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Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
24/7 Wall St.24d agoneutral
Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Is ZIM Integrated Shipping Services (ZIM) Fully Valued Or Is The DCF Upside Real?
Simply Wall St.24d agoneutral
Is ZIM Integrated Shipping Services (ZIM) Fully Valued Or Is The DCF Upside Real?

ZIM Integrated Shipping Services (NYSE:ZIM) has drawn investor attention after recent price moves, with the stock closing at $27.29. You might be weighing how this container shipping company fits into your portfolio at this point. See our latest analysis for ZIM Integrated Shipping Services. Recent trading in ZIM Integrated Shipping Services has been lively, with a 1-day share price return of 4.68% and a 7-day share price return of 13.57%, while the year to date share price return of 24.55%...

Hewlett Packard Enterprise (HPE) In Focus As AI Narrative Tests Valuation
Simply Wall St.24d agoneutral
Hewlett Packard Enterprise (HPE) In Focus As AI Narrative Tests Valuation

Why the Hewlett Packard Enterprise stock is back in focus Hewlett Packard Enterprise (HPE) is drawing fresh attention after presenting at the Future of Memory and Storage 2026 conference, where it highlighted its high performance computing storage and IP hardware capabilities to a specialized technology audience. See our latest analysis for Hewlett Packard Enterprise. Hewlett Packard Enterprise has been in the spotlight not only for its AI systems and high performance computing work, but also...

Qnity Electronics Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Qnity Electronics Q2 Earnings Call Highlights

Qnity Electronics (NYSE:Q) reported second-quarter results that exceeded its expectations, driven by demand tied to artificial intelligence, high-performance computing, advanced connectivity and semiconductor manufacturing. The company raised its full-year outlook after posting 22% year-over-year or

Pinnacle West Capital Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Pinnacle West Capital Q2 Earnings Call Highlights

Pinnacle West Capital (NYSE:PNW) reported second-quarter 2026 earnings of $1.43 per share, down $0.15 from the same period a year earlier, as higher interest expense, depreciation and amortization, and lower transmission revenue more than offset strong weather-driven demand and customer growth. Chi

Pinterest Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Pinterest Q2 Earnings Call Highlights

Pinterest (NYSE:PINS) reported second-quarter revenue of $1.18 billion, up 18% year over year, as the company cited continued user growth, advertising-platform improvements and stronger sales execution in its U.S. and Canada business. The company ended June with 640 million monthly active users, up

Pfizer Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Pfizer Q2 Earnings Call Highlights

Pfizer (NYSE:PFE) reported second-quarter 2026 revenue of $15 billion and adjusted diluted earnings per share of $0.77, with management saying both measures exceeded its internal expectations. Revenue increased 1% operationally from a year earlier, while revenue excluding COVID-19 products rose 5% o

Kraft Heinz Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Kraft Heinz Q2 Earnings Call Highlights

Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa

Markets Fall Back in Love With the AI Trade, Fueling a Surprise August Rally
Barrons.com24d agoneutral
Markets Fall Back in Love With the AI Trade, Fueling a Surprise August Rally

The in fact, has powered more than 3.3% higher since the end of July, running a four-day winning streak and reaching a record high of 7736. The gains are mainly tied in part to 7.7% gain for the and more modest 4.3% bump for an index of the tech giants. All three of the market’s major sectors that include the biggest tech stocks, in fact, are pacing gains for the week, with consumer discretionary leaping 6.6%, communications services rising 3.4%, and information technology rising 2.1%.

Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles
Barrons.com24d agoneutral
Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles

Eli Lilly posted a blockbuster second quarter fueled by continued demand for its portfolio of GLP-1 medications. The world’s biggest drugmaker by market value reported adjusted earnings of $8.38 a share in the period, better than the $6.01 consensus estimate among analysts polled by FactSet. Revenue surged 48% to nearly $23 billion—Wall Street was looking for $20.7 billion.