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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.
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's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.
Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.
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. The Seattle-based e-commerce and cloud computing giant's stock surged 15% on Friday after it delivered its strongest cloud growth in more than four years and raised its annual capital spending forecast. Amazon and Microsoft are the only two of the "Magnificent Seven" companies, out of the six that have reported so far, whose AI spending has paid off in investors' eyes.
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Analysts raised Amazon price targets to as high as $400 after AWS growth of 37% drove a 15% single day surge.
Amazon's accelerating cloud revenue helped investors look beyond a $220 billion capital-spending plan and negative free cash flow.
Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.
The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
The e-commerce and cloud giant topped second quarter expectations as accelerating cloud growth at Amazon Web Services (AWS) helped drive strong results.
The e-commerce and cloud giant topped second quarter expectations as accelerating cloud growth at Amazon Web Services (AWS) helped drive strong results.
Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.
Amazon shares jumped more than 12% before the bell on Friday after the e-commerce and cloud giant posted its strongest cloud growth in over four years, bolstering investor confidence that its multibillion-dollar AI bets are driving a fresh wave of demand. The rally put Amazon on track to add about $300 billion in market value, as investors looked past a 10% increase in planned capital expenditure to $220 billion and instead focused on booming demand at Amazon Web Services (AWS), the profit engine at the center of the company's AI push. The reaction was in sharp contrast to Alphabet's earnings last week, when the Google-parent's shares stumbled after it reported its first negative cash flow, which stemmed from rising AI-related spending.
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.
<body><p>STORY: :: Archive</p><p>What if your next driverless taxi had no steering wheel? That may soon become a reality.</p><p>Amazon-owned Zoox has won the first U.S. approval for commercial deployment of a robotaxi built without traditional human controls.</p><p>The approval came from the National Highway Traffic Safety Administration, or NHTSA...</p><p>allowing the company to begin charging for rides in Las Vegas once it completes state requirements.</p><p>Here's NHTSA administrator Jonathan Morrison.</p><p>"Since our standards get into performance requirements for specific aspects such as braking performance, they provided information and we received public comment, and we made that determination that their vehicle as equipped, can meet all of those requirements and in fact, exceed those."</p><p>The vehicle looks very different from a conventional car.</p><p>It's an electric, carriage-style robotaxi with two rows of inward-facing seats and a top speed of 75 miles per hour.</p><p>Federal officials say Zoox can deploy up to 2,500 vehicles in each of the next two years.</p><p>The move comes as companies including Alphabet's Waymo and Elon Musk's Tesla race to expand driverless ride-hailing services across the U.S.</p><p>The green light comes with added oversight.</p><p>U.S. regulators say the firm must report issues including crashes and inappropriate stops.</p><p>Authorities also retain the power to revoke the exemption if major safety concerns emerge.</p></body>
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
South Korean stocks jumped 17%, leading the region’s equity markets higher, as chip and technology shares climbed.
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.
The market is applauding Amazon's strong Q2 report.
AWS revenue hit $42.2 billion as total company revenue crossed $200 billion for the first time in a single quarter
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.
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