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Amazon Gets a Fresh $350 Price Target as AWS Growth Accelerates

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Nvidia stock was rising after Amazon raised its capital expenditure forecast and played down competition between its custom AI chips and Nvidia’s processors.

Rivian still has a lot to prove before it can be compared to the EV leader.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

Stocks rose in midday trading Friday, erasing earlier losses as investors assessed earnings from maj

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

Amazon (AMZN) may have posted negative free cash flow in its second quarter earnings released on Thursday, but the stock is ripping up to 15% higher in Friday's session. Maxim Group managing director and senior consumer internet analyst Tom Forte dives into this phenomenon.

Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double from here. The gap between those two outcomes hinges on a question Wall Street spent nine months arguing about.

Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) jumped 14% in the morning session after the company reported second-quarter results that topped market expectations, driven by a significant beat in its cloud computing division. Amazon's revenue grew 19.6% year-over-year to $200.6 billion, surpassing analyst estimates. Its GAAP earnings per share of $5.75 also significantly beat expectations, although this figure was boosted by a large one-time, non-operating income of $5

Amazon completed its $50 billion investment in OpenAI when it fulfilled its commitment on a remaining infusion of $35 billion promised at the time that the ChatGPT maker met certain criteria.

Wall Street found stronger returns behind soaring investment.

Stronger cloud growth and rising AI demand helped offset concerns about higher capital spending.

Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates. Sales rose 28% year over year to $60.8 billion, ahead of the $60.3 billion Wall Street wanted, and ad impressions climbed 14%. Investors aren’t punishing Meta’s ad business, they’re punishing what it costs to run. Why Did it Tank? What […]

Apple and Amazon both shattered records on the same night, yet Wall Street rewarded one with a rally and punished the other with a selloff. The reason comes down to where each company bets its future.

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

Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.

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.

I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper. Microsoft closed at $390.54 on July ... Microsoft Just Did the Unexpected So I’m Loading Up

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

July 31 (Reuters) - The Nasdaq opened higher on Friday, boosted by Amazon's 12% jump after the Big Tech company joined some of its peers in delivering strong cloud revenue growth, putting to rest

Memory chip stocks are bleeding out and panic is spreading fast, but a counterintuitive case is forming for why the carnage might actually be creating the most compelling setup AI investors have seen all year.

Amazon's cloud business has entered a new orbit.

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.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

AWS backlog reached $496 billion as capacity still trails demand

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Amazon Stock Soars as AWS Growth Accelerates and Profits Smash Forecasts

The e-commerce and cloud giant topped second quarter expectations as accelerating cloud growth at Amazon Web Services (AWS) helped drive strong results.