Amazon

Sequential revenue growth returns as platform migrations complete and profitability improves.

FitLife Brands (NASDAQ:FTLF) reported second-quarter 2026 revenue of $26.5 million, up 65% from a year earlier, as the company’s acquisition of Irwin Naturals more than offset declines in its Legacy FitLife business. Net income rose to $2.0 million from $1.7 million in the prior-year quarter, while

Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today reported its second quarter results for the three months ended June 30, 2026.

SHOP's premium valuation, margin pressures and rising credit losses weigh on the stock despite strong growth, payments gains and AI opportunities.

Costco's stock is priced like the top item on the shelf, but its performance numbers are a split decision: strong on growth, weak on margin.

Pershing Square argues that cloud acceleration and faster retail volumes provide financial support for Amazon's elevated data-center investment.

Alphabet's 19% pullback reflects surging AI spending and cash-flow pressure, even as Cloud growth and a $514 billion backlog signal strong demand.

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

Amazon Shares Fall as Twitch Privacy Fight Escalates Over AI Training

Nexxus Capital, LLC ("Nexxus" or the "Company"), a leading ecommerce acquirer and operations company, announces the closing of Nexxus Capital Fund I Series 4 (IV) asset acquisition which completed in October 2025 of 5 highly competitive brands from a Top Amazon Aggregator.

Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.

Analysts don't see MercadoLibre hitting $100 billion in revenue until 2030, but there's a problem with that forecast.

Jeff Bezos filed a Form 144 with the Securities and Exchange Commission on Aug. 3, proposing to sell up to 15 million Amazon shares worth approximately $4.07 billion. Within the same week, Sky Sports reported that Bezos had joined a consortium closing in on a deal for a roughly one-third ...

The online marketplace is doubling down on its core strategy, and history has been kind to dip-buyers here, but a new acquisition adds a twist.

Kornit Digital's (KRNT) Q2 financial results show that momentum is building, although greater proof

Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire thesis faster than anyone is pricing in.

Southfield, Michigan, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Credit Acceptance Corporation (Nasdaq: CACC) (referred to as the “Company”, “Credit Acceptance”, “we”, “our”, or “us”) today announced that Jeetu Mirchandani, a veteran technology and AI executive with more than two decades of leadership experience at Amazon, will join the Company as Chief Technology Officer on August 27, 2026. In this role, he will lead Credit Acceptance’s Engineering organization and technology strategy, helping accelerat

AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.

Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Jeff Bezos' continued large stake in Amazon signals strong long-term alignment and stability for shareholders, although his planned stock sales may create short-term market pressure.

A key benefit will keep Berkshire Hathaway in Coca-Cola stock.

Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.

Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...

Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as...

With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.

Home Depot sent its owners a torrent of cash, yet the stock trailed the market. Here is the accounting of what that trade-off actually bought, and what it means now.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.

Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS’s own security teams are already using them to find and fix vulnerabilities faster. It’s the latest step […]

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

The upside case rests less on order counts than on what a mass-market ramp does to the cost of every vehicle leaving its Illinois plant.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

NEW YORK & LONDON, August 12, 2026--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape with investors trimming borrowed risk rather than exiting AI exposure entirely. For global he

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

Not all hyperscalers are created equal.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

The George Washington University recently sold its Virginia campus to Amazon, and The University of Michigan proposed a new $1.2 billion data center development.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop

The cost of Amazon's AI pivot may be weighing on the stock.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Owlet Inc (OWLT) posts 29.9% revenue growth and record subscription income, while navigating aggressive competitor discounting and planning AI-driven product enhancements.

Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

Amazon's 10.8% net margin and fortress balance sheet contrast sharply with Coupang's razor-thin 0.6% profitability and data-breach fallout.

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street’s revenue estimates this week, but investors could not have reacted more differently. Amazon’s stock surged as much as 15%, while Apple’s fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon’s cloud unit, […]

Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

The tech giant's founder made a major stock sale last week, but that shouldn't discourage investors from buying.

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million ‌to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for ‌artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their ​own energy sources rather than wait for grid connections. Pennsylvania -- with its abundance

Amazon.com stock has nearly doubled over the past three years, and current checks suggest the market price still sits below what intrinsic value estimates and earnings multiples imply. Both the Discounted Cash Flow (DCF) estimate and the market multiple read point to an undervalued setup at recent levels. Amazon.com has delivered a 97.8% return over the past three years, which puts extra focus on whether the current share price still offers a margin between market value and underlying...

Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions.

Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow

Sea (SE) reported stronger-than-expected second-quarter revenue on Tuesday as the Singapore-based co

Amazon's earnings breakout, accelerating AWS growth and massive AI demand backlog strengthen the case for a post-earnings drift.

GLASGOW, Scotland, August 11, 2026--Kodamai, a pioneer in mathematically rigorous agentic AI infrastructure that gives enterprises grounds to trust autonomous agents with their most consequential work, today announced that Mike Spertus has joined the company as Chief Product Officer, where he will lead product and engineering. Spertus joins as that trust becomes urgent, bringing three decades of driving enterprise-class software at Amazon, Symantec, VERITAS, and the ANSI C++ Standards Committee,

Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. (NASDAQ:AMZN) subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin "I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. We need to be regulated," Evans told Fox Business on Monday, referring to Nation

Plug Power’s second-quarter earnings and a boost to expectations for full-year revenue growth reveal a company heading toward profitability, say analysts.

S&P 500 Gets a Major Boost as JPMorgan Raises 2026 Target to 8,000

Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.

For those seeking a pick-and-shovel approach to the AI wave, here's a guide to utilities, grid hardware, cooling firms, and refinery stocks.

Artificial intelligence has been a major tailwind for this budding cloud company.

Cryptocurrency bettors are skeptical that Amazon.com Inc (NASDAQ: AMZN) will reach $300 or higher by the end of August, despite the stock’s steady start to the month. What is Polymarket Upto? The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently...

Nvidia and major Wall Street firms plan to mobilize at least $500 billion to invest in artificial intelligence (AI) infrastructure, seeking to attract large amounts of investor capital for funds financing data centres equipped with Nvidia chips. The partnership includes Goldman Sachs and investment firms Apollo, BlackRock and KKR, Nvidia said on Monday, without providing details on the timeframe for raising more than $500 billion.

FedEx has already begun deploying Dexterity’s dual-armed Mech trailer loading robots at its Hagerstown, Maryland hub, automating physically demanding trailer-loading tasks to enhance efficiency in its ground operations. This move underlines FedEx’s push to embed advanced robotics into its network, aligning its automation efforts more closely with logistics peers such as Amazon that are scaling similar technologies. We’ll now explore how FedEx’s rollout of robotic trailer loading systems fits...

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

Amazon's profit margin towers over Chewy's 1.8%, but valuation metrics tell a starkly different story.

Invesco sells you the same 100 stocks through two different funds at two different prices, and most investors buying the pricier one have no idea the cheaper version even exists.

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

By M. Marin NASDAQ: SNES READ THE FULL SNES RESEARCH REPORT Believe 2Q26 illustrates strong momentum on benefits of growth initiatives SenesTech, Inc. (NASDAQ: SNES), a leader in rodent birth control solutions with patented products that provide proven long-term and sustainable rodent population management, reported record 1H26 revenue, which we believe illustrates the strong momentum in the

Amazon's recent earnings breakout is likely just beginning as AWS experiences renewed growth and AI demand soars.

Netflix said Monday it has closed its upfront sales process, hitting its target of nearly doubling its ad commitments. In reporting quarterly earnings last month, Netflix execs reaffirmed their expectation that ad revenue will hit $3 billion in 2026, twice the 2025 level. The streaming giant is in the fourth year of its exploration of …

The future of artificial intelligence may be built on servers, but those servers need something far more basic to run: electricity. Amazon is now moving deeper into the energy business to secure the power needed for its next generation of AI infrastructure. The company has confirmed its purchase of a Pecos County, Texas, site for a planned data center campus and its intention to purchase electricity from Pacifico Energy’s GW Ranch project, a proposed natural gas facility capable of producing 7.6

Amazon's accelerating cloud revenue could keep pushing the stock higher.

(Bloomberg) -- A record pace in US investment-grade bond issuance continued Monday, with 19 firms storming the market, the most in seven months.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe companies —

Amazon's AI monetization and earnings momentum fuel its breakout, while Krispy Kreme faces falling estimates despite early turnaround gains.

Amazon stock is darting in and out of the $3 trillion market cap club and a buy zone following a rally sparked by its Q2 earnings.

Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) said its second-quarter 2026 revenue was the highest for a second quarter in the company’s history, supported by higher aircraft deliveries, growth across its business units and continued expansion of its backlog. President and CEO Francisco Gom

The European stock markets closed mixed in Monday trading as investors continue to gauge development

Money, money, money.

Wall Street analysts downgraded the stock in the wake of last week's dismal earnings report.

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]

Chinese tech firms raised $217 billion through IPOs and bond sales over two years, but still trail U.S. peers by more than 6-to-1

Amazon stock trades near records as founder Jeff Bezos closes in on a $2 billion Liverpool Football Club stake.

(Bloomberg) -- Apple Inc. was downgraded to an underperform rating at Jefferies, in the latest example of growing bearishness toward the company.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetAnalyst Edison

The tech giant got a huge boost from earnings recently.

Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive Editor Brian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab.

Amazon is financing a massive gas plant in West Texas that regulators say could dwarf every other power station in America, and the company's own climate pledges are now caught directly in its path.

Airbnb commands a valuation premium on growth expectations, while McDonald's generates superior margins and robust free cash flow despite heavy leverage.

United Parcel Service, Inc. (NYSE:UPS) shares surged in premarket trading on July 28 after the package-delivery company reported a second-quarter beat and raised its 2026 outlook. Revenue reached $22.83 billion, above the $21.81 billion consensus estimate, while adjusted earnings of $1.76 per share exceeded the $1.66 estimate. UPS now expects full-year revenue of approximately $91.2 […]

Walmart shares have cooled sharply from their highs even as the retailer posted blowout eCommerce and advertising numbers, and that tension between strong fundamentals and a sliding stock price is exactly where our proprietary model finds its opportunity.

There are several promising AI stocks to buy right now.

Amazon became the fifth company to reach a $3 trillion market cap on August 3, and its founder quickly moved to capitalize on the moment. Jeff Bezos filed to sell roughly 15 million shares worth about $4.07 billion through Morgan Stanley, the second-largest single Form 144 he has filed by dollar ...

Electrovaya’s fair value estimate has shifted from CA$12.55 to CA$13.99, pointing to an updated price target framework that investors are now parsing more closely. Recent analyst work links this change to fresh attention on the Amazon commercial agreement and progress at the Jamestown, New York facility, which are feeding into revised assumptions around growth and capital deployment. Read on to see how these moving pieces are shaping the current analyst narrative and what to watch as it...

Some surprising names have emerged as value stocks.

SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity

Amazon.com (NasdaqGS:AMZN) has been confirmed as a key financial backer of a large private gas power plant built to supply its new data center campus in Texas. The project is expected to support Amazon's growing cloud and AI computing needs while relying on fossil fuel based generation. The scale of the plant means it could become one of the largest single sources of greenhouse gas emissions in the US, drawing scrutiny of Amazon's public climate targets. Investors now face fresh questions...

eBay just delivered its strongest fundamentals in years, yet the stock slipped and Wall Street shrugged. One outlier analyst sees something the rest of the Street is missing, and the gap in price targets tells a story worth understanding.

On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company’s revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same […]

Amazon.com shares have broken out to new record highs as growth accelerates.

Amazon crushed second-quarter earnings, but its rally will extend for a long time.

AWS revenue surged 36.7% as AI demand and custom chips drove triple-digit growth.

Amazon confirmed Friday it is financing a massive, private gas power plant in Texas that could become the single largest source of greenhouse gas emissions in the United States.While less polluting than coal, gas plants are still significant sources of planet-warming emissions, and their operations, particularly upstream, also leak methane, the main component of natural gas and itself a powerful greenhouse gas.

Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.

Amazon's net margin expanded to 10.8% while Celsius surged 85.5% in revenue, but profitability tells a different story.

After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.

In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%,

Trade Desk's (TTD) downbeat third-quarter outlook following a second-quarter miss indicates macro an

Alphabet Inc (NASDAQ:GOOGL)’s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months. Most of his praise has focused on Alphabet Inc (NASDAQ:GOOGL)’s cloud computing business and its AI platform. The shares dipped after the firm reported its […]

LaFontaine Automotive Group today announced its more than 40 retail locations has joined the Amazon Autos marketplace, marking another milestone in LaFontaine's ongoing commitment to redefining the automotive retail experience through innovation, technology, and customer-first solutions.

(Bloomberg) -- A luxury chain setting up shops across Manhattan is betting customers from Los Angeles to Chicago will be willing to pay $32 for an 8-ounce cup of coffee. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesWhy Do Data Centers Use So Much Fresh Water?London-based WatchHo

All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St

You don't have to look hard to find your next winning stock.

Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.

Cloudflare shares rose 16% before the bell on Friday after the cloud services firm raised its annual forecasts, ‌betting that growing enterprise spending on AI infrastructure would drive demand ‌for its networking and security products. Amazon company noted that ‌it won't have enough capacity ⁠to meet all demand this year. Analysts at TD Cowen said that Cloudflare is "well-positioned to play a lead role as ⁠AI unfolds."

Amazon's cloud services business grew revenue by 37% in the quarter and increased operating income by a whopping 63%.

