{"ticker": {"uuid": "2f36d651-08ed-484a-98d9-08404f36f8ce", "symbol": "AMZO34", "name": "Amazon.com, Inc.", "exchange": "SAO", "country": "BR", "sector": "Consumer Cyclical", "industry": "Internet Retail"}, "articles": [{"title": "Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-systems-reports.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:20:00+00:00", "published_display": "12 Aug 2026 21:20", "sentiment": "negative", "sentiment_pct": 31, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.27, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"]}, {"title": "Expert urges investors to spread bets across the 'AI universe'", "summary": "View Comments", "url": "https://finance.yahoo.com/video/expert-urges-investors-spread-bets-211423212.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:14:23+00:00", "published_display": "12 Aug 2026 21:14", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.149, "duplicate_count": 1, "topics": ["Earnings", "Tech"]}, {"title": "Rocket Lab CEO Won\u2019t Take on Musk and Bezos in Broadband: \u2018The Two Most Wealthiest People in the World Are Going After That\u2019", "summary": "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 \u2014 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", "url": "https://finance.yahoo.com/technology/articles/rocket-lab-ceo-won-t-193108211.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:31:08+00:00", "published_display": "12 Aug 2026 19:31", "sentiment": "neutral", "sentiment_pct": 44, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.24, "duplicate_count": 1, "topics": ["Consensus Estimate", "Defense", "Earnings", "Iot", "M A", "Satellite"]}, {"title": "Amazon (AMZN) Is Powering OpenAI\u2019s Cyber Models, So Why Is The Stock So Cheap?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-powering-openai-cyber-175657381.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:56:57+00:00", "published_display": "12 Aug 2026 17:56", "sentiment": "positive", "sentiment_pct": 71, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.276, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Debt", "Earnings Growth", "Financial Results"]}, {"title": "What Could Industry Rivals Mean For Trade Desk (TTD) Now?", "summary": "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", "url": "https://finance.yahoo.com/media-advertising/articles/could-industry-rivals-mean-trade-171017043.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:10:17+00:00", "published_display": "12 Aug 2026 17:10", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.239, "duplicate_count": 1, "topics": ["AI Infrastructure", "Competitive Pressure", "Digital Advertising", "Net Income"]}, {"title": "Is Amazon (AMZN) a Solid Growth Stock? 3 Reasons to Think \"Yes\"", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-solid-growth-stock-164502534.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:45:02+00:00", "published_display": "12 Aug 2026 16:45", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.274, "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Earnings Growth", "Growth Rate", "Growth Stocks"]}, {"title": "Uber's AV Ambitions in London Receive a Boost: Here's How", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/ubers-av-ambitions-london-receive-153000402.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:30:00+00:00", "published_display": "12 Aug 2026 15:30", "sentiment": "positive", "sentiment_pct": 80, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.168, "duplicate_count": 1, "topics": ["Autonomous Vehicles", "Mobility Platform", "Partnerships", "Robotaxi", "Valuation"]}, {"title": "Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/amazon-raises-2026-ai-spending-150200704.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:02:00+00:00", "published_display": "12 Aug 2026 15:02", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.262, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Operating Income", "Revenue Growth"]}, {"title": "Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech\u2019s $1 Trillion Lease Bill", "summary": "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", "url": "https://finance.yahoo.com/technology/articles/microsoft-corporation-msft-vs-meta-150020825.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:00:20+00:00", "published_display": "12 Aug 2026 15:00", "sentiment": "positive", "sentiment_pct": 66, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.261, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Big Tech", "Cloud Computing", "Free Cash Flow", "Free Cash Flow"]}, {"title": "Victory Marine Holdings\u2019 DGBH Appoints Miles Bodie Director of E-Commerce to Lead Next Phase of GUTSI\u2122 Omnichannel Growth", "summary": "Victory Marine Holdings Corp. Proven marketplace and direct-to-consumer executive brings Amazon, Shopify, CRM, subscription and lifecycle-marketing experience as GUTSI\u2122 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 ", "url": "https://finance.yahoo.com/small-business/articles/victory-marine-holdings-dgbh-appoints-123000522.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:30:00+00:00", "published_display": "12 Aug 2026 12:30", "sentiment": "positive", "sentiment_pct": 75, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.165, "duplicate_count": 1, "topics": ["Digital Retail", "Direct To Consumer", "E Commerce", "Marketplace Expansion", "Shareholder"]}, {"title": "Nvidia Stock Rises as CEO Eases AI Debt Fears", "summary": "Nvidia stock was rising in premarket trading Wednesday as fears over the company\u2019s 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 \u2014which provide the massive cloud computing and data infrastructure behind AI\u2014have been taking on massive debt to fund the AI buildout. Continue Reading", "url": "https://finance.yahoo.com/m/dc11adc2-635e-3a4d-93a4-60d2a945d4dd/nvidia-stock-rises-as-ceo.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:44:00+00:00", "published_display": "12 Aug 2026 11:44", "sentiment": "negative", "sentiment_pct": 43, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.255, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Debt", "Tech"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.22, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "Universities are buying and selling property for data centers, prompting concerns about an AI brain drain", "summary": "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\u2014not classrooms, laboratories or research space. The George Washington University's ", "url": "https://finance.yahoo.com/technology/ai/articles/universities-buying-selling-property-data-070000025.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T07:00:00+00:00", "published_display": "12 Aug 2026 07:00", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.1, "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Higher Education", "Real Estate", "Universities"]}, {"title": "Cerebras Set to Report Earnings as AI Chips Enter a New Era", "summary": "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", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-set-to-report.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:30:00+00:00", "published_display": "12 Aug 2026 06:30", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.225, "duplicate_count": 1, "topics": []}, {"title": "Nvidia Partner Hon Hai\u2019s Profit Beats on Sustained AI Spending", "summary": "(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", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-partner-hon-hai-profit-062436722.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:24:36+00:00", "published_display": "12 Aug 2026 06:24", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["AI", "Consumer Electronics", "Data Centers", "Earnings", "Tech"]}, {"title": "Owlet Inc (OWLT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic AI Expansion ...", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/owlet-inc-owlt-q2-2026-050156338.