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Amazon's Massive Deal with OpenAI
And the AI spree continues.

This Week at InvestKaki:
Big Hits [U.S.] 💵
Moving on, here are the news that shocked the world…
Amazon X OpenAI $AMZN ( ▲ 0.56% ) : In yet another AI deal, OpenAI will be buying $38 billion worth of AWS services to run its AI computing workloads [Read More]
McDonalds $MCD ( ▲ 0.42% ) : McDonald’s 3Q results missed expectations slightly. Revenue rose by 3% while same store sales also increased by about 3.6% [Read More]
Palantir $PLTR ( ▲ 1.65% ) : Palantir reported strong earnings results for 3Q. Revenue is up by 63% while profits tripled on strong AI demand [Read More]
AMD $AMD ( ▼ 1.75% ) : AMD had also exceeded expectations with revenue and profits growing by 36% and 60% respectively for 3Q 2025 [Read More]
Ubder $UBER ( ▼ 0.14% ) : Uber exceeded expectations for 3Q, with both revenue and profits increasing by 20% and tripling respectively. [Read More]
Big Hits [Asia] 📊
Here are the news covering the Asia market…
PonyAI WeRide IPO: Both self driving company listed in the Hong Kong market and share prices dropped by 14% and 12% respectively on their first day of trading [Read More]
CapitaLand X Mapletree: Temasek is said to be considering the merger of CapitaLand Investment and Mapletree Investments to create a $150 billion behemoth [Read More]
SIA Engineering: SIA Engineering’s 1H 2026 results are up. Profits grew by 21%, while revenue is up even more by 27% on higher maintenance repair and overhaul services [Read More]
DBS: DBS 3Q revenue is down by 2% but beat expectations as investors expected the bank to be hit by lower interest rates [Read More]
Therme Group: Therme Group will be developing a $1 billion wellness attraction in Marina South after winning Singapore Tourism Board’s Concept and Price Revenue tender [Read More]
Stock Feature (eShallGo Inc)
Listed on Nasdaq earlier this year, Eshallgo (EHGO) is quietly transforming from a traditional office-solutions provider into a next-generation enterprise-AI player.
In recent months, the company:
🧠 Launched its “Enlighten Series” AI assistants - on-premise devices that bring enterprise-grade intelligence, automation, and secure data control to businesses across China.
🌍 Expanded into the U.S. market through a strategic partnership with IT hardware brand MAXSUN, tapping into North America’s fast-growing performance computing and DIY hardware space.
⚙️ Rolled out its LuminaSphere Intelligence AI platform, laying the groundwork for “digital employees” that automate real-world enterprise workflows.
With strong execution, local dominance, and international reach, Eshallgo is positioning itself as one of China’s most intriguing small-cap growth stories - riding the twin tailwinds of AI adoption and improving U.S.–China trade sentiment.
P.S. Find out more information about the stock here: https://ir.eshallgo.com.
Reports 📝
See below for our handpicked analyst reports:
Stock | Headline | Link |
|---|---|---|
Qualcomm | Steady 3Q results while being undervalued | |
Micron | Driven by strong AI upcycle | |
Ping An Insurance | Great 3Q results and top China insurer pick | |
UMS Integration | Production ramp-up with recovery in AI chips demand | |
Grab | Growth across all segments |
Want to know Warren Buffett’s secrets to investment?
Stock of the Week

Amazon made big news this week, penning a huge US$38 billion deal with OpenAI.
The irony is that OpenAI will be using its AWS services to run its AI computation.
If you remembered, there was a big outage on AWS just two weeks ago.
However, this indicates an important development for Amazon.
With OpenAI now willing to take on other service providers (Microsoft was its sole service provider before this), the potential is huge for AWS.
Firstly, AWS is currently the market leader in the global cloud industry with a 30% market share and has been growing at a strong rate.
AWS revenue grew by 20% in 3Q 2025
Secondly, it has announced expansion plans to build up more AI capabilities.
AWS’ capacity increased by 3.8 gigawatts in the last 12 months.
Strong adoption of Trainium2 (Amazon’s custom AI chip), which has grown by 150% from 2Q 20225.
Launched Project Rainier, an AI compute cluster to build and deploy Anthropic’s Claude AI models.
While there is some risks of the AI bubble bursting at this point, Amazon is well-buffered with a strong core business of online shopping.
However, AWS is the future for Amazon as it yields higher operating margins.
AWS: 38%
North America: 6%
International: 4%
Amazon is possibly 15.5% undervalued according to Discounted Cash Flow (DCF) valuation.

Source: SimplyWallSt
Hope the above is fruitful for you all..
Cheers,
James Yeo