In late July and early August 2026, United Parcel Service, Inc. rolled out new digital shipping tools for small and medium-sized businesses and confirmed a regular quarterly dividend of US$1.64 per share, payable on September 3, 2026, to shareowners of record on August 17, 2026. The enhanced pickup dashboard, streamlined label creation and upgraded mobile app underline UPS’s push to deepen ties with smaller business shippers while maintaining its shareholder income profile. Next, we’ll...

Amazon (AMZN) Faces AWS AI Buildout Risk From Proposed US Optical Module Ban  webull.com

Amazon (AMZN) Faces AWS AI Buildout Risk From Proposed US Optical Module Ban  Sahm

Value is leaving growth behind at a pace rarely seen outside major market downturns. The twist: This is a bull market.

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

Bezos sold $4.07 billion in Amazon stock this week, but the sale plan was set eight months before the earnings beat.

The social media company sent a fortune back to its owners, but the stock went nowhere. Here’s what the cash really bought, and what has to happen next for the bet to pay off.

Owning these shares means signing up for significant price swings, with option pricing reflecting typical levels of market uncertainty.

Sandisk stock falls Thursday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

Amazon (NASDAQ:AMZN) crossed a market value of $3 trillion for the first time on August 3, with shares jumping 5% to a record $285.01. The stock is up more than 23% this year, and it took just over two years to add that latest trillion after Amazon first closed above $2 trillion in June 2024. […]

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.

Anthropic's IPO could generate strong tailwinds for Amazon's business.

Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund posted a 6.49% net return in June, bringing the quarterly returns to 5.12%, compared to 3.17% and 14.48% for the globally diverse MSCI ACWI in ($A), respectively. The outperformance in June […]

Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders hold the real power, and the list of buyers capable of clearing that bar is shorter than you might expect.

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech,

Generated second quarter 2026 revenue of $64.8 million with record high Commercial IoT subscriber activations. Continued progress on regulatory approval process in connection with the previously announced Merger Agreement with Amazon, with expiration of the waiting period under the HSR Act in July 2026. Continued execution of next-generation satellite constellation initiatives with launch of first set of replacement satellites rescheduled for later this month and further development of third-gen

Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.

Memory and storage companies can't keep up with demand, but investors are starting to worry about what will happen in the next few years when that dynamic shifts.

And he would know. At one point, following its public offering, 95% of Amazon's stock value was wiped out.

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ effor

A resilient consumer and product “newness” are driving up retail stocks. Dana Telsey, founder of Telsey Advisory Group, shares her favorite names.

After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.

The main ‘big tech’ names recently reported quarterly financial results. We look at what is being signalled to investors.

Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti

Amazon and Apple are two top stocks whose prices are on a tear.

Amazon recently joined an exclusive group of companies with market caps worth more than $3 trillion.

The Dow Jones Industrial Average weathered a slide in a handful of key stocks on Wednesday to notch its third closing high in a row. The Nasdaq Composite dropped 0.8%. While the S&P pulled back from its previous closing high, the Dow marked its 24th of the year and third in as many days.

(Bloomberg) -- Jeff Bezos unloaded almost $350 million in Amazon.com Inc. stock as it hit a record on Monday, his first sale of the company’s shares this year.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe transaction,

Jeff Bezos executed his first Amazon stock transaction of the year, selling nearly $350 million in shares amid record market valuations.

North America, Asia-Pacific, and South America drive 4% organic sales growth, offsetting Middle East and Eastern Europe declines.

Investors were expecting a little more from the contract logistics company in the second quarter and in 2026 in general.

Sandisk stock was falling late Wednesday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

This is an identity-shift year for Shopify. The company is reframing itself as an AI-native platform for merchants.

SenesTech, Inc. (NASDAQ: SNES), the leader in fertility control for managing animal pest populations and the only manufacturer of EPA-compliant Rodent Birth Control™ products, today announced financial results for the second quarter ended June 30, 2026.

AWS is overshadowing Amazon's e-commerce operations.

One generates billions in free cash flow with a 20% net margin; the other is growing 33% but trades at 2.4x the valuation multiple.

The options market is pricing a sizable swing for the streaming giant, and if you hold the shares, you are already carrying that full two-sided risk.

The ride-hailing company reported mostly in-line second-quarter earnings and guidance that missed expectations.

The likes of Microsoft, Google, and Amazon have spurred concern about how much they’re spending on their AI clouds. But there’s another metric that bodes well for the AI trade.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.

Berkshire Hathaway dumped its entire Amazon stake right as the stock was about to explode higher, and the explanation has almost nothing to do with Amazon's business. The real story is buried inside a personnel change that reshaped what Berkshire was willing to own.

Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

Follow these guidelines and you'll be on your way to building a durable and sustainable long-term income stream.

AMCX, FTNT and AMZN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 5th, 2026.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

According to the average brokerage recommendation (ABR), one should invest in Amazon (AMZN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Here is how Amazon (AMZN) and BJ's Restaurants (BJRI) have performed compared to their sector so far this year.

While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

You watched the stock beat its rivals, but the real action was a civil war between its own two brands.

Andy Jassy recently spent some time justifying Amazon's growing AI infrastructure budget.

Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa

FTNT, AMP, AMZN, VLO and APEMY have been added to the Zacks Rank #1 (Strong Buy) List on August 5th, 2026.

Stock markets mostly climbed on Wednesday as investors digested a wave of company earnings that have broadly surpassed expectations, while assessing the chances of a US-Iran deal to reopen the Strait of Hormuz. His comments to Fox News came as Axios reported that the United States, Iran and Oman were nearing an interim deal to reopen the strait, which Washington was hoping to announce Wednesday.

MERRILLVILLE, Ind., August 05, 2026--NiSource Inc. (NYSE: NI) today announced, on a GAAP basis, net income available to common shareholders for the quarter ended June 30, 2026 of $45.5 million, or $0.09 of earnings per diluted share, compared to net income available to common shareholders of $102.2 million, or $0.22 of earnings per diluted share, for the same period of 2025. For the six months ended June 30, 2026, on a GAAP basis, NiSource's net income available to common shareholders was $556.2

Amazon and Alphabet are smart backdoor ways to gain exposure to Anthropic while owning two AI giants built to win (with or without the start-up).

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Amazon's cloud computing business could be heading for mind-boggling revenue growth thanks to artificial intelligence.

Niagen Bioscience Inc (NAGE) reports strong TrueNiagen sales growth, China cross-border revenue exceeding full-year 2025 totals, and advances in pharmaceutical pipeline with promising PRV potential.

Amazon's cloud dominance and fortress balance sheet clash with Carnival's cyclical recovery and cheaper valuation; each offers a distinct risk-reward profile.

Now is the time to buy hyperscaler stocks as they start to break out.

Amazon's net margin climbed to 10.8% while Dutch Bros trades at a 71.6x forward P/E, a stark contrast in profitability and valuation.

Amazon stock has been soaring.

Advanced Micro Devices reported solid but unspectacular second-quarter earnings and its shares were falling more than 8% ahead of the open of trading Wednesday. While investors were focused on the chip maker’s earnings call, SpaceX CEO Elon Musk delivered a blow, revealing that the rockets and satellites company will be exclusively using chips from AMD rival Nvidia “Going forward we’ve decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architec

During Q2 earnings, Cipher Digital announced that it delivered phase one of its Black Pearl data center for Amazon two months early with rent now commenced.

Amazon finally explained the math behind its AI spending.

Amazon stock sinks as Jeff Bezos files to unload 15 million company shares. But Jefferies recommends buying AMZN shares on the dip.

While concerns over Amazon's aggressive spending on AI infrastructure had weighed on the stock for months, accelerating cloud and AI revenue has helped shift investor sentiment.

Jeff Bezos once said he sold $1 billion in Amazon stock annually to fund Blue Origin. Years later, that strategy has helped transform the company into a major player in the commercial space race.

The Dow Jones Industrial Average and the S&P 500 finished at record highs Tuesday, aided by slumping oil prices on fresh enthusiasm for a U.S.-Iran peace deal. On the stock market today, Palantir Technologies zoomed up and Dell Technologies broke out of a base. Space Exploration Technologies, known as SpaceX, surged before its quarterly report.

Pinterest expects current quarter revenue to be between $1.19 billion to $1.21 billion, roughly in line with Wall Street’s estimate of $1.2 billion.

Bezos plans to unload 15 million ‘founder shares’ he acquired back in 1994 under a prescheduled trading plan.

Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.

ARK is moving closer to the center of AI spending

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

Bezos plans to unload 15 million ‘founder shares’ he acquired back in 1994 under a prescheduled trading plan.

Pattern Group is finding support at its 50-day moving average as the stock carves a base that could offer a proper buy point at 29.80.

Jeff Bezos filed to sell 15 million Amazon shares for $4.07 billion. He priced it before Monday's record close.

Wayfair (W) shares surged Tuesday after the company reported better-than-expected second-quarter res

Tech stocks were sharply higher Tuesday afternoon, with the State Street Technology Select Sector SP

Amazon shares slid Tuesday after founder Jeff Bezos filed plans to sell over $4 billion worth of Amazon stock.

TikTok Shop, Tractor Supply, Anthropic, Amazon, StockX, Ulta Beauty, Kenneth Cole, Anthropologie, Crocs and 150+ other senior leaders discuss AI-driven customer experience, modernized tech and the intersection of commerce, content and community Shoptalk 2026 Shoptalk 2026 NASHVILLE, Tenn., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Shoptalk today announced the full agenda for Shoptalk Fall 2026, featuring the "Retail Unplugged" theme that promises candid conversations, unfiltered perspectives, and action

Amazon stock eased back after a 20% climb as founder Jeff Bezos filed to sell $4 billion worth of his shares.

Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.

While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.

Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.

Stock Market Today: The Dow Jones index rallies Tuesday on U.S.-Iran hopes. Caterpillar and Palantir spike on earnings.

The sale comes after Amazon stock touched a record high, extending a rally that began after the company reported second-quarter earnings

Filing landed as Amazon's market capitalization passed $3 trillion for the first time

Thunder, a member of the AWS Partner Network and a leading Amazon Connect delivery Partner, today announced a strategic collaboration agreement (SCA) with Amazon Web Services (AWS) to help organizations accelerate the deployment of scalable, AI-powered customer experience solutions.

Several AI stocks are on sale.

Amazon just crossed a milestone most companies never reach, and its founder filed paperwork the same day that set Wall Street talking for reasons that had nothing to do with the stock price.

With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.

Amazon.com (AMZN) stock is in focus after a consumer lawsuit filed on July 31, 2026, alleged the retailer sold Orgain protein powder containing harmful levels of heavy metals and misrepresented the products’ safety and quality attributes. See our latest analysis for Amazon.com. After the latest lawsuit headlines, Amazon.com’s recent share price moves still reflect strong momentum, with a 7 day share price return of 23.03% and a 1 year total shareholder return of 32.87%, which points to...

Both Microsoft and Amazon are coming off terrific earnings reports.

With increased AI infrastructure spending, Nvidia, SK Hynix, and TSMC all look like good buys.

Amazon.com, Inc. (NASDAQ:AMZN) founder and executive chairman Jeff Bezos is planning to sell up to 15 million Amazon shares worth approximately $4.07 billion. Bezos’ Amazon Stock Sale Is Tied to a Prearranged Trading Plan A Form 144 filing submitted to the Securities and Exchange Commission on Monday showed that Bezos intends to sell 15 million shares of Amazon common stock through Morgan Stanley Smith Barney LLC. The proposed transaction was valued at approximately $4.07 billion based on the ma

Amazon crossed a $3 trillion market value, Snowflake rose as investors showed more confidence in its AI business, and Bristol-Myers stock climbed on possible merger discussions.

If the proposed sale is completed in full, Bezos’ holding would decline from about 884 million shares to 869 million shares, or 8.1% of Amazon.

The former hedge fund manager breaks down the production math behind what he calls “A.R.M.” and why he thinks it could reshape Tesla’s futureBaltimore, MD, Aug. 03, 2026 (GLOBE NEWSWIRE) -- James Altucher says Elon Musk’s humanoid robot could one day out-earn the largest company on Earth by revenue. In a new presentation, the former hedge fund manager breaks down the production math behind what he calls “A.R.M.,” and argues it could reshape Tesla’s future. The Benchmark: $600 Billion Altucher se

Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.

Amazon has achieved the $3 trillion market cap milestone, but options pricing suggests AMZN shares will rip higher from here in the second half of 2026.

After their toughest month in over a decade, could semiconductor stocks be due for a rebound?

MAGS, MGK and QQQ are the three ETFs that hold all seven Magnificent 7 stocks. Compare their weights, fees and 2026 returns to find the right fit.

Stock Market Today: The Dow Jones index pops as oil stocks lag amid Trump Iran moves. Amazon clears a milestone. A Cathie Wood trade pays off.

Tom Lee says 2027 could be one of the best years for stocks, while Jim Cramer backs Amazon on any dip. What to know.

Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.

The new valuation raises expectations for Amazon's AI returns

Amazon reached the milestone after accelerating cloud growth strengthened confidence in its artificial-intelligence investments.

Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.

Amazon just handed investors a historic earnings blowout, and three ETFs built on top of the stock are racing higher in completely different directions. Which one you held this week made all the difference.

Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.

Basic 3PL, a leading third-party logistics and omnichannel fulfillment platform, today announced an expansion of its specialized bulk storage, inventory preparation, and replenishment infrastructure to support brands adapting to increasingly specialized marketplace fulfillment networks.

Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.

Amazon Stock Soars as AWS Growth Helps Push Market Value Past $3 Trillion

CoreWeave stock jumps as AI infrastructure spending gets another boost

Amazon’s hot post-earnings run continued Monday, lifting the tech giant into the $3 trillion market cap club for the first time.

SHOP heads into Q2 earnings with high-20% revenue growth expected, fueled by GMV, payments and AI.

It's time to double down on the stock.

All three major US stock indexes were up in late-morning trading Monday after President Donald Trump

Amazon Web Services posted $42.2 billion in second-quarter revenue, topping analyst expectations by more than $1.6 billion

Alphabet, Amazon and Meta all raised 2026 guidance

Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.

Cloud computing is the main story for Amazon's Q2 earnings, but there are also a bunch of smaller stories that can drive meaningful growth in the future.

Investing.com -- Shares of Amazon.com Inc. climbed past a historic milestone on Monday, surpassing $3 trillion in market value as investors cheered a blowout second-quarter earnings report that underscored the company’s accelerating dominance in cloud computing and artificial intelligence. The stock surged 5% in morning trading to touch a new 52-week high of $287.20. The rally, buoyed by a wave of Wall Street upgrades, vaults the Seattle-based e-commerce and technology giant deeper into the elit

Stock Market Today: The Dow Jones index jumps as Microsoft rallies. Oil stocks lag after Trump move on Iran. Amazon stock clears a milestone.

Amazon's market value topped $3 trillion for the first time on Monday, helped by a sharp rally following strong earnings and signs that the ‌AI boom is driving fresh demand for its cloud-computing services, the company's main profit engine. Last week, the ​shares recorded the biggest one-day jump since April 2012 after the Seattle-based e-commerce and cloud computing giant delivered its strongest cloud growth in more than four years and raised its annual capital spending forecast. Microsoft ro

Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.

Amazon's revenue scales steadily while Airbnb swings wildly with travel season — a tale of two business models playing out in the numbers.

SenesTech, Inc. (NASDAQ: SNES), the leader in rodent birth control solutions, today announced that its active online subscription customer base, comprising both direct-to-consumer ("DTC") and business-to-business ("B2B") customers, more than doubled during the second quarter of 2026 compared to the first quarter, reaching a record level. That expansion reinforces the Company's recurring revenue model while potentially increasing customer lifetime value and improving long-term revenue visibility.

Amazon's 10.8% net margin and $7.7 billion free cash flow (FCF) contrast sharply with CAVA's 5.4% margin and $26.1 million FCF, but valuation tells a different story.

Oil prices slumped and stocks mostly rose Monday after US President Donald Trump insisted negotiations with Iran were ongoing despite Tehran's denials.Crude futures slid more than four percent as markets brushed aside Iran's denials while Trump described the two sides as talking and Iran facing "a last chance before decapitation."

The Morning Bull - US Market Morning Update Monday, Aug, 3 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.6% and Nasdaq-100 futures ahead by roughly the same amount. The move comes even as the US 10 year Treasury yield sits near a recent high around 4.73%, which keeps borrowing costs elevated for mortgages, credit cards and corporate debt. At the same time, US consumer sentiment has picked up to 55.2, while year ahead inflation expectations...

Analysts see up to 23% upside for Amazon stock.

U. S. stock index futures traded higher on Monday as investors reacted to renewed diplomatic efforts between the United States and Iran while preparing for another busy week of corporate earnings and economic data.

Amazon has trailed the market, but retains a strong position in a growth area.

Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.

Amazon's stock surged after a strong quarter and upbeat outlook from CEO Andy Jassy.

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Amazon spent $53.1 billion on AI-driven capital projects in one quarter and expects to spend about $220 billion for the full year.

Amazon.com Inc. has long viewed Amazon Web Services as its biggest growth engine, but CEO Andy Jassy now believes the cloud business could become much larger than the company previously imagined. During Amazon’s second-quarter earnings call on Thursday, Jassy said...

Amazon.com, Inc. CEO Andy Jassy said the company is already seeing “striking” demand for 2028 as it continues expanding AI infrastructure to keep pace with customer demand. AI Demand Already Extends Into 2028 Speaking on the company’s second-quarter earnings call...

MercadoLibre is a fit for Berkshire Hathaway on several levels.

Bill Ackman is an avid investor who can spot major value.

The fair value estimate for Amazon.com has shifted to US$319.69 from US$312.99, signaling a modest adjustment in how analysts are framing potential upside. That move sits alongside fresh Street commentary that puts AWS execution, heavy AI and data center spending, and mixed consumer signals at the center of the price target debate. As you read on, you will see how these moving parts shape the evolving analyst narrative and what to watch next in the Amazon.com story. Analyst Price Targets...

Micron stock was giving up some of its huge gains from the previous day even as Apple and Amazon confirmed there’s no end in sight to the memory-chip shortage.

Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of its second quarter (Q2) 2026 earnings report on July 30. The stock is up 17.66% year-to-date as of Saturday morning, August 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about ...

AWS just posted $42.2 billion in revenue with its fastest growth in 18 quarters and the AI platform saw more spending last quarter than in every prior quarter since launch combined.

Amazon's performance has taken a step back, but Thursday's report could herald a new era.

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 19.6% year on year to $200.6 billion. On the other hand, next quarter’s revenue guidance of $199.5 billion was less impressive, coming in 2.1% below analysts’ estimates. Its non-GAAP profit of $5.75 per share was significantly above analysts’ consensus estimates.

Why would investors cheer an e-commerce giant that just burned through billions of dollars?

Amazon stock rallies as the company receives tariff refunds worth $600 million. TD Cowen analysts recommend buying AMZN shares following solid Q2 earnings.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.70%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.60%. September E-mini S&P futures (ESU26 ) rose +0.69%, and September E-mini Nasdaq futures...

Strong tech earnings pushed the Nasdaq to a two-day gain of 3.8%. The S&P 500 finishes flat in July.

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

But yields on the 10-year and 30-year Treasuries hit their highest levels since 2007 Friday, which kept a lid on the stock market's advance.

STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.:: AmazonAmazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.Meanwhile, shares of Apple tumbled more than 7% after a disappo

STORY: :: Recorded on July 31:: Lisa Bernhard, Reuters:: Dean Smith, Portfolio Manager, FolioBeyondShares of Apple tumbled as much as 10% on Friday after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains.The drop, if sustained, would erase nearly $500 billion from Apple's market capitalization and return the crown of the world's most valuable company to AI chip giant Nvidia, days after r

Nvidia stock rose after Amazon raised its capital expenditure forecast and played down competition between its custom AI chips and Nvidia’s processors.

Amazon's accelerating cloud revenue helped investors look beyond a $220 billion capital-spending plan and negative free cash flow.

US equity indexes rose this week as investors selectively rewarded big tech for delivering evidence

Analysts raised Amazon price targets to as high as $400 after AWS growth of 37% drove a 15% single day surge.

Fintech stock Sezzle is rebounding from its 10-week moving average after soaring 144% this year. Earnings are due Thursday.

JPMorgan and Barclays raised their Amazon targets to $365 after AWS delivered its fastest growth in 18 quarters.

Tech stocks were mixed late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Higher interest rates and profit-taking outweighed evidence that cloud and device companies need increasing quantities of memory chips.

Amazon's accelerating cloud business encouraged investors to reconsider whether large AI investments can generate sufficient revenue.

In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Investing.com -- A packed week of Big Tech earnings produced significant moves in both directions, with memory stocks experiencing significant volatility.

Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.

AMZN posts 20% Q2 revenue growth as AWS logs its fastest expansion in 18 quarters, while earnings surge on a gain tied to its Anthropic investment.

As the Magnificent Seven stocks report earnings, the results have been broadly strong, but Microsoft, Amazon and Meta Platforms really stand out.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.

Amazon Gets a Fresh $350 Price Target as AWS Growth Accelerates

Replimune (REPL) stock soared 94% after the company late Thursday reported a favorable outcome of th

Amazon completed its $50 billion investment in OpenAI when it fulfilled its commitment on a remaining infusion of $35 billion promised at the time that the ChatGPT maker met certain criteria.

Stock Market Today: The Dow Jones index wavers Friday as Apple dives on a weak sales forecast. Amazon stock surges on earnings.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

Amazon just reported blowout earnings results.

Rivian still has a lot to prove before it can be compared to the EV leader.

Apple and Amazon both shattered records on the same night, yet Wall Street rewarded one with a rally and punished the other with a selloff. The reason comes down to where each company bets its future.

Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates. Sales rose 28% year over year to $60.8 billion, ahead of the $60.3 billion Wall Street wanted, and ad impressions climbed 14%. Investors aren’t punishing Meta’s ad business, they’re punishing what it costs to run. Why Did it Tank? What […]

Stronger cloud growth and rising AI demand helped offset concerns about higher capital spending.

Wall Street found stronger returns behind soaring investment.

IES Holdings shot up 31% on Friday after giving a strong outlook for AI data centers. Big Tech names Microsoft and Amazon also soared.

Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) jumped 14% in the morning session after the company reported second-quarter results that topped market expectations, driven by a significant beat in its cloud computing division. Amazon's revenue grew 19.6% year-over-year to $200.6 billion, surpassing analyst estimates. Its GAAP earnings per share of $5.75 also significantly beat expectations, although this figure was boosted by a large one-time, non-operating income of $5

Nvidia stock was rising after Amazon raised its capital expenditure forecast and played down competition between its custom AI chips and Nvidia’s processors.

Amazon stock is soaring after the tech giant handily topped estimates in its latest earnings last night.

Wall Street Turns More Bullish on Amazon as AI Spending Fuels AWS Growth

Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there’s no end in sight to the memory-chip shortage.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

Thursday night earnings split two of the biggest names in tech in completely opposite directions, and the reason behind the gap reveals exactly where the AI infrastructure boom is creating winners and where it is quietly crushing margins.

Memory chip stocks are bleeding out and panic is spreading fast, but a counterintuitive case is forming for why the carnage might actually be creating the most compelling setup AI investors have seen all year.

US equity futures were higher pre-bell Friday as tech stocks, led by Amazon (AMZN), were on the upsw

Analysts broadly cited accelerating AWS growth, improving AI returns and stronger margins as reasons for raising price targets.

Investing.com - U.S. stock index futures extended gains on Friday as easing concerns over the durability of the artificial intelligence boom boosted technology shares, with Amazon leading gains after strong cloud growth helped offset fresh disappointment from Apple’s cautious outlook.

The company said refunds were limited because it stockpiled inventory ahead of tariffs and is not the importer of record for most goods in its store

Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.

Amazon Stock Soars as AWS Growth Accelerates and Profits Smash Forecasts

AWS backlog reached $496 billion as capacity still trails demand

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there’s no end in sight to the memory-chip shortage.

Strong cloud results lifted Amazon and chipmakers, while Apple's service revenue shortfall sent its stock lower ahead of Friday's open

Tesla stock gained 3.5% on Thursday after earnings from tech giants Amazon and Microsoft gave investors hope the AI trade wasn't over.

STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.

Just weeks after its latest bond sale, Amazon.com Inc. (NASDAQ:AMZN) told Wall Street it now needs an additional $20 billion in capex beyond its original plan. On Thursday, CEO Andy Jassy announced the e-commerce giant is raising its 2026 capital spending target from $200 billion to $220 billion, due to soaring memory chip prices. During the second-quarter earnings call, when an analyst asked about Amazon’s funding strategy for future AI and infrastructure expansion, Jassy demurred: "Nothing to

Stocks were on track to end the week on an upbeat note after Big Tech earnings revived optimism in the artificial intelligence trade.

Amazon.com, Inc. (NASDAQ:AMZN) shares surged over 12% in Friday’s pre-market trading after the e-commerce and cloud-computing giant reported stronger-than-expected second-quarter results. Amazon Beats Revenue and Earnings Estimates Amazon reported second-quarter revenue of $200.61 billion, exceeding Wall Street’s consensus estimate of $196.46 billion. The company posted earnings of $5.75 per share, well above analysts’ expectations of $1.82 per share. Amazon’s cloud division, Amazon Web Services

The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.

CEO Brian Chesky is looking to expand into hotels, car and equipment rentals, and “dzens” of other businesses. count us skeptical.

In the past week, Amazon.com reported second-quarter 2026 results with net sales of US$200.61 billion and net income of US$62.65 billion, driven by a very large contribution from its Anthropic investment and rapid growth at Amazon Web Services (AWS), which expanded revenue by 37% to more than US$42 billion. Alongside this, Amazon raised its 2026 capital expenditure outlook to US$220 billion and guided third-quarter net sales to US$197.0–US$202.0 billion with higher operating income,...

Amazon's Q2 2026 results showcase robust growth across all segments, with AWS revenue surging 36.7% and operating income up 43%, despite headwinds from rising costs and capacity constraints.

AWS revenue hit $42.2 billion in Q2, marking its fastest growth in 18 quarters as AI demand outpaces Amazon's ability to build more data centers.

Despite multiple sessions in the red, all three benchmark indexes are on track to close higher this week.

Amazon.com, Inc. (NASDAQ:AMZN) shares jumped Thursday after the company delivered stronger-than-expected second-quarter earnings, with investors and analysts praising accelerating Amazon Web Services profitability as evidence that returns on artificial intelligence investments are beginning to materialize. Cramer Calls Amazon ‘Astonishing’ After AWS Delivers CNBC host Jim Cramer called the results “astonishing,” in a post on X, though he said Microsoft Corp. (NASDAQ:MSFT) remains the standout am

Futures rise with Amazon extending the AI rebound, even with Apple tumbling on mixed results and a weak outlook.

