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 Measured evidence

Company news sentiment

AMZO34 news sentiment

Amazon.com, Inc.

Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.

Weighted tone62Neutral is 50
Constructive news tone 79/100 evidence confidence 100% direct company focus 83 current stories across 1 publishers
Latest weekly closeBRL 69.53week of 7 Aug 2026
Dominant catalystEarnings79/100 classification confidence
News data statusHealthy1 duplicate stories removed

Current company news

News confirmed by price

Constructive news tone is drawn from 83 fresh independent stories, including 83 company-specific items across 1 publishers.

Latest source headline AutoStore Holdings Ltd (FRA:1IG) (Q2 2026) Earnings Call Highlights: Record Revenue and Amazon ... finance.yahoo.com · 13 Aug 2026 13:00

What supports the read

Direct evidence

83 current stories are mapped specifically to AMZO34.

Narrative agreement

Cross-story agreement is 82/100, indicating a comparatively coherent tape.

Price response

Constructive news tone is being confirmed by positive weekly price action.

What tempers the read

Source breadth

Only 1 publisher currently contribute to the measured read.

62/100
Weighted toneConstructive news tone
79/100
Evidence confidencesolid confidence
100%/100
Company focus83 direct stories
82/100
Evidence agreement18/100 dispersion

News history

Tone and story flow over 21 days

Daily weighted evidence
10 Aug: 11 stories11 Aug: 23 stories12 Aug: 17 stories13 Aug: 9 stories 10 Aug: tone 68, 11 stories11 Aug: tone 65, 23 stories12 Aug: tone 67, 17 stories13 Aug: tone 51, 9 stories 95505
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50

Evidence confidence

What supports the score

Measured separately from tone

Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.

Sample depth100
73.85 effective stories
Source breadth20
1 independent publishers
Direct relevance100
company-specific evidence share
Freshness79
recency-weighted evidence
Agreement82
cross-story consistency
Source independence0
lower publisher concentration

Price context

Sentiment against the 26-week price path

News confirmed by price

Constructive news tone is being confirmed by positive weekly price action.

13 Feb 2026: close 52.02, indexed 100.020 Feb 2026: close 54.51, indexed 104.827 Feb 2026: close 53.5, indexed 102.806 Mar 2026: close 55.7, indexed 107.113 Mar 2026: close 55.35, indexed 106.420 Mar 2026: close 54.63, indexed 105.027 Mar 2026: close 52.14, indexed 100.203 Apr 2026: close 54.15, indexed 104.110 Apr 2026: close 59.55, indexed 114.517 Apr 2026: close 62.32, indexed 119.824 Apr 2026: close 65.88, indexed 126.601 May 2026: close 65.43, indexed 125.808 May 2026: close 66.52, indexed 127.915 May 2026: close 66.58, indexed 128.022 May 2026: close 66.67, indexed 128.229 May 2026: close 67.96, indexed 130.605 Jun 2026: close 63.29, indexed 121.712 Jun 2026: close 60.6, indexed 116.519 Jun 2026: close 62.89, indexed 120.926 Jun 2026: close 59.92, indexed 115.203 Jul 2026: close 63.51, indexed 122.110 Jul 2026: close 62.76, indexed 120.617 Jul 2026: close 62.99, indexed 121.124 Jul 2026: close 59.2, indexed 113.831 Jul 2026: close 68.67, indexed 132.007 Aug 2026: close 69.53, indexed 133.7 28 Jun 2026: sentiment 5029 Jun 2026: sentiment 5029 Jun 2026: sentiment 5029 Jun 2026: sentiment 5030 Jun 2026: sentiment 5030 Jun 2026: sentiment 5001 Jul 2026: sentiment 5401 Jul 2026: sentiment 5402 Jul 2026: sentiment 5403 Jul 2026: sentiment 5503 Jul 2026: sentiment 5503 Jul 2026: sentiment 5504 Jul 2026: sentiment 5006 Jul 2026: sentiment 5008 Jul 2026: sentiment 5008 Jul 2026: sentiment 5009 Jul 2026: sentiment 5010 Jul 2026: sentiment 5010 Jul 2026: sentiment 5011 Jul 2026: sentiment 5013 Jul 2026: sentiment 5013 Jul 2026: sentiment 5014 Jul 2026: sentiment 5016 Jul 2026: sentiment 5016 Jul 2026: sentiment 5016 Jul 2026: sentiment 5017 Jul 2026: sentiment 5018 Jul 2026: sentiment 5019 Jul 2026: sentiment 5020 Jul 2026: sentiment 5020 Jul 2026: sentiment 5020 Jul 2026: sentiment 5020 Jul 2026: sentiment 5021 Jul 2026: sentiment 5021 Jul 2026: sentiment 5023 Jul 2026: sentiment 5023 Jul 2026: sentiment 5023 Jul 2026: sentiment 5027 Jul 2026: sentiment 5029 Jul 2026: sentiment 5030 Jul 2026: sentiment 5030 Jul 2026: sentiment 5030 Jul 2026: sentiment 5031 Jul 2026: sentiment 5002 Aug 2026: sentiment 5303 Aug 2026: sentiment 5005 Aug 2026: sentiment 5007 Aug 2026: sentiment 5010 Aug 2026: sentiment 6411 Aug 2026: sentiment 6512 Aug 2026: sentiment 6413 Aug 2026: sentiment 63
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
26-week price+33.7%latest close 69.53
Sentiment change+13available snapshot window
One-week response+1.3%Price digesting
Fair-value position+29.0%Materially above fair value
Sentiment confirms active trendPositive but stretched

