Meet the new Audience Choice winners to lead breakouts at TechCrunch Sessions: AI
Meet the two Audience Choice winners who'll take the breakout stage at TechCrunch Sessions: AI on June 5 in Zellerbach Hall at UC Berkeley to share their insights with 1,200 AI leaders and enthusiasts.
We sifted through hundreds of Call for Content submissions and narrowed them down to six standout finalists. Your votes crowned two winners — and now they're ready to share their cutting-edge AI insights live.
Yann Stoneman, staff solutions architect at Cohere: Behind Your Firewall: Secure Generative AI for Regulated Enterprises
Hua Wang, executive director at Global Innovation Forum: The AI Policy Playbook: What Global Startups Need to Know
Session: Ever wonder how to use cutting-edge generative AI in healthcare or finance — without sweating over data privacy? Join Yann for a lively breakout session at TC Sessions: AI. Alongside three expert panelists, Yann will guide an interactive, 50-minute conversation packed with real-world use cases from Cohere's North (agentic AI workspace) and Compass (multimodal retrieval). You'll get practical strategies for deploying secure, customized AI models on your own infrastructure — no external cloud required. Expect hands-on demos, live Q&A, and insights that'll help you build AI solutions safely and confidently, right behind your firewall.
About Yann Stoneman: Yann Stoneman is a staff solutions architect at Cohere, where he helps enterprises deploy secure, customizable AI powered by next-gen foundation models. Previously at AWS, he supported large-scale AI adoption and debuted an AI demo at re:Invent 2023. Yann is a trusted partner for seamless integration and user-friendly AI design. His expertise has been featured at Generative AI World and Voices of Data Science, and on the blogs of Cohere and AWS. He holds a BA from the Juilliard School.
Session: AI gives startups an edge, but regulation can slow them down. This breakout dives into how founders can stay compliant and competitive while scaling globally. Learn how to tap into AI tools for digital trade, navigate evolving data laws, and unlock new markets. We'll cover the policies shaping the future of AI startups and offer real-world strategies to help you expand without the red tape. If you're building, investing in, or regulating AI, this session delivers the insights you need to lead with confidence.
About Hua Wang: Hua leads the Global Innovation Forum (GIF), where she builds bridges between diverse entrepreneurs and the global economy. At GIF, she drives inclusive strategies for trade and digital policy, partnering with business leaders, nonprofits, and international institutions like the World Trade Organization and the UN to unlock global opportunities for underrepresented voices.
From launching a telemedicine startup to helping startups raise $20 million+ as an accelerator director, Hua's career spans entrepreneurship, law, tech, and policy. She's also served as an entrepreneur-in-residence across Chile, Malaysia, and the U.S. A former attorney and banker, Hua holds degrees from Duke and Northwestern Law — and a deep belief in innovation as a driver of global growth.
AI is moving fast — and so should you. Learn how to build behind your firewall with Yann Stoneman and unlock global markets with Hua Wang — two of the audience-chosen breakout leaders you won't want to miss. Save up to $210 on your pass, or bring a crew and save even more. Head to the agenda to see what's in store and grab your ticket before prices jump.
Go beyond attending — exhibit your brand and innovation in front of 1,200 top AI minds. Space is limited, so don't miss your chance to make an impact! Grab your exhibit table here before they run out.
Or, explore more sponsorship opportunities and activations at TC Sessions: AI. Get in touch with our team by filling out this form.
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Is the Dip in Amazon Stock a Buying Opportunity, or Should Investors Run for the Hills?
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In the quarter, the segment grew its revenue by 17.5% to $30.9 billion, while operating income rose 10% to $10.2 billion. That was above the $30.8 billion revenue consensus, as compiled by StreetAccount, but trailed the growth of Microsoft's Azure and Alphabet's Google cloud. Amazon continues to be the market share leader in the cloud computing space and is investing heavily there. However, like others in the space, it is seeing constraints with demand exceeding capacity. Meanwhile, the company highlighted its custom artificial intelligence (AI) chips as having an edge in price performance. Amazon is leaning into the next wave of AI innovation: AI agents. While interest in AI agents is surging, many companies either lack the tools to build them or struggle to safely deploy them in production. To address that, Amazon introduced Strands -- an open-source framework for building AI agents -- and Agentcore, a secure, serverless environment to run them at scale. It's also rolling out AWS Transform, a specialized AI agent designed to help customers modernize legacy systems like mainframes and accelerate cloud migrations. On the consumer side of its business, Amazon's North America sales jumped 11% to $100.1 billion, while international sales climbed 16%, or 11% in constant currencies, to $36.8 billion. Operating income for its North America segment surged 47% to $7.5 billion, while its international segment posted operating income of $1.5 billion versus $0.3 billion a year ago. Advertising services continue to be a growth driver, as revenue soared 23% to $15.7 billion, driven by its sponsored ad business. That was ahead of the $14.9 billion analyst consensus, as compiled by StreetAccount. Third-party seller services revenue rose by 11% to $40.3 billion, while online store revenue climbed by 11% to $61.5 billion. Physical stores, such as Whole Foods and Amazon Fresh, saw sales grow by 7% to $5.6 billion. Subscription services revenue, meanwhile, jumped 12% to $12.2 billion. Overall, Amazon's revenue climbed by 13% to $167.7 