Revenue for the second quarter ending June 2026 reached $201 billion, above expectations of $197 billion.

Although the revenue and EPS for Amazon (AMZN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Despite plenty of uncertainty on some of the bigger economic issues, Q2 earnings season rolls along quite successfully to this point.

Amazon.com (NASDAQ:AMZN) reported second-quarter revenue of $200.6 billion, up 20% year over year excluding foreign-exchange effects, while operating income rose 43% to $27.5 billion. CEO Andy Jassy highlighted accelerating growth at Amazon Web Services, expansion in faster retail delivery and groce

These two stocks have been among the brighter spots for the company so far this year.

Amazon's AI cloud business soared in the second quarter, driving far higher revenue than expected, though the company's free cash flow also turned negative as it invests heavily in the business.

Revenue for the second quarter ending June 2026 reached $201 billion, above expectations of $197 billion.

Amazon (AMZN) reported second quarter earnings results that beat Wall Street's expectations. CFRA Research senior vice president of equity research, Arun Sundaram, chats with Yahoo Finance about his expectations for AWS.

Amazon (AMZN) delivered earnings and revenue surprises of +2.73% and +1.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AWS generated 61% of Amazon’s operating income as AI investment pushed trailing 12-month capital spending to $169 billion and free cash flow below zero.

The market is applauding Amazon's strong Q2 report.

On July 30, 2026, the e-commerce giant's earnings topped forecasts as it showed investors its heavy AI infrastructure spending is paying off.

Gil Luria, D.A. Davidson's head of technology research, reacts to Amazon Web Services' revenue growth and discusses the outlook for Amazon.com Inc. on "Bloomberg The Close."

Amazon 2Q earnings beat Wall Street estimates Tuesday, sending stocks climbing in after hours trading. The company reporter its 5th straight quarter of cloud share growth, the 37% increase being the fastest for Amazon since the end of 2021. Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal, and Bloomberg Intelligence Senior Technology Analyst Anurag Rana break down the earnings numbers as they roll in.

Amazon beat analysts' expectations on Thursday when it reported growth in overall revenue and sales, particularly in its cloud, artificial intelligence and chips divisions. The company meanwhile said that two of its AI-related divisions grew by "triple-digit percentages" -- its AI cloud and chips businesses each "exceeded" $25 billion annual revenue run rates, a measure of recurring sales.

Amazon isn't slowing down on data center spending — but investors don't seem to mind.

Both tech companies beat Wall Street predictions on revenue in their second quarters

Amazon.com beat market expectations for quarterly cloud sales growth on Thursday, calming prior fears among investors over hefty planned outlays for artificial intelligence ‌development. Shares in the Seattle-based online retailer jumped more than 9% after the market's close, following a ‌3.9% rise during the trading session. Revenue at its cloud computing unit, Amazon Web Services, jumped 37% to $42.2 billion in the second quarter ended ​June 30, compared with analysts' consensus estimate of

Cloud momentum must outrun another surge in AI spending

Amazon stock jumps after crushing Q2 earnings estimates as AWS posts its fastest growth in 18 quarters, reinforcing confidence in its AI strategy.

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 19.6% year on year to $200.6 billion. On the other hand, next quarter’s revenue guidance of $199.5 billion was less impressive, coming in 2.1% below analysts’ estimates. Its GAAP profit of $5.75 per share was significantly above analysts’ consensus estimates.

Amazon (AMZN) reported second quarter results on Thursday after the closing bell, with revenue coming in at $200.60 billion (compared to analyst estimates of $197.01 billion). Yahoo Finance Senior Business Reporter Ines Ferré takes a closer look at the breaking numbers.

Amazon delivered strong profits and net sales during its fiscal second quarter, helped by surging growth in its prominent cloud computing unit. The e-commerce and technology company said Thursday that sales in its cloud computing unit called AWS rose 37% during the April-June period, faster than the 28% clip in the previous quarter and marking the fastest rate of growth rate in 18 quarters. Amazon reported net income of $62.65 billion, or $5.75 per share, in the three-month period ended June 3

Amazon.com Inc (NASDAQ:AMZN) shares rose about 8% in after-hours trading after the company reported second-quarter results that topped Wall Street expectations, driven by strong growth in its cloud computing business and higher operating profit. The e-commerce and cloud giant reported...

Investing.com --Amazon beat Wall Street estimates for second-quarter revenue on Thursday as accelerating growth in its cloud computing business helped offset continued heavy spending on artificial intelligence, sending its shares rallying nearly 10% in after-market hours. but its third-quarter sales forecast came in below analysts’ expectations.

AWS revenue hit $42.2 billion as total company revenue crossed $200 billion for the first time in a single quarter

Amazon stock was on the rise, up 4.8%, while Apple stock struggled, falling 1.8%, before both companies released quarterly results. The pair of Magnificent Seven companies are following Microsoft and Meta's earnings prints, which garnered very different stock reactions.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Amazon's forthcoming results will test whether accelerating AWS demand can justify its enormous artificial-intelligence infrastructure budget.

InterDigital (NASDAQ:IDCC) reported second-quarter 2026 results that exceeded its prior outlook, supported by growth in recurring licensing revenue and a new patent-license agreement with Amazon covering devices and services, including Prime Video. Revenue totaled $260.2 million for the quarter, ab

By M. Marin NASDAQ: SNES READ THE FULL SNES RESEARCH REPORT Focus on large-scale B2B opportunities across targeted verticals to increase recurring revenues SenesTech, Inc. (NASDAQ: SNES) is a leader in rodent birth control solutions, with patented products that provide proven long-term and sustainable rodent population management. SNES’s growing portfolio of products, which can be integrated into

Its moderate long-run correlation to the broad market says much of the ride is genuinely its own story, and its volatility says that ride is a rough one.

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

U.S. stocks ended sharply lower on Wednesday after the Federal Reserve kept interest rates unchanged, raising fears that the central bank could face major challenges in taming sky-high inflation.

Amazon stock is on a losing streak coming into its Q2 earnings report but the company could highlight AI enterprise momentum.

NVDA's 10% five-day slide reflects financing concerns, but surging AI capex, strong earnings growth and a discounted valuation keep its investment case strong.

Apple and Amazon both report on July 30, and they are running opposite playbooks heading into earnings night. Understanding which approach fits your portfolio could change how you position before the bell rings.

Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.

Opendoor has burned investors, survived meme-stock chaos, and landed in penny-stock territory with nearly a billion in cash still on its books. Five companies have the strategic motive and financial muscle to change that story, and the most logical buyer may surprise you.

Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.

Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.

Azure just crossed a milestone that the bears said was years away, and Microsoft shares are reacting in a way that's putting pressure on every other cloud name heading into a pivotal week of earnings.

First Streaming and Cloud Services agreement drives Q2 results above outlookAnnualized recurring revenue1 at all-time high of $626 million, up 13% YoYCompany raises full year 2026 revenue outlook by $85 million WILMINGTON, Del., July 30, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video, and AI technology research and development company, today announced results for the quarter ended June 30, 2026. “We have delivered another outstanding quarter, with continued momentu

The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...

Stock Market Today: The Dow Jones index rises Thursday after key inflation data. Meta stock plunges on earnings.

Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech

Wall Street futures pointed higher pre-bell Thursday after tech colossus Microsoft (MSFT) reported s

US stock futures pointed to a higher open on Thursday as investors awaited a key inflation report fo

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

Data on Stocktwits showed that retail sentiment remains ‘bearish’ on SPY and QQQ.

Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.

South Korea’s SK Hynix shares fell nearly 10% despite record results powered by the AI boom.

SummaryView Transcript While the freight market shows resilience, UPS earnings paint a different picture, raising questions about Amazon’s impact and the carrier’s restructuring. Meanwhile, truck OEMs like PACCAR are reporting strong performance, indicating robust demand and favorable pricing ahead. Christopher Versace breaks down the Q2 earnings season in logistics and transportation. UPS stock sold off […] The post Trucking Earnings: Why UPS Is Falling Behind in a Robust Market appeared first

Amazon's second-quarter results should reflect robust growth across its businesses. But investors will likely look beyond headline revenue and earnings.

DoorDash stock pops as FAA grants the firm Part 135 air carrier certification. Here’s what it means for DASH shares heading into the company’s Q2 earnings.

Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.

Amazon, Apple set to follow tomorrow with their own quarterly numbers; Nvidia’s due next month

Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.

Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.

Asking for a Trend Host Josh Lipton previews the biggest market catalysts for Thursday, July 30, including highly anticipated earnings from Apple (AAPL) and Amazon (AMZN) as well as the expected IPO debuts of Jersey Mike's and Reformation.

Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.

Amazon.com Inc (NASDAQ:AMZN) is set to report its second quarter 2026 results on July 30, with UBS lowering its price target to $305 from $333 while maintaining a ‘Buy’ rating as it expects continued strength from Amazon Web Services and improving e-commerce profitability. The UBS analysts...

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One of these giants already is. The other is betting everything on a customer that does not go live until 2027.

UPS raises its 2026 outlook after completing its Amazon volume reset, as pricing and premium growth support second-half margin expansion.

Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.

*Shaan's guide to go from $0 to $1M:* https://clickhubspot.com/tb2sEpisode 846: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Chris Camillo ( https://x.com/ChrisCamillo ) about the 5 trades he’s betting on in 2026.—Show Notes:(0:00) Social Arbitrage(6:29) Needohs(20:16) Nerd culture(27:06) Information asymmetry(46:30) Amazon(1:02:21) Podcasting—Links:• Dumb Money Live - https://www.youtube.com/DumbMoneyLive —Check Out Sam's Stuff:• Hampton (joinhampton.co

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) will be reporting results this Thursday afternoon. Here’s what you need to know.

The AI IPO wave of 2026 continues to produce outsized winners among the corporations that backed it, instead of just those going public. SpaceX’s record-breaking debut earlier this year provided a windfall for its backers. Now, attention is shifting to what could be the year’s largest listing yet. Anthropic, the creator of the Claude family […]

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Amazon Earnings Take Center Stage as Wall Street Bets Big on AWS AI Boom

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

Bill Ackman runs a concentrated quality portfolio. David Tepper trades distressed assets and macro trends. When two billionaires with completely opposite investing styles both stack more than 15% of their capital into the same stock, it raises a question worth answering.

"This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs.

Amazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher.

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

Amazon will report its second quarter earnings after the bell on Thursday.

If Amazon is going to see a return on its AI investments, shareholders will need to have patience for the next several years.

After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

Analysts raised price targets, but concerns over lower margins, and weak package volumes kept investors cautious about the company's outlook.

Kimi K3 has reignited AI cost fears and has decimated tech stocks. However, the current carnage echoes the DeepSeek disruption of early 2025.

When you think about the best semiconductor stocks, you probably start with Nvidia. Let's look at the leader of the AI revolution and its chipmaking peers.

Nasdaq dropped for the fifth straight session on Tuesday, its longest losing streak since January this year.

STORY: Wall Street's main indexes closed mixed on Tuesday with the Dow gaining 1%, the S&P 500 edging up about two-tenths of a percent and the Nasdaq dipping by roughly two-tenths of a percent.Markets have been volatile this month as investors worry that Microsoft, Amazon and other tech heavyweights may be overspending on data centers in the race to build out AI infrastructure.But Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, said to expect these companies to ann

United Parcel Service reports adjusted second-quarter earnings per share of $1.76. Wall Street was looking for $1.66.

United Parcel Service (NYSE:UPS) raised its full-year 2026 outlook after reporting second-quarter revenue and operating-profit growth, citing the completion of its planned reduction of lower-yielding Amazon volume, network reconfiguration efforts and gains in higher-value shipping segments. UPS rep

Blue chips outperformed Tuesday on solid results from Coca-Cola and Boeing, while slumping chip stocks held the Nasdaq back.

Netflix's stock is undervalued relative to its recent history.

STORY: :: Lisa Bernhard, Reuters :: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure. "I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending." Speaking with Reuters' Lisa Bernhard

Amazon is due to report earnings Thursday afternoon, with traders expecting a big move from the e-commerce giant’s stock.

UPS beat expectations, but the market has concerns over operating margins and U.S. Domestic segment performance.

Lots of popular stocks like Starbucks and Lam Research will report this week.

Growth is still accelerating, and the antitrust worries are familiar, but Alphabet's real vulnerability is a multi-year-high profit margin leaning on gains it may not repeat.

The stock has slid over the past year even as the company's margins reached a three-year peak and management guides them higher, and that gap is the upside case.

UPS said earnings improved in the second quarter as it fully ended handling low-margin Amazon shipments and continued streamlining its domestic network as it concentrates on high-quality revenue. The post UPS shift away from Amazon shows bigger payoff appeared first on FreightWaves.

Amazon's $13 billion investment has become a windfall.

Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.

Apple's (AAPL) market cap topped $5 trillion, becoming only the second company ever to do so. Yahoo Finance Technology Editor Dan Howley outlines the details.

The growth is genuinely rare, but so is the price, and the margin cushion behind it is thin; both deserve a hard look before you decide.

UPS completed its planned Amazon volume reduction and raised its annual revenue forecast by approximately $1.5 billion.

