-- ブルームバーグは火曜日、Amazon.com（AMZN）が、ChatGPT開発元のOpenAI製品の独占販売権をマイクロソフト（MSFT）が放棄したことを受け、OpenAIの人工知能モデルを顧客に提供する計画だと報じた。これは、Amazon Web ServicesのCEOであるマット・ガーマン氏がブルームバーグ・テレビのインタビューで述べた内容に基づいている。 （マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる場合もあります。正確性は保証されません。）
Price: $258.22, Change: $-2.85, Percent Change: -1.09%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target from $32 to $51, 25x our 2026 EPS view, above AMKR's three-year average (~19x) on AI tailwinds. We lift our 2026 EPS view by $0.33 to $2.03 and 2027's by $0.05 to $2.30. Q1's results impressed, but we think shares' meteoric rise this year (+85%) more than reflects the potential upside associated with rising AI data center volumes (with related revenue likely to triple in 2026), while downside risk associated with the emerging memory shortage remains ignored despite vulnerabilities across AMKR's historically largest markets, Communications (44% of Q1 sales) and Auto/Industrial (21%). Given the company's nonexistent backlog, we think a downside surprise to 2H smartphone builds could swiftly reverse 1H's likely strength (including +42% for Communications in Q1), pressuring cash flow and necessitating more debt in order to fund AMKR's ambitious capex plans. Auto/Industrial's continued recovery (including +27% in Q1) also looks at risk of limited memory access, hurting volumes.
Jacqueline P Canney, Chief People and AI Enablement Officer, on April 24, 2026, sold 8,927 shares in Servicenow (NOW) for $799,868. Following the Form 4 filing with the SEC, Canney has control over a total of 29,531 shares of the company, with 29,531 common shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1373715/000164960926000019/xslF345X05/wk-form4_1777407136.xml
Alvise J. Munari, Chief Product Officer, on April 24, 2026, sold 10,000 shares in Msci (MSCI) for $5,920,351. Following the Form 4 filing with the SEC, Munari has control over a total of 23,548 common shares of the company, with 23,548 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1408198/000210150326000009/xslF345X05/wk-form4_1777406449.xml