After President Trump called Jeff Bezos, Amazon, $AMZN, called off its plan to add ‘tariff price adjustments’ to product listings, per Reuters

JUST IN: White House: Amazon, $AMZN, showing tariffs on each product is a hostile and political act

$AMZN -2% premkt

BREAKING: Amazon, $AMZN, to show cost of Trump tariffs on each product

下周又是比较重要的宏观数据和重要公司财报季，你要知道5月初就要公布美联储议息会议的情况了(4月没有)，目前很多分析师认为5月将会开始今年第一次降息，结果大概率就在下周数据里面。 •JOLTS 职位空缺——周二 劳动力市场景气度的领先指标，反映美国职位空缺数量变化。 • 消费者信心指数——周二 由会议委员会（Conference Board）发布，衡量消费者对经济前景的预期情绪。 • ADP 就业人数——周三 民间部门新增就业岗位数据，通常作为官方非农数据的前瞻参考。 • 第一季度 GDP 初值——周三 美国经济增长速度的初步评估，市场高度关注是否出现增长放缓迹象。 • 核心PCE物价指数数据——周三 美联储最偏好的通胀指标，直接影响未来利率决策预期。 • 微软 $MSFT 财报——周三 科技巨头微软发布季度财报，市场关注其AI、云计算业务增长情况。 • Meta平台 $META 财报——周三 社交媒体巨头Meta发布季度财报，重点关注广告收入及AI投入。 • 初请失业金人数——周四 反映美国劳动力市场流动性的最新数据。 • ISM制造业PMI——周四 制造业景气度指标，50以上代表扩张，50以下代表收缩。 • 苹果 $AAPL 财报——周四 全球最大科技公司之一苹果发布财报，关注硬件销量与服务收入表现。 • 亚马逊 $AMZN 财报——周四 电子商务和云计算巨头亚马逊发布财报，AWS（云服务）增长尤受瞩目。 •美国就业报告（非农就业数据）——周五 重点数据，涵盖新增就业岗位、失业率、薪资增长等，影响市场对美联储政策预期。 📊下周是数据与财报双重密集发布周，重点关注： • GDP与PCE通胀数据 → 影响对经济增长与通胀趋势的判断 • 非农就业数据 → 影响未来货币政策路径 • 科技巨头财报 → 可能引发市场整体风险偏好变化 请保持关注，合理控制仓位，谨慎应对市场波动。🧐

Which company are you watching like hawk next week? 🦅 $DPZ $WM $SOFI $PYPL $V $SBUX $KO $MSFT $META $HOOD $QCOM $AMZN $AAPL $ABNB

Amazon, $AMZN, and Nvidia, $NVDA, say AI data center demand is not slowing down

$TSLA: WELLS FARGO CUTS TARGET PRICE TO $120 FROM $130 $AMZN: WELLS FARGO CUTS TARGET PRICE TO $199 FROM $203 $AAPL: WELLS FARGO CUTS TARGET PRICE TO $245 FROM $275

SECTOR NEWS HIGHLIGHTS TECH/MEDIA/TELECOM: 🔸 Netflix ( $NFLX): Beats Q1 earnings; strong Q2 guidance. 🔸 Nvidia ( $NVDA): Down 3% on Huawei AI chip shipment news. 🔸 Cognizant ( $CTSH)/DocuSign ( $DOCU): Expand partnership. 🔸 Disney ( $DIS): Upgraded to Outperform at Wolfe Research; $112 target. 🔸 Tempus AI ( $TEM): Initiated with Buy at BTIG; $60 target. CONSUMER: 🔸 Amazon ( $AMZN): Downgraded at Raymond James; price target cut to $195 from $275. 🔸 QXO: Extends $124.35/share tender offer for Beacon Roofing (BECN). 🔸 Tesla ( $TSLA): Affordable car launch delayed; low-cost Model Y production to begin in U.S. ENERGY/INDUSTRIALS/MATERIALS: 🔸 Boeing ( $BA): Returning rejected 737 Max jets from China to U.S. 🔸 Cosco Shipping: Warns U.S. tariffs on Chinese ships threaten global trade. 🔸 EU: Eases methane rules to avoid gas-related trade clash with U.S. FINANCIALS: 🔸 Capital One ( $COF): Gets approval to acquire Discover (DFS), becoming top U.S. credit card lender. 🔸 Comerica ( $CMA): Beats Q1 estimates; EPS $1.25 vs est. $1.18. 🔸 Global Payments ( $GPN): Downgraded at Jefferies; target cut to $75. 🔸 Independent Bank ( $INDB): Misses Q1 EPS; raises dividend by 4%. HEALTHCARE: 🔸 Pacira ( $PCRX): Approves $300M stock buyback. 🔸 Regeneron ( $REGN)/Sanofi (SNY): FDA approves Dupixent for chronic hives in patients 12+.

