Amazon is Bluffing, Wants to Stay in NYC: Analyst Prediction
*By Michael Teich*
Amazon's blog post announcing it will pull the plug on its New York City headquarters is nothing but a bluff to bring politicians back to the negotiating table, said D.A. Davidson Analyst Tom Forte.
"Absolutely Amazon's bluffing," Forte told Cheddar Friday.
"What they're trying to do is basically get the support of the governor, support of the mayor. They have a loud local minority that's against Amazon coming to New York. When they announced that they were going with Northern Virginia, Tennessee, and New York City for their second HQ, it was an official press release. When they announced that they're reconsidering New York, it was a blog post."
Forte believes that Amazon put too much time and effort into selecting New York to reverse course now, and that the Big Apple offers too many strategic benefits in the tech giant's favor.
"When you think about New York, it checks a lot of boxes for Amazon as far as why they wanted to have a headquarters here."
"It's the largest population in the U.S., so it should have the largest population of talent for Amazon," he added. "And then there's local advantages unique to New York both in the media business and the advertising business, and those are two very important areas for Amazon as far as future growth of the company, so it's hard for me to believe they're just going to throw in the towel."
Forte has a "Buy" rating and $2,450 price target on Amazon ($AMZN) shares, and continues to be bullish, given the company's ability to generate profits from its highest growing businesses.
"The overlying story for Amazon is we call it Profit Incorporated. Their cloud computing, their advertising, their third-party retail, their fastest-growing businesses are their highest margin businesses, and that's why you're seeing much better than expected earnings per share from Amazon."
For full interview [click here](https://cheddar.com/videos/d-a-davidson-calling-amazons-bluff-to-yank-nyc-hq2).
U.S. sports betting is booming as NFL and college football fuel massive activity. BetMGM CEO Adam Greenblatt breaks down trends, growth, and what’s next.
President Donald Trump says a deal struck by Netflix last week to buy Warner Bros. Discovery “could be a problem” because of the size of the combined market share. The Republican president says he will be involved in the decision about whether federal regulators should approve the deal. Trump commented Sunday when he was asked about the deal as he walked the red carpet at the Kennedy Center Honors. The $72 billion deal would bring together two of the biggest players in television and film and potentially reshape the entertainment industry.
Disney's changes to a program for disabled visitors are facing challenges in federal court and through a shareholder proposal. The Disability Access Service program, which allows disabled visitors to skip long lines, was overhauled last year. Disney now mostly limits the program to those with developmental disabilities like autism who have difficulty waiting in lines. The changes have sparked criticism from some disability advocates. A shareholder proposal submitted by disability advocates calls for an independent review of Disney's disability policies. Disney plans to block this proposal, claiming it's misleading. It's the latest struggle by Disney to accommodate disabled visitors while stopping past abuses by some theme park guests.
With a merger this big, creators, studios, and theaters all face uncertain futures. Here’s what experts are worried about and what good could come from it.
With disengagement rising and hybrid work shifting, 'Everybody Matters' author Bob Chapman explains why treating people well could define the future of work.
We sat down with Ali Furman, U.S. Consumer Markets Industry Leader at consulting firm PwC to ask what trends she garnered from the initial data this year.
Seth Schachner breaks down Zootopia 2’s record-smashing debut, holiday box office trends, early 2026 Oscar contenders, and what’s next for Netflix and WBD.