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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.

Its cloud arm widened margins while the capital plan grew, and that pairing is what a re-rating would rest on.

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.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper. Microsoft closed at $390.54 on July ... Microsoft Just Did the Unexpected So I’m Loading Up

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

July 31 (Reuters) - The Nasdaq opened higher on Friday, boosted by Amazon's 12% jump after the Big Tech company joined some of its peers in delivering strong cloud revenue growth, putting to rest

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.

Amazon's cloud business has entered a new orbit.

QQQ built its reputation as the go-to ticker for tech exposure, but the way the Nasdaq-100 is constructed means you are getting far less pure technology than you probably think, and a quieter Vanguard fund has been exploiting that gap for years.

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

AWS backlog reached $496 billion as capacity still trails demand

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Amazon Stock Soars as AWS Growth Accelerates and Profits Smash Forecasts

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.

Memory chip supply constraints remain a problem for Apple.

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

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.

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

8am: Nasdaq on a roll The Nasdaq is poised to charge ahead again on Friday after its best day in weeks, with Microsoft leading a tech-sector recovery and delivering its biggest single-day increase in market value on record, lifting sentiment across the broader market. Nasdaq futures point...

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

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure

Wall Street futures pointed solidly higher pre-bell Friday, after tech-and-delivery conglomerate Ama

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

Apple is growing like an AI spender, but isn't spending like one. Thursday's earnings show that route is cheaper, but it's not free of obstacles.

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.

For Apple shareholders, here’s a way to get paid a meaningful income now, which you keep no matter what, in exchange for agreeing to sell at a price above today's if the stock keeps climbing.

↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.