Consumer Tech Update (Nov 3-7): Trump Halts Nvidia Blackwell AI Chip Exports, China Prohibits Foreign AI Chips in Data Centers, and More
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 09 2025
0mins
Should l Buy AMZN?
Source: Benzinga
Nvidia's AI Chip Restrictions: President Trump announced that Nvidia's advanced Blackwell AI chip will not be available for sale to "other people," particularly amid concerns regarding a scaled-down version being sold to China.
U.S.-China Tech Tensions: The U.S. has approved Microsoft to ship AI chips to the UAE, while China has increased subsidies for data centers and issued a ban on foreign AI chips in state-funded facilities, escalating the tech war between the two nations.
Earnings Reports: Several companies reported strong earnings, including Palantir Technologies, Spotify, Uber, and Qualcomm, all surpassing analyst expectations, while Super Micro Computer missed its revenue targets.
Tech Partnerships and Innovations: Amazon partnered with OpenAI for a $38 billion deal, while Google plans to build an AI data center in Australia and is considering increasing its investment in AI startup Anthropic.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 199.600
Low
175.00
Averages
280.01
High
325.00
Current: 199.600
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Expenditure Plans: Amazon plans to increase capital expenditures to $200 billion by 2026, a 56% rise from $128 billion in 2025, raising investor concerns about the company's financial health, particularly regarding its significant investments in AI infrastructure.
- Accelerating Cloud Growth: Amazon Web Services (AWS) saw a 24% revenue increase in Q4, the fastest growth in 13 quarters, with CEO Andy Jassy noting that the custom chip business has surpassed a $10 billion annual revenue run rate, indicating that AI investments are beginning to yield returns.
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See More
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- Stock Decline: Amazon's stock has dropped 14% year-to-date and has faced a nine-day losing streak, the longest since July 2006, although Wall Street believes the stock is undervalued with a median target price of $285, indicating a potential 43% upside.
- Strong Financial Results: Despite narrowly missing earnings expectations, Amazon reported a 14% year-over-year revenue increase to $213 billion in Q4, driven by robust growth in advertising and cloud computing, highlighting the company's competitive position in rapidly growing markets.
- Capital Expenditure Plans: Amazon plans to increase capital expenditures to $200 billion by 2026, a 56% rise from $128 billion in 2025, raising investor concerns about the company's financial health, particularly regarding its significant investments in AI infrastructure.
- Accelerating Cloud Growth: Amazon Web Services (AWS) saw a 24% revenue increase in Q4, the fastest growth in 13 quarters, with CEO Andy Jassy noting that the custom chip business has surpassed a $10 billion annual revenue run rate, indicating that AI investments are beginning to yield returns.
See More
Amazon's AWS Shows Strong Performance, Stock Recovery Potential
- AWS Growth Acceleration: Amazon's cloud computing platform, AWS, grew at a pace of 24% in Q4, marking the fastest growth in 13 quarters, highlighting its critical role in AI model development and enhancing Amazon's competitive position in the market.
- Valuation Pullback Justified: Despite significant revenue and earnings growth, Amazon's stock has declined by approximately 7% since 2025, with its PE ratio dropping to 26.5 times, reflecting a market reassessment of its valuation, potentially providing a reasonable buying opportunity for investors.
- Capital Expenditure Plans: Amazon plans to invest $200 billion in capital expenditures in 2026, primarily for data center construction, which may impact cash flows; however, if AI computing demand continues to grow, this investment will support future business expansion.
- Investor Confidence Recovery: Although the Motley Fool analyst team did not include Amazon in their current best stock picks, analysts believe that Amazon is poised for a stock rebound in 2026, indicating a recovery in market confidence regarding its future performance.
See More
Buffett's Investment Strategy and Outlook for Amazon and American Express
- Amazon's Investment Potential: Despite a 10% decline in Amazon's (AMZN) stock this year, its cloud services saw a 24% year-over-year growth in Q4, indicating strong sales growth and potential for rebound, making a $1,000 investment appealing for future gains.
- Impact of AI Spending: Amazon's significant spending on artificial intelligence raises market concerns; however, the company can adjust its spending strategy at any time, akin to its early operational model, which will ultimately drive higher profit growth in the long run.
- American Express as Economic Indicator: American Express (AXP) reported a 10% year-over-year revenue increase and a 13% rise in net income in Q4, reflecting strong consumer spending in the U.S. economy, suggesting that a $1,000 investment could yield stable returns.
- Dividend Growth Advantage: With a P/E ratio of 23, American Express stands out against competitors Visa and Mastercard, and its 16% dividend increase this year provides investors with a higher margin of safety and long-term return potential.
See More
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- New Investment Direction: Ackman's Pershing Square Capital Management has recently invested in Meta Platforms, which now accounts for 10% of its capital, reflecting strong confidence in the company's future growth.
- User Base Advantage: With over 3.5 billion users and a 7% year-over-year increase in daily active users, Meta provides a robust growth potential for its digital advertising business, which Ackman identifies as a key factor for investment.
- Strong Financial Performance: Meta's revenue grew by 22% in 2025, and its price-to-earnings ratio has decreased from 21.2 to 18.2, indicating that its stock is undervalued, which Ackman sees as an excellent buying opportunity.
- Strategic Positioning: Ackman plans to develop Howard Hughes Holdings into a diversified holding company, demonstrating his strategic vision for seeking long-term growth in his investment portfolio, with the investment in Meta being a key component of this strategy.
See More
Apple Introduces New Video Podcast Experience
- Video Podcast Integration: Apple announced it will launch an integrated video podcast experience in Spring 2024, aiming to enhance user experience and align with competitors like Spotify and YouTube, which is expected to attract more user engagement.
- Enhanced User Features: The new functionality allows users to seamlessly switch between watching and listening within the same show, supporting picture-in-picture mode and offline downloads, significantly improving user convenience and content consumption flexibility.
- Innovative Ad Insertion: The newly introduced HLS format supports dynamic video ad insertion, allowing content creators to insert ads through participating ad networks, and while Apple will not charge creators for distribution, it will impose impression-based fees on ad networks, potentially generating new revenue streams for the company.
- Intensifying Market Competition: As platforms like YouTube and Spotify continue to invest in video podcasting, Apple's initiative not only responds to market trends but may also impact revenue growth in its Services segment, which generated $30 billion in the most recent quarter.
See More
Apple Introduces Integrated Video Podcast Experience
- Video Podcast Integration: Apple announced a new integrated video podcast experience for Apple Podcasts this spring, allowing users to seamlessly switch between watching and listening, enhancing user experience and competing with Spotify, YouTube, and Netflix.
- Enhanced User Features: The new features support picture-in-picture mode and offline video downloads, catering to user demands for flexible viewing while empowering content creators with greater control to foster their business development.
- Technical Update: The update introduces HLS (HTTP Live Streaming) protocol, enabling adaptive video playback and dynamic ad insertion, which is expected to attract more creators and enhance advertising revenue potential.
- Increased Market Competition: As competitors like YouTube and Spotify ramp up investments in video podcasts, Apple's move not only responds to market trends but may also drive revenue growth in its services segment, despite Apple not disclosing podcast-specific revenue.
See More