News subjects

What is shaping the score

Earnings
Earnings6833 stories · 55%
Market update6811 stories · 18%
Deals and strategy535 stories · 8%
Analyst action654 stories · 7%
Balance sheet503 stories · 5%
Regulatory and legal322 stories · 3%
Macro sensitivity601 stories · 2%

Source mix

Where the evidence comes from

0/100 independence
finance.yahoo.com6360 stories · 100%

Recurring subjects

Subjects appearing most often

Current evidence
Earnings26AI22Tech16Free Cash Flow9Revenue Growth8Cloud Computing8Price Target7Semiconductors5Guidance5M A4

Earlier readings

How the score has changed

50 is the neutral baseline
ConstructiveBalanced or withheldCautious

Source headlines

The news behind the score

Showing 31-60 of 83

Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.

#3167Tone
finance.yahoo.comDirect company coverage

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 17:37
Catalyst
Analyst action
Evidence role
Direct company coverage
Duplicates
1 consolidated
#3280Tone
finance.yahoo.comDirect company coverage

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
Catalyst
Earnings
Evidence role
Direct company coverage
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#3360Tone
finance.yahoo.comDirect company coverage

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 17:00
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#3537Tone
finance.yahoo.comDirect company coverage

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 16:46
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#3671Tone
finance.yahoo.comDirect company coverage

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 16:44
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Market update
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#3859Tone
finance.yahoo.comDirect company coverage

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 16:28
Catalyst
Earnings
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#4063Tone
finance.yahoo.comDirect company coverage

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 13:50
Catalyst
Deals and strategy
Evidence role
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#4187Tone
finance.yahoo.comDirect company coverage

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 13:38
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#4260Tone
finance.yahoo.comDirect company coverage

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 13:00
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#4360Tone
finance.yahoo.comDirect company coverage

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
Catalyst
Market update
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#4488Tone
finance.yahoo.comDirect company coverage

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
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#4574Tone
finance.yahoo.comDirect company coverage

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 12:42
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Evidence role
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#4670Tone
finance.yahoo.comDirect company coverage

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 12:28
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#4759Tone
finance.yahoo.comDirect company coverage

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 10:15
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#4886Tone
finance.yahoo.comDirect company coverage