$AMZN - Raymond James Downgrades to Outperform from Strong Buy - PT $195 (from $275)

"Companies in the EU are starting to look for ways ot ditch Amazon, $AMZN, Google, $GOOGL, and Microsoft, $MSFT, cloud services amid fears of rising security risks from the US," per WIRED.

"Companies in the EU are starting to look for ways ot ditch Amazon, $AMZN, Google, $GOOGL, and Microsoft, $MSFT, cloud services amid fears of rising security risks from the US," per WIRED.

$AMZN - AMAZON ASKS ITS SELLERS ABOUT TARIFF IMPACTS: WSJ Amazon has emailed its third-party sellers in recent days asking how tariffs are impacting their businesses, from sourcing to pricing strategies and international sales, according to a copy viewed by The Wall Street Journal. Some sellers said they might have to close their online shops. Others said they've hoarded inventory and are waiting as long as possible to place new orders from China.

PREMKT 🔸 $AAPL | +4.97% 🔸 $PTON | +4.12% 🔸 $INTC | +3.19% 🔸 $BABA | +2.53% 🔸 $AMD | +2.29% 🔸 $NVDA | +1.70% 🔸 $NFLX | +1.58% 🔸 $MSFT | +1.55% 🔸 $SNAP | +1.51% 🔸 $META | +1.50% 🔸 $AMZN | +1.15% 🔸 $TSLA | +0.99% 🔸 $DIS | +0.90% 🔸 $GOOGL | +0.90%

BREAKING: US Politicians were buying tariff exempt companies before the news like $AAPL Apple. Take Republican Marjorie Taylor Greene. She bought $AAPL, $AMZN, $DELL, $NKE, and others before the surprise announcement today, buyjng the companies as they fell. Unusual.

Scooped some more stocks on this dip. Can go down more, and maybe it will. Been trimming crypto for months, this is a good opportunity to load up some long-term investments at a discount. Bought some more of the ETFs I already own - and rebought some $AMZN & $NVDA that I sold earlier this year. Onwards & upwards 📈

Chinese companies that sell products on Amazon, $AMZN, are preparing to hike prices for the U.S. or quit that market due to tariffs, per Reuters.

SECTOR NEWS CONSUMER 🔸 $STZ: Q4 EPS $2.63 (est. $2.29); sales +1.2% to $2.16B (est. $2.13B). Beer sales in line, wine/spirits beat. Selling mainstream wine brands to The Wine Group. FY28 EPS growth seen low to mid-single digits. New $4B buyback plan. 🔸 $GM: Downgraded to Neutral from Buy at UBS; target cut to $51 from $64 due to tariff impact. 🔸 $KMX: Q4 EPS $0.58 (est. $0.65); retail used sales +6.2%, comps +5.1%, wholesale units +3.1%. Revenue $6.0B (est. $5.963B). 🔸 $PSMT: Q2 EPS $1.45 (est. $1.40); sales $1.335B (est. $1.359B); comps +6.7%. 🔸 $BKE: March comps +3.7%, net sales +4.5% to $109.1M. ENERGY, INDUSTRIALS & MATERIALS 🔸 $X: Shares fell after Trump opposed Nippon Steel’s takeover. 🔸 $VALE: Upgraded to Buy at Bank of America. FINANCIALS 🔸 $AB: AUM fell to $784B in March from $805B in Feb. 🔸 $CBOE: Downgraded to Neutral at Bank of America. 🔸 $LAZ: March AUM $227.4B; net outflows $3.1B, market loss $5.4B. 🔸 $VCTR: Total client assets $171.4B as of March. HEALTHCARE 🔸 $IDYA: Started Phase 1/2 expansion trial combining IDE397 with Gilead’s Trodelvy. 🔸 $KROS: Shares rise after adopting poison pill; exploring strategic options, including sale. TECHNOLOGY, MEDIA & TELECOM 🔸 $AMZN: 2024 revenue +11% to $638B; AWS +19% to $108B; operating income +86% to $68.6B. 🔸 $ASYS: Cuts Q2 revenue forecast to $15M–$16M (from $21M–$23M) due to customer dispute. 🔸 $TSM: Q1 sales +42% to $25.6B, in line with guidance despite earthquake impact.

