Sharemaestro company-news research for Amazon.com, Inc. (AMZO34), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SAO
Brazil
Provisional evidence
Company news sentiment
AMZO34 news sentiment
Amazon.com, Inc.
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score55Neutral is 50
Early balanced news score
48/100 evidence confidence
97% direct company focus
28 current stories across 1 publishers
Current company news
Early balanced news score
28 company-specific stories are available, but there are not yet enough fresh stories from separate publishers for a firm reading.
Observed headline tone57/100
→
Published 30-day score55/100
Latest source headline
Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'— The Smoke Incident That Prompted a Recall Explains Why
finance.yahoo.com · 13 Aug 2026 03:31
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
28 current stories are mapped specifically to AMZO34.
The current stories agree at 81/100.
What limits the score
Only 1 publisher currently contribute to the measured read.
55/100
News scoreEarly balanced news score
48/100
Confidencebuilding confidence
97%/100
Company news28 company stories
81/100
Story agreement19/100 difference
News history
Daily score and story count over 30 days
15 Jul30 Jul13 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence50
2.478 after freshness weightingSource breadth20
1 independent publishersCompany relevance97
share tied directly to this companyFreshness64
recency-weighted evidenceAgreement81
how closely stories agreePublisher mix0
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
Company-specific news is present, but the evidence has not yet earned enough independent, fresh information weight for price confirmation to be treated as a firm signal.
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
07 Aug 202651BRL 69.53+1.3%
31 Jul 202650BRL 68.67+16.0%
24 Jul 202650BRL 59.2-6.0%
17 Jul 202650BRL 62.99+0.4%
10 Jul 202650BRL 62.76-1.2%
03 Jul 202650BRL 63.51+6.0%
Provisional evidence
News subjects
What is shaping the score
Earnings6218 stories · 64%
Market update583 stories · 11%
Deals and strategy422 stories · 7%
Macro sensitivity502 stories · 7%
Regulatory and legal301 stories · 4%
Balance sheet501 stories · 4%
Analyst action501 stories · 4%
Source mix
Where the evidence comes from
finance.yahoo.com5728 stories · 100%
Recurring subjects
Subjects appearing most often
Earnings17AI12Cloud Computing8Free Cash Flow7Tech6Price Target5Revenue Growth4Earnings Growth3Earnings Estimate3Consensus Estimate3
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
29 Jun50 neutral13 Aug 21:52
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 13 Aug 21:52 | 60 | -2 | 64/100 (-3) | 81 (+2) | Measured |
| 12 Aug 23:59 | 62 | +2 | 67/100 (+1) | 79 (+17) | Measured |
| 11 Aug 23:59 | 60 | +0 | 66/100 (+9) | 62 (+23) | Measured |
| 10 Aug 23:59 | 60 | -3 | 57/100 (+11) | 39 (+18) | Measured |
| 09 Aug 23:59 | 63 | +8 | 46/100 (+8) | 21 (+6) | Measured |
| 08 Aug 23:59 | 55 | +4 | 38/100 (+3) | 15 (+3) | Provisional |
| 07 Aug 23:59 | 51 | +1 | 35/100 (+8) | 12 (+6) | Provisional |
| 05 Aug 23:59 | 50 | +0 | 27/100 (-1) | 6 (0) | Provisional |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#130Tone
finance.yahoo.comDirect company coverageStored article
Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'— The Smoke Incident That Prompted a Recall Explains Why
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin "I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. We need to be regulated," Evans told Fox Business on Monday, referring to National Highway Tr
Autonomous VehiclesRegulationRobotaxis
- Published
- 13 Aug 2026 03:31
- News subject
- Regulatory and legal
- Why this score
- Legal or regulatory risk
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Medium · 9% · 0.9d old
- Duplicates
- 1 consolidated
#250Tone
finance.yahoo.comDirect company coverageStored article
Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Rocket Lab Corp. CEO Peter Beck said the company's planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration Technologies Corp CEO Elon Musk's Starlink and Jeff Bezos' Amazon.com Inc.Leo. Rocket Lab Is Taking a Different Route From Starlink Speaking during Rocket Lab's second-quarter earnings call, Beck was asked whether Iridium's network cou
Consensus EstimateDefenseEarningsIotM ASatellite
- Published
- 12 Aug 2026 19:31
- News subject
- Deals and strategy
- Why this score
- No clear positive or negative phrase
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.4% · 1.2d old
- Duplicates
- 1 consolidated
#350Tone
finance.yahoo.comDirect company coverageStored article
What Could Industry Rivals Mean For Trade Desk (TTD) Now?