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T05:01:56+00:00", "published_display": "12 Aug 2026 05:01", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.247, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "International Expansion", "Subscriptions", "Telehealth", "Total Revenue"]}, {"title": "Magazine Luiza SA (MGLUY) (Q2 2026) Earnings Call Highlights: Strategic Partnerships and ...", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/magazine-luiza-sa-mgluy-q2-010413481.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T01:04:13+00:00", "published_display": "12 Aug 2026 01:04", "sentiment": "positive", "sentiment_pct": 72, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.233, "duplicate_count": 1, "topics": ["AI", "E Commerce", "Earnings", "Financials", "Net Income", "Retail"]}, {"title": "Amazon Stock Drops 1.8% as $3 Trillion Rally Cools", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-stock-drops-1-8-191235091.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:12:35+00:00", "published_display": "11 Aug 2026 19:12", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.141, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Operating Income", "Tech"]}, {"title": "Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?", "summary": "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", "url": "https://finance.yahoo.com/energy/articles/vistra-vst-just-grew-ebitda-185214479.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T18:52:14+00:00", "published_display": "11 Aug 2026 18:52", "sentiment": "positive", "sentiment_pct": 58, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.2, "duplicate_count": 1, "topics": ["Acquisition", "AI", "Earnings", "Net Income", "Share Buyback", "Shares Outstanding"]}, {"title": "Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-com-inc-amzn-vs-185154577.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T18:51:54+00:00", "published_display": "11 Aug 2026 18:51", "sentiment": "neutral", "sentiment_pct": 44, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.126, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Free Cash Flow", "Guidance", "Hedge Funds"]}, {"title": "Amazon Makes Surprise Push Into Free Gaming", "summary": "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", "url": "https://finance.yahoo.com/technology/articles/amazon-makes-surprise-push-free-183954165.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T18:39:54+00:00", "published_display": "11 Aug 2026 18:39", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.138, "duplicate_count": 1, "topics": ["Advertising", "Cloud Gaming", "Connected Tv", "Financial Results", "Streaming"]}, {"title": "Sector Update: Tech Stocks Mixed Tuesday Afternoon", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-mixed-tuesday-173748756.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:37:48+00:00", "published_display": "11 Aug 2026 17:37", "sentiment": "positive", "sentiment_pct": 67, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173, "duplicate_count": 1, "topics": []}, {"title": "Amazon (AMZN) Stock Could Be A Bargain On Cash Flow And Earnings", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-stock-could-bargain-170924939.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:09:24+00:00", "published_display": "11 Aug 2026 17:09", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.227, "duplicate_count": 1, "topics": ["Discounted Cash Flow", "Earnings", "Free Cash Flow", "Intrinsic Value", "Multiline Retail", "Share Price"]}, {"title": "Exclusive-Alpha Compute to buy Pennsylvania land, gas rights for $55 million data center campus, company says", "summary": "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 \u200cto develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for \u200cartificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their \u200bown energy sources rather than wait for grid connections. Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing", "url": "https://finance.yahoo.com/technology/ai/articles/exclusive-alpha-compute-buy-pennsylvania-170027051.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:00:27+00:00", "published_display": "11 Aug 2026 17:00", "sentiment": "positive", "sentiment_pct": 60, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.166, "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Energy", "Natural Gas"]}, {"title": "AI Data Center Boom Drives Record Gas Turbine Orders; GE Vernova, Caterpillar Among Leaders", "summary": "Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders. Continue Reading", "url": "https://finance.yahoo.com/m/00d3088b-3abb-3874-9b2c-adeb330eae4d/ai-data-center-boom-drives.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:59:02+00:00", "published_display": "11 Aug 2026 16:59", "sentiment": "positive", "sentiment_pct": 67, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129, "duplicate_count": 1, "topics": []}, {"title": "Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami", "summary": "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", "url": "https://finance.yahoo.com/small-business/articles/analyst-ups-teamsters-2028-showdown-164656767.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:46:56+00:00", "published_display": "11 Aug 2026 16:46", "sentiment": "negative", "sentiment_pct": 37, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.165, "duplicate_count": 1, "topics": ["Gig Economy", "Growth Rate", "Labor Dispute", "Logistics", "Parcel Delivery", "Teamsters"]}, {"title": "How a book that inspired Warren Buffett and a $14,000 side hustle helped billionaire Bill Ackman get started as an investor", "summary": "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\u2014a series of books where Harvard students wrote reviews of hotels around the world,\" Ackman recently told", "url": "https://finance.yahoo.com/markets/stocks/articles/book-inspired-warren-buffett-14-164421605.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:44:21+00:00", "published_display": "11 Aug 2026 16:44", "sentiment": "positive", "sentiment_pct": 71, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.16, "duplicate_count": 1, "topics": ["Activist Investing", "Hedge Funds", "Investing", "IPO", "Value Investing"]}, {"title": "Dow Jones AI Giants Nvidia, Amazon In Or Near Buy Zones; Avnet, Okta Are Stocks To Watch", "summary": "Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions. Continue Reading", "url": "https://finance.yahoo.com/m/0b93bf95-19eb-36a1-b2c3-1759ce89d8cf/dow-jones-ai-giants-nvidia%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:28:03+00:00", "published_display": "11 Aug 2026 16:28", "sentiment": "positive", "sentiment_pct": 80, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.138, "duplicate_count": 1, "topics": ["Tech"]}, {"title": "Jabil\u2019s AI Revenue Is Set to Surge 50%. UBS Says It\u2019s Time to Buy.", "summary": "Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS. Continue Reading", "url": "https://finance.yahoo.com/m/2051c6a8-9eba-34df-b884-7e51a7cd03c4/jabil%E2%80%99s-ai-revenue-is-set-to.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:28:00+00:00", "published_display": "11 Aug 2026 16:28", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.212, "duplicate_count": 1, "topics": ["AI", "Revenue Growth"]}, {"title": "Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)", "summary": "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", "url": "https://finance.yahoo.com/m/88069686-fb31-35fa-b6c9-0c1477a53816/stock-market-today%3A-dow.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:53:58+00:00", "published_display": "11 Aug 2026 15:53", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.118, "duplicate_count": 1, "topics": []}, {"title": "Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'", "summary": "Everpure stock jumped following news that the data storage company has landed its second \"design win\" with a cloud giant. Continue Reading", "url": "https://finance.yahoo.com/m/eefab599-f0fe-32f1-aca2-fced05a8489f/everpure-stock-rallies-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:50:36+00:00", "published_display": "11 Aug 2026 13:50", "sentiment": "positive", "sentiment_pct": 63, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.171, "duplicate_count": 1, "topics": []}, {"title": "Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-upgraded-under-armour-downgraded-133858700.