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BullDigest's May 14 Post-Market Summary of Amazon.com, Inc.

  • 14.05.2025 22:06
  • bulldigest.com
  • Keywords: Post-Market, Summary, Amazon.com, Inc.

Check out BullDigest's May 14 Post-Market Summary of Amazon.com, Inc.. We provide a summary of the key news from market opening hours.

Post-Market SummaryTUsentiment_satisfiedCPCSCOMSFTAMZNsentiment_satisfiedQBTSPARACFLTNFLXCFLTBSXsentiment_satisfiedNVDAsentiment_satisfiedWMTIITSFJBSAYsentiment_satisfiedUBERsentiment_satisfied

Estimated market influence

Telus

Telus

Positivesentiment_satisfied
Analyst rating: Buy

Expanded their TV services into Ontario and parts of Quebec, requiring Telus home internet.

SAS

SAS

Neutralsentiment_neutral
Analyst rating: Buy

Their CTO likened quantum computing to cooking with limited resources, suggesting the need for standardization.

Cisco

Cisco

Neutralsentiment_neutral
Analyst rating: Buy

Developing quantum networking technology, including a quantum network entanglement chip.

IBM

Neutralsentiment_neutral
Analyst rating: N/A

A key player in quantum computing through IBM Quantum.

Google

Neutralsentiment_neutral
Analyst rating: N/A

Involved in quantum AI through Google Quantum AI.

Microsoft

Microsoft

Neutralsentiment_neutral
Analyst rating: Strong buy

Offering Azure Quantum services.

Amazon

Amazon

Positivesentiment_satisfied
Analyst rating: Strong buy

Building a robotics fulfillment center, using warehouse robots to reduce hiring needs and save costs; recommended as a 'strong buy' stock; Amazon.com Inc. is part of the list; their stock predictions are positive with a $240.37 price target; implementing automation strategy to improve safety and efficiency; launching Uber One Member Days similar to Amazon Prime Day.

Quantinuum

Neutralsentiment_neutral
Analyst rating: N/A

Advancing quantum computing field.

PsiQuantum

Neutralsentiment_neutral
Analyst rating: N/A

Working on quantum computing advancements.

D-Wave

D-Wave

Neutralsentiment_neutral
Analyst rating: N/A

Involved in quantum computing.

Xanadu

Neutralsentiment_neutral
Analyst rating: N/A

Advancing quantum computing field.

Quantum AI

Neutralsentiment_neutral
Analyst rating: N/A

Google's initiative in quantum AI.

Azure Quantum

Neutralsentiment_neutral
Analyst rating: N/A

Microsoft's quantum computing service.

Paramount+

Paramount+

Neutralsentiment_neutral
Analyst rating: N/A

Will have Sunday afternoon NFL games.

Fox One

Neutralsentiment_neutral
Analyst rating: N/A

Will have Sunday afternoon NFL games.

NFL

NFL

Neutralsentiment_neutral
Analyst rating: N/A

Changing streaming requirements for NFL games, spreading broadcast rights.

Amazon Prime

Neutralsentiment_neutral
Analyst rating: N/A

One of the services required to watch all NFL games in 2025.

Netflix

Netflix

Neutralsentiment_neutral
Analyst rating: Buy

Required for streaming NFL games.

Peacock

Neutralsentiment_neutral
Analyst rating: N/A

Required for streaming NFL games.

YouTube

Neutralsentiment_neutral
Analyst rating: N/A

Required for streaming NFL games.

ESPN

Neutralsentiment_neutral
Analyst rating: N/A

Streaming option for NFL games.

YouTube TV

Neutralsentiment_neutral
Analyst rating: N/A

Requires NFL Sunday Ticket or NFL+ to watch all games.

NFL Sunday Ticket

Neutralsentiment_neutral
Analyst rating: N/A

Subscription needed through YouTube TV.

NFL+

NFL+

Neutralsentiment_neutral
Analyst rating: N/A

Subscription option for NFL games.

Boston Scientific Corp.

Boston Scientific Corp.

Positivesentiment_satisfied
Analyst rating: Strong buy

Recommended as a 'strong buy' stock.

DexCom Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Recommended as a 'strong buy' stock.

Meta Platforms Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Recommended as a 'strong buy' stock.

Nvidia Corp.

Nvidia Corp.

Positivesentiment_satisfied
Analyst rating: Strong buy

Recommended as a 'strong buy' stock.

United Airlines Holdings Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Recommended as a 'strong buy' stock.

Walmart Inc.

Walmart Inc.

Neutralsentiment_neutral
Analyst rating: Strong buy

Recommended as a 'strong buy' stock; handling tariffs to indicate retail sector health, aiming for low prices.

AOL

AOL

Neutralsentiment_neutral
Analyst rating: Buy

Uses visitor data for services and security.

JBS

JBS

Positivesentiment_satisfied
Analyst rating: Strong buy

Complying with Legal Beef Conduct Adjustment Agreement to avoid cattle from illegally deforested land.

Minerva

Positivesentiment_satisfied
Analyst rating: N/A

Hired independent auditors as part of the Brazilian beef supply chain audits.