billion, which came in well above the $162.1 billion analyst consensus, as compiled by London Stock Exchange Group (LSEG). Adjusted earnings per share climbed 33% to $1.68, which was also well ahead of analyst expectations of $1.33. Looking ahead, Amazon forecast Q3 revenue to be between $174 billion and $179.5 billion, representing 10% to 13% growth. Meanwhile, it guided for operating income to be between $15.5 billion to $20.5 billion compared to $17.4 billion a year ago. Analysts were looking for operating income of $19.5 billion (StreetAccount) on revenue of $173.1 billion (LSEG). Should investors buy the dip? Amazon has been nicely growing its revenue, led by AWS and its sponsored ad business. However, a just as important -- if not more important -- part of the story has been the operational efficiency it has seen in its e-commerce business. That showed up in Q2 via its e-commerce operating income, but investors were disappointed with its operating income guidance. The company is investing heavily in AI infrastructure for AWS, which is leading to some higher depreciation costs. At the end of the day, this investment is needed and will benefit the company, although it will weigh on profitability in the near term. Turning to valuation, the stock trades at a forward price-to-earnings ratio of about 34 times 2025 analyst estimates and 29 times 2026 estimates. That's a historically attractive valuation for the stock, and Amazon has often performed well when it invests heavily. As such, I'd use this pullback as a buying opportunity. Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amazon wasn't one of them. 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Last week's big winners and losers reveal where the stock market is headed
You can learn an awful lot by looking at the list of stocks that made new highs last week — and the list of stocks that hit new lows. Foremost, they can tell you what is and isn't working in this market, especially during earnings season. We saw many groups roll over and only one, the data center, really advance. The combination of Friday's weak employment number , more discriminatory tariffs , and President Donald Trump's anger, brought out sellers after a very long run up. The selling is real and it will take an end to speculative excess and endless tariff news to get us to restart, and I don't see it happening. I hear the usual geniuses talk about how dip-buying is as stupid as ever, even as though it has been fabulous since 1982. I see a landscape that wants to go lower, but I also see earnings that don't justify big declines, just a drift until something great happens. And I don't mean Fed Chair Jerome Powell quitting. Let's start — and end — with some cracks in the Magnificent Seven. The growth in Microsoft's Azure cloud business and the breakout of Meta's multiple revenue streams explain the incredible gains of those two Club names — gains strong enough that they both made the list of new highs. The perceived weakness of Amazon's 17% gain in web services versus the whopping 39% gain in the smaller but all-powerful Azure certainly helped. Amazon put up $30.9 billion in revenues in its AWS cloud unit. That's obviously a ton of business, but it was flat with the previous quarter and only equal to the estimates. Microsoft's cloud acceleration in the quarter was jaw-dropping. The staggering distance between Azure's triumphant growth and Amazon's perceived slowing led to a rally in Microsoft's stock and a sell-off in Amazon shares — losses which triggered immense soul-searching. Was Microsoft real? Or was it inflated by its partnership with OpenAI and its ChatGPT function, which reigns supreme? The burgeoning ChatGPT roster was a big reason why OpenAI was able to raise $8.3 billion this week at a $300 billion valuation. That little-noticed fact should have turned more heads, and that alone could explain some of this week's craziness. After all, design software company Figma only raised $1.2 billion in its initial public offering Thursday, a puny deal, but it still managed to capture everyone's attention. (More on that later.) There was lots of grousing about Microsoft benefitting from the surge in OpenAI business. Some experts liken the partnership to that of Trump and Tesla CEO Elon Musk, and predict it too will soon flame out, meaning that huge stream of Open AI revenue could go away. But the amount of fear instilled by AWS critics was behind the huge sell-off in Amazon . As I made my calls to sources Friday, I kept hearing that AWS, built to sell product, isn't built to help create new businesses based on AI. There is some truth here. AWS has fallen behind Microsoft in the cloud. I also believe that it doesn't have enough Nvidia product and has too much of its own chips, which are considered inferior by the fresh-faced AI developers even as it regarded as darned good for DevOps. Amazon is underspending its competitors. That's highly unusual and not good, and it's all that people cared about last week. I wish it didn't matter, but after this quarter Amazon's status as one of the greatest companies on Earth is now going to be considered suspect. The conference call was dispiriting, with CEO Andy Jassy giving a long and unnecessary soul-searching answer to Morgan Stanley analyst Brian Nowak's question about Amazon falling behind in generative. A do-over on that question would help, but there are none. All of the great data about retail meant nothing. Sure, we own Meta and Microsoft, but the stock of Amazon now worries me, even though I would never count these guys out in a gunfight. My work says it will all sort out itself and Amazon will reaccelerate, if not this quarter then this year and those who sell will regret it. Amazon will get the Nvidia's next generation "Rubin" chips, and swallow the damned pride of making its own chips. We just want Amazon to be the fastest and the best. How the company hasn't bought AI start-up Anthropic is downright perplexing, to use the word of the day. Oracle , of course, is a state of the art, Rent The Runway style data center that is now loved, and its