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

Revenue accelerated and the ad engine kept compounding, yet free cash flow came in at well under a billion dollars and the spending floor moved up again.

AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a handful of AI commitments that Wall Street may not be pricing correctly.

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.

At $585.61, Meta Platforms (NASDAQ:META) sits at a crossroads. The stock just snapped a six-quarter EPS beat streak and reset investor expectations around AI spending, making conviction in either direction premature at this price. Meta owns the largest social advertising network on the planet, monetizing 3.60 billion daily active users across Facebook, Instagram, WhatsApp, and ... What Meta Now Has to Prove Following Its Earnings Release

Meta just dropped 18% while spending at a scale that dwarfs most industries, and over 50 analysts think that gap between price and potential closes by 2027. The question is whether three very specific things break right in time.

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.

Memory chip supply constraints remain a problem for Apple.

AI-driven power demand puts Bloom Energy's commercial scale against OKLO's advanced nuclear ambitions in a high-stakes clean energy comparison.

The Federal Reserve held rates steady Wednesday, but the bond market pushed borrowing costs sharply higher, sending the 30-year Treasury yield to its highest level since 2007. Peter Schiff says the selloff exposed the gap between Kevin Warsh’s words and...

The benchmark US stock measures were tracking in the green before the open Friday as Amazon's (AMZN)

Amazon.com (AMZN) shares were soaring early Friday after the e-commerce giant's second-quarter resul

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

IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p

By Anna Szymanski July 31 (Reuters) - From the Editor Hello Morning Bid readers. Three of this year's biggest market worries were on full display this week.

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.

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

By Lewis Krauskopf NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which

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.

Reddit is delivering leading growth but commands a top-of-the-market price, forcing investors to decide if its operational lead is already paid for.

On Stocktwits, retail sentiment for SPY remained 'bearish,' and improved to 'neutral' on QQQ as investors warmed to the latest AI-driven earnings.

The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.

STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.

July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank

Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly a

Meta Platforms sits at the center of an AI trade reset as leverage fueled a sharp rally, then a steep unwind driven by margin washouts and forced selling.

Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.