Yahoo Finance58d agoneutral
Amazon Q2 earnings to put spotlight on AWS growth amid AI spendingAmazon will report its second quarter earnings after the bell on Thursday.
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Motley Fool58d agoneutral
Prediction: Amazon's Earnings Report Shows That AWS Growth AcceleratesAmazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher.
The Wall Street Journal58d agoneutral
Tech Earnings, Fed Meeting: What to Watch the Rest of the WeekToday Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Bloomberg58d agoneutral
Jack Ma-Backed OceanBase Seeks Up to $443 Million for AI Push(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To
TheStreet58d agoneutral
87-year-old grocery giant closing more storesAs a kid, back in the 1980s, my family did its grocery shopping at the Star Market in our town. That wasn't as much a choice as it was really the only option. There were some specialty markets like butchers and a store that just sold fruit and vegetables, but we didn't have a Target, Walmart, ...
Reuters Videos58d agoneutralVIDEO
Wall Street ends mixed as investors await tech earnings<body><p>STORY: Wall Street's main indexes closed mixed on Tuesday with the Dow gaining 1%, the S&P 500 edging up about two-tenths of a percent and the Nasdaq dipping by roughly two-tenths of a percent.</p><p>Markets have been volatile this month as investors worry that Microsoft, Amazon and other tech heavyweights may be overspending on data centers in the race to build out AI infrastructure.</p><p>But Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, said to expect these companies to announce more AI spending when they report quarterly results this week.</p><p>"Make no mistake, we're in an AI arms race. I think you will continue to see spending. I think you'll actually see companies increase spending next year and then things will normalize and stabilize... We're focused on adding to the US names because you can't have a situation where companies are penalized for spending, i.e. the hyperscalers, and companies are penalized for being on the receiving end to the spending, Micron, chip names. At some point, this will come, regress to the mean and we'll start to pay attention to fundamentals."</p><p>Shares of Microsoft rose ahead of its report on Wednesday, while Amazon dipped before its results on Thursday.</p><p>Shares of Apple closed almost 1% higher, though they rose nearly 2% during the trading session and briefly exceeded a $5 trillion market valuation for the first time. The iPhone maker reports its results on Thursday.</p><p>Outside of technology, shares of Coca-Cola rallied 5% after the beverage company raised its annual revenue and profit forecasts.</p><p>:: Archive</p><p>And shares of Boeing jumped nearly 5% after the airplane maker generated positive free cash flow as its turnaround plans gained momentum.</p><p>Meanwhile, the Federal Reserve is due to announce its interest-rate decision at the conclusion of its two-day policy meeting on Wednesday. Traders see about a 70% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>
Reuters Videos58d agoneutralVIDEO
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>
The Wall Street Journal58d agobullish
Value Outperforms Growth This Year, Powered By…AI Stocks?Value stocks are quietly outperforming growth this year, but the companies driving the surge look nothing like traditional value plays. The Russell 1000 Value Index has gained about 20% this year, trouncing its growth counterpart, the Russell 1000 Growth Index, which has declined 1.6%. Value stocks typically trade at a discount to what a company’s profits suggest they are worth; growth stocks aren’t cheap, but are expected to increase earnings at a faster-than-average pace.
MarketBeat58d agoneutral
United Parcel Service Q2 Earnings Call HighlightsUnited Parcel Service (NYSE:UPS) raised its full-year 2026 outlook after reporting second-quarter revenue and operating-profit growth, citing the completion of its planned reduction of lower-yielding Amazon volume, network reconfiguration efforts and gains in higher-value shipping segments. UPS rep
Motley Fool58d agoneutral
Jeff Bezos' Amazon Could See a Sizable Mark-to-Market Gain From Its Anthropic Stake When It Reports Earnings July 30, BofA SaysAmazon's $13 billion investment has become a windfall.
GuruFocus.com58d agobearish
Corning Stock Plunges 16% as Fiber Growth SlowsCorning's third-quarter sales forecast missed expectations despite continued demand for AI data-center infrastructure.
24/7 Wall St.59d agobullish
Here’s Why I Refuse To Stop Buying Alphabet After Its Earnings ‘Correction’Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
Bloomberg59d agoneutral
Nasdaq 100 Heads for Correction as AI Worries Rattle Investors(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China
Simply Wall St.59d agoneutral
Can Amazon.com (AMZN) Stay Undervalued As Earnings Near?Amazon.com stock has pulled back recently but still sits on a strong 73.1% gain over the past three years, while the current valuation checks suggest the shares screen as attractively priced on several metrics. With earnings in focus again and big spending plans in areas like AI and logistics, investors are weighing how much of Amazon.com's growth story is already reflected in the share price. Over the last three years, Amazon.com has delivered a 73.1% return, which puts recent short term...
Yahoo Finance59d agobullish
Microsoft tops Q4 expectations, on strong Azure growthMicrosoft reported its Q4 earnings on Wednesday.
Yahoo Finance59d agoneutral
Microsoft to report Q4 earnings as investors look for return on AI investmentsMicrosoft will report its Q4 earnings after the bell on Wednesday.
Stocktwits59d agoneutral
Amazon AI Strategy Reportedly Shifts Before Earnings, Nova AI Models Put In ‘Keep The Lights On’ ModeAmazon is shifting resources away from most of its flagship Nova AI models and prioritizing a new foundation model under development, according to a Business Insider report.
The Wall Street Journal59d agobearish
UPS Lifts Outlook as Revenue RisesUnited Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.
The Wall Street Journal59d agoneutral
UPS Lifts Outlook as Revenue RisesUnited Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.
Bloomberg59d agoneutral
Meta, BlackRock Plan to Invest in $14 Billion Data Center(Bloomberg) -- Meta Platforms Inc. and BlackRock Inc. will establish a joint venture to build and operate a 1-gigawatt data center complex in Texas, adding to a wave of investment in the computing hubs that power artificial intelligence.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCit
Investing.com59d agobearish
UPS beats Q2 estimates, raises full-year outlookInvesting.com -- United Parcel Service Inc. (NYSE: UPS) reported its second-quarter earnings before the open on Tuesday, sending its shares around 1.8% higher premarket.
Reuters59d agoneutral
Amazon winds down most flagship AI models in strategy overhaul, Business Insider reportsAmazon.com is revamping its AI strategy, winding down many of its in-house AI models and sharpening focus on a new frontier-model effort, Business Insider reported on Tuesday citing people familiar with the matter. The company has begun deprecating most of its flagship Nova AI models, including the high-end Premier and Omni models, Reel video-generation model, and Canvas image-generation model, the report said. Instead, Amazon is increasingly moving resources toward a frontier-model development, led by researcher Pieter Abbeel, with frontier research becoming a top priority this year at the company, the report added.
The Wall Street Journal59d agoneutral
Big Tech Stocks Are Pricing In a Miracle on CostsWall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.
The Wall Street Journal59d agoneutral
The Price to Finance the AI Data Center Boom Is Rising, Just Ask MetaMeta’s data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
Reuters59d agoneutral
Nasdaq futures drop on AI chip worries ahead of pivotal earningsJuly 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Reuters59d agoneutral
India's Swiggy names Nandita Sinha as CEO of quick commerce arm InstamartJuly 28 (Reuters) - India's Swiggy said on Tuesday that it has appointed Nandita Sinha as its quick commerce arm Instamart's chief executive, effective August 3, after Amitesh Kumar Jha resigned.