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Where Apple is diverging from rest of Mag 7 earnings
Yahoo Finance Video59d agoneutralVIDEO
Where Apple is diverging from rest of Mag 7 earnings

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.

Microsoft Just Did the Unexpected So I’m Loading Up
24/7 Wall St.59d agoneutral
Microsoft Just Did the Unexpected So I’m Loading Up

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

Amazon.com’s (AMZN) Secular Tailwinds Reinforces Its Competitive Moat
Insider Monkey59d agoneutral
Amazon.com’s (AMZN) Secular Tailwinds Reinforces Its Competitive Moat

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 […]

Nasdaq set to extend rebound as Amazon lifts AI hopes
Proactive59d agoneutral
Nasdaq set to extend rebound as Amazon lifts AI hopes

8am: Nasdaq on a roll The Nasdaq is poised to charge ahead again on Friday after its best day in weeks, with Microsoft leading a tech-sector recovery and delivering its biggest single-day increase in market value on record, lifting sentiment across the broader market. Nasdaq futures point...

What Could Push GOOGL Stock Higher From Here?
Trefis59d agoneutral
What Could Push GOOGL Stock Higher From Here?

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

Amazon jumps as AWS growth soothes fears over rising AI spending
Reuters59d agobullish
Amazon jumps as AWS growth soothes fears over rising AI spending

Amazon shares jumped more than 12% before the bell on Friday after the e-commerce and cloud giant posted its strongest cloud growth in over ‌four years, bolstering investor confidence that its multibillion-dollar AI bets are driving a ‌fresh wave of demand. The rally put Amazon on track to add about $300 billion in market value, as investors looked past ​a 10% increase in planned capital expenditure to $220 billion and instead focused on booming demand at Amazon Web Services (AWS), the profit engine at the center of the company's AI push. The reaction was in sharp contrast to Alphabet's earnings last week, when the Google-parent's shares stumbled after it reported its ‌first negative cash flow, which stemmed ⁠from rising AI-related spending.