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 10:09
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#5046Tone
finance.yahoo.comDirect company coverage

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
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#5180Tone
finance.yahoo.comDirect company coverage

JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000

This article first appeared on GuruFocus. JPMorgan Chase (NYSE:JPM), the largest U.S. bank by assets, raised its 2026 year-end S&P 500 target to 8,000 from 7,800. That sounds like another bullish Wall Street call. Look closer. The real story is earnings. The new target offers roughly 3.1% upside from Friday's 7,757.64 close, but JPMorgan is not counting on investors suddenly paying much richer prices for stocks. It thinks corporate profits can keep climbingand AI is becoming a bigger reason why. Warning! GuruFocus has detected 8 Warning Sign with JPM. Is JPM fairly valued? Test your thesis wit

AIEarningsEarnings EstimatePrice TargetTechUS Equities
Published
10 Aug 2026 20:02
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Evidence role
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#5261Tone
finance.yahoo.comDirect company coverage

AI Spending Boom Isn’t Boosting Profit Margins—at Least Not Yet

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading

Published
10 Aug 2026 20:01
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Evidence role
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#5347Tone
finance.yahoo.comDirect company coverage

Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading

AISemiconductorsTech
Published
10 Aug 2026 19:50
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#5487Tone
finance.yahoo.comDirect company coverage

Nvidia Just Added $562 Billion in a Week

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the best producer of AI processors, is emerging from its best week in more than a year after a new endorsement from Elon Musk gave the stock further impetus. Shares jumped 12% last week on their greatest five-day run since May 2025.The rise added around $562 billion to Nvidia's market capitalization, the greatest weekly gain on record. The announcement follows Musk's statement that SpaceX will develop its future artificial intelligence infrastructure completely on Nvidia architecture, including the company's upcoming Ve

AI ProcessorsEarningsTech
Published
10 Aug 2026 19:40
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Evidence role
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#5548Tone
finance.yahoo.comDirect company coverage

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
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#5658Tone
finance.yahoo.comDirect company coverage

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
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#5737Tone
finance.yahoo.comDirect company coverage

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with

AICloud ComputingSemiconductors
Published
10 Aug 2026 18:52
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Market update
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#5885Tone
finance.yahoo.comDirect company coverage

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
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#5970Tone
finance.yahoo.comDirect company coverage

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
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#6086Tone
finance.yahoo.comDirect company coverage

Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside

Strength Begets Strength "A body in motion stays in motion." ~ Newton's First Law of Motion On Wall Street, one of the best predictors of momentum, is past momentum. Thanks to OddStats (@OddStats), we have the data to back up the claim. "QQQ finished the first 150 days of 2026 with a return of +17.7%. There have been 8 years in history where it was up at least that much at this point." Here's how it did FROM THERE to the end of the year: +20.8% +16.5% -0.6% (2012) +15.6% +8.2% +16.5% +16.1% +10.5% Rate Hike Odds Plunge "Earnings don't move the overall market; it's the Federal Reserve Board…foc

EarningsEarnings ReportFederal ReserveMomentumRate HikeTech
Published
10 Aug 2026 16:15
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Earlier company news

AMZO34 news archive

Showing 1-30 of 34 stored headlines

Stored newest first for historical research. These older headlines are retained for reference and do not contribute to the current sentiment gauge above.