build out has been nothing short of amazing. Yes, it rankles me because we owned it and lost it on account of two misses on its way to greatness. GE Vernova and Constellation Energy show up on the highs list because all of the hyperscalers admit to being power-constrained, with Amazon emphasizing the need more than the others. Constellation has nuclear, Vernova has the more practical natural gas turbines, along with nuclear. They can keep going higher, even as the bears consider them meme stocks. They are most decidedly not. Caterpillar reports next week and it will be considered part data center, part reshoring and part Biden infrastructure. All of those themes work until someone decides they don't work well enough. Eaton is a better analogue. DoorDash and Roblox make the list because there are always a couple of companies that amaze and can't be denied. Doordash caught some upgrades. Roblox has accelerating revenue. Both are awful shorts. (Reddit will have a similar trajectory when it eventually gets added to the S & P 500.) S & P Global is a pure play on offerings, something that we can all agree to are about to heat up based on Circle and Figma. And Altria ? Its basic business repels managers even as it enthralls users. I want to break down and buy Altria, which happens to be the greatest stock of all time. No kidding. Even better than Nvidia because: 1) it has been around for 100 years; and 2) the power of compounding. Then there's Figma, the spawn of CoreWeave and Circle. It looks like those who embrace meme stocks and those who love the tightly controlled bitcoin have fallen in love with the IPO process and the lack of float. Coreweave, an almost busted deal, cut the size of its initial public offering (IPO) to $1.5 billion: 37.5 million shares at $40 per share, down from its previous plan of 49 million shares at $47–55 per share. It worked and the stock exploded higher. Figma also had heavy demand and light supply, as only $1.2 billion went to the company and the rest went to selling shareholders. Strange ratio there: 12.4 million shares raised by the company and 24 million shares raised by selling shareholders. I can't blame the bankers for low-balling Circle after Coreweave. But there was no excuse for the underpricing of Figma; even the gents putting up the signs in front of the New York Stock Exchange knew it would be a smash. Anyway, it's too bad because it devolved into rank speculation as the buyers, sensing there could be no more new shares trading for six months, decided to play bitcoin and generate an increase on the second day of trading that was childish. Palantir reports results on Monday, and I am expecting another home run, which will ignite even more speculation. Friday's losers were far more varied and deep. First, can we dispense with the idea that the employment number, as weak as it was, caused the sell-off? The classic recession stocks fared miserably: Procter & Gamble , Bristol Myers , Colgate , McCormick all landed on the new-low list. (Bristol was good, but without a hit in Cobenfy, its drug to treat schizophrenia , we will never make money in it.) These stocks would be on the list of new highs if a recession was the real story. Plus, with bonds soaring and yields plunging, you would think someone would want that P & G yield. You also would have thought that Baxter would be on the new highs list in a recession, but all I can say is have no idea what's happening there. But it isn't good. If you cut your dividend (as in the case of Dow ) or if the dividend is doubted (think UPS ), you end up on the list of new lows. Both of those stocks deserve that fate. Old Dominion is a legit recession story if you want to frame it that way. Carmax , too, except the incredible move in Carvana makes that reasoning suspect. The food group is just so bad: General Mills and Conagra pop up; the latter lives on this low list. Then there are a couple of oddballs. Accenture had been on a multiyear consulting tear. That's over. It didn't take long for Otis after myriad good quarters to land on this ignoble list. Two yesteryear faves, Chipotle and Lululemon , are a reminder that this market has little enthusiasm for high-multiple disappointments. Both need huge upside surprises to change their direction. I don't see any coming. And then there's UnitedHealth , the much beloved UnitedHealth. What a death rattle feel for that Dow stock. It's a wide and varied list for the new lows. But it's not the kind of list you get when people think there is a recession coming soon. Instead, it says there is considerable rot underneath that we might not have known otherwise when we look at all of the deals and IPOs and SPACs that are being priced. Although the latter spells trouble, too — way too speculative. So where do I come out? We just had a huge move that was decapitated by Trump's tariff sword once again. To me, it was a depressing week because the speculation emanating from Figma, the endless bitcoin derivatives, and the Palantirs and next Palantirs are signs that nothing good is about to happen. We need Figma and Ciricle to be crushed if we are going to go anywhere. We need the fascination with stocks as crypto champs to die down. We need a return to the financials as leaders and techs as consolidators. Yes, we need to see consolidation in tech (and many other industries) to get things back on track. There is no sign of a pulse at the Justice Department or the Federal Trade Commission, so the time is right. Which leads me back to the Magnificent Seven and Apple . The quarter was good . Double-digit growth in revenue and earnings per share. Most encouraging: When I spoke to CEO Tim Cook, the need to put big deals on the radar screen was clear. The idea of something major in a finance vertical, now that the Goldman Sachs credit card deal is unraveling, is downright exciting. But the fact that this stock went down last week? Downright depressing. How bad? If it goes down big Monday, we're going to have to some major resetting of what works around here and it won't be good. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.