JUST IN: Amazon, $AMZN, cancels some inventory orders from China after tariffs, per Reuters.

$AMZN - AMAZON CANCELS SOME INVENTORY ORDERS FROM CHINA AFTER TARIFFS

All of the Magnificent 7 are now red, with: $AAPL down 4.79% (a 6% move!) $TSLA Tesla down 4.2% (an 8% reversal move today!!!) $AMZN down 2.45% (a 5% reversal!)

S&P 500 $SPY $SPX now at lows of day, reversing a 4% gain, and headed to be down 1%. That is a change of around 3 trillion in marketcap in one day. Can see on Unusual Whales' market Tide calls continue to fall as puts accelerate, reaching high of day. $SPY $TSLA $AAPL $AMZN puts leading.

$AMZN Hidden bullish divergence showing signs of life.

PREMKT 🔸 $XPEV: -11.68% 🔸 $MSTR: -9.99% 🔸 $BABA: -7.52% 🔸 $TSLA: -7.15% 🔸 $NIO: -6.79% 🔸 $NVDA: -6.35% 🔸 $AMD: -4.40% 🔸 $APPL: -4.23% 🔸 $INTC: -3.88% 🔸 $META: -3.71% 🔸 $AMZN: -3.12% 🔸 $GOOGL: -2.69% 🔸 $BA: -2.42% 🔸 $NFLX: -2.36% 🔸 $MSFT: -2.07%

PREMKT 🔸 $XPEV: -14.20% 🔸 $BABA: -11.45% 🔸 $MSTR: -10.73% 🔸 $NIO: -9.25% 🔸 $TSLA: -8.59% 🔸 $NVDA: -7.05% 🔸 $AMD: -6.02% 🔸 $META: -5.19% 🔸 $INTC: -4.33% 🔸 $AMZN: -4.27% 🔸 $BA: -4.20% 🔸 $NFLX: -3.89% 🔸 $APPL: -3.80% 🔸 $GOOGL: -3.70% 🔸 $MSFT: -3.62%

“自 2 月 19 日以来，美国股市的市值已蒸发超过 13 万亿美元。” 多于1/3 的美国36万亿国债！

🚨Final S&P 500 Weekly Heat Map: $NVDA -14% $AAPL -13.5% $JPM -13.4% $META -12.5% $AMZN -11.3% $LLY -10.3% $TSLA -9.1% $GOOGL -5.3% $MSFT -5% Bloodbath on Wall Street. 🩸

