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22,405 signal articles · 155 in last 24h · 107,631 total before filter · latest 35m ago
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Amazon Gets Upgraded to the $3 Trillion Club
The Wall Street Journal5d agobullish
Amazon Gets Upgraded to the $3 Trillion Club

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Amazon enters $3 trillion club as AI, cloud growth power rally
Reuters5d agobullish
Amazon enters $3 trillion club as AI, cloud growth power rally

Amazon's market value topped $3 trillion for the first time on Monday, helped by a sharp rally ‌following strong earnings and signs that the AI boom is ‌driving fresh demand for its cloud-computing services, the company's main profit engine. The Seattle-based e-commerce and cloud computing giant's stock surged 15% on Friday after it delivered its strongest cloud growth ‌in more than four ⁠years and raised its annual capital spending forecast. Amazon and Microsoft are the only two of the "Magnificent Seven" ⁠companies, out of the six that have reported so far, whose AI spending has paid off in investors' eyes.

Investing.com5d agobearish
UBS downgrades NXP to Neutral on China auto risks, trims PT to $270

Investing.com -- UBS downgraded NXP Semiconductors to Neutral from Buy, arguing that while the analog semiconductor upcycle is gaining momentum, the company's growth outlook is becoming less compelling due to rising risks of a China automotive inventory correction and relatively limited exposure to AI infrastructure spending.

Bloomberg5d agoneutral
Amazon Joins Elite List of Stocks to Top $3 Trillion in Value

(Bloomberg) -- Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackStocks Join Bonds Higher as US-Iran Hopes Sink Oil: Markets WrapThe e-commerce and cloud-computin

New Month, Same Jitters: AI Anxiety Creeps Into August
The Wall Street Journal5d agoneutral
New Month, Same Jitters: AI Anxiety Creeps Into August

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

What Wall Street expects from SpaceX's first earnings report
TheStreet5d agoneutral
What Wall Street expects from SpaceX's first earnings report

SpaceX has operated as a private company for more than two decades. On August 4, that changes. The company reports Q2 2026 results after market close, its first earnings release since listing on the Nasdaq in June. Wall Street will see the actual financials behind one of the most closely watched ...

BofA crowns monitoring platform top software pick before earnings
TheStreet5d agoneutral
BofA crowns monitoring platform top software pick before earnings

Bank of America (BAC) just told clients which software stock it wants to own going into earnings season. The pick is Datadog (DDOG), the cloud monitoring company that reports second-quarter results on August 6. BofA named Datadog its top software pick and kept its Buy rating. That call matters ...