Franklin Focused Growth ETF(FFOG.US)

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Amazon's stock could face this sneaky AI risk

Amazon's stock faces potential risks from the rise of "agentic commerce," where AI agents handle shopping autonomously, possibly reducing traffic to Amazon's site and impacting its advertising revenue. Analyst Josh Beck lowered the price target to $260, warning that if fewer consumers start their searches on Amazon, retail growth could fall below current estimates. While some analysts see potential for Amazon to leverage its AI technology, uncertainty remains a challenge for the company, which has struggled to maintain investor confidence amid competition in the AI space.

Dow Jones·
US
AMZN
+0.65%
US
AMZU
+1.18%
Dow Jones·
US
AMZN
+0.65%
US
AMZU
+1.18%

What does NVIDIA's inference context memory storage mean for NAND?

Citigroup's report points out that NVIDIA's newly launched AI inference context memory storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash supply shortage. Each server requires an additional 1152TB SSD, which is expected to bring an additional demand equivalent to 2.8% and 9.3% of the global NAND total demand in 2026 and 2027, respectively. This move will not only drive up NAND prices but also provide clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron

Wallstreetcn·
US
NVDA
+2.13%
US
MU
+0.98%
Wallstreetcn·
US
NVDA
+2.13%
US
MU
+0.98%

From Selling Cars to Selling Services: Tesla FSD Completely Shifts to Subscription Model, $99 Monthly Subscription Becomes the Only Option

Tesla announced that it will stop selling the FSD system after February 14 and fully transition to a monthly subscription model. This move eliminates the high upfront cost of $8,000 and instead attracts users with a low monthly fee of $99. In the context of sluggish sales, Tesla is accelerating its shift towards a revenue model centered on FSD and robotics technology

Wallstreetcn·
US
TSLA
-0.14%
US
TSDD
+0.50%
US
TSLL
-0.50%
Wallstreetcn·
US
TSLA
-0.14%
US
TSDD
+0.50%
US
TSLL
-0.50%

Tesla to offer self-driving software only on monthly basis from Feb 14, Musk says

Tesla CEO Elon Musk announced that starting February 14, the company's full self-driving (FSD) software will only be available through a monthly subscription model. Currently, customers can either pay a one-time fee of $8,000 or subscribe for $99 per month. The FSD system requires driver supervision and has been under investigation by the U.S. National Highway Traffic Safety Administration due to safety concerns. Tesla has also introduced the term "Supervised" for its FSD in passenger vehicles, while using an unsupervised version for vehicle movement in factories.

Reuters·
US
TSLA
-0.14%
US
TSDD
+0.50%
US
TSLL
-0.50%
Reuters·
US
TSLA
-0.14%
US
TSDD
+0.50%
US
TSLL
-0.50%

The "Physical AI" Turning Point at CES: Robotaxi Moves Towards Scaling, Humanoid Robot Supply Chain Quietly Forms

Deutsche Bank predicts that this year marks the inaugural year for the scaling of Robotaxi and the deployment of humanoid robots. Humanoid robots are leveraging the automotive supply chain to accelerate cost reduction, with companies like Mobileye targeting a cost goal of $10,000; autonomous driving is moving from testing to scaling, with a surge in Waymo orders, and NVIDIA launching the Alpamayo platform to assist automakers with "plug-and-play." Physical AI is transitioning from the laboratory to mass production

Wallstreetcn·
US
NVDA
+2.13%
US
TSLA
-0.14%
Wallstreetcn·
US
NVDA
+2.13%
US
TSLA
-0.14%
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