New Listing and Partnership Empower Organizations to Transform How Enterprises, Government Agencies and Public Sector Organizations Secure Their Amazon Bedrock-Powered AI WorkflowsLAFAYETTE, Ind., and RESTON, Va., July 28, 2026 (GLOBE NEWSWIRE) -- Prediction Guard, the AI control plane for secure and compliant AI deployment, and Carahsoft Technology Corp., The Trusted Government IT Solutions Provider®, today announced two major milestones: Prediction Guard’s official listing in Carahsoft’s Carah

META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.

Great quarter, rough guidance, and a CEO quote that basically writes its own punchline

Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

United Parcel Service (UPS) lifted its full-year revenue outlook on Tuesday after delivering second-

Amazon prints cash at hyperscale while MercadoLibre burns it to conquer Latin America, and the gap between their 2026 strategies sets up a fascinating fork in the road heading into 2027.

United Parcel Service Inc (NYSE:UPS) shares fell 6% following its second quarter 2026 earnings report as investors focused on weaker near-term domestic expectations, lower international operating profit and significant restructuring charges despite the company beating quarterly estimates and...

Fortune editor-in-chief Alyson Shontell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the 2025 Fortune Global 500, the annual ranking of the world's largest companies by revenue. This year, Amazon (AMZN) claimed the No. 1 spot, ending Walmart's (WMT) 12-year run at the top.

United Parcel Service reports adjusted second-quarter earnings per share of $1.76. Wall Street was looking for $1.66.

Bill Ackman’s Pershing Square began accumulating Microsoft (NASDAQ:MSFT) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund’s Q1 13F filing. In parallel, Pershing Square has been building a separate Amazon (NASDAQ:AMZN) position from scratch ... Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?

United Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.

Amazon.com stock has pulled back recently but still sits on a strong 73.1% gain over the past three years, while the current valuation checks suggest the shares screen as attractively priced on several metrics. With earnings in focus again and big spending plans in areas like AI and logistics, investors are weighing how much of Amazon.com's growth story is already reflected in the share price. Over the last three years, Amazon.com has delivered a 73.1% return, which puts recent short term...

As Amazon pours $200 billion into AI this year, Bezos says the company's next act will define the next decade.

(Bloomberg) -- Satellite imagery shows damage to two Amazon.com Inc. data centers in Bahrain, supporting Iran’s claims last week that it struck the sites with missiles.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCitadel Securities Sees Warsh Delivering Surprise Fed Rate HikeChip Rout Deepens on Circular Funding, China Competition FearsThe Islam

AAPL, MSFT and AMZN earnings join key central bank meetings as investors track AI spending, interest rates and rising geopolitical risks.

Today, Fortune released the 2026 Fortune Global 500(™), the definitive list of the world's largest corporations ranked by revenue for the 2025 fiscal year.

United Parcel Service reports adjusted second-quarter earnings per share of $1.76. Wall Street was looking for $1.66.

Amazon.com is revamping its AI strategy, winding down many of its in-house AI models and sharpening focus on ‌a new frontier-model effort, Business Insider reported on Tuesday citing people ‌familiar with the matter. The company has begun deprecating most of its flagship Nova AI models, ​including the high-end Premier and Omni models, Reel video-generation model, and Canvas image-generation model, the report said. Instead, Amazon is increasingly moving resources toward a frontier-model develop

Investing.com -- United Parcel Service Inc. (NYSE: UPS) reported its second-quarter earnings before the open on Tuesday, sending its shares around 1.8% higher premarket.

Amazon is shifting resources away from most of its flagship Nova AI models and prioritizing a new foundation model under development, according to a Business Insider report.

Cloud results will again be a major impacting force behind sentiment on AMZN and MSFT's earnings.

STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.Skyler Weinand is chief investment officer at Regan Capital."If they don't come out and beat [estimates], they're

Markets Weigh Peace Hope Against AI Fear: Stock Market Today

United Parcel Service will report its second-quarter results on Tuesday, with Wall Street expecting growth in sales and earnings.

The market is already jittery about AI spending.

New York, New York--(Newsfile Corp. - July 27, 2026) - AMZ Advisers, a full-service Amazon growth agency that has managed more than 500 brands, today announced it has acquired Reach Social Commerce, a TikTok Shop marketing agency that has driven over $30 million in gross merchandise value (GMV) for consumer brands. The acquisition extends AMZ Advisers beyond Amazon into social commerce, creating a single partner that helps brands grow across the two channels defining American e-commerce: Amazon.

(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be

RGTI's Q2 results are likely to spotlight Novera revenues, Cepheus-1 adoption and progress toward higher fidelity as investors weigh its quantum roadmap.

(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp

The company plans to begin deploying the constellation in 2028, using spectrum from its planned Globalstar acquisition

Dow and S&P 500 futures gain 0.8% and Nasdaq futures 1.4% ahead of Microsoft, Meta, Apple and Amazon results and Wednesday's Fed call.

S&P 500 companies' second-quarter earnings growth reached 70%, driven by the information technology

Amazon is eyeing a major expansion of its satellite array to compete in the direct-to-phone market against the SpaceX-owned Starlink and others. Amazon stock fell during Monday's trading session. The Seattle-based tech giant has filed an application with the Federal Communications Commission to launch 5,105 low Earth orbit satellites designed to deliver "direct-to-device" connectivity in 2028, according to a company blog post.

Stock Market Today: The Dow Jones index jumps on hopes of U.S.-Iran talks. Oil skids but software shines Monday. Nvidia falls on OpenAI move.

American Express (AXP) raised its full-year 2026 revenue growth guidance to 10%, as expected, and ma

Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.

Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth understanding before dismissing it as reckless.

Stocks are resetting at lower levels, while oil and Treasury yields are holding higher. What happens next is key.

News of the day for July 27, 2026

AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.

Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.

The benchmark US stock measures were pointing higher before the opening bell Monday after the US and

Stock Market Today: The Dow Jones index jumped 600 points on hopes of U.S.-Iran talks. Oil prices plunged Monday.

CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.

Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.

Earnings season kicks into high gear this week.

US equity investors will focus on big-tech earnings, inflation, and the Federal Reserve policy meeti

The investments MercadoLibre is making today could drive strong returns for years to come.

Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.

The software firm’s shares look expensive, but a look at future earnings reveals a very different picture.

Shares in this dominant retailer have climbed faster than Amazon and Costco in the past five years.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

U.S.-Iran attacks have paused amid deal hopes. Apple, Amazon, Meta lead an earnings wave. A Fed rate hike is on the table.

Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.

A Senate investigation has created fresh uncertainty for Amazon just days before earnings, but Wall Street remains focused on AWS growth and AI investments.

Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.

The market keeps marking the stock down. The analysts covering it keep saying it belongs somewhere much higher.

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

When SpaceX reports its quarterly results for the first time as a public company, investors should get some much-needed insight into its operation.

The e-commerce and cloud giant still looks like a reliable long-term investment.

Amazon's revenue dwarfs Booking's by roughly 30-fold, yet their quarterly patterns tell starkly different stories about business stability.

Investors should pay attention to its advertising business.

Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.

Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.

Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.

The stock is trading near new all-time highs but offers more value than it appears.

As competitors spend enormous sums, the tech titan's financial discipline is being rewarded.

Amazon has long derived a disproportionate share of its profit from its cloud division, Amazon Web Services (AWS). A growing number of Wall Street analysts are now projecting AWS will exceed consensus growth estimates when CEO Andy Jassy reports second-quarter results on July 30, The Motley Fool ...

Amazon is set to report its Q2 earnings on July 30. Options pricing suggests AMZN shares will rally after earnings.

Just over a month since its initial public offering, SpaceX has delivered one of the weakest post-debut performances of any major U.S. listing since the end of the 2008-2009 financial crisis. A Barron’s analysis found that the stock performed worse than 90% of other U.S. IPOs with market capitalizations of $1 billion or more since July, 2009. Over the first 27 trading days, SpaceX was down 23% from its first day closing price of $161.

The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.

STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google,"

Amazon created Prime Day to reward its most loyal shoppers. More than a decade later, the event has grown far beyond Amazon. Walmart, Target, Best Buy, Kohl’s, and other major retailers now routinely launch competing promotions around Prime Day, turning a once Amazon-centric sale into one of the ...

The online marketplace sent owners a fortune in cash, yet the stock itself struggled to keep pace. Here’s what the trade-off bought and what it means for holding now.

The Dow Jones (^DJI) is packed with iconic businesses that have built strong brands and durable market positions. A select few continue to thrive, delivering solid returns and proving their resilience in an evolving market.

Inside AWS sits a chip operation that rivals the biggest names in semiconductors, and almost nobody on Wall Street is pricing it in. Here is why one investor keeps loading up on Amazon while the crowd argues about retail margins and NVIDIA.

“Our biggest leakage is to the big players — to Walmart, Amazon and to some degree Aldi,” CEO Susan Morris said during an earnings call.

Despite unplanned downtime from five utility power outage incidents, Packaging Corporation of America executives described strength in the second quarter during a Thursday earnings call.

FedEx holds the edge over UPS with stronger price performance, a lower valuation, less leverage and a far lower dividend payout ratio.

Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet on where AI revenue lands a decade from now.

CART combines strong revenue, transaction growth and buybacks with margin pressure, premium valuation and regulatory risks that keep the outlook balanced.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if it's a rare opportunity or a clear warning.

Here is a way to collect a hefty income stream from Netflix stock right now, which you keep no matter what, while lining up a chance to buy shares at a serious discount if they ever get that cheap.

A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity ‌indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, ‌sparked in part by an increase in its

Intel beats expectations, Alphabet feels the sting of SpaceX’s stock drop, and more news to start your day.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

Although Microsoft stock looks historically cheap, concerns about massive AI spending could overshadow strong earnings and send shares lower.

Amazon is cutting jobs as part of an internal reorganization in order to focus resources on higher-priority AI projects. Meanwhile, it continues to invest heavily in models, cloud infrastructure, and custom chips.

For years, Amazon was my default option when I wanted quick delivery. As a Prime member, I get free two-day delivery, and in many cases, the online giant actually delivers the next day, sometimes even before 8 a.m. That's a bar Walmart wants to raise. Fast Company writer Elizabeth Segran ...

The two hyperscalers have a lot in common as investments.

Alphabet reported blowout earnings results late Wednesday, but the stock is dropping after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.

Amazon Slides Ahead of Earnings on China Probe and AI Cost Concerns

Amazon stock slipped below its 200-day moving average after Google's Q2 report reignited AI cost fears.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech’s AI infrastructure build-out is consuming capital faster than it can generate returns.

Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are willing to admit about the risks buried inside that spending. One earnings call could break the spell.

When a fellow Mag 7 giant drops a stunning cloud earnings report, it quietly flashes a buy signal for a completely different stock. Here is why one investor's finger stays glued to the buy button ahead of a pivotal July earnings date.

A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.

Amazon (AMZN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Two stocks that are lagging the market over past year are ready to fly high again.

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

Investing.com -- Yelp Inc. (NYSE: YELP) shares surged 8% Thursday following an Axios report that the local search pioneer has struck a strategic content-licensing deal with OpenAI. The partnership embeds Yelp’s massive database of reviews, ratings, photos, and business details directly into ChatGPT responses for local queries. Under the agreement, ChatGPT users will see official Yelp branding, back-links, and access to Yelp’s high-margin "Request a Quote" feature—allowing users to message local

ControlMonkey’s solutions help organizations strengthen disaster recovery readiness by protecting and restoring cloud infrastructure configurations across AWS environments. TEL AVIV, Israel and NEW YORK , July 23, 2026 (GLOBE NEWSWIRE) -- ControlMonkey, a cyber resilience platform and AWS Partner Network (APN) member, today has signed a Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS), which will bring options for enhanced disaster recovery readiness and operational continu

The new CEO has shown a willingness to go in his own direction, but you shouldn't necessarily follow blindly.

MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street with a target that towers above the crowd. Here is what the numbers actually say about whether the bull case survives.

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.

If you hold shares in the AI software firm, you're already carrying the full weight of a market pricing an exceptionally broad range of futures for the company.

With the stock already under pressure, the biggest risk for investors is a fundamental shift in how the company measures success, just as its growth is visibly slowing.

Stocks are facing their first major test of the summer on Thursday following another surge in global crude prices and a big bump higher in spending plans from Google parent Alphabet. Alphabet topped Wall Street’s heady earnings forecasts, with revenue rising firmly to just under $120 billion, but said its 2026 capex would rise to $205 billion, more than double last year’s tally. Shares in the company, which carries a market cap of more than $4.1 trillion, are set to open lower along with fello

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

Amazon's stock is in correction territory despite record profitability and accelerating AWS growth. Is Wall Street overlooking one of the market's most compelling AI investment opportunities?

Amazon is scheduled to report second-quarter earnings on July 30.

This key source of income accounts for a huge amount of earnings for the entire S&P 500.

Alphabet reported blowout earnings results late Wednesday, but the stock is dropping after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

Amazon and Meta are two of my favorite stocks to buy ahead of their earnings.

Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.

3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.

(Bloomberg) -- Amazon.com Inc. is being investigated by the Senate Small Business Committee for allegedly letting China influence the company’s online marketplace, according to a document reviewed by Bloomberg and two people interviewed as part of the investigation.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’

A U.S. Senate panel has launched an investigation into Amazon regarding alleged negligence and Chinese influence within its online platform.

HSBC believes Apple may win the AI race without matching the massive spending of its tech rivals.