Aug 10 2026
finance.yahoo.comArchivedPositive tone

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 17:00
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757. Continue Reading

Price TargetPrice TargetUpgrade Downgrade
Published
10 Aug 2026 16:13
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies of Chinese rivals like DeepSeek and Alibaba, while carving out a distinct lane against US giants (Ama

AICloud ComputingOpen SourcePrivacyTech
Published
10 Aug 2026 13:19
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Aug 10 2026
finance.yahoo.comArchivedNeutral tone

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 11:00
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

Airbnb CEO: Why AI is the best thing to happen to us

Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive EditorBrian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab. Video Transcript 0:02 spk_0 All right. Welcome to a new episode of Power Players, and I am so excited to, uh, welcome back on Airbnb co-founder and CEO Brian Chesky, and this so happens to be the company's earnings day. Brian, thanks for, uh, squeezing me in somehow. I appreciate it. 0:15 spk_1 Oh, you're welcome. Happy 0:16 spk_0 to be here. And

AIEarningsEarnings ReleaseInnovationMarketplaceTravel
Published
10 Aug 2026 11:00
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Hold Near Record Highs, Oil Ticks Higher: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met The team led by Dubravko Lakos-Bujas now sees

AICapexCloudEarningsTech
Published
10 Aug 2026 10:28
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

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 06:35
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Aug 10 2026
finance.yahoo.comArchivedNegative tone

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 02:31
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Aug 09 2026
finance.yahoo.comArchivedNegative tone

Taylor Farms Pulls Salsa and Guacamole Over Salmonella Concerns

(Bloomberg) -- Taylor Farms is pulling more than a dozen prepared food items containing jalapeños, including salsas and guacamole, from retailers due to concerns over salmonella, just weeks after federal health officials tied the produce company to a separate outbreak of cyclospora. Most Read from Bloomberg Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Rejects US Talks as Trump Displays Patience for Hormuz Deal Iran Says Hormuz Deal Close But Its Conditions Must Be Met OpenAI's New Device Will Be Hockey Puck-Sized and Cost Over $300 America's Cyber Forces Grapple With C

Food SafetyInitial Public OfferingProduce IndustryRecall
Published
9 Aug 2026 23:25
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Aug 09 2026
finance.yahoo.comArchivedPositive tone

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
9 Aug 2026 21:59
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Aug 09 2026
finance.yahoo.comArchivedPositive tone

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
9 Aug 2026 21:10
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Aug 09 2026
finance.yahoo.comArchivedPositive tone

Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than one industry.Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures Bull Case: Locking In Demand From Data Centers To Dashboards The automotive agreements, completed with Qual

AIAutomotiveCompetitionNet IncomePrice TargetSemiconductors
Published
9 Aug 2026 11:17
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Aug 09 2026
finance.yahoo.comArchivedPositive tone

Earnings beats ease concerns over record U.S. stock rally - WSJ

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported. About 86% of the more than 440 S&P 500 companies that have reported results beat analysts' estimates, according to FactSet. The index is on course for its seventh consecutive quarter of double-digit earnings growth. Upbeat results from Palantir Technologies Inc (NASDAQ:PLTR), Caterpillar Inc (NYSE:CAT) and Walt Disney Company (NYSE:DIS) help

EarningsEarnings GrowthEnergyInflationQuarterly EarningsTech
Published
9 Aug 2026 08:08
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Aug 09 2026
finance.yahoo.comArchivedPositive tone

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
9 Aug 2026 05:24
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Aug 08 2026
finance.yahoo.comArchivedPositive tone

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
8 Aug 2026 21:09
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Aug 08 2026
finance.yahoo.comArchivedNeutral tone

The Industry Builds Its Own Regulator

The Industry Builds Its Own Regulator Washington is currently occupied with the GENIUS Act, a framework that focuses on stablecoin issuers while leaving the mechanics of machine-initiated transactions largely untouched. As Congress stalls on the specifics of AI-driven finance, the private sector has begun to construct its own regulatory architecture. On August 4, 2026, the Secure Technology Alliance launched the Agentic Trust and Commerce Forum, a body spun out of the U.S. Payments Forum with the explicit goal of establishing the rules for a projected $300 billion U.S. market by 2030. The timi

AIFraud PreventionPaymentsRegulationStablecoins
Published
8 Aug 2026 15:57
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Aug 08 2026
finance.yahoo.comArchivedPositive tone

