AMZN news sentiment

NiSource Q2 Earnings Call Highlights

Key Points Interested in NiSource, Inc? Here are five stocks we like better. NiSource reaffirmed its 2026 outlook despite lower second-quarter adjusted EPS of $0.16, down from $0.22 a year earlier. The company maintained its $2.02–$2.07 adjusted EPS guidance and long-term earnings growth targets. Data-center agreements with Amazon and Alphabet are a major growth driver, representing 4 GW of signed load and $7.6 billion in planned GenCo investment. NiSource expects the contracts to reduce NIPSCO customers' bills by approximately $1.4 billion, with savings potentially beginning in the fourth qua

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

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Key Points Billionaire investor Stanley Druckenmiller has a long track record of success. His Duquesne Family office only holds one "Magnificent Seven" stock, and it cut way back on that one in Q1. Sandisk, Seagate, Broadcom, and Micron are among the tech names he added in Q1. 10 stocks we like better than Natera › Stanley Druckenmiller is considered one of the greatest investors ever, with a track record that few can match. He founded Duquesne Capital in 1981, and over the next 30 years, until he closed up shop in 2010, his portfolio averaged a 30% annual return with no down years. Missed Nvi

Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets

[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]), alongside weaker-than-expected U.S. payrolls data. U.S. nonfarm payrolls fell by 23,000 in July, missing economists' expectations for a

Airbnb vs. MercadoLibre: Which Consumer Stock Is a Better Buy in 2026?

Key Points Airbnb manages a massive global network of over 9 million active listings across 220 countries and regions. MercadoLibre dominates Latin American e-commerce and fintech with an integrated logistics and payment ecosystem. Which of these consumer discretionary giants is the better fit for your portfolio today?10 stocks we like better than Airbnb › Investors seeking growth often weigh established global leaders against regional powerhouses. Choosing between Airbnb Inc(NASDAQ:ABNB) and MercadoLibre Inc(NASDAQ:MELI) requires balancing a global travel platform against a Latin American com

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

Advance Auto Parts vs. Ford Motor: Which Automotive Stock Is a Better Buy in 2026?

Key Points Advance Auto Parts is leveraging AI-powered delivery technology and market hub restructuring to stabilize its retail footprint. Ford Motor continues to generate massive free cash flow while leaning on its commercial Pro segment to offset electric vehicle transition costs. Which automotive player is the better turnaround bet for 2026?10 stocks we like better than Advance Auto Parts › As vehicle ages climb, investors face a choice between the retailers selling parts and the manufacturers building the cars. Advance Auto Parts Inc(NYSE:AAP) and Ford Motor Co(NYSE:F) offer different ways

eBay Slid This Past Month: Why a Leading Analyst Expects 32% Growth Ahead Anyway

Quick Read eBay dropped 4% last month after Q3 EPS guidance missed Q2's $1.60 mark, prompting Wells Fargo to slash its target to $92 on Depop drag. BMO's Brian Pitz set a Street-high $145 target on EBAY, pointing to Focus Categories driving over 40% of GMV and AI seller tools lifting margins. ETSY now trades above its own consensus price target, while AMZN's 19% implied upside still trails BMO's lone 32% bull call on eBay. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and eBay didn't make the cut. Grab the names FREE today. Shares of eBay (NASDAQ:EBAY) curren

Michael Burry says it’s 'Trump's market' where price doesn't matter

Astrid Stawiarz "The Big Short" investor Michael Burry is doubling down on his bearish views. In an X post on Saturday, the well-known short seller vented his frustration over what he called “Trump’s market,” where prices no longer reflect fundamentals. “When price matters again, you will have no idea what happened, and no one will even have the heart to tell you,” said Burry, whose popular bearish bets include leading AI plays such as Micron Technology (MU [https://seekingalpha.com/symbol/MU]), Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), Caterpillar (CAT [https://seekingalpha.com/sy

Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS

[Google Cloud] 400tmax/iStock Unreleased via Getty Images Capital expenditures by the world's largest hyperscalers are not slowing down and are expected to increase 29% year over year in 2027, according to Morgan Stanley's Global Cloud Capex Tracker. The consensus estimate for cloud capex in 2027 stands at $1.2T, but that figure might be too low and could reach $1.4T, according to Morgan Stanley. Investor worries over soaring capex related to the historic AI data center buildout have created some volatility in the market over the past year. However, demand for compute capacity continues to out

AI is changing work faster than the data can keep up

No one can agree on whether AI is taking away jobs. Recent studies have shown AI having a positive impact on job growth and opportunities, yet large groups of economists, as well as labor activists, warn that the emerging technology threatens to quickly transform the financial system, and that action must be taken now. Tech companies, especially large ones, have continued to cull jobs during the AI boom. Microsoft laid off nearly 5,000 people in early July as it continues to pour billions into AI data centers. The layoffs added to earlier downsizing by the software giant and moves by companies

US Stock Futures Inch Higher Following S&P 500, Nasdaq Drop As Investors Brace For SpaceX Share Unlock — GOOGL, UBER, META, FLUT, AMZN In Focus

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

Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks

Key Points Donald Trump's "Liberation Day" tariffs were invalidated by the U.S. Supreme Court in February 2026, triggering the need to refund approximately $166 billion to American businesses. Several of America's best-known companies have received or expect to collect between $500 million and $2.4 billion in International Emergency Economic Powers Act (IEEPA) tariff refunds. However, newly imposed tariffs by the Trump administration may worsen inflationary concerns.10 stocks we like better than Apple › Although outsize returns in the Dow Jones Industrial Average(DJINDICES: ^DJI), S&P 500(SNPI

Where Does Vistra (VST) Valuation Sit After Revenue Miss And Firm Guidance?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. What Vistra's latest earnings event means for stock watchers Vistra Corp (VST) put fresh numbers on the table with its second quarter 2026 earnings, reporting sales of US$4,017 million and net income of US$305 million, alongside updated six month results. The company also reaffirmed full year guidance and highlighted stronger adjusted EBITDA. Recent dividend declarations and data center related power demand are keeping investor attention on how Vistra's cash generation and ca

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

Nvidia’s (NVDA) Alpamayo Launch and the Robotaxi Bet

On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars. The move signals where the company wants its next growth chapter to come from, even as investors argue over what its core chip business is worth today.Nvidia's (NVDA) Alpamayo Launch and the Robotaxi Bet Bull Case: A Foundation Model Built To Be Licensed Alpamayo 2 Super is the newest entry in what Nvidia calls the most downloaded family of open reasoning models for autonomous driving on Hugging Face, with the lineup topping 500,000 downloads.

Catalyst Watch: Inflation reads, AMAT earnings, Google Pixel event, and MLB on Netflix

[Lower Manhattan Cityscape] Art Wager/E+ via Getty Images Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MONDAY - AUGUST 10 * VOLATILITY WATCH - SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include SMJ International (SMJF [https://seekingalpha.com/symbol/SMJF]), Chime Fin

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

Trade Desk's Downbeat Guidance Indicates Macro, Structural Issues, Wedbush Says

Trade Desk TTD.jpg -Shutterstock Trade Desk's (TTD) downbeat third-quarter outlook following a second-quarter miss indicates macro and structural issues amid growing competition, Wedbush Securities said Friday.Late Thursday, the ad-buying software maker said it expected revenue of at least $650 million and Silver 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 now