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Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.
Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...
Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...
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 (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 ...
(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at
Strong tech earnings pushed the Nasdaq to a two-day gain of 3.8%. The S&P 500 finishes flat in July.
<body><p>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.</p><p>:: Amazon</p><p>Amazon 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.</p><p>Meanwhile, shares of Apple tumbled more than 7% 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.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
Amazon rode to the rescue for the Nasdaq composite today. Shares in the tech giant jumped 15%, their best one-day performance since 2012. The gains helped Nasdaq end the week with a 1% boost. The company reported higher-than-expected revenue on Thursday from Amazon Web Services.
A surge in Amazon stock Friday gave the Nasdaq enough momentum to obscure Apple slump. Beneath the surface of the Nasdaq composite’s 1% gain was a tug of war between Apple stock, which fell 7.4%, and Amazon’s which surged 15%. The post-earnings slide, Apple’s largest since 2014, followed company forecasts for its September quarter that fell short of Wall Street’s expectations.
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
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.
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.
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.
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
By Rae Wee SINGAPORE, July 31 (Reuters) - Asian markets rallied hard with Wall Street on Friday as South Korea's battered market made a record comeback, stirring hopes that a recent rout in AI-related
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.
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
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.
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."