Amazon's accelerating cloud growth improved sentiment toward hyperscalers after investors punished Alphabet for its rising capital expenditure.
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Google and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to get there. Which approach actually holds up when the free cash flow bills come due?
The e-commerce giant, which saw shipping costs escalate at the highest rate in more than three years, did not specify the amount it could reimburse.
By Noel Randewich and Johann M Cherian July 31 (Reuters) - Wall Street climbed on Friday, lifted by Amazon as the tech heavyweight's strong quarterly report bolstered investor confidence in AI-related
Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.
Replimune (REPL) stock soared 94% after the company late Thursday reported a favorable outcome of th
Amazon Gets a Fresh $350 Price Target as AWS Growth Accelerates
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.
Nvidia stock was rising after Amazon raised its capital expenditure forecast and played down competition between its custom AI chips and Nvidia’s processors.
Rivian still has a lot to prove before it can be compared to the EV leader.
The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

Amazon (AMZN) may have posted negative free cash flow in its second quarter earnings released on Thursday, but the stock is ripping up to 15% higher in Friday's session. Maxim Group managing director and senior consumer internet analyst Tom Forte dives into this phenomenon.
Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double from here. The gap between those two outcomes hinges on a question Wall Street spent nine months arguing about.
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
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.
Wall Street found stronger returns behind soaring investment.
Stronger cloud growth and rising AI demand helped offset concerns about higher capital spending.
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 […]
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.

Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.