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:38:58+00:00", "published_display": "11 Aug 2026 13:38", "sentiment": "positive", "sentiment_pct": 87, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.151, "duplicate_count": 1, "topics": ["Aerospace", "Healthcare", "Price Target", "Price Target", "Revenue Growth", "Semiconductors"]}, {"title": "Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'\u2014 The Smoke Incident That Prompted a Recall Explains Why", "summary": "Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc.(NASDAQ:AMZN) 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 Traffic Safety Administration chief Jonathan Morrison. Zoox began paid Las Vegas rides Mon", "url": "https://finance.yahoo.com/technology/ai/articles/amazons-zoox-launches-paid-robotaxi-131548115.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:15:48+00:00", "published_display": "11 Aug 2026 13:15", "sentiment": "negative", "sentiment_pct": 36, "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.243, "duplicate_count": 1, "topics": ["Autonomous Vehicles", "Recall", "Regulation", "Robotaxi", "Safety"]}, {"title": "Glance and Productsup Partner to Enable Agentic Commerce for Enterprise Brands", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/glance-productsup-partner-enable-agentic-130000214.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:00:00+00:00", "published_display": "11 Aug 2026 13:00", "sentiment": "positive", "sentiment_pct": 60, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.198, "duplicate_count": 1, "topics": ["AI Commerce", "E Commerce", "Partnership"]}, {"title": "Nvidia's $500 Billion AI Plan Gets Wall Street Backing", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500-billion-ai-plan-125827950.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:58:27+00:00", "published_display": "11 Aug 2026 12:58", "sentiment": "positive", "sentiment_pct": 60, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.125, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Financing", "Infrastructure", "Semiconductors"]}, {"title": "Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/hinde-group-boosts-amazon-com-125556579.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:55:56+00:00", "published_display": "11 Aug 2026 12:55", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.22, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Price Target", "Tech"]}, {"title": "Plug Power Stock Jumps as Earnings Beat Points to Profitability, Say Analysts", "summary": "Plug Power\u2019s second-quarter earnings and a boost to expectations for full-year revenue growth reveal a company heading toward profitability, say analysts. Continue Reading", "url": "https://finance.yahoo.com/m/42654fc2-a87e-3251-82ba-82d5defea65b/plug-power-stock-jumps-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:42:00+00:00", "published_display": "11 Aug 2026 12:42", "sentiment": "positive", "sentiment_pct": 74, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.204, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Revenue Growth"]}, {"title": "JPMorgan Sets Jaw-Dropping S&P 500 Target for Year-End 2026", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-sets-jaw-dropping-p-122816094.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:28:16+00:00", "published_display": "11 Aug 2026 12:28", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.188, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Sp500", "Tech"]}, {"title": "Larry Fink says Americans\u2019 retirement savings need to fund $10 trillion AI infrastructure demands. Protect your wealth", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/larry-fink-says-americans-retirement-101500090.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:15:00+00:00", "published_display": "11 Aug 2026 10:15", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.201, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Diversification", "Retirement", "Tech"]}, {"title": "S&P 500 EPS growth above 20% is rare. Why 2027 may be at risk", "summary": "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 \u2014 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", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-eps-growth-above-100945839.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:09:45+00:00", "published_display": "11 Aug 2026 10:09", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.194, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Growth", "Price Target", "Price Target"]}, {"title": "Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings", "summary": "Dow Jones Futures: Trump claimed \"control\" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading", "url": "https://finance.yahoo.com/m/8edb4f71-ec17-31b7-b263-bc566a40aab3/dow-jones-futures%3A-trump.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T02:08:34+00:00", "published_display": "11 Aug 2026 02:08", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.116, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Amazon, SpaceX Eye Major Decart Acquisition", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/amazon-spacex-eye-major-decart-213728411.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:37:28+00:00", "published_display": "10 Aug 2026 21:37", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.105, "duplicate_count": 1, "topics": ["AI", "M A", "Tech"]}, {"title": "JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-stock-rises-bank-lifts-200203724.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:02:03+00:00", "published_display": "10 Aug 2026 20:02", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Estimate", "Price Target", "Tech", "US Equities"]}, {"title": "AI Spending Boom Isn\u2019t Boosting Profit Margins\u2014at Least Not Yet", "summary": "Economist Torsten Sl\u00f8k points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading", "url": "https://finance.yahoo.com/m/ea94f808-5f34-313d-a3e7-e8825ea82f44/ai-spending-boom-isn%E2%80%99t.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:01:00+00:00", "published_display": "10 Aug 2026 20:01", "sentiment": "positive", "sentiment_pct": 61, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": []}, {"title": "Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips", "summary": "Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading", "url": "https://finance.yahoo.com/m/d4942994-33df-36f0-8f6d-cc4d4e58e946/microsoft-is-set-to-make-a.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:50:00+00:00", "published_display": "10 Aug 2026 19:50", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.066, "duplicate_count": 1, "topics": ["AI", "Semiconductors", "Tech"]}, {"title": "Nvidia Just Added $562 Billion in a Week", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-just-added-562-billion-194053370.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:40:53+00:00", "published_display": "10 Aug 2026 19:40", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": ["AI Processors", "Earnings", "Tech"]}, {"title": "Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff", "summary": "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-", "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-stock-rises-1-7-193703982.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:37:03+00:00", "published_display": "10 Aug 2026 19:37", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Growth", "Earnings", "Earnings Estimate", "Hyperscalers"]}, {"title": "Apollo Economist Drops Stark Take On AI Boom", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/apollo-economist-drops-stark-ai-192132193.