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers pur
AI InfrastructureCompetitive PressureDigital AdvertisingNet Income
- Published
- 12 Aug 2026 17:10
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.6% · 1.3d old
- Duplicates
- 1 consolidated
#442Tone
finance.yahoo.comDirect company coverageStored article
Is Amazon (AMZN) a Solid Growth Stock? 3 Reasons to Think "Yes"
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the tra
EarningsEarnings EstimateEarnings GrowthGrowth RateGrowth Stocks
- Published
- 12 Aug 2026 16:45
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.4% · 1.3d old
- Duplicates
- 1 consolidated
#557Tone
finance.yahoo.comDirect company coverageStored article
Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?
Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised outlook, disclosed alongside second-quarter 2026 results, underscores how central artificial intelligence has become to Amazon's growth story, even as the bill for that ambition keeps climbing. The spending case is being backed by numbers that are hard to dismiss. AWS revenues rose 36.7% year over year in the second quart
AICapital ExpenditureCloud ComputingEarningsOperating IncomeRevenue Growth
- Published
- 12 Aug 2026 15:02
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.1% · 1.4d old
- Duplicates
- 1 consolidated
#663Tone
finance.yahoo.comDirect company coverageStored article
Victory Marine Holdings’ DGBH Appoints Miles Bodie Director of E-Commerce to Lead Next Phase of GUTSI™ Omnichannel Growth
Victory Marine Holdings Corp. Proven marketplace and direct-to-consumer executive brings Amazon, Shopify, CRM, subscription and lifecycle-marketing experience as GUTSI™ expands across Amazon and Walmart Marketplace Appointment strengthens the digital-retail flywheel connecting marketplace data, direct consumer relationships and GDG's company-owned distribution platform. LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Victory Marine Holdings Corp. (OTC: VMHG), through its wholly owned operating subsidiary Dunn & Groux Beverage Holdings, Inc. ("DGBH"), today announced that Miles Bodie has joined
Digital RetailDirect To ConsumerE CommerceMarketplace ExpansionShareholder
- Published
- 12 Aug 2026 12:30
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2% · 1.5d old
- Duplicates
- 1 consolidated
#750Tone
finance.yahoo.comDirect company coverageStored article
Nvidia Stock Rises as CEO Eases AI Debt Fears
Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout. Continue Reading
Artificial IntelligenceDebtTech
- Published
- 12 Aug 2026 11:44
- News subject
- Balance sheet
- Why this score
- No clear positive or negative phrase
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3% · 1.5d old
- Duplicates
- 1 consolidated
#850Tone
finance.yahoo.comDirect company coverageStored article
Amazon Stock Drops 1.8% as $3 Trillion Rally Cools
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the e-commerce and cloud giant, dropped roughly 1.8% in Tuesday's regular session as traders finally hit the brakes after a blistering post-earnings run. Amazon had just smashed through the $3 trillion market-cap barrier for the first time. The fuel behind that rally is obvious: AWS is accelerating again, AI demand is exploding, and Amazon is increasingly looking like one of the biggest infrastructure winners of the AI boom. But after such a powerful run, expectations are no longer merely high. They are sky-high. Warning! GuruFocu
AICloud ComputingEarningsFree Cash FlowOperating IncomeTech
- Published
- 11 Aug 2026 19:12
- News subject
- Earnings
- Why this score
- Operating growth, Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.6% · 2.2d old
- Duplicates
- 1 consolidated
#976Tone
finance.yahoo.comDirect company coverageStored article
Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently. Amazon's stock surged as much as 15%, while Apple's fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon's cloud unit, AWS, grew 37% year over year, its fastest pace since 2021, giving investors clear proof its AI spending is starting to pay off, even as free cash flow flipped negative for the trailing 12 months. Apple Inc. (NASDAQ:AAPL) beat on revenue and iPhone sales to
AIEarningsEarnings Per ShareFree Cash FlowGuidanceHedge Funds
- Published
- 11 Aug 2026 18:51
- News subject
- Earnings
- Why this score
- Beat expectations, Improving financial comparison, Deteriorating financial comparison, Positive market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Medium · 9.5% · 2.2d old
- Duplicates
- 1 consolidated
#1035Tone
finance.yahoo.comDirect company coverageStored article
Amazon (AMZN) Stock Could Be A Bargain On Cash Flow And Earnings