MARKET HIGHLIGHTS TECH, MEDIA & TELECOM 🔸 Big Tech ( $AAPL, $AMZN, $META, $GOOGL, $MSFT, $NVDA): Lower as China imposes 34% tariffs on U.S. goods in response to U.S. tariffs. 🔸 China stocks ( $BABA, $BIDU, $PDD, $JD, $SINA, $NTES): Trading sharply lower. 🔸 EU vs. "X": Possible $1B fine for disinformation law violations. 🔸 Five9 ( $FIVN): Q1 EPS, revenue in line or better than guidance; 4% workforce reduction. CONSUMER 🔸 Booking Holdings ( $BKNG): Upgraded to Buy (BTIG), target $5,500. 🔸 Guess ( $GES): Q4 adj. EPS $1.48 (est. $1.40), revenue $932.3M (+4.6% y/y, est. $912.3M). Gross margin 44.1% (vs. 45.4%). 2026 revenue forecast +3.9%-6.2%, EPS $1.32-$1.76 (est. $2.07). Alberto Toni named CFO. Plans to close unprofitable stores. 🔸 Kraft Heinz ( $KHC): Downgraded to Sell (Citigroup), target cut to $27 due to sales growth concerns. ENERGY, INDUSTRIALS & MATERIALS 🔸 ExxonMobil ( $XOM): Q1 earnings impact: Energy products (-$0.3B to -$0.7B), upstream (liquids/gas: $0.0B to -$0.4B), chemicals (-$0.1B to $0.1B), specialty (-$0.3B to -$0.1B). 🔸 Matador Resources ( $MTDR): Selling Eagle Ford assets, board reviewing stock repurchase. 🔸 Shell ( $SHEL): Selling 16.125% Colonial Enterprises stake to Brookfield (BIP) for $1.45B. FINANCIALS 🔸 Cboe ( $CBOE): Q1 options volume 1.1B contracts, March ADV 18.8M (record). 🔸 Franklin Resources (BEN): March AUM $1.53T (Feb: $1.57T), $4B net outflows. 🔸 Progressive ( $PGR): Downgraded to Neutral (Bank of America), target cut to $287 from $300. HEALTHCARE 🔸 LifeCore ( $LFCR): Q3 EPS -$0.47 (est. -$0.15), revs $35.2M (est. $33.23M). FY guidance: revs $126.5M-$130M, adj. EBITDA $19M-$21M. 🔸 Simulations Plus ( $SLP): Q2 adj. EPS $0.31 (est. $0.12), revs $22.4M (est. $21.9M). FY guidance: revs $90M-$93M, adj. EPS $1.07-$1.20 (est. $0.47).

Premkt $VIX: 38 $BABA: -8.29% $JD: -7.77% $XPEV: -7.49% $AMZN: -5.40% $AMD: -5.29% $INTC: -5.22% $TSLA: -5.13% $AAPL: -4.73% $NIO: -4.55% $NKE: -4.41% $MSFT: -4.38% $META: -4.25% $RIVN: -3.82% $NVDA: -3.80% $GOOGL: -3.07% $AMC: -2.27%

2月8日提示清仓了美股，但 #BTC 我依旧还在持有中，虽然也回撤很多，但我相信哈耶克所说的：任何政府都无法抵御滥发货币的诱惑，我们应该像不依赖政府生产面包一样，也不应依赖政府提供货币。 如果货币能像其他商品一样自由竞争，最好的货币自然会胜出，我相信它 #BTC，终将会有一天，我们可以看100万

$NKE: -12.65% $AMZN: -9.50% $AAPL: -8.90% $META: -8.30% $TSLA: -7.40% $NVDA: -7.12% $AMD: -6.13% $GOOGL: -4.10%

Premkt $AAPL: -7.60% $AMZN: -6.45% $TSLA: -6.30% $NVDA: -5.70% $AMD: -5.32% $META: -4.80% $GOOGL: -3% $MSFT: -2.70% $NFLX:-2.60%

$AMZN - TRUMP ADMINISTRATION OFFICIAL CONFIRMS AMAZON HAS PUT IN A BID TO BUY TIKTOK

Amazon, $AMZN, in bid to buy TikTok in US

$AMZN - AMAZON BID CAME IN VIA AN OFFER LETTER TO VANCE, LUTNICK: NYT

$AMZN - 🚨 *AMAZON SAID TO MAKE A BID TO BUY TIKTOK IN THE US: NYT

Amazon, $AMZN, is now focusing on "meritocracy, and reducing management layers." according to BI.

🩸Final S&P 500 Q1 Heat Map $NVDA -23% $GOOGL -20.5% $TSLA -42.8% $AMZN -16.1% $AVGO -31.7% $AAPL -14.1% $AMZN -14.3% $BRK.B +16.1%

Amazon, $AMZN, is down more than 4% today.

🔸 SHARES OF MEGACAP COMPANIES FALL AMID BROAD MARKET SELLOFF $AMZN DOWN 3.5% $TSLA LOSES 3.4% $META DOWN 2.8% $NVDA DOWN 1.6% $AAPL FALLS 1.6% $MSFT DOWN 1.9% $GOOGL LOSES 2.7% ROUNDHILL MAGNIFICENT SEVEN ETF DOWN 2.5%