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:21:32+00:00", "published_display": "10 Aug 2026 19:21", "sentiment": "positive", "sentiment_pct": 58, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.166, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Free Cash Flow", "Margins", "Revenue Growth"]}, {"title": "Microsoft Rethinks Its Nvidia Reliance", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:52:18+00:00", "published_display": "10 Aug 2026 18:52", "sentiment": "negative", "sentiment_pct": 37, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.107, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"]}, {"title": "Amazon: A Post-Earnings Drift Candidate", "summary": "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: \u00b7 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.' \u00b7 Forward guidance clarity: Investors can get a clear view of earnings and forward guidance before risking their ", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-post-earnings-drift-candidate-180200682.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:02:00+00:00", "published_display": "10 Aug 2026 18:02", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.195, "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings", "Earnings Report", "Guidance", "Institutional Investors", "Post Earnings Drift"]}, {"title": "Tech stocks still have plenty of believers on Wall Street, inflow data shows", "summary": "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.\u00b7Yahoo Finance AlphaSpace Stat to Know: 26 The Nasdaq Composite's (^IXIC) forward price-to-earnings ratio is about 26 time", "url": "https://finance.yahoo.com/technology/article/tech-stocks-still-have-plenty-of-believers-on-wall-street-inflow-data-shows-163544665.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:35:44+00:00", "published_display": "10 Aug 2026 16:35", "sentiment": "positive", "sentiment_pct": 70, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.13, "duplicate_count": 1, "topics": ["AI", "Capex", "Fund Inflows", "Price Target", "Tech"]}, {"title": "Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside", "summary": "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\u2026foc", "url": "https://finance.yahoo.com/markets/stocks/articles/why-momentum-fed-liquidity-tech-161500455.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:15:00+00:00", "published_display": "10 Aug 2026 16:15", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.18, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Federal Reserve", "Momentum", "Rate Hike", "Tech"]}, {"title": "Amazon, IBD Stock Of The Day, Rides Cloud Momentum To $3 Trillion Milestone", "summary": "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", "url": "https://finance.yahoo.com/m/4d7170cc-68b3-3e83-9582-c1a94e676cc3/amazon%2C-ibd-stock-of-the-day%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:00:18+00:00", "published_display": "10 Aug 2026 16:00", "sentiment": "positive", "sentiment_pct": 61, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.193, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade", "summary": "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", "url": "https://finance.yahoo.com/m/8a55fc76-0073-3a8a-ba5c-9d6255be973a/sandisk-stock-sold-off-on.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:13:00+00:00", "published_display": "10 Aug 2026 15:13", "sentiment": "positive", "sentiment_pct": 69, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.132, "duplicate_count": 1, "topics": ["Price Target", "Price Target", "Upgrade Downgrade"]}, {"title": "Meta shares rise on Muse Glimmer launch and a radical AI vision", "summary": "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\u2014think 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", "url": "https://finance.yahoo.com/technology/ai/articles/meta-shares-rise-muse-glimmer-121926544.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:19:26+00:00", "published_display": "10 Aug 2026 12:19", "sentiment": "positive", "sentiment_pct": 57, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Open Source", "Privacy", "Tech"]}, {"title": "Airbnb CEO: Why AI is the best thing to happen to us", "summary": "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 ", "url": "https://finance.yahoo.com/video/airbnb-ceo-why-ai-best-100000572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:00:00+00:00", "published_display": "10 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.156, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Release", "Innovation", "Marketplace", "Travel"]}, {"title": "MONDAY: O'BRIEN, ZUCKERMAN, AMAZON TEAMSTERS RALLY FOR DELIVERY PROTECTION ACT", "summary": "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", "url": "https://finance.yahoo.com/small-business/articles/monday-obrien-zuckerman-amazon-teamsters-100000392.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:00:00+00:00", "published_display": "10 Aug 2026 10:00", "sentiment": "neutral", "sentiment_pct": 55, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.073, "duplicate_count": 1, "topics": ["E Commerce", "Labor Rights", "Logistics", "Regulation"]}, {"title": "JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-strategists-raise-p-500-092820794.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:28:20+00:00", "published_display": "10 Aug 2026 09:28", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.154, "duplicate_count": 1, "topics": ["AI", "Capex", "Cloud", "Earnings", "Tech"]}, {"title": "Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/ross-gerber-cites-data-point-053551712.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T05:35:51+00:00", "published_display": "10 Aug 2026 05:35", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.154, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Consensus Estimate", "Earnings", "Earnings Growth", "Growth Rate"]}, {"title": "Ozempic For $50 a Month? Amazon Pharmacy Rolls Out Cheap Weight-Loss Drugs for Medicare Patients", "summary": "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 ", "url": "https://finance.yahoo.com/healthcare/articles/ozempic-50-month-amazon-pharmacy-013108263.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T01:31:08+00:00", "published_display": "10 Aug 2026 01:31", "sentiment": "negative", "sentiment_pct": 35, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.151, "duplicate_count": 1, "topics": ["Digital Healthcare", "Pharmacy", "Real Estate", "Weight Loss"]}], "by_tier": {"direct": [{"title": "Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.", "summary": "Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-systems-reports.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:20:00+00:00", "published_display": "12 Aug 2026 21:20", "sentiment": "negative", "sentiment_pct": 31, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.27, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"]}, {"title": "Expert urges investors to spread bets across the 'AI universe'", "summary": "View Comments", "url": "https://finance.yahoo.com/video/expert-urges-investors-spread-bets-211423212.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T21:14:23+00:00", "published_display": "12 Aug 2026 21:14", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.149, "duplicate_count": 1, "topics": ["Earnings", "Tech"]}, {"title": "Rocket Lab CEO Won\u2019t Take on Musk and Bezos in Broadband: \u2018The Two Most Wealthiest People in the World Are Going After That\u2019", "summary": "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 \u2014 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", "url": "https://finance.yahoo.com/technology/articles/rocket-lab-ceo-won-t-193108211.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:31:08+00:00", "published_display": "12 Aug 2026 19:31", "sentiment": "neutral", "sentiment_pct": 44, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.24, "duplicate_count": 1, "topics": ["Consensus Estimate", "Defense", "Earnings", "Iot", "M A", "Satellite"]}, {"title": "Amazon (AMZN) Is Powering OpenAI\u2019s Cyber Models, So Why Is The Stock So Cheap?