Latest news with #ProjectKuiper
Yahoo
a day ago
- Business
- Yahoo
Prediction: 2 Stocks That'll Be Worth More Than Microsoft 5 Years From Now
Key Points Nvidia recently became the largest company in the world, and it has many growth drivers. Amazon is building out a massive AI platform, and it has several other growing businesses. Meta has a huge number of users and a long growth runway as they engage more online. 10 stocks we like better than Amazon › Nvidia, Microsoft, and Apple have all been trading places as the most valuable companies in the world for several months now. Apple held the title for several years before falling to third place, and Nvidia recently topped Microsoft to take the top spot. There are reasons to believe Nvidia can keep the top spot for now, but there are other companies that I predict will overtake Microsoft in the next few years. Let's see why Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ:META) make the cut. 1. Amazon: AI and more Amazon is the fourth-largest company in the world right now, with a market cap of $2.4 trillion. But it has tremendous tailwinds in artificial intelligence (AI) as well as several other growth drivers. Amazon Web Services (AWS), Amazon's cloud division, is the leading global cloud services provider, capturing 30% of the market, versus 21% for Microsoft's Azure, according to Statista. The cloud division is where the AI business is taking place, and both cloud computing and AI are exploding today. AWS offers a huge assortment of cloud computing services that target every type and size of business, and the potential for what can be done with generative AI is attracting new clients to the platform. Amazon offers three levels of generative AI creation. The bottom level offers tools for developers to build their own large language models (LLMs), the middle layer grants the ability to use a choice of different LLMs for a semi-custom experience, and at the top level is a suite of pre-made solutions for small-business customers. Management touts that it has thousands of features that it's constantly upgrading, many more than its competitors. Management is devoting more than $100 billion to building out the AI business this year alone, because it envisions a time, coming soon, when AI will be a building block of every new app, and it wants to be in the dominant position to benefit as that happens. This is the primary reason Amazon stands to overtake Microsoft -- Amazon Web Services is simply superior, and has greater market share than Microsoft Azure. But it's not just AI, even though that's where its biggest opportunities are right now. E-commerce continues to be Amazon's main business, and e-commerce is still growing faster than total retail. Amazon is both generating that shift and benefiting from it. It continues to improve its delivery speed, reaching more customers at faster rates, and it's always adding new products to reinforce its business and maintain its dominant position, making customers even more reliant on its marketplace for more of their purchases. It also has some new things cooking, such as its Project Kuiper broadband business. The company has already launched its first low-orbit satellites into space and plans to offer affordable broadband services in many areas, and specifically underserved areas, before the end of the year. Amazon has a lot going on in many up-and-coming industries, and its stock should reflect that over the next few years. 2. Meta: Everyone is on Facebook Meta owns large global social media apps Facebook, WhatsApp, Instagram, and Messenger, which it collectively calls its Family of Apps, as well as a virtual reality business called Reality Labs. There are 3.4 billion people using at least one of its social media apps as of the 2025 first quarter, nearly half the people on the planet today. The company makes money primarily through advertising, and because it offers tremendous exposure to so many potential shoppers, it has become one of the largest advertising companies in the world. It's growing through recruiting more members, which means more advertising views, increasing prices, and boosting scrolling hours, which leads to more time viewing ads. It uses AI to determine what interests each user and serve viewers more content that fits. Meta also offers AI-based chatbots to its users that keep them engaged and on its platform. Revenue per active user has been increasing, which is always impressive when active users is on the rise as well. CEO Mark Zuckerberg sees a future where AI makes advertising even easier, and clients can put in their budget and goals, and the system takes care of everything else. He expects increased productivity to make advertising a larger business than it is today, making Meta a prime beneficiary. The advertising business is already seeing improvements because of AI. Thanks to a new AI model, advertisements are seeing 5% higher conversions, with 30% more advertisers using these tools. Zuckerberg