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Is Channeling Henry Ford in Drive for Data-Center Dominance -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2603998171","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603998171?lang=en_us&edition=fundamental","pubTime":"2026-01-16 00:05","pubTimestamp":1768493100,"startTime":"0","endTime":"0","summary":"In the data factories of the future, vertical integration looks like a must.Thursday, The Wall Street Journal reported that Amazon Web Services signed a two-year agreement with Rio Tinto's Nuton copper mining venture in Arizona. That is telling.For starters, Amazon.com, which is spending tens of billions a year on data centers, clearly feels a need to vertically integrate to keep expanding its cloud services and AI data businesses. In 2024, Amazon partnered with Talen Energy to ensure its data centers had enough electricity. Now, it is working to ensure there is enough copper to conduct the needed electricity.AI is a relatively new industry, and new industries can pressure existing supply chains. Take Ford Motor. Henry Ford pioneered the assembly line, using it to mass-produce affordable vehicles that reshaped the American economy. He wanted to make cars, but along the way, he invested in iron and steel, rubber, and timber to ensure the company could meet demand.Copper at $6 per pound 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Calls on Wall Street: Nvidia, Tesla, Dell, Broadcom, Netflix, Boeing, Amazon and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1103744894","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103744894?lang=en_us&edition=fundamental","pubTime":"2026-01-15 23:20","pubTimestamp":1768490413,"startTime":"0","endTime":"0","summary":"Here are the biggest calls on Wall Street on Thursday:RBC initiates Nvidia as outperformRBC began coverage of Nvidia with a price target of $240 per share and says the stock has plenty of...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ORCL","AVGO","MSFT","PLTR","BA","META","TSM","AAPL","NFLX","SMCI","NVDA","TSLA","AMZN","MU","GOOGL","AMD"],"gpt_icon":1},{"id":"2603598629","title":"Amazon's stock could face this sneaky AI risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2603598629","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603598629?lang=en_us&edition=fundamental","pubTime":"2026-01-15 22:47","pubTimestamp":1768488420,"startTime":"0","endTime":"0","summary":"Some on Wall Street think agentic commerce could help Amazon's business, but a Raymond James analyst worries the trend could eat into the company's dominance. More automation in the shopping process could reduce the need for consumers to browse Amazon's website manually, potentially bypassing search ads.Amazon.com has struggled to convince investors that it's a top artificial-intelligence player among the Big Tech names, and even bulls acknowledge that there are challenges ahead of the company.While much of the lackluster enthusiasm surrounding Amazon's stock has been due to fears of market-share losses for Amazon Web Services, Raymond James has highlighted another AI challenge that the company faces - this time, in its retail business.The implications of agentic shopping on Amazon aren't entirely clear yet. Beck called it a \"key near-term swing factor\" that could pose a \"longer-term ecosystem risk\" to Amazon. He notes that if successful, Amazon's 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This evolution is supported by a growing reliance on app-based transactions and digital wallets, thereby facilitating a cashless economy in countries like the UAE and Iran. 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Jones Top Company Headlines at 7 AM ET: BlackRock's Profit Fell, Assets Hit Record $14 Trillion, in Fourth Quarter | Amazon ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2603047526","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603047526?lang=en_us&edition=fundamental","pubTime":"2026-01-15 20:00","pubTimestamp":1768478400,"startTime":"0","endTime":"0","summary":"BlackRock's Profit Fell, Assets Hit Record $14 Trillion, in Fourth Quarter. The world's largest money manager posted net income of $1.13 billion, down 33% from a year earlier.Amazon Is Buying America's First New Copper Output in More Than a Decade. The copper, which is being produced in Arizona by Rio Tinto with bacteria and acid, will be used for data-center construction.Two Fitness Companies Are Merging With Jared Kushner's Backing. The parent company of ClassPass is combining with fitness-tech maker EGYM to capitalize on AI in the  industry.TSMC's Blockbuster Spending Plans, Results Herald Continued AI Boom. Another quarter of record earnings puts the world's largest contract chip maker in a strong position.China's Alibaba Links Qwen AI App to Vast Consumer Ecosystem. Alibaba Group is rolling out a major update of its Qwen app, integrating the chatbot into its ecosystem and allowing it to carry out tasks on users' behalf.Richemont's Jewelry Shines Once More as Luxury Eyes Stronger 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Chatter: Amazon Challenges Saks Global Enterprises' Bankruptcy Financing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2603849606","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603849606?lang=en_us&edition=fundamental","pubTime":"2026-01-15 18:22","pubTimestamp":1768472576,"startTime":"0","endTime":"0","summary":"Amazon.com  is challenging Saks Global Enterprises' foray into Chapter 11 and its bankruptcy financing plan, alleging breach of contract, Bloomberg News reported Wednesday, citing court documents.The e-commerce giant claimed that the luxury retailer violated an agreement governing the sale of Saks products on its website and that its equity investment in the business is now \"presumptively worthless,\" the news outlet reported.Amazon is contesting the retailer's proposed bankruptcy financing, which would inject up to $1.75 billion in new cash, saying it would harm it and other unsecured creditors, 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