Notícias

The world's largest package carrier is handing back more cash than the typical blue chip, yet the market seems unimpressed.

Investors will look beyond earnings to see whether AWS growth is keeping pace with rising AI investment.

Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.

Amazon.com Inc (NASDAQ:AMZN) is set to report its second quarter 2026 results on July 30, with UBS lowering its price target to $305 from $333 while maintaining a ‘Buy’ rating as it expects continued strength from Amazon Web Services and improving e-commerce profitability. The UBS analysts...

Amazon launched its Nova family of AI models at re:Invent in December 2024 with much fanfare: Nova Premier, Nova Omni, Nova Reel, Nova Canvas. The pitch was that Amazon was building affordable, capable alternatives to the models from OpenAI, Anthropic, and Google. It was a broad lineup designed to ...

Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One of these giants already is. The other is betting everything on a customer that does not go live until 2027.

This is a hyper-growth chapter for Palantir Technologies. The company provides its Artificial Intelligence Platform to critical institutions like the Department of the Navy.

Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.

The long-term outlook for Symbotic is bright, but the short term is cloudier.

The company is broadening its GUTSI™ product portfolio by extending its fulvic and humic mineral platform across beverages, supplements, and functional nutrition products. Key Investor TakeawaysVictory Marine Holdings (OTCQB:VMHG) expanded its GUTSI™ mineral-first platform across mineral drops, functional beverages, hydration products, and planned gummy supplements.

The AI IPO wave of 2026 continues to produce outsized winners among the corporations that backed it, instead of just those going public. SpaceX’s record-breaking debut earlier this year provided a windfall for its backers. Now, attention is shifting to what could be the year’s largest listing yet. Anthropic, the creator of the Claude family […]

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) will be reporting results this Thursday afternoon. Here’s what you need to know.

*Shaan's guide to go from $0 to $1M:* https://clickhubspot.com/tb2sEpisode 846: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Chris Camillo ( https://x.com/ChrisCamillo ) about the 5 trades he’s betting on in 2026.—Show Notes:(0:00) Social Arbitrage(6:29) Needohs(20:16) Nerd culture(27:06) Information asymmetry(46:30) Amazon(1:02:21) Podcasting—Links:• Dumb Money Live - https://www.youtube.com/DumbMoneyLive —Check Out Sam's Stuff:• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm—Check Out Shaan's Stuff:• Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:beehiiv.com/mfm-challengeMy First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after ‌securing a U.S. Federal Aviation Administration certification ‌to operate commercial drone deliveries in the U.S. The move marks ​the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • ‌The program was ⁠developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be ⁠integrated into its delivery app, according to a TechCrunch report.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Bill Ackman runs a concentrated quality portfolio. David Tepper trades distressed assets and macro trends. When two billionaires with completely opposite investing styles both stack more than 15% of their capital into the same stock, it raises a question worth answering.

Amazon Earnings Take Center Stage as Wall Street Bets Big on AWS AI Boom

Amazon reported its Q2 earnings after the bell on Thursday.

Amazon reported its Q2 earnings after the bell on Thursday.

Amazon will report its second quarter earnings after the bell on Thursday.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

Amazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher.

"This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs.

The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.

‘There won’t be anything that AI can’t do better than humans.’

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.

If Amazon is going to see a return on its AI investments, shareholders will need to have patience for the next several years.