also sees social media driving further growth as AI makes social media more engaging for users, and more companies use WhatsApp to run their businesses. Meta has a long growth trajectory, and as it continues to grow and impress investors, the stock should continue gaining and possibly overtake some of today's larger companies, like Microsoft. It's also essentially a low-cost business to run, and expenses are decreasing as a percentage of revenue, leading to a strong bottom line. Operating income growth is outpacing revenue growth, and earnings per share were up 37% to $6.43. Let's see how Meta and Amazon stack up against Microsoft in growth and valuation. Company Q1 Sales growth Operating income growth P/E ratio Microsoft 13% 16% 39 Amazon 9% 20% 36 Meta 16% 27% 29 Data source: Microsoft, Amazon, and Meta quarterly reports. Ycharts. Meta is the fastest-growing company here, and it's also the cheapest, giving it more room for the stock price to expand. Amazon is growing slower than Microsoft, but it's cheaper, with faster-growing profits. Both business could overtake Microsoft in size and value if these trends keep up. Should you invest $1,000 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. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $679,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,308!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jennifer Saibil has positions in Apple. The Motley Fool has positions in and recommends Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Prediction: 2 Stocks That'll Be Worth More Than Microsoft 5 Years From Now was originally published by The Motley Fool
Business Insider
2 days ago
- Business
- Business Insider
Amazon (AMZN) Turns to Rival SpaceX to Launch Its Internet Satellites
Although tech giant Amazon (AMZN) competes with SpaceX in the satellite internet market, it turned to Elon Musk 's aerospace company in order to launch the next batch of its Kuiper satellites. Indeed, on Wednesday morning, a SpaceX Falcon 9 rocket launched 24 of Amazon's Kuiper satellites into space from Florida. About an hour later, SpaceX confirmed that all the satellites were deployed successfully. This is interesting because SpaceX's Starlink service is the leader in satellite internet, with about 8,000 satellites and 5 million customers. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Nevertheless, Amazon publicly thanked SpaceX for the launch in a LinkedIn post by Panos Panay, who leads Amazon's devices and services, including Kuiper. It is worth noting that Amazon launched Project Kuiper in 2019 with the goal of building a network of over 3,000 satellites. In addition, the company is working under a deadline from U.S. regulators, which requires 1,600 satellites to be in orbit by July 2026. So far, Amazon has launched three groups of satellites to bring its total to 78 satellites in orbit. To meet its goal, Amazon has lined up as many as 83 future launches, including more with SpaceX. Project Kuiper is now one of Amazon's biggest bets, with more than $10 billion already invested. According to Bank of America, Amazon could end up spending as much as $23 billion to fully build the satellite network, not including the cost of the devices people will use to connect. In fact, this year alone, Amazon is expected to spend around $150 million per launch and $1.1 billion on building satellites. Nevertheless, analysts say that the satellite internet market could reach $40 billion by 2030. What Is the Price Target for AMZN Stock? Turning to Wall Street, analysts have a Strong Buy consensus rating on Amazon stock based on 44 Buys and one Hold assigned in the past three months. Furthermore, the average AMZN stock price target of $251.44 per share implies 12.7% upside potential from current levels.
Time of India
2 days ago
- Business
- Time of India
Elon Musk's SpaceX offers this ‘BIG HELP' to rival Amazon's Kuiper internet satellites; company says ‘Pumped to have…'
Image credit: LinkedIn Elon Musk 's rocket company SpaceX has provided launch services for Amazon's Kuiper internet satellites. This marks a major collaboration between two rival companies in the satellite internet market, as SpaceX's Starlink currently holds a dominant position in the low-Earth orbit satellite internet sector. Amazon has confirmed that a SpaceX Falcon 9 rocket successfully launched 24 Kuiper satellites into space. The launch took place from Florida's Space Coast at 2:30 a.m. ET (12.00 am IST). Nearly an hour after liftoff, SpaceX confirmed that all Kuiper satellites were successfully deployed. The mission was also livestreamed on the social media platform X (earlier Twitter). It's important to note that Starlink operates a constellation of around 8,000 satellites and serves about 5 million customers globally. What Amazon said about the help from rival SpaceX Soon after the launch, Panos Panay, who oversees Amazon's devices and services unit, including Kuiper, thanked SpaceX for giving the satellites a lift