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Amazon.com stock has nearly doubled over the past three years, and current checks suggest the market price still sits below what intrinsic value estimates and earnings multiples imply. Both the Discounted Cash Flow (DCF) estimate and the market multiple read point to an undervalued setup at recent levels. Amazon.com has delivered a 97.8% return over the past three years, which puts extra focus on whether the current share price still offers a margin betwee
Discounted Cash FlowEarningsFree Cash FlowIntrinsic ValueMultiline RetailShare Price
- Published
- 11 Aug 2026 17:09
- News subject
- Earnings
- Why this score
- Missed expectations, Positive valuation view
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 6% · 2.3d old
- Duplicates
- 1 consolidated
#1150Tone
finance.yahoo.comDirect company coverageStored article
Nvidia's $500 Billion AI Plan Gets Wall Street Backing
This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the leading provider of artificial intelligence chips, is in discussions with some of Wall Street's top firms on a strategy that may free up more than $500 billion for the next phase of the AI buildout.Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield are among the companies involved. The notion is simple but potentially big: think of AI data centers and computing systems as revenue-generating infrastructure that can be financed much like other long-lived assets.That could matter if Microsoft, Amazon, Al
Artificial IntelligenceFinancingInfrastructureSemiconductors
- Published
- 11 Aug 2026 12:58
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.8% · 2.5d old
- Duplicates
- 1 consolidated
#1266Tone
finance.yahoo.comDirect company coverageStored article
Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS
Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second quarter, the military conflict between the U.S. and Iran significantly influenced financial markets. At the same time, the AI investment boom gained momentum, with planned investments rising despite supply bottlenecks. Micron Technology exemplified this trend, reporting a 346% revenue increase and a 241.7% stock rise. The A
AICloud ComputingEarningsPrice TargetTech
- Published
- 11 Aug 2026 12:55
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5.2% · 2.5d old
- Duplicates
- 1 consolidated
#1337Tone
finance.yahoo.comDirect company coverageStored article
Amazon, SpaceX Eye Major Decart Acquisition
This article first appeared on GuruFocus. Israeli AI startup Decart is reportedly in advanced talks to sell itself for $6 billion to $7 billion, with SpaceX (NASDAQ:SPCX), Amazon (NASDAQ:AMZN) and Nebius (NASDAQ:NBIS) among the names linked to the process. The potential deal would represent a sharp step-up from Decart's roughly $4 billion valuation just three months ago and underscores how aggressively major technology companies are competing for scarce AI software and infrastructure assets. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with
AIM ATech
- Published
- 10 Aug 2026 21:37
- News subject
- Deals and strategy
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.1% · 3.1d old
- Duplicates
- 1 consolidated
#1466Tone
finance.yahoo.comDirect company coverageStored article
Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant behind Azure, reported accelerating cloud growth just as Wall Street gets more comfortable with the biggest question hanging over the AI boom: Are those staggering infrastructure bills actually paying off? Microsoft shares climbed roughly 1.7% Monday morning, and JPMorgan sees the answer increasingly tilting toward yes. The bank pointed to Microsoft, Alphabet (NASDAQ:GOOG) and Amazon (NASDAQ:AMZN) as evidence that hyperscaler AI spending is feeding into stronger revenue, helping drive its 2026 year-
AICapital ExpenditureCloud GrowthEarningsEarnings EstimateHyperscalers
- Published
- 10 Aug 2026 19:37
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4% · 3.2d old
- Duplicates
- 1 consolidated
#1528Tone
finance.yahoo.comDirect company coverageStored article
Apollo Economist Drops Stark Take On AI Boom
This article first appeared on GuruFocus. Apollo Chief Economist Torsten Slok is warning that the AI boom could become a market-wide problem if returns on massive hyperscaler spending arrive later than investors expect. Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are collectively expected to generate nearly $470 billion in free cash flow by 2030, according to Apollo data, but Slok argues that weaker monetization could leave earnings, margins and ultimately stock valuations exposed. Warning! GuruFocus has detected 2 Warning Sign with META. Is ME
AIEarningsFree Cash FlowFree Cash FlowMarginsRevenue Growth
- Published
- 10 Aug 2026 19:21
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.3% · 3.2d old
- Duplicates
- 1 consolidated
#1650Tone
finance.yahoo.comDirect company coverageStored article
