$亞馬遜 (AMZN.US)$ 據報導，正就一項47500萬美元的協議進行談判，以提供 $英偉達 (NVDA.US)$ 處理器，用於IBM（IBM）通過雲端進行的人工智能培訓。
這筆交易將使IBM能夠使用配有英偉達顯示卡的亞馬遜EC2伺服器，展示對英偉達科技不斷增長的需求。這一合作預計將有助於為共同客戶提供增強的人工智能解決方案，建立在IBM此前將其人工智能平台與亞馬遜整合的基礎上。

Grab 上次公布其收益數據是 2022 年 8 月 25 日。報告的 (0.15 美元) 本季度每股盈利，缺乏共識估計 (0.07 美元) 通過 0.08 美元。 該公司的收入為 三億二千二百萬元 本季度，與分析師的預期相比 三億七千九百萬元。Grab 的盈利預計未來一年將從 (0.40 美元) 增長至 每股 (0.24 美元).

$Sea (SE.US)$
Given continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.
While disappointed with the commentary, it’s important to note that only...

$Sea (SE.US)$
When investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.
Gross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year...

ARK $ARK ETF合集 (LIST2551.US)$ sold about 330000 shares of SE $Sea (SE.US)$ , cash out is about US $26 million.
As of May 23, ARK Innovation ETF(ARKK)、ARK Fintech Innovation ETF(ARKF)、ARK Web x.0 ETF（ARKW）still hold 285414 shares, 516431 shares and 522845 shares of Sea Limited respectively.

$Zoom視頻通訊 (ZM.US)$ Stifel：Zoom（Zm.US）的新產品值得關注，將目標價降至300美元並維持「持有」