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-powering-openai-cyber-175657381.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:56:57+00:00", "published_display": "12 Aug 2026 17:56", "sentiment": "positive", "sentiment_pct": 71, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.276, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Debt", "Earnings Growth", "Financial Results"]}, {"title": "What Could Industry Rivals Mean For Trade Desk (TTD) Now?", "summary": "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", "url": "https://finance.yahoo.com/media-advertising/articles/could-industry-rivals-mean-trade-171017043.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:10:17+00:00", "published_display": "12 Aug 2026 17:10", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.239, "duplicate_count": 1, "topics": ["AI Infrastructure", "Competitive Pressure", "Digital Advertising", "Net Income"]}, {"title": "Is Amazon (AMZN) a Solid Growth Stock? 3 Reasons to Think \"Yes\"", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-solid-growth-stock-164502534.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:45:02+00:00", "published_display": "12 Aug 2026 16:45", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.274, "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Earnings Growth", "Growth Rate", "Growth Stocks"]}, {"title": "Uber's AV Ambitions in London Receive a Boost: Here's How", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/ubers-av-ambitions-london-receive-153000402.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:30:00+00:00", "published_display": "12 Aug 2026 15:30", "sentiment": "positive", "sentiment_pct": 80, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.168, "duplicate_count": 1, "topics": ["Autonomous Vehicles", "Mobility Platform", "Partnerships", "Robotaxi", "Valuation"]}, {"title": "Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/amazon-raises-2026-ai-spending-150200704.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:02:00+00:00", "published_display": "12 Aug 2026 15:02", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.262, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Operating Income", "Revenue Growth"]}, {"title": "Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech\u2019s $1 Trillion Lease Bill", "summary": "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", "url": "https://finance.yahoo.com/technology/articles/microsoft-corporation-msft-vs-meta-150020825.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:00:20+00:00", "published_display": "12 Aug 2026 15:00", "sentiment": "positive", "sentiment_pct": 66, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.261, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Big Tech", "Cloud Computing", "Free Cash Flow", "Free Cash Flow"]}, {"title": "Victory Marine Holdings\u2019 DGBH Appoints Miles Bodie Director of E-Commerce to Lead Next Phase of GUTSI\u2122 Omnichannel Growth", "summary": "Victory Marine Holdings Corp. Proven marketplace and direct-to-consumer executive brings Amazon, Shopify, CRM, subscription and lifecycle-marketing experience as GUTSI\u2122 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 ", "url": "https://finance.yahoo.com/small-business/articles/victory-marine-holdings-dgbh-appoints-123000522.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:30:00+00:00", "published_display": "12 Aug 2026 12:30", "sentiment": "positive", "sentiment_pct": 75, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.165, "duplicate_count": 1, "topics": ["Digital Retail", "Direct To Consumer", "E Commerce", "Marketplace Expansion", "Shareholder"]}, {"title": "Nvidia Stock Rises as CEO Eases AI Debt Fears", "summary": "Nvidia stock was rising in premarket trading Wednesday as fears over the company\u2019s 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 \u2014which provide the massive cloud computing and data infrastructure behind AI\u2014have been taking on massive debt to fund the AI buildout. Continue Reading", "url": "https://finance.yahoo.com/m/dc11adc2-635e-3a4d-93a4-60d2a945d4dd/nvidia-stock-rises-as-ceo.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:44:00+00:00", "published_display": "12 Aug 2026 11:44", "sentiment": "negative", "sentiment_pct": 43, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.255, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Debt", "Tech"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.22, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "Universities are buying and selling property for data centers, prompting concerns about an AI brain drain", "summary": "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\u2014not classrooms, laboratories or research space. The George Washington University's ", "url": "https://finance.yahoo.com/technology/ai/articles/universities-buying-selling-property-data-070000025.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T07:00:00+00:00", "published_display": "12 Aug 2026 07:00", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.1, "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Higher Education", "Real Estate", "Universities"]}, {"title": "Cerebras Set to Report Earnings as AI Chips Enter a New Era", "summary": "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", "url": "https://finance.yahoo.com/m/18bd543e-82dc-35d1-b91d-187f477240ae/cerebras-set-to-report.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:30:00+00:00", "published_display": "12 Aug 2026 06:30", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.225, "duplicate_count": 1, "topics": []}, {"title": "Nvidia Partner Hon Hai\u2019s Profit Beats on Sustained AI Spending", "summary": "(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", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-partner-hon-hai-profit-062436722.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:24:36+00:00", "published_display": "12 Aug 2026 06:24", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["AI", "Consumer Electronics", "Data Centers", "Earnings", "Tech"]}, {"title": "Owlet Inc (OWLT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic AI Expansion ...", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/owlet-inc-owlt-q2-2026-050156338.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T05:01:56+00:00", "published_display": "12 Aug 2026 05:01", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.247, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "International Expansion", "Subscriptions", "Telehealth", "Total Revenue"]}, {"title": "Magazine Luiza SA (MGLUY) (Q2 2026) Earnings Call Highlights: Strategic Partnerships and ...", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/magazine-luiza-sa-mgluy-q2-010413481.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T01:04:13+00:00", "published_display": "12 Aug 2026 01:04", "sentiment": "positive", "sentiment_pct": 72, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.233, "duplicate_count": 1, "topics": ["AI", "E Commerce", "Earnings", "Financials", "Net Income", "Retail"]}, {"title": "Amazon Stock Drops 1.8% as $3 Trillion Rally Cools", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-stock-drops-1-8-191235091.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:12:35+00:00", "published_display": "11 Aug 2026 19:12", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.141, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Operating Income", "Tech"]}, {"title": "Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?", "summary": "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", "url": "https://finance.yahoo.com/energy/articles/vistra-vst-just-grew-ebitda-185214479.