Amazon: A Post-Earnings Drift Candidate
The Benefit of Trading Stocks Post-Earnings While many amateur investors play 'earnings roulette', savvy investors understand that waiting until after an earnings report can often be more powerful. Below are three reasons why: · You avoid binary event risk: Corporate earnings are notoriously hard to predict. Additionally, even if earnings were highly predictable, the reaction to these earnings isn't. By waiting until after earnings, investors can eliminate binary, 'coin flip risk.' · Forward guidance clarity: Investors can get a clear view of earnings and forward guidance before risking their
Cloud ComputingEarningsEarnings ReportGuidanceInstitutional InvestorsPost Earnings Drift
- Published
- 10 Aug 2026 18:02
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.3% · 3.3d old
- Duplicates
- 1 consolidated
#1750Tone
finance.yahoo.comDirect company coverageStored article
Tech stocks still have plenty of believers on Wall Street, inflow data shows
Despite a summer swoon for tech stocks as investors fret over capex spending at the likes of Meta (META), Alphabet (GOOG), and Amazon (AMZN), tech still looks to be the place to be when analyzing fund inflows. Tech stock reality check: Tech stocks are on track for a yearly inflow of $216 billion, according to new data from Bank of America Global Research (see chart below). The figure dwarfs the total annual inflows of each year dating back to 2015.The tech bulls remain out.·Yahoo Finance AlphaSpace Stat to Know: 26 The Nasdaq Composite's (^IXIC) forward price-to-earnings ratio is about 26 time
AICapexFund InflowsPrice TargetTech
- Published
- 10 Aug 2026 16:35
- News subject
- Analyst action
- Why this score
- No clear positive or negative phrase
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.1% · 3.3d old
- Duplicates
- 1 consolidated
#1850Tone
finance.yahoo.comDirect company coverageStored article
Amazon, IBD Stock Of The Day, Rides Cloud Momentum To $3 Trillion Milestone
Amazon stock is darting in and out of the $3 trillion market cap club and a buy zone following a rally sparked by its Q2 earnings. Continue Reading
Earnings
- Published
- 10 Aug 2026 16:00
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.3% · 3.3d old
- Duplicates
- 1 consolidated
#1950Tone
finance.yahoo.comDirect company coverageStored article
MONDAY: O'BRIEN, ZUCKERMAN, AMAZON TEAMSTERS RALLY FOR DELIVERY PROTECTION ACT
Labor Groups, Elected Officials Demand City Council Pass Logistics Reform Bill LAKE SUCCESS, N.Y., Aug. 10, 2026 /PRNewswire/ -- Teamsters General President Sean M. O'Brien, Teamsters General Secretary-Treasurer Fred Zuckerman, and hundreds of Amazon Teamsters will be joined by union leaders and elected officials for a rally on Monday, August 10 to call on the New York City Council to stand against Amazon's corruption and pass the Delivery Protection Act.International Brotherhood Of Teamsters The Delivery Protection Act currently awaits a vote in the New York City Council. It would be the firs
E CommerceLabor RightsLogisticsRegulation
- Published
- 10 Aug 2026 10:00
- News subject
- Macro sensitivity
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.7% · 3.6d old
- Duplicates
- 1 consolidated
#2066Tone
finance.yahoo.comDirect company coverageStored article
Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive
Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500'ssecond-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. 'Alphabet and Amazon alone account for about 71% of the increase in S&P 500 blended earnings since July. If excluded, the growt
AICloud ComputingConsensus EstimateEarningsEarnings GrowthGrowth Rate
- Published
- 10 Aug 2026 05:35
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.4% · 3.8d old
- Duplicates
- 1 consolidated
#2150Tone
finance.yahoo.comDirect company coverageStored article
Ozempic For $50 a Month? Amazon Pharmacy Rolls Out Cheap Weight-Loss Drugs for Medicare Patients
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Amazon.com Inc.'s Amazon Pharmacy will offer eligible Medicare beneficiaries weight-loss drugs for $50 per month through a new federal program aimed at expanding access. The company announced on Thursday that the service would automate eligibility checks, prior authorizations, and billing, while providing home delivery and in-store pickup to streamline access. Amazon Pharmacy will begin enrollment for eligible patients after they add their insurance and Medicare information and their clinician
Digital HealthcarePharmacyReal EstateWeight Loss
- Published
- 10 Aug 2026 01:31
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.1% · 3.9d old
- Duplicates
- 1 consolidated
#2291Tone
finance.yahoo.comDirect company coverageStored article
UPS Completed Its Amazon Volume Pullback. Is the Turnaround Finally Working?
