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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Amazon just booked six more rockets and locked in enterprise deals with Delta, JetBlue, and Vodafone, yet Starlink still holds advantages that launch contracts alone cannot solve.

eBay (EBAY) has gained 5.4% over the past five trading days while the S&P 500 fell 1.3%. A stock rising in a falling market pulls money in. Five days say nothing about what a holding does to your money over the years you would own it. eBay's longer-term record presents a more mixed risk-adjusted picture.

Elf Beauty's (ELF) upcoming expansion of its Rhode makeup and skincare brand at Sephora locations in
Investing.com -- Amazon.com Inc. said Tuesday it cannot restore access to some data stored at facilities in the Persian Gulf that were damaged during the US-Iran war.

One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.

Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.

Every analyst covering Amazon is bullish, earnings growth is running at triple digits, and AWS just hit its fastest expansion in four and a half years, yet the stock sits 12% off its highs and barely outpacing a savings account. Something about that math does not add up.

The retail giant said it is “supporting the investigation and reviewing some of the surrounding circumstances” of the crash.

If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
War damage exceeded the cloud's regional design assumptions, turning physical resilience into a customer-retention issue.
October could provide an early read on holiday demand

International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.

Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google C

Amazon has stopped using 21 Air, saying it’s a temporary step while it evaluates factors behind the fatal accident with one of its planes last week. The post Amazon calls timeout on 21 Air cargo contract appeared first on FreightWaves.

Recent headlines around Amazon.com (AMZN) have zeroed in on its AI footprint, from the planned Anthropic IPO and large AWS cloud commitment to new Qualcomm silicon work and quick commerce growth in India. All this AI news is landing while Amazon.com’s share price has eased in the short term, with a 30 day share price return of 3.47% in decline. However, longer runs, such as the 3 year total shareholder return of 81.13%, point to momentum that is still broadly positive. Scan how Amazon.com’s...

According to the average brokerage recommendation (ABR), one should invest in Amazon (AMZN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Amazon Web Services, the cloud computing division of Amazon (NASDAQ:AMZN), said on Tuesday that it is unable to restore access to a facility in Bahrain following damage sustained during the Iran war. AWS also said access cannot be restored to one of its three data-hosting availability zones in the United Arab Emirates.

The Trade Desk (TTD) trades about 89% below its two-year high, a discount typically assigned to businesses confronting prolonged contraction. Yet its free cash flow over the last twelve months is 12.1% of market value, against a 4.4% median for the S&P 500.
Claude's security report tests the political durability of Amazon's largest private AI investment.

These tech juggernauts are tied to the Claude parent through equity stakes and multi-gigawatt cloud deals.

Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.

AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.