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T18:52:14+00:00", "published_display": "11 Aug 2026 18:52", "sentiment": "positive", "sentiment_pct": 58, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.2, "duplicate_count": 1, "topics": ["Acquisition", "AI", "Earnings", "Net Income", "Share Buyback", "Shares Outstanding"]}, {"title": "Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-com-inc-amzn-vs-185154577.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T18:51:54+00:00", "published_display": "11 Aug 2026 18:51", "sentiment": "neutral", "sentiment_pct": 44, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.126, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Free Cash Flow", "Guidance", "Hedge Funds"]}, {"title": "Amazon Makes Surprise Push Into Free Gaming", "summary": "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", "url": "https://finance.yahoo.com/technology/articles/amazon-makes-surprise-push-free-183954165.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T18:39:54+00:00", "published_display": "11 Aug 2026 18:39", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.138, "duplicate_count": 1, "topics": ["Advertising", "Cloud Gaming", "Connected Tv", "Financial Results", "Streaming"]}, {"title": "Sector Update: Tech Stocks Mixed Tuesday Afternoon", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-mixed-tuesday-173748756.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:37:48+00:00", "published_display": "11 Aug 2026 17:37", "sentiment": "positive", "sentiment_pct": 67, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173, "duplicate_count": 1, "topics": []}, {"title": "Amazon (AMZN) Stock Could Be A Bargain On Cash Flow And Earnings", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-stock-could-bargain-170924939.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:09:24+00:00", "published_display": "11 Aug 2026 17:09", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.227, "duplicate_count": 1, "topics": ["Discounted Cash Flow", "Earnings", "Free Cash Flow", "Intrinsic Value", "Multiline Retail", "Share Price"]}, {"title": "Exclusive-Alpha Compute to buy Pennsylvania land, gas rights for $55 million data center campus, company says", "summary": "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 \u200cto develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for \u200cartificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their \u200bown energy sources rather than wait for grid connections. Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing", "url": "https://finance.yahoo.com/technology/ai/articles/exclusive-alpha-compute-buy-pennsylvania-170027051.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:00:27+00:00", "published_display": "11 Aug 2026 17:00", "sentiment": "positive", "sentiment_pct": 60, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.166, "duplicate_count": 1, "topics": ["AI Infrastructure", "Data Centers", "Energy", "Natural Gas"]}, {"title": "AI Data Center Boom Drives Record Gas Turbine Orders; GE Vernova, Caterpillar Among Leaders", "summary": "Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders. Continue Reading", "url": "https://finance.yahoo.com/m/00d3088b-3abb-3874-9b2c-adeb330eae4d/ai-data-center-boom-drives.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:59:02+00:00", "published_display": "11 Aug 2026 16:59", "sentiment": "positive", "sentiment_pct": 67, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129, "duplicate_count": 1, "topics": []}, {"title": "Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami", "summary": "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", "url": "https://finance.yahoo.com/small-business/articles/analyst-ups-teamsters-2028-showdown-164656767.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:46:56+00:00", "published_display": "11 Aug 2026 16:46", "sentiment": "negative", "sentiment_pct": 37, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.165, "duplicate_count": 1, "topics": ["Gig Economy", "Growth Rate", "Labor Dispute", "Logistics", "Parcel Delivery", "Teamsters"]}, {"title": "How a book that inspired Warren Buffett and a $14,000 side hustle helped billionaire Bill Ackman get started as an investor", "summary": "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\u2014a series of books where Harvard students wrote reviews of hotels around the world,\" Ackman recently told", "url": "https://finance.yahoo.com/markets/stocks/articles/book-inspired-warren-buffett-14-164421605.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:44:21+00:00", "published_display": "11 Aug 2026 16:44", "sentiment": "positive", "sentiment_pct": 71, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.16, "duplicate_count": 1, "topics": ["Activist Investing", "Hedge Funds", "Investing", "IPO", "Value Investing"]}, {"title": "Dow Jones AI Giants Nvidia, Amazon In Or Near Buy Zones; Avnet, Okta Are Stocks To Watch", "summary": "Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions. Continue Reading", "url": "https://finance.yahoo.com/m/0b93bf95-19eb-36a1-b2c3-1759ce89d8cf/dow-jones-ai-giants-nvidia%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:28:03+00:00", "published_display": "11 Aug 2026 16:28", "sentiment": "positive", "sentiment_pct": 80, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.138, "duplicate_count": 1, "topics": ["Tech"]}, {"title": "Jabil\u2019s AI Revenue Is Set to Surge 50%. UBS Says It\u2019s Time to Buy.", "summary": "Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS. Continue Reading", "url": "https://finance.yahoo.com/m/2051c6a8-9eba-34df-b884-7e51a7cd03c4/jabil%E2%80%99s-ai-revenue-is-set-to.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:28:00+00:00", "published_display": "11 Aug 2026 16:28", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.212, "duplicate_count": 1, "topics": ["AI", "Revenue Growth"]}, {"title": "Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)", "summary": "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", "url": "https://finance.yahoo.com/m/88069686-fb31-35fa-b6c9-0c1477a53816/stock-market-today%3A-dow.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:53:58+00:00", "published_display": "11 Aug 2026 15:53", "sentiment": "neutral", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.118, "duplicate_count": 1, "topics": []}, {"title": "Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'", "summary": "Everpure stock jumped following news that the data storage company has landed its second \"design win\" with a cloud giant. Continue Reading", "url": "https://finance.yahoo.com/m/eefab599-f0fe-32f1-aca2-fced05a8489f/everpure-stock-rallies-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:50:36+00:00", "published_display": "11 Aug 2026 13:50", "sentiment": "positive", "sentiment_pct": 63, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.171, "duplicate_count": 1, "topics": []}, {"title": "Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-upgraded-under-armour-downgraded-133858700.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:38:58+00:00", "published_display": "11 Aug 2026 13:38", "sentiment": "positive", "sentiment_pct": 87, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.151, "duplicate_count": 1, "topics": ["Aerospace", "Healthcare", "Price Target", "Price Target", "Revenue Growth", "Semiconductors"]}, {"title": "Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'\u2014 The Smoke Incident That Prompted a Recall Explains Why", "summary": "Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc.(NASDAQ:AMZN) 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 Traffic Safety Administration chief Jonathan Morrison. Zoox began paid Las Vegas rides Mon", "url": "https://finance.yahoo.com/technology/ai/articles/amazons-zoox-launches-paid-robotaxi-131548115.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:15:48+00:00", "published_display": "11 Aug 2026 13:15", "sentiment": "negative", "sentiment_pct": 36, "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.243, "duplicate_count": 1, "topics": ["Autonomous Vehicles", "Recall", "Regulation", "Robotaxi", "Safety"]}, {"title": "Glance and Productsup Partner to Enable Agentic Commerce for Enterprise Brands", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/glance-productsup-partner-enable-agentic-130000214.