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The Wall Street Journal reports on the impact the AI build-out and the AI-fueled stock rally is having on the U.S. economy. Together they helped account for roughly a third of recent U.S. economic growth, according to a report by Oxford Economics. “We have never seen a growth rate this high,” John-David Lovelock, a distinguished VP analyst at Gartner told the WSJ Leadership Institute.
(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders
Amazon.com, Inc. (NASDAQ:AMZN) founder and executive chairman Jeff Bezos is planning to sell up to 15 million Amazon shares worth approximately $4.07 billion. Bezos’ Amazon Stock Sale Is Tied to a Prearranged Trading Plan A Form 144 filing submitted to the Securities and Exchange Commission on Monday showed that Bezos intends to sell 15 million shares of Amazon common stock through Morgan Stanley Smith Barney LLC. The proposed transaction was valued at approximately $4.07 billion based on the ma
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.
Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.
Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.
Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.
Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Investing.com -- Amazon.com Inc.'s cloud division is seeing customers move from training AI models to integrating them into business operations through a process called inference, according to the unit's chief executive.
Amazon Web Services posted $42.2 billion in second-quarter revenue, topping analyst expectations by more than $1.6 billion
In 2018, Jeff Bezos stood in front of Amazon employees at an all-hands meeting in Seattle and told them the company would one day go bankrupt. That quote resurfaced widely in late July 2026, almost exactly as Bezos appeared in a Fortune interview telling investors that Amazon's chip business is on ...
Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.
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'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.
(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
(Bloomberg) -- The momentum trade just gave investors a taste of the pronounced profit-and-loss swings they can expect if they fail to hedge or diversify, a warning that’s reinforced by growing inflation risks. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is Marred by Decayed HomesAlibaba Adds to China AI Break
Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.
Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...
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