United Parcel Service, Inc. (NYSE:UPS) shares surged in premarket trading on July 28 after the package-delivery company reported a second-quarter beat and raised its 2026 outlook. Revenue reached $22.83 billion, above the $21.81 billion consensus estimate, while adjusted earnings of $1.76 per share exceeded the $1.66 estimate. UPS now expects full-year revenue of approximately $91.2 billion, up from $89.7 billion, and adjusted earnings of approximately $7.22 per share. The more important development was operational. Eighteen months after announcing an accelerated reduction in lower-margin Amaz
Consensus EstimateEarningsEarnings EstimateLogisticsPrice TargetRestructuring
- Published
- 09 Aug 2026 20:59
- News subject
- Earnings
- Why this score
- Beat expectations, Guidance raised, Improving financial comparison, Positive market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Medium · 9.5% · 4.1d old
- Duplicates
- 1 consolidated
#2350Tone
finance.yahoo.comDirect company coverageStored article
Electrovaya (TSX:ELVA) Stock Sees Fair Value Lift As Amazon And Jamestown Progress Draw Focus
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Electrovaya's fair value estimate has shifted from CA$12.55 to CA$13.99, pointing to an updated price target framework that investors are now parsing more closely. Recent analyst work links this change to fresh attention on the Amazon commercial agreement and progress at the Jamestown, New York facility, which are feeding into revised assumptions around growth and capital deployment. Read on to see how these moving pieces are shaping the current analyst narrative and what to watch
BatteriesEarningsGrowthPrice TargetPrice TargetRevenue Growth
- Published
- 09 Aug 2026 20:10
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2% · 4.2d old
- Duplicates
- 1 consolidated
#2450Tone
finance.yahoo.comDirect company coverageStored article
What Does Amazon.com (AMZN) Backing A Texas Gas Plant Mean For Its Climate Pledge?
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Amazon.com (NasdaqGS:AMZN) has been confirmed as a key financial backer of a large private gas power plant built to supply its new data center campus in Texas. The project is expected to support Amazon's growing cloud and AI computing needs while relying on fossil fuel based generation. The scale of the plant means it could become one of the largest single sources of greenhouse gas emissions in the US, drawing scrutiny of Amazon's public climate targets. Investors now face fresh question
AICloud ComputingData CentersEnergySustainability
- Published
- 09 Aug 2026 04:24
- News subject
- Macro sensitivity
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.4% · 4.8d old
- Duplicates
- 1 consolidated
#2557Tone
finance.yahoo.comDirect company coverageStored article
SentinelOne (S) Deepens AWS Ties As Growth Accelerates
On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company's revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same stretch.SentinelOne (S) Deepens AWS Ties As Growth Accelerates Bull Case: A Platform Built For The AI Security Gap The new integration ties SentinelOne's Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, giving security
AI SecurityAws IntegrationCybersecurityEarningsRevenue GrowthUpgrade Downgrade
- Published
- 08 Aug 2026 20:09
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.3% · 5.2d old
- Duplicates
- 1 consolidated
#2682Tone
finance.yahoo.comDirect company coverageStored article
Bull of the Day: Amazon.com (AMZN)
Amazon.com (AMZN), the e-commerce and cloud-computing giant, has broken out to new highs following a standout quarterly earnings report that appears to have materially improved the investment case. AWS growth accelerated sharply, margins expanded and Amazon disclosed that its custom AI chip business has reached a roughly $25 billion annualized revenue run rate. Advertising growth also remained strong, while the company continues to invest aggressively in AI infrastructure. More importantly, the results provided some of the clearest evidence yet that hyperscaler AI spending can generate substan
AICloud ComputingEarningsEarnings GrowthFree Cash FlowPrice Momentum
- Published
- 08 Aug 2026 08:30
- News subject
- Earnings
- Why this score
- Margin expansion, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5.8% · 5.7d old
- Duplicates
- 1 consolidated
#2750Tone
finance.yahoo.comDirect company coverageStored article
Amazon behind massive private gas plant for new data centers
The Amazon logo is displayed at one of its booths at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada, on January 6, 2026 (Caroline Brehman) Amazon confirmed Friday it is financially backing a massive, private gas power plant in Texas that could become the single largest source of greenhouse gas emissions in the United States. It is the latest example of tech giants going off the grid to get their AI operations online faster. The news was first reported by market intelligence company Cleanview, which reviewed satellite imagery to connect three data center construction permits fi
Data CentersEmissionsEnergyTech
- Published
- 07 Aug 2026 21:02
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.3% · 6.1d old
- Duplicates
- 1 consolidated
#2857Tone
finance.yahoo.comDirect company coverageStored article
Jim Cramer Reveals How Alphabet Inc (NASDAQ:GOOGL) Can Reverse Recent Weakness
Alphabet Inc (NASDAQ:GOOGL)'s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months. Most of his praise has focused on Alphabet Inc (NASDAQ:GOOGL)'s cloud computing business and its AI platform. The shares dipped after the firm reported its second-quarter earnings. The development didn't sit well with Cramer as he was "shocked" by the dip. The CNBC TV host also discussed Alphabet Inc (NASDAQ:GOOGL) in a series of tweets after Amazon reported its second quarter earnings. He outlined that the shares s
AIAntitrustCapital ExpenditureCloud ComputingEarningsFree Cash Flow
- Published
- 07 Aug 2026 18:33
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.8% · 6.2d old
- Duplicates
- 1 consolidated
Earlier company news
AMZO34 news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
What Could Amazon.com (AMZN) Gain From Leading The Decart AI Bidding?
