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Today Earnings (a.m.): Mastercard, Hershey, KKR, Yum Brands, Cigna, Regeneron, Valero Energy, Norwegian Cruise Line, Hyatt Hotels, Bristol-Myers Squibb, Altria, International Paper, SiriusXM, Blue Owl Capital Earnings (p.
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.
Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.
SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.
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
Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.
The $3 trillion market cap club will be crowded in 2027.
Amazon.com Inc. is taking its satellite connectivity strategy straight to smartphones, intensifying competition with Elon Musk-led Space Exploration Technologies Corp.‘s satellite internet service Starlink. Expanding The Space Network The e-commerce giant, in a statement on Monday, said it sought the...
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.
Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.
Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.
Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.
Amazon, Apple set to follow tomorrow with their own quarterly numbers; Nvidia’s due next month
Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.
The world's largest package carrier is handing back more cash than the typical blue chip, yet the market seems unimpressed.
Investors will look beyond earnings to see whether AWS growth is keeping pace with rising AI investment.
Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.
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...
Amazon launched its Nova family of AI models at re:Invent in December 2024 with much fanfare: Nova Premier, Nova Omni, Nova Reel, Nova Canvas. The pitch was that Amazon was building affordable, capable alternatives to the models from OpenAI, Anthropic, and Google. It was a broad lineup designed to ...
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.
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.
The long-term outlook for Symbotic is bright, but the short term is cloudier.
The company is broadening its GUTSI™ product portfolio by extending its fulvic and humic mineral platform across beverages, supplements, and functional nutrition products. Key Investor TakeawaysVictory Marine Holdings (OTCQB:VMHG) expanded its GUTSI™ mineral-first platform across mineral drops, functional beverages, hydration products, and planned gummy supplements.
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 […]
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
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