into space. In a LinkedIn post, Panay wrote: 'Congrats to the amazing Amazon Project Kuiper team on another successful launch, and a big thanks to SpaceX for the ride to space. Pumped to have another batch of Kuiper satellites heading into orbit!' by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Villas Prices In Dubai Might Be More Affordable Than You Think Villas In Dubai | Search Ads Get Quote Undo Launched in 2019, Amazon's Project Kuiper aims to deliver global broadband via a network of over 3,000 satellites. To meet the FCC's deadline, Amazon need to have about 1,600 satellites in orbit by July 2026. After three launches, which include one in July 2025, the company has 78 satellites in orbit and has secured up to 83 launches, including rides with SpaceX. Kuiper represents a growing rivalry between Amazon founder Jeff Bezos and Musk, who leads competing ventures Starlink and SpaceX. Bezos' Blue Origin also seeks to rival SpaceX with its New Glenn rocket. According to a report by CNBC, Amazon has committed over $10 billion to Kuiper, though analysts estimate the project could cost up to $23 billion, excluding user terminal expenses. Each launch reportedly costs Amazon $150 million, with satellite production projected to reach $1.1 billion by year-end. Targeting a market expected to hit $40 billion by 2030, Amazon could earn $7.1 billion in Kuiper revenue by 2032 with a 30% market share. OnePlus Nord CE 5: You don't need to charge this phone daily AI Masterclass for Students. Upskill Young Ones Today!– Join Now
UPI
2 days ago
- Science
- UPI
SpaceX launch adds dozens of satellites to Amazon's broadband network
July 16 (UPI) -- Amazon's Project Kuiper broadband network got a literal boost from SpaceX Wednesday as a Falcon 9 rocket put several Kuiper satellites into orbit. The mission, titled KF-01, involved a Falcon 9 that launched from Cape Canaveral Space Force Station in Florida on Wednesday at 2:30 a.m. EDT, and carried 24 Kuiper craft into low Earth orbit at an altitude of 289 miles. "Congrats to the amazing [Project Kuiper] team on another successful launch and thank you to [SpaceX] for the ride to space," posted Amazon's devices chief Panos Panay to X Wednesday. "Pumped to have another batch of Kuiper satellites heading into orbit!" The Falcon 9's first stage then returned to Earth about nine minutes later, landing on SpaceX's "A Shortfall of Gravitas" droneship located in the Atlantic Ocean. Marking the third launch of Kuiper satellites, this mission expanded Amazon's broadband network to a current count of 78 but is slated to eventually be comprised of over 3,200 satellites, which will require more than 80 launches before reaching that goal.
Int'l Business Times
2 days ago
- Business
- Int'l Business Times
Amazon Teams Up with Elon Musk's SpaceX in Rare Satellite Launch Deal
In a surprising move, Amazon is teaming up with Elon Musk's SpaceX to send its next group of internet satellites into space. The rare partnership comes as part of Amazon's effort to build Project Kuiper—its satellite-based internet system meant to compete with SpaceX's Starlink. On Wednesday, July 16, 2025, weather permitting, 24 new Kuiper satellites will launch aboard a SpaceX Falcon 9 rocket from Cape Canaveral Space Force Station in Florida. According to CNBC , the mission, named KF-01, will be Amazon's first time using a SpaceX rocket. The launch is scheduled for 2:18 am ET, with a backup window the next morning. Even though SpaceX and Amazon are fierce competitors in the race to deliver internet from space, the collaboration is simple business. Amazon is paying SpaceX for the launch, just as it has with other companies like United Launch Alliance (ULA), which carried the first 54 Kuiper satellites earlier this year. Kuiper Satellite Count Rises to 78 as Amazon Pushes Forward Amazon needs to move fast. The company must have at least 1,600 satellites in orbit by July 2026 to meet a Federal Communications Commission (FCC) deadline. So far, Amazon has 54 satellites in space, and this launch will bring the total to 78, Yahoo said. The Kuiper project could eventually include more than 3,200 satellites. Project Kuiper is one of Amazon's biggest bets. The company has already invested more than $10 billion and may spend over $20 billion more to complete the network. Analysts at Bank of America estimate Amazon could generate over $7 billion a year in revenue from the service by 2032 if it grabs a big share of the market. "Amazon is working hard to meet its goals and bring internet access to people who need it," said the company, pointing to plans to serve rural and underserved communities. Elon Musk's SpaceX, on the other hand, has a head start. Starlink already has about 8,000 satellites in orbit and nearly 5 million users worldwide. But that hasn't stopped Amazon from pushing forward. While Amazon's founder Jeff Bezos also owns the rocket company Blue Origin, it's not yet ready to handle most Kuiper launches. Originally published on
