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Just weeks after its latest bond sale, Amazon.com Inc. told Wall Street it now needs an additional $20 billion in capex beyond its original plan. On Thursday, CEO Andy Jassy announced the e-commerce giant is raising its 2026 capital spending...
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 ...
Amazon just posted one of its best quarters ever.
Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows double-digit upside potential heading into August. The question is whether the window to get in front of the next earnings wave is already closing.
(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
AWS just posted $42.2 billion in revenue with its fastest growth in 18 quarters and the AI platform saw more spending last quarter than in every prior quarter since launch combined.
The size of their respective cloud businesses matters, but there are other important considerations.
Restricting Chinese open models could protect U.S. developers but increase costs for U.S. users and slow AI adoption, analysts say.
Amazon's performance has taken a step back, but Thursday's report could herald a new era.
Why would investors cheer an e-commerce giant that just burned through billions of dollars?
Plaintiffs reportedly say that labels such as “dolphin safe,” “responsibly sourced,” and “MSC Certified Sustainable Seafood” lack adequate support.
Amazon subsidiary Zoox received the first U.S. federal approval to deploy a commercial, driverless robotaxi service without traditional human controls. The approval from NHTSA allows Zoox to begin commercial operations in Las Vegas, subject to state level requirements. This is the first time a fully autonomous vehicle without a steering wheel or pedals has been cleared for commercial ride hailing in the U.S. For Amazon.com, Inc. (NasdaqGS:AMZN), Zoox represents a move into autonomous ride...
Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 19.6% year on year to $200.6 billion. On the other hand, next quarter’s revenue guidance of $199.5 billion was less impressive, coming in 2.1% below analysts’ estimates. Its non-GAAP profit of $5.75 per share was significantly above analysts’ consensus estimates.
Strong tech earnings pushed the Nasdaq to a two-day gain of 3.8%. The S&P 500 finishes flat in July.
Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.
<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.
<body><p>STORY: :: Recorded on July 31</p><p>:: Lisa Bernhard, Reuters</p><p>:: Dean Smith, Portfolio Manager, FolioBeyond</p><p>Shares of Apple tumbled as much as 10% on Friday 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>The drop, if sustained, would erase nearly $500 billion from Apple's market capitalization and return the crown of the world's most valuable company to AI chip giant Nvidia, days after reclaiming it.</p><p>Meanwhile, shares of Amazon soared as much as 15% after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets.</p><p>"There's two really different trends going on," said Smith. "One is the hardware constraint, the [other is] cloud compute capacity, and those are going to continue to drive what we see in the AI investment thesis."</p><p>Next week, the focus will remain on AI when SpaceX delivers its first quarterly earnings results since going public.</p><p>"There's no mystery about how many rockets they're firing off, we can see them," said Dean with a laugh. "So what I'm looking for in SpaceX is to see what is their plan for the AI side of the business."</p></body>
Analysts raised Amazon price targets to as high as $400 after AWS growth of 37% drove a 15% single day surge.
Amazon's accelerating cloud revenue helped investors look beyond a $220 billion capital-spending plan and negative free cash flow.
The offer requires four qualifying orders in a month.
Amazon's accelerating cloud growth improved sentiment toward hyperscalers after investors punished Alphabet for its rising capital expenditure.
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