Alphabet hiked its 2026 capex spending outlook in its earnings call shortly after market close.

Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.

A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.

Alphabet reported blowout earnings results late Wednesday, but the stock dropped after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

Amazon.com Inc (NASDAQ:AMZN) reports second-quarter earnings on July 30, and Bank of America is raising the bar ahead of the print, arguing AWS is accelerating faster than the Street expects. BofA now projects second-quarter revenue of $198.8 billion and operating profit of $24.1 billion,...

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

A majority of US residents object to artificial intelligence data centers being built near their hom

Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.

Google is doing a great job of converting AI Overview and AI Mode traffic into Search revenue, Gene Munster said in a post on X.

Amazon has eliminated positions within its Artificial General Intelligence group as part of an ongoing effort to focus resources on core customer priorities.

One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.

OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between what it earns and what it plans to spend raises a question the AI industry has been avoiding: at what point does ambition become a liability?

Amazon.com's (AMZN) second-quarter revenue and core profitability will likely exceed Wall Street's e

Alphabet, Amazon and Fox stand to benefit as streaming expands into advertising, live sports, creator video and connected-TV distribution.

Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.

Today, July 22, 2026, WTI crude oil jumped above $86 per barrel on Middle East tensions, sparking inflation fears.

A collapsing stock price can make it look like a company is falling apart. Amazon (NASDAQ:AMZN) founder Jeff Bezos says that’s exactly when founders need to pay the least attention to the market—and the most attention to the business they’re...

Amazon.com (AMZN) is expected to report Q2 revenue and earnings before interest and taxes above Wall

Netflix management is telling a new, more complex growth story, and on its latest call, analysts pressed to see if the numbers back it up.

The options market sees two very different destinations for the online marketplace over the next year, and if you hold the shares, you're along for the entire ride.

Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the biggest money sees opportunity right now.

Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates.

Will the divergence in semis vs. Mag 7 end?

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

The Dow Jones Industrial Average added 0.7% while the S&P 500 rose 0.9% and the Nasdaq Composite gained 1.3%. Semiconductor stocks logged their best day in a month. Overall, traders “shrugged off the news from the War in favor of buying the chip makers again, presumably on the hope that the AI hyperscalers, when they report second-quarter earnings over the next few days, will also report large capital spending plans,” wrote Macquarie Strategist Thierry Wizman.

Cooling U.S. inflation is lifting rate-cut hopes, putting NVIDIA and Amazon in focus as AI demand, cloud growth and consumer spending trends strengthen.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

The market is charging a premium for Amazon's stock, but its growth and profit metrics lag far behind its tech peers. Is this a bet on the future, or just an old habit.

Collect upfront option premium while agreeing to potentially buy the stock at a lower target price if assigned.

Microsoft and Amazon enter earnings season with AI at the center of their growth stories, but one stock appears better positioned for the long term.

Amazon trades at $249.45 and has moved in lockstep with the market. Its shares have returned 7.8% over the last six months while the S&P 500 has gained 8.4%.

More than 1.8 million organizations joined in the first half of this year alone

Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and three converging forces suggest the AI infrastructure pecking order looks different by early 2027.

SEATTLE, July 21, 2026--Amazon Business reaches $60 billion in annualized gross sales and 11 million customers, transforming how organizations of all sizes buy and save.

Oppenheimer Unveils Top Buy and Sell Stocks Across Every Sector

Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.

Alphabet, Microsoft, and Amazon are among the biggest names in tech, and they have exciting growth opportunities related to artificial intelligence (AI).

Recent enthusiasm around Amazon.com (AMZN) is tied to its push into artificial intelligence infrastructure, including a planned US$200 b capital spend, rapid growth in Trainium chip revenue, and a sizable stake in AI start up Anthropic. See our latest analysis for Amazon.com. Against this backdrop, Amazon.com’s share price return of 10.37% year to date and three year total shareholder return of 94.09% suggest momentum has been rebuilding as investors weigh its AI driven capex plans and AWS...

Hut 8 did not disclose the tenant for its 1 GW Beacon Point data center, but process of elimination points to Amazon, Nvidia, Meta, or Microsoft.

Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.

All three main equity indexes were in the green to start the trading week, but questions about war overtook optimism about earnings.

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]

Alphabet's Q2 2026 results may reflect Search ad momentum, AI-driven Cloud demand and rising subscriptions, with July 22 earnings in focus.

Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-end.

The next "Magnificent Seven" stocks won't be the "Mag 10," Citi analysts say: Watch these "Growth Industry" sectors instead.

The tech and e-commerce company’s absolute carbon emissions increased 16% in 2025 from the previous year, as it reported adding more data center capacity than any other company globally.

Here is a way to collect and generate upfront income today from one of the market's biggest names while establishing an opportunity to buy shares below current prices.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Boosted by demand among top funds and partnerships with Amazon, Google and Microsoft, Twilio eyes a breakout.

Wedbush said the move reinforces expectations that Meta is expanding its AI infrastructure strategy.

Amazon is burning through cash at a historic rate while simultaneously locking in the most lucrative AI contracts on the planet, and Wall Street cannot decide which side of that paradox matters more. The answer could determine whether AMZN doubles or stalls from here.

Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal near-term spending and a looming AI billing inflection is exactly why one investor keeps hitting buy.

Meta Platforms (META) is expected to report Q2 revenue and earnings above Wall Street estimates, sup

AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side.

The investor says the AI infrastructure boom is where most people should be investing their money — but warns the window to act is shrinking.

It's been five years since the company's founding CEO stepped down.

Ryan Cohen converted derivatives into 43.4 million shares

(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.

The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.

Amazon has a large stake in Anthropic.

Apple and Amazon posted identical revenue growth last quarter, yet the two companies are betting on opposite visions of the future. Which one actually protects your portfolio through a choppy back half of 2026?

Every stock in the "Magnificent Seven" has a different outlook.

Will Musk's "dogged determination" help Tesla beat expectations?

Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.

Netflix shares fell over 8% after-hours as revenue missed estimates despite an EPS beat, with investors weighing lower free cash flow and reduced engagement-data disclosures.

A viral clip claims collectibles crush the stock market using 20 years of returns, but a financial advisor spotted a flaw in the comparison so fundamental he called it a math crime. The numbers only hold up if you never ask where they came from.

Electrovaya (TSX:ELVA) is in focus after announcing a commercial agreement and warrant transaction with Amazon, linking future Infinity Battery Technology deployments to Amazon purchase volumes and potential equity ownership. See our latest analysis for Electrovaya. The Amazon agreement comes after a period of strong momentum for Electrovaya, with a year to date share price return of 20.93% and a 1 year total shareholder return of 160.59%. However, shorter term 30 day share price performance...

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.

Apple prints billions in cash every quarter while rivals burn theirs on unproven bets, and that difference is exactly why one investor keeps adding shares despite a valuation that should give anyone pause.

In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when

Retail sales rose in June as online spending surged, highlighting AMZN, FIVE, DLTR, TGT and TJX as retail stocks to watch.

AI is no longer just an emerging technology. In just a few years, it has become one of the biggest forces shaping how people search for information, shop online, create content, and get work done. Since ChatGPT brought generative AI into the mainstream, businesses have been racing to weave AI into their products, while consumers continue finding new ways to use it in everyday life.TipRanks Welcomes a New ETF – NYSE:RANK TipRanks has entered a new arena in the investing world, powering the index

Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.

Amazon Web Services executive joins expanding AI infrastructure push

Meta plans to spend $125 billion to $145 billion on capital projects this year.

Amazon stock has a high volatility skew with the tech giant's earnings due July 30. Use an advanced options strategy to aim for profit.

Amazon is spending big on data centers to meet AI demand.

Every time Reddit panics about Amazon's Trainium or Meta's custom silicon eating into Nvidia's dominance, the actual earnings tell a different story, and that gap between fear and fundamentals is exactly where this trade lives.

GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

Before Apple shares took off, management was repeating the same clue on its earnings calls, a clue the rest of the market seemed to be ignoring.

Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.

Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus of analysts sees that selloff as an opening rather than a warning.

Here is how Amazon (AMZN) and Brinker International (EAT) have performed compared to their sector so far this year.

Amazon VP Jason Buechel joins Kristen Scholer on NYSE Floor Talk

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

This battery stock is charging through the middle of the month thanks to a new commercial agreement.

Wall Street stocks fell decisively Friday, joining most global markets in retreating on continued weakness in artificial intelligence shares and rebounding oil prices.Kourkafas also cited the latest jump in oil prices as a factor in stock market weakness.

Meta is reportedly hiring an AWS executive, following news that it could explore a cloud business helped boost Meta stock.

The stock's recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings.

Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trillion-parameter system that has triggered intense discussion across global markets. By matching—and in some developer arenas, beating—flagship American models on key leaderboards, K3 has forced Wall Street to radically rethink how fast domestic Chinese labs are closing the capability gap with the West.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

AI infrastructure spending is driving rapid growth and multibillion-dollar backlogs for some industrial companies.

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe

It's underperforming the market right now.

This company aims to rival AI chip giant Nvidia.

Earlier this month, Amazon.com completed a multi-tranche bond issuance totaling about US$25.46 billion, including fixed- and floating-rate senior unsecured notes maturing between 2029 and 2066, with coupons ranging from 4.60% to 6.25% to fund general corporate purposes. The scale and long maturities of this funding underscore how Amazon is tapping credit markets to support large, long-lived investments in areas such as cloud, AI infrastructure, and logistics. Next, we'll examine how this...

The maker of Trainium chips now runs one of the top three data center chip businesses in the world, according to its CEO.

A collaboration with Amazon and a potential breakout are just two of the factors putting Snowflake stock on investors' radar.

(Updates with closing levels throughout the story.) Wall Street's stock indexes fell Thursday aft

The video game retailer's stock looks cheap, but the market has its reasons for doubt. Here's how to tell if the discount is a gift or a warning.

Amazon.com Inc (NASDAQ:AMZN) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts are projecting more than 32% upside to Amazon stock at the current level. Amazon remains hugely popular with elite investors, with some 353 hedge funds having stakes in the stock. On July 10, Amazon […]

Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.

A breakout month by the company's newly acquired investment banking subsidiary, BTIG, added nearly $100 million of revenue during the second quarter.

Alphabet (GOOG, GOOGL) is likely to deliver strong second-quarter results amid strength in its cloud

Apple's growth story is undeniable, but a single, unquantified warning from management on its last earnings call created the one question that now hangs over the stock.

These two retail giants' stock returns haven't been all that different over the past three years, but one has more upside potential.

Amazon stock and Google are buys because of massive AI distribution while Meta has to prove its strategy, Wedbush says.

Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share.

SpaceX (SPCX) stock dipped below its $135 IPO price for the first time since its debut. This comes as the company prepares for its 13th Starship test flight. Laffer Tengler Investments CEO and CIO, Nancy Tengler, explains why her confidence in the company hasn't shaken.

A framework to help finance and supply chain leaders distinguish genuine revenue intelligence from deduction dashboards using the term, and why the difference appears directly on the P&L STAT Revenue Intelligence STAT Recovery defines what 'revenue intelligence' really means for CPG suppliers — and why the difference shows up on the P&L. Quick definition: Revenue intelligence is the continuous analysis of a supplier's full purchase order and transaction history across every retailer, used to ide

Greg Abel has made some major shakeups to Berkshire's portfolio since becoming CEO in January.

Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?

With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash flow change the math before Q2 earnings hit on July 30.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Electrovaya Inc. recently announced a commercial agreement and warrant transaction with Amazon to support deployment of its Infinity Battery Technology across material handling operations, with potential expansion into robotics and energy storage, and warrants for up to 13,880,345 common shares tied to US$280,000,000 in cumulative future purchases. The vesting of Amazon’s warrants based on future purchase milestones, combined with Toronto Stock Exchange conditional approval for listing the...

The e-commerce landscape is rapidly evolving with the integration of artificial intelligence, as highlighted by recent strategic developments and technological advancements. Adobe's acquisition of Rephrase.AI exemplifies the industry's drive to enhance AI-driven generative video capabilities, reinforcing the commitment to sophisticated e-commerce marketing strategies. The market for generative AI in e-commerce is projected to grow significantly, buoyed by AI-powered personalized...

Amazon.com (AMZN)-backed Anthropic is in talks with banks to expand its credit facilities by billion

Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

Electrovaya Inc. (ELVA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Space Exploration Technologies is emerging as Elon Musk's biggest value creator, driven by Starlink, launch leadership and expanding AI ambitions.

Taiwan Semiconductor Manufacturing (NYSE:TSM) raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remains “extremely robust,” even as some consumer and price-sensitive end markets face pressure. On the

Demand for hyperscaler company bonds has waned this year.

The data is mixed as to whether there is an AI bubble.

Ark Investment Management is going all in on AI.

With Q2 earnings closing in, Jefferies just named its top Magnificent 7 pick and the choice cuts across some of the most widely held retirement stocks in America. One of these three tech giants wins on valuation, one wins on income, and one barely shows up to the fight.

Roth Capital analyst Craig Irwin advised investors to evaluate Electrovaya’s Amazon pact in the context of Ford Motor Co.’s (F) energy storage system agreement with EDF.

The brokerage says Amazon offers a more attractive way to gain exposure to AI infrastructure and retail than two of its biggest rivals.

Electrovaya gave Amazon options to buy over 20% of its shares, but they only vest as Amazon purchases more products

They are two of the biggest names in AI computing right now.

