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Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.
Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The aircraft of the future for Amazon Air and its top airline partner is the Airbus A330, but the Boeing 767-300 remains the workhorse of their fleets for now. The post Amazon’s freighter aircraft of the future is the Airbus A330 appeared first on FreightWaves.
Plus: Tokenized stocks get the green light from U.S. regulator and credit card companies want AI bots to do your shopping.
“Big Short” investor Michael Burry criticized the economic “bubbles” that he believes are facilitating a wealth transfer to a select few. In a post on X late Tuesday, he criticized the system for creating such bubbles, which he sees as...
Analysts are pointing to Amazon’s deal as a potential catalyst for Generac’s expanding data center business.
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. Chip stocks rallied. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices.
Generac Holdings (GNRC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.
Bigger paychecks arrive with bigger questions about Amazon’s next chapter.
In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...
A long-term supply deal with an AI juggernaut has investors excited.
Amazon advocates for thorough testing and public-private oversight over hasty AI deployments.
Splitting a half-million dollars between two popular ETFs feels like textbook diversification, but a quiet look under the hood reveals something most investors never bother to check before their next contribution.
Losing seven freighters is a small dent in Amazon's overall fleet, but filling the gap left by 21 Air's routes could take months, forcing the tech titan to lean harder on other carriers.
Wells Fargo calls Cipher Digital a high-risk, high-reward investment.
Shares of power generation products company Generac (NYSE:GNRC) jumped 18.4% in the afternoon session after the company reached an agreement valued at up to $8 billion to supply Amazon with data center backup-power generators.
Two senators are asking the FTC to investigate whether Alexa for Shopping and Walmart’s Sparky disadvantage U.S.-made products and fail to flag misleading labels.
International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.
A purchase-linked equity incentive validates Qualcomm's diversification without guaranteeing orders, timing or margins.
Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.
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