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital adve
AICloud ServicesM ATech
- Published
- 13 Aug 2026 07:09
- Catalyst
- Deals and strategy
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNegative tone
Infiltrated: North Korea's Secret U.S. Workforce
North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ's yearlong investigation reveals how one team infiltrated eight companies in just a few months. View Comments
- Published
- 13 Aug 2026 02:00
- Catalyst
- Regulatory and legal
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNegative tone
Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading
EarningsEarnings Report
- Published
- 12 Aug 2026 22:20
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNeutral tone
Expert urges investors to spread bets across the 'AI universe'
View Comments
EarningsTech
- Published
- 12 Aug 2026 22:14
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Amazon (AMZN) Is Powering OpenAI’s Cyber Models, So Why Is The Stock So Cheap?
Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS's own security teams are already using them to find and fix vulnerabilities faster. It's the latest step in a partnership that keeps expanding, and it lands just as investors are debating whether Amazon's spending spree will pay off.Amazon (AMZN) Is Powering OpenAI's Cyber Models, So Why Is The Stock So Cheap? Bull Case: AWS Is Quietly Becoming An AI M
AICapital ExpenditureCloud ComputingDebtEarnings GrowthFinancial Results
- Published
- 12 Aug 2026 18:56
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Uber's AV Ambitions in London Receive a Boost: Here's How
Uber Technologies UBER and Wayve have moved closer to introducing autonomous rides in London after Transport for London (TfL) awarded Private Hire Vehicle licenses to several of Wayve's self-driving, all-electric Ford Mustang Mach-E vehicles. Equipped with the Wayve AI Driver as well as surrounding cameras and radar, the vehicles underwent inspections to verify compliance with TfL's safety and policy requirements. The approvals satisfy the vehicle component of the "triple-lock" requirement for Private Hire journeys, under which the operator, driver and vehicle must be licensed by the same auth
Autonomous VehiclesMobility PlatformPartnershipsRobotaxiValuation
- Published
- 12 Aug 2026 16:30
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting
AIBalance SheetBig TechCloud ComputingFree Cash FlowFree Cash Flow
- Published
- 12 Aug 2026 16:00
- Catalyst
- Balance sheet
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Market’s Momentum Darlings Resurface as Optical Stocks Take Off
(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I
AI InvestmentEarningsFourth QuarterOptical ComponentsRevenue GrowthSemiconductors
- Published
- 12 Aug 2026 11:45
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNeutral tone
Universities are buying and selling property for data centers, prompting concerns about an AI brain drain
The AI boom is putting a new kind of pressure on American universities. The topic of AI has long been a point of contention within higher education from educators, students, and university administrations discussing the presence and use cases of the technology. But now it's turned to a much more physical threat. As data centers compete for large parcels with access to electricity, water, and fiber infrastructure, universities are finding themselves sitting on property that can be worth more as AI infrastructure—not classrooms, laboratories or research space. The George Washington University's
AI InfrastructureData CentersHigher EducationReal EstateUniversities
- Published
- 12 Aug 2026 08:00
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Cerebras Set to Report Earnings as AI Chips Enter a New Era
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading
- Published
- 12 Aug 2026 07:30
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending
(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Air India Pilot Tests Positive for Drugs After Mid-Air Drop Net income for the three months ended in June grew 35% to NT$60 billion ($1.9 billion), versu
AIConsumer ElectronicsData CentersEarningsTech
- Published
- 12 Aug 2026 07:24
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Owlet Inc (OWLT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic AI Expansion ...