The cloud giant named a veteran Amazon executive to oversee a key AWS division following the departure of a long-serving leader.

Apple stock just punched through a fresh record above $325 with a $5 trillion market cap in sight, but Wall Street's average price target still sits below where shares trade today, and one closely watched probability signal flashes caution about the road to $350.

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Amazon AI Chip Demand Is Booming, CEO Andy Jassy Says

US benchmark equity indexes were higher intraday, aided by certain mega-cap technology stocks, as tr

In a field of software giants, one company delivers the fastest growth by far, but the market makes you pay for every last bit of it.

Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.

SPCX is overtaking TSLA as Elon Musk's biggest value creator, powered by reusable rockets, Starlink growth and a growing push into AI infrastructure.

Greek Data Center Market Greek Data Center Market Dublin, July 15, 2026 (GLOBE NEWSWIRE) -- The "Greece Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering. The Greece data center market is poised for substantial growth, with an expected CAGR of 10.25% from 2025 to 2031. This growth trajectory underscores the country's rising status as a digital infrastructure hub, attracting significant investments and fostering technolo

Electrovaya will provide batteries to Amazon for its material-handling operations.

Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.

The hyperscalers are under pressure to show results from their AI spending.

Market volatility could be looming. Here's how to protect your investments.

Andy Jassy inherited AWS, a bloated cost structure, and a stock already priced for perfection. Four years of layoffs, AI bets, and record earnings later, the scorecard reveals a gap between operational wins and investor returns that demands an explanation.

The automation arms race is heating up.

Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners and everyone else is widening faster than Wall Street anticipated.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the high-growth wide-moat stocks to buy. On July 7, Reuters reported that Amazon planned to raise $25 billion through a U.S. bond sale, with proceeds intended for general corporate purposes, including capital expenditures. The financing underscores the scale of investment required to expand cloud and AI infrastructure, while also […]

It's trouncing the market this year.

Semiconductor stocks still have plenty of runway in front of them.

Rackspace shares slide as market reacts to guidance cut and weak preliminary results.

AI stocks have slipped in recent weeks.

New York just hit pause on big data centers -- and 14 other states are considering similar moves.

The options market is pricing a sizable range of outcomes for the streaming giant, and if you hold the shares, you are already exposed to that full, two-sided potential.

The technology giant is on a historic run fueled by real business strength, but every investor eyeing the stock today must ask if the ticket price already accounts for the victory lap.

Amazon.com, Inc. (NASDAQ:AMZN) is among the Ray Dalio Stock Portfolio. On July 7, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) said it plans to raise $25 billion through a US dollar bond sale. It will extend Big Tech’s focus toward debt financing as companies are increasing AI infrastructure spending. Reuters said the firms, Alphabet, Microsoft, and Meta, are expected to spend […]

Alphabet Inc. (NASDAQ:GOOGL) is among the Ray Dalio Stock Portfolio. On July 8, Bloomberg, citing UN Trade and Development (UNCTAD), reported that Alphabet Inc. (NASDAQ:GOOGL)’s $14.5 billion data center project in Andhra Pradesh helped grow India’s foreign direct investment by 44% to $39 billion in 2025. The agency said the increase also shows Hynfra’s $4 billion […]

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 8.7% over the past year and by 8% year-to-date. Wells Fargo adjusted the share price target to $313 from $312 […]

Analyst Steven Cahall argues licensing its IP would generate more than $15 billion annually

Amazon.com Inc (NASDAQ:AMZN) is well-positioned heading into its second-quarter earnings report, according to Jefferies, which reiterated the e-commerce and cloud computing giant as a top pick, citing resilient consumer spending during Prime Day, accelerating Amazon Web Services (AWS) growth and...

Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...

Operators seek billions as infrastructure spending accelerates

SHOP's 22.5% YTD slide reflects slowing growth and AI costs, but rising payments, AI commerce and global expansion may support a rebound.

SpaceX stock fell 38% from its peak, cutting Elon Musk's fortune by $500 billion. Analysts still see a rebound ahead.

META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.

One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.

Andy Jassy just put a staggering number on Amazon's AI ambitions, and it raises a question every shareholder needs to answer before the next earnings call.

Amazon.com (NasdaqGS:AMZN) is building a large, highly automated robotic fulfillment center in Texas to increase efficiency in its logistics network. The company is also expanding access to its in-house Trainium AI chips to external customers through AWS. These moves indicate a push to deepen control of both physical fulfillment and underlying AI infrastructure. Amazon.com, trading at $247.31, continues to lean on logistics and cloud infrastructure as core parts of its business model. The...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, Wells Fargo raised its price objective for the company’s stock to $313 from $312, while maintaining an “Overweight” rating. The firm expects a healthy Q2 amidst continued acceleration in AWS. That being said, while the firm anticipates […]

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest $2.5 billion in a new group. This group focuses on assisting clients with AI implementations. With this, Microsoft Corporation (NASDAQ:MSFT) is the latest tech giant that is committing significant resources […]

Meta Platforms (META) will be expanding its data center project in Louisiana to 5 gigawatts of compute capacity. Yahoo Finance Tech Editor Dan Howley examines this latest news.

For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.

BETHESDA, Md., July 14, 2026--First Washington Realty (FWR) has acquired Evergreen Village, a 123,562-square-foot premier grocery-anchored community shopping center in Bellevue, Washington, expanding FWR's existing Pacific Northwest portfolio to ~2.3 million square feet. Anchored by a Safeway supermarket, Evergreen Village features a diverse mix of fitness and dining tenants, including Edgeworks Climbing, Puetz Golf Superstore, and Starbucks, creating a vibrant hub that draws consistent traffic

Zacks.com users have recently been watching Amazon (AMZN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Starship is the key to the SpaceX (SPCX) investment thesis, and the next proof point is coming fast. Without Starship, Will SpaceX Stock Fall Apart.

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Amazon is reportedly considering selling its Trainium chip to external companies.

FMG, the marketing automation platform trusted by more than 80,000 financial professionals collectively serving over 45 million U.S. investors, today announced the appointment of three independent directors and one board observer to its Board of Directors. John Carter, former President and Chief Operating Officer of Nationwide Financial; Janet Malzone, former CEO of Grant Thornton LLP; and Deanna Mulligan, CEO of Ceres Life Insurance and former CEO of The Guardian Life Insurance Company of Ameri

(Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said that in the not-so-distant future, nuclear fusion technology will offer the most realistic solution for powering AI data centers’ ballooning needs. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route

Amazon.com stock has delivered an 85.2% return over the past three years, yet current valuation checks and intrinsic value estimates both still point to the shares trading below what the cash flows and market multiples imply. Over the last three years Amazon.com returned 85.2%, which puts extra focus on whether that gain already reflects its fundamentals or still leaves a gap to intrinsic value. Heavy investment in AI infrastructure, cloud and logistics can support long term cash generation...

This stock thrives on volatility.

Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.

Oh, how the mighty have fallen.

Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.

Amazon's P/E ratio is near multiyear lows.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.

The online marketplace sent owners a fortune in cash, yet the stock itself went nowhere fast. Here’s what that trade-off bought, and what it means for holding on now.

CVS Health Corporation (NYSE:CVS) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Noting that healthcare stocks have been out of favor for some time, a caller asked if the stock is a buy, sell, or hold. Cramer stated: It’s a […]

SPCX has fallen 35% from its peak, but Starlink profits, Starship progress and AI ambitions support a hold-and-watch approach.

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.

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It's growing fast and has plenty of opportunity.

The company is intentionally sacrificing profits for growth, but the quality of that growth, especially in its credit arm, is the key vulnerability for investors.

Hyperion project grows from 2GW as Meta deepens AI infrastructure spending in Louisiana.

The fate of Grail's stock will ultimately be decided in the cost-benefit calculations of medical insurers.

Elon Musk’s space-and-AI company lost $4.9 billion last year and trades at 97 times sales. Investors need a lot to go right.

Synchrony Financial (NYSE:SYF) is one of the best quality stocks to buy according to Wall Street analysts. On June 29, Synchrony announced key executive leadership changes across its Digital platform and Technology and Operations organizations to accelerate digital growth and AI adoption. Carol Juel has been named CEO of Synchrony’s Digital platform, succeeding the retiring […]

The e-commerce leader has to fund its data center construction somehow.

Space Exploration Technologies is currently the seventh-largest company in the world by market capitalization.

One cloud computing stock stands out among the group.

Analysts expect Alphabet’s second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.

It's been a tumultuous first month on the market for the company.

The social media company's plan to become a cloud computing provider could shift the market's sentiment toward the stock.

The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital, has matched that pace with about 13% annually over the same stretch. Impressive numbers for most investors. Yet both look like amateur hour next to the woman still serving out her final term in Congress: Nancy Pelosi.

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 9.5% over the past year and by 7.6% year-to-date. Bank of America discussed the firm on July 7th […]

Kyndryl Holdings Inc. (NYSE:KD) is one of the best up and coming tech stocks to buy now. On June 18, Kyndryl and Amazon Web Services/AWS announced an expanded strategic collaboration agreement designed to help enterprise customers move beyond AI experimentation to the deployment of agentic AI. Through increased investment in talent development and joint solution […]

Bubbles follow a general pattern, and when debt-fueled speculation is involved it can get very ugly.

The company's fundamentals just hit records. Its stock hasn't noticed.

The company is making a big bet on professional contractors just as its core DIY customer is pulling back, creating a new kind of vulnerability.

A New Jersey bill would ban self-driving cars that don't use radar and lidar. Tesla's stock is up 1% on Friday.

Meta rose more than 5% on Friday after Mark Zuckerberg said the company is looking into renting out data center computing capacity.

AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.

Owning shares in the social media giant means you're strapped in for a potential ride of remarkable proportions, whether the destination is up or down.

The real signal lay beyond the headline numbers, in a problem management kept admitting to: they simply couldn't keep up with demand.

The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.

Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN, you need to see what the headline numbers are hiding.

SpaceX's historic IPO turned Elon Musk into the world's first trillionaire, and now Jeff Bezos is making the biggest bet of his life on the company he has quietly funded for 26 years.

Peter Lynch built his legendary track record by reading signals most investors overlook, and one of his most powerful indicators is now behaving in a way the technology sector has not seen in roughly 15 years.

Rivian Automotive, Inc. (NASDAQ:RIVN) was among the stocks Jim Cramer discussed during Mad Money, as he called the growing wave of stock offerings and debt issuance a threat to the bull market. Cramer called out worrisome deal pricing trends in the wake of the Rivian stock drop, as he remarked: What matters, though, is where […]

Amazon's low-cost delivery expansion could intensify competition as overnight shipping may be added in the future.

Amazon's Low-Cost Shipping Push Raises the Stakes for UPS and FedEx

These AI stocks sell for low valuations relative to their growth rates.

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer mentioned the stock during the episode and commented: It’s the final area, the third flows of funds that really astounded me. I’m talking about a gigantic amount of money flew into what’s become the last place on earth […]

After a sharp slide, Palantir's stock is testing a price floor that has held strong before, forcing investors to decide if the company's explosive growth is enough to command a fourth defense.

The M&S storefront on Amazon.nl will stock over 1,000 items across women's, men's and children's clothing.

FedEx stock has delivered a 64.8% return over the past year, while both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and earnings multiples currently suggest the shares trade at a discount to what the underlying cash flows imply. Over the last 1 year, FedEx has returned 64.8%. This puts fresh attention on whether the current price still leaves room for further value to be realised. Recent positive sentiment around analyst upgrades and the approval of a new pilot...

Climb Global Solutions (NASDAQ:CLMB) used an investor day presentation at Nasdaq to outline its vendor strategy, technology investments, international expansion plans and longer-term financial targets, with management emphasizing faster growth through both organic initiatives and acquisitions. A co

Carr said he is “bullish” on SpaceX's use of new airwaves to boost satellite-to-cell service and said the FCC is “open-minded” about direct wireless deals.

A rough year for most of the megacaps has opened the door for funds that tilt away from the biggest stocks.

Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. SpaceX stock ended nowhere near that on Thursday. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” Godyn wrote earlier this week.

Here is a way to get paid a meaningful cash income, right now, on DoorDash shares you already own, income you keep no matter what the stock does, in exchange for capping your gains above a higher price.

The latest trading day saw Amazon (AMZN) settling at $247.04, representing a +1.4% change from its previous close.

Amazon.com (NasdaqGS:AMZN) confirms the successful deployment of 396 Leo satellites, preparing to launch its own broadband internet service later this year. Amazon introduces a new Alexa+ Agentic Ads format that enables shoppers to complete purchases directly within Alexa conversations. AWS deepens its partnership with Anthropic, which is using AWS for high profile AI deployments, including a recent cybersecurity contract and IPO related activity. Amazon.com, trading at $247.04, is adding...

Every billionaire obsession comes with a bill, and for a quarter century, one man has quietly paid his out of a single pocket. No shareholders. No bankers. No outside voices at the table. Just one founder, one improbable dream, and a steady drip of stock sales to keep the rockets coming. That ...