Marfrig

Positivesentiment_satisfied
Analyst rating: N/A

Hired independent auditors as part of the Brazilian beef supply chain audits.

Flipkart

Neutralsentiment_neutral
Analyst rating: N/A

Received a notice from CCPA to remove merchandise featuring the Pakistani flag.

Uber

Uber

Positivesentiment_satisfied
Analyst rating: Strong buy

Evolving into a super app with Uber One Member Days, aiming for ubiquity like Amazon.

Context

Business Insights and Market Implications Summary

Telus TV Expansion

  • Expansion: Telus TV is expanding to Ontario and parts of Quebec, requiring Telus home internet due to fiber wholesale rules.
  • Packages:
    • Stream & Live TV: Includes 38+ core live channels and a TV box at $45/mo or $60/mo with a 2-year term (more expensive without contract).
    • Stream Only: Netflix, Disney+, Amazon Prime, and Telus Films & Series at $23/mo (ads) or $43/mo (no ads) for Telus internet or mobility customers.
  • Bundling: Bundling PureFibre with Telus TV costs $124/mo or $139/mo on a 2-year term, or $185/mo or $205/mo without a contract.

Quantum Computing State

  • Maturity Debate: Quantum computing is nearing readiness for some but remains embryonic for others.
  • Key Players:
    • IBM (IBM Quantum), SAS, Cisco, Google (Quantum AI), Microsoft (Azure Quantum), AWS (Amazon Braket).
    • Emerging players: Quantinuum, PsiQuantum, D-Wave, Xanadu.
  • Market Interest: Three in five businesses are exploring quantum AI, according to SAS.
  • Development: Cisco is advancing quantum networking technology, including a quantum network entanglement chip.

NFL Streaming Changes

  • Subscription Model: Starting 2025, streaming all NFL games requires subscriptions to Amazon Prime, Netflix, Peacock, YouTube, ESPN+, or YouTube TV with NFL Sunday Ticket/NFL+.
  • Broadcast Rights: NFL is spreading broadcast rights for competitive purposes, with opt-outs in 2029.
  • Ratings: NFL TV ratings decreased by 2% in 2024 but remain popular.

Amazon Fulfillment Center in Goochland, VA

  • Investment: Amazon is building a 3.1 million-square-foot robotics fulfillment center (RIC6) in Goochland County, VA.
  • Jobs: Creating over 1,000 jobs and spurring transportation improvements.
  • Economic Impact: Since 2010, Amazon has invested $135 billion in Virginia, creating 42,000+ direct and 195,000 indirect jobs, contributing $96 billion to Virginia's GDP.

"Strong Buy" Stocks

  • List: Boston Scientific Corp., DexCom Inc., Meta Platforms Inc., Nvidia Corp., United Airlines Holdings Inc., Amazon.com Inc., Walmart Inc.
  • Analyst Recommendations: Wall Street analysts recommend these stocks as "strong buy."

AOL Data Usage

  • Data Practices: AOL aggregates visitor data (device, browser, visit duration) for service provision, security, spam prevention, and measurement purposes.

Amazon Stock Predictions

  • Financials: Amazon reported $59.2 billion net income in 2024.
  • Stock Forecast:
    • Wall Street: $240.37 one-year price target.
    • 24/7 Wall St.: Conservative forecast of $226.50 for 2025, rising to $430.50 by 2030.

Amazon Automation Strategy

  • Warehouse Innovation: Using robots (including the new Vulcan) to reduce hiring needs and save up to $10B annually by 2030.
  • Goals: Improve safety, reduce repetitive tasks, and address labor shortages.

Walmart and Tariffs

  • Retail Sector Insight: Walmart's handling of tariffs will indicate the health of the retail sector.
  • Strategy: Will absorb costs or pass them to customers, unlike rival Target.
  • Revenue: Q1 net sales expected to increase by 2.7% to $165.88 billion.

Brazil Beef and Deforestation

  • Compliance:
    • Audited slaughterhouses: 4% non-compliance with Legal Beef Conduct Adjustment Agreement.
    • Unaudited companies: 52% non-compliance.
  • Cattle Laundering: Issue persists, with only 38% of indirect suppliers verifiably compliant.

Brazilian Beef Supply Chain Audits

  • Initiative Impact: Settlement (TAC da Carne) reduced links between beef supply chain and Amazon deforestation.
  • Compliance Data:
    • Audited companies: 4% irregularities in 2022.
    • Unaudited companies: 52% non-compliance.

Amazon, Flipkart, and Pakistani Flags

  • Regulatory Action: CCPA issued notices to Amazon India, Flipkart, and others to remove merchandise featuring the Pakistani flag due to geopolitical tensions.

Uber's Transformation

  • Super App Strategy: Uber is evolving into a super app with Uber One Member Days (May 16-23), offering discounts on services and partnerships (Delta, Oura, Ticketmaster).
  • Growth Metrics: Uber One has ~30 million members, who spend 3x more than non-members.
  • Goal: Become ubiquitous like Amazon.