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
8 Aug 2026 09:30
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Aug 07 2026
finance.yahoo.comArchivedPositive tone

Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals

The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and future quarters, as the following chart highlights.Zacks Investment Research Image Source: Zacks Investment Research Crucially, these favorable revision patterns are not a new development; they extend a tailwind that has

EarningsEarnings GrowthEnergyEstimate RevisionsFinancialsNet Income
Published
7 Aug 2026 23:42
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Aug 07 2026
finance.yahoo.comArchivedPositive tone

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
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7 Aug 2026 22:02
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Aug 07 2026
finance.yahoo.comArchivedPositive tone

OpenAI developing $300+ AI speaker to challenge Amazon Alexa

Yahoo Finance Tech Editor discusses reports that OpenAI (OPAI.PVT) is developing a $300+ puck-sized smart home device designed to compete directly with Amazon (AMZN) Alexa and Google Home Video Transcript 00:00 Speaker A We got to talk about Open AI because they are coming after Alexa and Siri. They're going into the home market here. Uh reportedly developing a hockey puck-sized AI device that could cost more than $300 and uh they want to build more consumer or new consumer hardware built around artificial intelligence rather than apps. So, what are some of the details here? 00:24 Dan Yeah, th

AIConsumer ElectronicsSmart Home
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7 Aug 2026 21:20
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Aug 07 2026
finance.yahoo.comArchivedPositive tone

Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026

The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI winners come from? The answer may lie beyond traditional AI infrastructure. The momentum behind AI remains strong. According to the Stanford AI Index 2026, global private investment in AI continued to accelerate in 2025, with U.S. investment reaching $285.9 billion, far outpacing Europe ($20.9 billion) and China ($12.4 bi

AI InfrastructureCapital ExpenditureQuantum ComputingSemiconductorsTechnology
Published
7 Aug 2026 20:00
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Aug 07 2026
finance.yahoo.comArchivedPositive tone

‘Your refund: $0’: Companies claim billions in tariff refunds, months after Trump floated $2,000 checks

Brandon Bell/Getty Images Companies that collected higher prices on everything from TVs to school clothes are now getting billions back in tariff refunds. Your refund: $0. Even though the tariffs in question are gone, as the Supreme Court threw them out in February, the government is refunding the money to brands like Walmart, Apple, Ford and Amazon, among others. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social

RefundsSupreme CourtTariffsTrade PolicyUS Economy
Published
7 Aug 2026 19:50
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Aug 07 2026
finance.yahoo.comArchivedPositive tone

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
7 Aug 2026 19:33
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Aug 07 2026
Market sourceArchivedNeutral tone

Amazon.com, Inc. (AMZN): An AI Stock That Broke The Internet This Week

Published
7 Aug 2026 09:29
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Aug 05 2026
tradingview.comArchivedNeutral tone

Amazon.com, Inc. Revenue Breakdown – NASDAQ:AMZN

Published
5 Aug 2026 08:29
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Jul 30 2026
Market sourceArchivedNeutral tone

Amazon.com, Inc. Q1 2026 Earnings Call Summary

Published
30 Jul 2026 19:36
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Jul 19 2026
MarketBeatArchivedNeutral tone

Castellan Group Has $500,000 Stock Holdings in Amazon.com, Inc. $AMZN

Published
19 Jul 2026 21:19
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Jul 14 2026
MarketBeatArchivedNeutral tone

waypoint wealth counsel Sells 4,628 Shares of Amazon.com, Inc. $AMZN

Published
14 Jul 2026 10:39
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Jul 11 2026
MarketBeatArchivedNeutral tone

Continuum Advisory LLC Buys 2,563 Shares of Amazon.com, Inc. $AMZN

Published
11 Jul 2026 06:50
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Jul 08 2026
MarketBeatArchivedNeutral tone

Red Door Wealth Management LLC Acquires 2,171 Shares of Amazon.com, Inc. $AMZN

Published
8 Jul 2026 04:59
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