more attractive. We spot-checked 50 random items advertised on Amazon's Cyber Monday page and found broad-based discounting continued after the end of the holiday. In other words, the discounts are not as attractive after a second glance.

March quarter investor takeaways were dominated by management commentary suggesting AWS's June quarter revenue growth would decline for the seventh consecutive quarter. While the focus on AWS is understandable, accounting for 118% of operating income in the quarter, it’s worth remembering that Amazon’s long-term growth story is more than AWS.

Hats off to the box office — 2022 has been a good year driven by the return to normal. Now that economies are reopening, top execs at Warner Brothers and other movie companies want back into theaters. Warner’s CEO, David…

US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…

The recent 8% bear market rally in the Nasdaq doesn’t hide what Amazon investors have faced over the past six months: a 35% decline. That decline compares to the Nasdaq down 23% over the same period. Underlying this gap is…

Amazon’s $8.5BN deal with MGM has officially closed. Not only does the acquisition open access to vaults of 4,000 film titles, 17,000 TV episodes, 180 Academy Awards and 100 Emmy Awards, it also pronounces a final departure from the era…

Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…

Tesla raises its prices by 5-10% in part due to the high price of nickel. While this past week has included two price hikes for the company, there’s a likelihood these prices will come down again. The most recent upgrades…

Amazon’s stock split is more noteworthy compared to other tech companies. Beyond the optics of the “cheaper” stock, the company now has a new lever around compensation for its 1.1MN logistic workers. Barry McCarthy is wasting no time making some…

The Biden administration is asking for greater regulation around cryptocurrencies. We see this as a long-term positive for the platform given that it moves crypto from a fringe value transfer to the mainstream. The Department of Justice has more questions…

Takeaways: Amazon is pushing the FTC for a decision on whether the agency will allow its MGM deal. All eyes are on the outcome, given it will set the pace of tech M&A over the next couple of years. Sony…

Amazon and Visa find a way forward. The two have reached a global resolution after a months-long dispute over processing fees. In November, Amazon threatened to stop accepting VISA in the UK, Singapore and Australia due to a 2% merchant fee,…