This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record Q2 total revenue of $33.9 million, up 29.9% year-over-year. Gross margin expanded to 54% (excluding tariff refund), up 270 basis points year-over-year. Adjusted EBITDA (excluding tariff refund) hit a record $2.9 million, up $2.4 million year-over-year. Subscription revenue grew to a record $3.2 million, with 130,000 paying subscribers and 36% DreamSock penetration in the US. International revenue surg
EarningsGuidanceInternational ExpansionSubscriptionsTelehealthTotal Revenue
- Published
- 12 Aug 2026 06:01
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Magazine Luiza SA (MGLUY) (Q2 2026) Earnings Call Highlights: Strategic Partnerships and ...
This article first appeared on GuruFocus. Release Date: August 07, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Physical store sales grew 9.7% same-store sales, with strong performance across categories including white goods (+15%) and furniture (+10%). Gross margin improved to 30.6%, one of the highest for a second quarter, driven by store growth and services revenue. EBITDA margin remained stable at 8% despite cost pressures, supported by strict expense control and a freeze on new hires. Financial operations, includ
AIE CommerceEarningsFinancialsNet IncomeRetail
- Published
- 12 Aug 2026 02:04
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder that with Vistra the headline number and the real story are not always the same thing. Behind that noise, the company just locked in a bigger role in the AI power buildout.Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall? Bull Case: Powering The AI Bo
AcquisitionAIEarningsNet IncomeShare BuybackShares Outstanding
- Published
- 11 Aug 2026 19:52
- Catalyst
- Capital return
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedNeutral tone
Amazon Makes Surprise Push Into Free Gaming
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is adding another cloud-gaming option to Fire TV as startup PHYND launches its free, ad-supported gaming service on the platform in beta. The move gives Fire TV users access to streamed games without consoles, downloads or subscriptions, while giving Amazon another way to make its connected-TV ecosystem more attractive as gaming increasingly shifts toward cloud delivery. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. PHYND, based in Stamford, Connectic
AdvertisingCloud GamingConnected TvFinancial ResultsStreaming
- Published
- 11 Aug 2026 19:39
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Sector Update: Tech Stocks Mixed Tuesday Afternoon
Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 11 Aug 2026 18:37
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Exclusive-Alpha Compute to buy Pennsylvania land, gas rights for $55 million data center campus, company says
By Laila Kearney NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their own energy sources rather than wait for grid connections. Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing
AI InfrastructureData CentersEnergyNatural Gas
- Published
- 11 Aug 2026 18:00
- Catalyst
- Macro sensitivity
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
AI Data Center Boom Drives Record Gas Turbine Orders; GE Vernova, Caterpillar Among Leaders
Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders. Continue Reading
- Published
- 11 Aug 2026 17:59
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedNegative tone
Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami
How United Parcel Service negotiates with unionized parcel drivers and loaders when the current contract reaches its end in two years will trigger a tsunami that either wipes UPS from the last-mile delivery market or severely damages its competitors, creating a more competitive landscape that benefits online retailers and consumers, an influential industry analyst predicted last week. UPS (NYSE: UPS) needs to convince the Teamsters union that the current Cadillac-wage structure enshrined in the 2023 contract is unsustainable and the vast majority of parcel delivery jobs will disappear as custo
Gig EconomyGrowth RateLabor DisputeLogisticsParcel DeliveryTeamsters
- Published
- 11 Aug 2026 17:46
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
How a book that inspired Warren Buffett and a $14,000 side hustle helped billionaire Bill Ackman get started as an investor
Billionaire Bill Ackman has built a $35 billion hedge fund, led high-profile overhauls at companies like Chipotle, and boasts an eye-watering investment portfolio through his firm, ranging from Amazon to Microsoft. Now, he's revealing the two things that moved the needle in his career: A book that inspired Warren Buffett and a $14,000 side hustle. "One early formative experience was at Harvard, where I took a job at Harvard Student Agencies selling advertising for the Let's Go travel guides—a series of books where Harvard students wrote reviews of hotels around the world," Ackman recently told
Activist InvestingHedge FundsInvestingIPOValue Investing
- Published
- 11 Aug 2026 17:44
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Dow Jones AI Giants Nvidia, Amazon In Or Near Buy Zones; Avnet, Okta Are Stocks To Watch
Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions. Continue Reading
Tech
- Published
- 11 Aug 2026 17:28
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Jabil’s AI Revenue Is Set to Surge 50%. UBS Says It’s Time to Buy.
Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS. Continue Reading
AIRevenue Growth
- Published
- 11 Aug 2026 17:28
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedNeutral tone
Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)
Stock Market Today: The Dow Jones index gives up gains as oil rises. SpaceX rival Rocket Lab falls on earnings. A Roger Federer play dives. Continue Reading
- Published
- 11 Aug 2026 16:53
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'
Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant. Continue Reading
- Published
- 11 Aug 2026 14:50
- Catalyst
- Deals and strategy
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls
Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Argus upgraded Boeing (BA) to Buy from Hold with a $265 price target. The firm believes the company has "superior" long-term prospects due to its leading presence in the growing commercial aerospace industry. Truist upgraded Best Buy(BBY) to Buy from Hold with a price target of $95, up from $81. The firm's credit card reads are
AerospaceHealthcarePrice TargetPrice TargetRevenue GrowthSemiconductors
- Published
- 11 Aug 2026 14:38
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Glance and Productsup Partner to Enable Agentic Commerce for Enterprise Brands
Brands can now easily connect their existing product feed to Glance without custom APIs NEW YORK, August 11, 2026--(BUSINESS WIRE)--Glance, InMobi's consumer technology company, today announced a partnership with Productsup, the leading enterprise feed management and syndication platform that processes over two trillion products per month across more than 2,500 channels. Glance is now available as a native export channel within Productsup, enabling brands and retailers to connect their product feeds to Glance using the same workflows they already use to reach Google Shopping, TikTok, Meta, and
AI CommerceE CommercePartnership
- Published
- 11 Aug 2026 14:00
- Catalyst
- Deals and strategy
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Plug Power Stock Jumps as Earnings Beat Points to Profitability, Say Analysts
Plug Power’s second-quarter earnings and a boost to expectations for full-year revenue growth reveal a company heading toward profitability, say analysts. Continue Reading
EarningsGuidanceRevenue Growth
- Published
- 11 Aug 2026 13:42
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
JPMorgan Sets Jaw-Dropping S&P 500 Target for Year-End 2026
This article first appeared on GuruFocus. JPMorgan has raised its 2026 S&P 500 target to 8,000 from 7,800 for the end of 2026. The firm points to stronger corporate earnings and growing evidence that heavy AI spending is beginning to translate into business growth. With 87% of S&P 500 companies reporting, JPMorgan said second-quarter results have remained broad across sectors. The bank lifted its 2026 earnings-per-share forecast to $365, implying 35% annual growth, above its previous estimate and the $358 consensus. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is SPY fairly value
AIEarningsFree Cash FlowSp500Tech
- Published
- 11 Aug 2026 13:28
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
Larry Fink says Americans’ retirement savings need to fund $10 trillion AI infrastructure demands. Protect your wealth
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Tech giants are expected to spend trillions of dollars on AI infrastructure in the coming years as they race to build the data centers, chips and energy capacity needed to support artificial intelligence. McKinsey previously estimated that AI-related data center infrastructure could require up to $7 trillion in investment by 2030 (1). That's more than the size of Germany and Spain's GDP combined, per World Bank data (2). Must Read Jeff Bezos backs a platform that lets anyone invest in rental home
AIData CentersDiversificationRetirementTech
- Published
- 11 Aug 2026 11:15
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
S&P 500 EPS growth above 20% is rare. Why 2027 may be at risk
Investing.com -- S&P 500 companies are on course for 32% year-on-year EPS growth in the second quarter of 2026, following a 30% jump in Q1. This back-to-back earnings run rivals the strongest on record. Bank of America strategists led by Savita Subramanian, noted that such streaks of 30%-plus EPS growth have occurred only 10 times since 1936, with the most recent examples tied to deep earnings recessions — the Covid collapse and the global financial crisis, not the organic AI-driven expansion currently underway. That historical anomaly is now shaping how Wall Street thinks about the equity out
AICloud InfrastructureEarningsEarnings GrowthPrice TargetPrice Target
- Published
- 11 Aug 2026 11:09
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
How the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
It measures news already published. It is not a forecast, recommendation or price target.