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:00:00+00:00", "published_display": "11 Aug 2026 13:00", "sentiment": "positive", "sentiment_pct": 60, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.198, "duplicate_count": 1, "topics": ["AI Commerce", "E Commerce", "Partnership"]}, {"title": "Nvidia's $500 Billion AI Plan Gets Wall Street Backing", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500-billion-ai-plan-125827950.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:58:27+00:00", "published_display": "11 Aug 2026 12:58", "sentiment": "positive", "sentiment_pct": 60, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.125, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Financing", "Infrastructure", "Semiconductors"]}, {"title": "Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/hinde-group-boosts-amazon-com-125556579.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:55:56+00:00", "published_display": "11 Aug 2026 12:55", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.22, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Price Target", "Tech"]}, {"title": "Plug Power Stock Jumps as Earnings Beat Points to Profitability, Say Analysts", "summary": "Plug Power\u2019s second-quarter earnings and a boost to expectations for full-year revenue growth reveal a company heading toward profitability, say analysts. Continue Reading", "url": "https://finance.yahoo.com/m/42654fc2-a87e-3251-82ba-82d5defea65b/plug-power-stock-jumps-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:42:00+00:00", "published_display": "11 Aug 2026 12:42", "sentiment": "positive", "sentiment_pct": 74, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.204, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Revenue Growth"]}, {"title": "JPMorgan Sets Jaw-Dropping S&P 500 Target for Year-End 2026", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-sets-jaw-dropping-p-122816094.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:28:16+00:00", "published_display": "11 Aug 2026 12:28", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.188, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Sp500", "Tech"]}, {"title": "Larry Fink says Americans\u2019 retirement savings need to fund $10 trillion AI infrastructure demands. Protect your wealth", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/larry-fink-says-americans-retirement-101500090.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:15:00+00:00", "published_display": "11 Aug 2026 10:15", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.201, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Diversification", "Retirement", "Tech"]}, {"title": "S&P 500 EPS growth above 20% is rare. Why 2027 may be at risk", "summary": "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 \u2014 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", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-eps-growth-above-100945839.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:09:45+00:00", "published_display": "11 Aug 2026 10:09", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.194, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Growth", "Price Target", "Price Target"]}, {"title": "Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings", "summary": "Dow Jones Futures: Trump claimed \"control\" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading", "url": "https://finance.yahoo.com/m/8edb4f71-ec17-31b7-b263-bc566a40aab3/dow-jones-futures%3A-trump.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T02:08:34+00:00", "published_display": "11 Aug 2026 02:08", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.116, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Amazon, SpaceX Eye Major Decart Acquisition", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/amazon-spacex-eye-major-decart-213728411.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:37:28+00:00", "published_display": "10 Aug 2026 21:37", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.105, "duplicate_count": 1, "topics": ["AI", "M A", "Tech"]}, {"title": "JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-stock-rises-bank-lifts-200203724.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:02:03+00:00", "published_display": "10 Aug 2026 20:02", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Estimate", "Price Target", "Tech", "US Equities"]}, {"title": "AI Spending Boom Isn\u2019t Boosting Profit Margins\u2014at Least Not Yet", "summary": "Economist Torsten Sl\u00f8k points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading", "url": "https://finance.yahoo.com/m/ea94f808-5f34-313d-a3e7-e8825ea82f44/ai-spending-boom-isn%E2%80%99t.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:01:00+00:00", "published_display": "10 Aug 2026 20:01", "sentiment": "positive", "sentiment_pct": 61, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": []}, {"title": "Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips", "summary": "Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading", "url": "https://finance.yahoo.com/m/d4942994-33df-36f0-8f6d-cc4d4e58e946/microsoft-is-set-to-make-a.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:50:00+00:00", "published_display": "10 Aug 2026 19:50", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.066, "duplicate_count": 1, "topics": ["AI", "Semiconductors", "Tech"]}, {"title": "Nvidia Just Added $562 Billion in a Week", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-just-added-562-billion-194053370.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:40:53+00:00", "published_display": "10 Aug 2026 19:40", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": ["AI Processors", "Earnings", "Tech"]}, {"title": "Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff", "summary": "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-", "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-stock-rises-1-7-193703982.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:37:03+00:00", "published_display": "10 Aug 2026 19:37", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Growth", "Earnings", "Earnings Estimate", "Hyperscalers"]}, {"title": "Apollo Economist Drops Stark Take On AI Boom", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/apollo-economist-drops-stark-ai-192132193.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T19:21:32+00:00", "published_display": "10 Aug 2026 19:21", "sentiment": "positive", "sentiment_pct": 58, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.166, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Free Cash Flow", "Margins", "Revenue Growth"]}, {"title": "Microsoft Rethinks Its Nvidia Reliance", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:52:18+00:00", "published_display": "10 Aug 2026 18:52", "sentiment": "negative", "sentiment_pct": 37, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.107, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"]}, {"title": "Amazon: A Post-Earnings Drift Candidate", "summary": "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: \u00b7 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.' \u00b7 Forward guidance clarity: Investors can get a clear view of earnings and forward guidance before risking their ", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-post-earnings-drift-candidate-180200682.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:02:00+00:00", "published_display": "10 Aug 2026 18:02", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.195, "duplicate_count": 1, "topics": ["Cloud Computing", "Earnings", "Earnings Report", "Guidance", "Institutional Investors", "Post Earnings Drift"]}, {"title": "Tech stocks still have plenty of believers on Wall Street, inflow data shows", "summary": "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.