Instacart (NASDAQ:CART) is seeing early signs that price parity, in which grocers charge the same prices online as in-store, could become a meaningful growth lever, according to a new Jefferies survey of US grocery delivery users. The firm reiterated its Buy rating on the stock and raised its...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the best Seth Klarman portfolio stocks to buy. On July 2, Amazon.com, Inc. (NASDAQ:AMZN) confirmed it has now launched 396 satellites for Amazon Leo, its low Earth orbit broadband network formerly known as Project Kuiper. This milestone, the company said, is sufficient to begin an initial rollout of internet […]

Liberty Global Ltd. (NASDAQ:LBTYK) is one of the best Seth Klarman portfolio stocks to buy. On June 25, egg Power, the clean energy infrastructure business owned by Liberty Global Ltd. (NASDAQ:LBTYK), signed a Power Purchase Agreement (PPA) with Amazon to supply 90 megawatts of wind energy from the Chirmorie Wind Farm in South Ayrshire, Scotland. […]

Amazon's corporate bonds show that AI tailwinds will continue to accelerate.

Amazon.com Inc. (NASDAQ:AMZN) is one of the top stocks to buy according to Whale Rock Capital Management. On July 1, NiCE, a leader in CX AI, announced that Amazon Web Services, Inc. (AWS), a component of Amazon.com Inc. (NASDAQ:AMZN), had selected the company as a launch partner for the AWS European Sovereign Cloud. This is […]

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley lowered the firm’s price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $172 from $172.50 and kept an Overweight rating on the shares. On July 8, Benchmark raised the firm’s price target […]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, BofA raised the firm’s price target on Amazon.com, Inc. (NASDAQ:AMZN) to $165 from $145 and kept a Buy rating on the shares. BofA cited Nielsen point-of-sale data showing domestic SN product sell-through accelerated in […]

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion multi-tranche bond sale, to fund infrastructure. Microsoft leans on its OpenAI stake and contracted backlog. Same tailwind, different balance sheets. AWS Reaccelerates While Azure Sprints ... Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition

For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars toward artificial intelligence infrastructure instead of repurchasing shares. At first glance, that has disappointed investors looking for immediate capital returns. Yet ... Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should

Costco is the undisputed king of value retail, but slowing growth and a rich valuation clash with Dollar Tree's rising profits and a rare guidance upgrade.

Levi Strauss & Co. (LEVI) CFO and chief growth officer Harmit Singh sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the clothing brand's second quarter earnings results, its full-year outlook, and the growth it is seeing across its segments.

A technology giant is growing faster than it has in years, yet the market is pricing its stock as if that growth is worth nothing at all.

(Bloomberg) -- One notable group has been absent from the 2026 stock rally: the American tech giants that have charged a nearly four-year bull run.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Magnifi

Meta's $9B Alberta data center and potential cloud plans could diversify growth, but heavy AI spending and rich valuation may test investors.

Debt financing for AI-related needs — be it for data center construction or general liquidity amid aggressive spending — is accelerating in 2026, testing the limits of investor demand. July already has featured a $25 billion bond package for Amazon.com, and data center operator QTS is marketing an additional $2 billion across bonds and loans for mid-month pricing. That’s after the US high-yield bond market absorbed $31.9 billion of new AI-related bonds through July 8 this year, all but $4 billio

GXO Logistics stock has given investors a roughly 22.6% decline over the past three years, and today the picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to shares being roughly in line with fair value, while traditional market multiples still lean toward the stock looking expensive. Over the past three years, GXO Logistics has fallen about 22.6%, which means recent shareholders have not been rewarded despite ongoing interest in the business. On the...

Amazon.com Inc. (NASDAQ:AMZN) is one of the 12 Best Dow Stocks to Invest In Right Now. According to a report released on July 2, Monness analyst Brian White reiterated a Buy rating on Amazon.com Inc. (NASDAQ:AMZN) while increasing the price target. The analyst raised the firm’s price target on the stock from $241.7 to $315. […]

Amazon.com Inc. (NASDAQ:AMZN) is one of the 10 Best Major Stocks to Buy According to Analysts. On June 26, Keb Gawrelski from Wells Fargo reiterated a Buy rating on the stock with a price target of $312. The revised price target suggests a further 22% upside from the current levels. This upside is consistent with […]

Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 1, Jefferies highlighted Microsoft Corporation (NASDAQ:MSFT) and Amazon as two of the biggest beneficiaries of continued growth in cloud computing. Based on a survey of 40 U.S. Chief Information Officers, the firm now expects cloud spending to […]

There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.

Amazon.com, Walmart and American Express headline new analyst reports highlighting growth drivers, competitive positioning and key risks across their businesses.

There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.

Steve Cohen, head of Point72 Asset Management, dumped tech stocks and bought this unloved healthcare company.

Amazon founder Jeff Bezos says America has a spending—not a revenue—problem, arguing the bottom half of taxpayers should pay zero federal income tax and that vilifying billionaires misses the point.

Amazon.com, Inc. (NASDAQ:AMZN) is a top AI stock on Wall Street’s radar. On July 2, Bloomberg reported Amazon.com, Inc. (NASDAQ:AMZN) has enough satellites in orbit to start rolling out its broadband service, Amazon Leo. The company has more than 390 satellites deployed and has completed enough launches for the initial service. The push follows the […]

Management is all-in on a new growth story through acquisition, but the silence around its massive, slowing retail business is what investors need to hear.

Bezos ramps up his rivalry with Elon Musk over space with the move, letting in institutional investors right as SpaceX stumbles in public markets

SemiAnalysis estimates that Anthropic could be worth $6 trillion by the end of next year if its growth rate stays intact.

Jeff Bezo’s Blue Origin is reportedly nearing the end of a fundraising round that values the rocket launch company and SapceX competitor at $130 billion.

Before the stock took off, the company was running a high-stakes test in the U.K. that was quietly proving its entire turnaround strategy could work.

Warner Bros. Discovery is overhauling its advertising infrastructure by leveraging Amazon Web Services’ agentic AI to bridge the gap between traditional linear television and digital ad markets.

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

The past six months have been a windfall for Remitly’s shareholders. The company’s stock price has jumped 79.3%, setting a new 52-week high of $24.44 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 1, 2026, Check Point Software Technologies launched its Cloud Firewall on the new AWS European Sovereign Cloud, expanding its partnership with Amazon.com, Inc. (NASDAQ:AMZN)’s Amazon Web Services (AWS). The AWS European Sovereign Cloud is an […]

After a steep slide, Netflix stock has landed on a price floor that has launched major rallies before, forcing investors to decide if the business is strong enough to make history rhyme.

Amazon dominates in absolute scale, yet Shopify's faster growth rate tells a different story. See how seasonality shapes both companies' revenue trajectories.

AMZN, WMT, AXP, NGVC and AP headline the latest analyst reports, highlighting growth drivers, competitive strengths and key risks shaping their outlooks.

Bath & Body Works (NYSE:BBWI) shares dropped 4. 1% in pre-market trading on Wednesday after Goldman Sachs downgraded the specialty retailer to Sell, citing concerns over weakening consumer sentiment, brand perception and the risks associated with its evolving distribution strategy.

SpaceX is not the only space stock out there right now.

Investor positioning is so optimistic that earnings disappointments could trigger a massive stock reversal.

Dollar Tree upgraded, PayPal initiated: Wall Street's top analyst calls

Amazon.com's AI push, global expansion and diversified businesses support growth, but rising AI spending, debt and competition pose challenges.

Major growth is expected for Amazon Web Services.

The U.S. Treasury Department revoked a license allowing Iran to sell its oil worldwide following an attack on a Qatari natural gas shipment.

One navigates a $22B acquisition and high growth; the other offers stable cash flow and a 9.4% net margin.

BofA Securities projects all three hyperscalers will spend upwards of $140 billion each in 2026 to support the data-center buildout.

Amazon plans at least a $25 billion bond offering that could grow with investor demand to fund general corporate purposes.

(Bloomberg) -- Private credit is poised to take on an even bigger role in financing the “massive amount of infrastructure investment” for artificial intelligence as companies look for capital to fund outsized expenditures, according to the head of BlackRock Inc.’s research arm.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosof

Amazon (AMZN) possesses solid growth attributes, which could help it handily outperform the market.

The offering could grow depending on investor demand, and Amazon says it won't issue more debt this year

Now could be a good time to consider buying the dip.

Amazon (NASDAQ:AMZN) heads into the back half of 2026 with an overwhelming Wall Street consensus behind it. Our 24/7 Wall St. price target for Amazon is $323.61, implying 33.36% upside from the current price of $242.67. I rate Amazon a buy with a 90% confidence level, which qualifies as high conviction in our framework. 24/7 ... Prediction: Prime Day Success Sets Up Amazon for 33% Upside Based on Our Analysis

Amazon is returning to the bond market with a multitranche debt offering as strong investor demand keeps borrowing costs low while the company continues investing heavily in AI infrastructure.

All three major US stock indexes were down in late-morning trading Tuesday, with the Nasdaq Composit

Based on the average brokerage recommendation (ABR), Amazon (AMZN) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

(Bloomberg) -- Standard Nuclear Inc., a maker of fuel for nuclear reactors, is seeking to raise as much as $383 million in a US initial public offering.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentences Official to Death Over $325 Million in BribesThe

Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg News reported on Tuesday, ‌in the company's latest push to fund its hefty AI investments. Tech ‌companies have been tapping debt markets and launching equity sales to fund their costly AI infrastructure ​build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.

GREENWICH, Conn., July 07, 2026 (GLOBE NEWSWIRE) -- Leverage Shares by Themes is pleased to announce the launch of six new 2X single-stock leveraged ETFs, available for trading beginning July 7, 2026. Designed for active traders seeking dynamic ways to express short-term views on some of the world's most influential technology companies, these funds provide a tool to seek 200% (up & down) of the daily performance of Alphabet, Amazon, Meta, and Apple. The new Cboe-listed ETFs are tailored to targ

The company's AI platform is driving rapid, triple-digit growth in its core U.S. market, but the stock's premium price and past volatility demand a clear-eyed look at the risks.

Meta stock is off to a strong start in July as investors are sizing up a potential Meta cloud business.

In a group of tech giants, one company is posting top-tier growth for a bargain price, forcing investors to ask if it's a deal or a trap.

SpaceX trading losses on Tuesday didn’t appear to have much to do with space fundamentals. Elon Musk’s AI and space company entered the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. A stock pop was possible, as passive funds snap up shares.

Cerebras Systems (CBRS) is back in focus after its Q1 2026 earnings release and call on June 23, where the AI infrastructure company paired sharp year-over-year revenue growth with a narrower net loss. See our latest analysis for Cerebras Systems. Despite the strong Q1 revenue update and high profile partnerships with OpenAI and Amazon, Cerebras Systems’ share price return is under pressure, with a 1 day move down of 6.27%, a 7 day share price return down 11.17%, a 30 day share price return...

Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You haven’t. Over the past 12 months, while the S&P 500 gained a respectable 21%, Alphabet left it in the dust. It also trounced its mega-cap peers; Microsoft (MSFT) stock returned -21.9%, and Meta Platforms (META) returned -16.2% over the same period.

In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence. These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.

Amazon delivered a blowout first quarter in April, with net income nearly doubling and earnings per share crushing Wall Street forecasts by a wide margin, The Motley Fool reported. A closer look at the results reveals an unusual driver behind much of that outperformance, one that has nothing to do ...

AMZN stock should get a huge boost from the company's AI and satellite businesses.

Amazon has crossed 390 Leo satellites, clearing the way for initial service later this year and tightening the race with SpaceX.

Microsoft is facing the brunt of software stock negativity while continuing to invest heavily in AI.

The options market is pricing a sizable two-way swing for the streaming giant, and if you hold the shares, you are already carrying that full spectrum of risk.

You might think you know how this retail giant makes its money, but a look under the hood reveals a powerful new profit engine is taking over.

SpaceX had a busy holiday weekend, working on its Starlink space-based broadband business and revealing some of its AI plans. SpaceX stock traded as high as $167.90, but closed at $160.42, down 1% on Monday, while the and added 0.7% and 0.3%, respectively. The moves came after SpaceX posted a new video to its website detailing plans for a new “Starmind” satellite constellation.

The e-commerce giant's growth story is impressive, but its biggest vulnerability may be a profitability metric that has soared far above its own history.

Excitement has cooled this year around some of the biggest names in tech.

Stock Market Today: The Dow Jones index rose Monday, while the Nasdaq rallied sharply. Micron stock and Sandisk rebounded in morning trading.

Microsoft said on Monday it would cut 4,800 jobs, or about 2.1% of its global workforce, overhauling its Xbox gaming business and divesting up to five studios as it looks to boost returns after ‌years of heavy investment in the division. Despite spending tens of billions of dollars to expand Xbox, including its blockbuster acquisition of Activision Blizzard, Microsoft has struggled to narrow the gap with Sony's PlayStation, and Nintendo, prompting ​a broader rethink of the gaming business. The

According to a Bloomberg report citing a Morgan Stanley note, the firm picked Microsoft, Amazon, and Meta as its favorites among AI hyperscalers.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buying opportunity after Bloomberg reported that Meta Platforms (META) is planning a cloud business to sell AI computing power. Rosenblatt said […]

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Okta upgraded, Datadog downgraded: Wall Street's top analyst calls

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top AI Stocks to buy according to billionaire Philippe Laffont. On June 29, Park Ha Biological Technology inked a strategic cooperation with Amazon.com Inc. (NASDAQ:AMZN) as part of its global expansion plan targeting the North American Personal care market. The Chinese technology-driven skincare brand has already begun executing […]

We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Snowflake Inc. (NYSE:SNOW) is one of the stocks discussed by Jim Cramer. Data warehousing firm Snowflake Inc. (NYSE:SNOW)’s shares are up by 17.5% over the past year and by 20% year-to-date. Since Cramer’s remarks, they […]