\u00b7Yahoo Finance AlphaSpace Stat to Know: 26 The Nasdaq Composite's (^IXIC) forward price-to-earnings ratio is about 26 time", "url": "https://finance.yahoo.com/technology/article/tech-stocks-still-have-plenty-of-believers-on-wall-street-inflow-data-shows-163544665.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:35:44+00:00", "published_display": "10 Aug 2026 16:35", "sentiment": "positive", "sentiment_pct": 70, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.13, "duplicate_count": 1, "topics": ["AI", "Capex", "Fund Inflows", "Price Target", "Tech"]}, {"title": "Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside", "summary": "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\u2026foc", "url": "https://finance.yahoo.com/markets/stocks/articles/why-momentum-fed-liquidity-tech-161500455.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:15:00+00:00", "published_display": "10 Aug 2026 16:15", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.18, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Federal Reserve", "Momentum", "Rate Hike", "Tech"]}, {"title": "Amazon, IBD Stock Of The Day, Rides Cloud Momentum To $3 Trillion Milestone", "summary": "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", "url": "https://finance.yahoo.com/m/4d7170cc-68b3-3e83-9582-c1a94e676cc3/amazon%2C-ibd-stock-of-the-day%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:00:18+00:00", "published_display": "10 Aug 2026 16:00", "sentiment": "positive", "sentiment_pct": 61, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.193, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade", "summary": "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", "url": "https://finance.yahoo.com/m/8a55fc76-0073-3a8a-ba5c-9d6255be973a/sandisk-stock-sold-off-on.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:13:00+00:00", "published_display": "10 Aug 2026 15:13", "sentiment": "positive", "sentiment_pct": 69, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.132, "duplicate_count": 1, "topics": ["Price Target", "Price Target", "Upgrade Downgrade"]}, {"title": "Meta shares rise on Muse Glimmer launch and a radical AI vision", "summary": "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\u2014think 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", "url": "https://finance.yahoo.com/technology/ai/articles/meta-shares-rise-muse-glimmer-121926544.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:19:26+00:00", "published_display": "10 Aug 2026 12:19", "sentiment": "positive", "sentiment_pct": 57, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.102, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Open Source", "Privacy", "Tech"]}, {"title": "Airbnb CEO: Why AI is the best thing to happen to us", "summary": "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 ", "url": "https://finance.yahoo.com/video/airbnb-ceo-why-ai-best-100000572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:00:00+00:00", "published_display": "10 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.156, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Release", "Innovation", "Marketplace", "Travel"]}, {"title": "MONDAY: O'BRIEN, ZUCKERMAN, AMAZON TEAMSTERS RALLY FOR DELIVERY PROTECTION ACT", "summary": "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", "url": "https://finance.yahoo.com/small-business/articles/monday-obrien-zuckerman-amazon-teamsters-100000392.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:00:00+00:00", "published_display": "10 Aug 2026 10:00", "sentiment": "neutral", "sentiment_pct": 55, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.073, "duplicate_count": 1, "topics": ["E Commerce", "Labor Rights", "Logistics", "Regulation"]}, {"title": "JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-strategists-raise-p-500-092820794.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:28:20+00:00", "published_display": "10 Aug 2026 09:28", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.154, "duplicate_count": 1, "topics": ["AI", "Capex", "Cloud", "Earnings", "Tech"]}, {"title": "Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/ross-gerber-cites-data-point-053551712.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T05:35:51+00:00", "published_display": "10 Aug 2026 05:35", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.154, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Consensus Estimate", "Earnings", "Earnings Growth", "Growth Rate"]}, {"title": "Ozempic For $50 a Month? Amazon Pharmacy Rolls Out Cheap Weight-Loss Drugs for Medicare Patients", "summary": "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 ", "url": "https://finance.yahoo.com/healthcare/articles/ozempic-50-month-amazon-pharmacy-013108263.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T01:31:08+00:00", "published_display": "10 Aug 2026 01:31", "sentiment": "negative", "sentiment_pct": 35, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.151, "duplicate_count": 1, "topics": ["Digital Healthcare", "Pharmacy", "Real Estate", "Weight Loss"]}], "industry": [], "sector": []}, "total_fetched": 75, "total_unique": 75, "total_relevant": 75, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 75, "unique_stories": 75, "duplicates_removed": 0, "relevant_stories": 75, "current_evidence": 75, "direct_evidence": 75, "eodhd_articles": 75, "eodhd": {"configured": true, "status": "healthy", "calls_used": 190, "call_budget": 500, "budget_used_pct": 38.0, "requests_made": 38, "last_success_at": "2026-08-13T05:15:21.513713+00:00", "newest_seen_at": "2026-08-13T05:03:02+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3492, "unmapped_mentions": 1790}, "status": "healthy"}, "sentiment_summary": {"positive": 55, "negative": 7, "neutral": 13, "score": 64, "raw_score": 66, "total": 75, "evidence_count": 75, "effective_articles": 67.16, "direct_story_count": 75, "industry_story_count": 0, "sector_story_count": 0, "story_count": 75, "source_count": 1, "source_concentration": 1.0, "direct_share": 100, "dispersion": 17, "confidence": 79, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-12T21:20:00+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 80, "events": [{"event": "earnings", "label": "Earnings", "weight": 25.2, "count": 42}, {"event": "general", "label": "Market update", "weight": 7.8, "count": 13}, {"event": "analyst", "label": "Analyst action", "weight": 3.6, "count": 6}, {"event": "deals", "label": "Deals and strategy", "weight": 2.4, "count": 4}, {"event": "macro", "label": "Macro sensitivity", "weight": 2.4, "count": 4}, {"event": "regulatory", "label": "Regulatory and legal", "weight": 1.8, "count": 3}], "positive_events": 55, "negative_events": 7, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 75, "unique_stories": 75, "duplicates_removed": 0, "relevant_stories": 75, "current_evidence": 75, "direct_evidence": 75, "eodhd_articles": 75, "eodhd": {"configured": true, "status": "healthy", "calls_used": 190, "call_budget": 500, "budget_used_pct": 38.0, "requests_made": 38, "last_success_at": "2026-08-13T05:15:21.513713+00:00", "newest_seen_at": "2026-08-13T05:03:02+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3492, "unmapped_mentions": 1790}, "status": "healthy"}}, "market_context": {"has_market_context": true, "latest_close": 69.53, "latest_week": "2026-08-07", "one_week_move": 1.3, "four_week_move": 10.8, "twelve_week_move": 4.4, "trend_signal": "1", "trend_label": "Trend active", "trend_tone": "positive", "market_dynamics": 0.232426, "market_dynamics_buy_signal": false, "relative_strength": 8.493046, "fair_value_gap": 29.0, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", "expectation_direction": "positive", "expectation_probability": 56.3672, "reaction_label": "Price digesting", "reaction_tone": "neutral", "market_sentence": "+1.3% over one week, +10.8% over four weeks, trend active, and materially above fair value."}, "interpretation": {"label": "News confirmed by price", "tone": "positive", "classification": "confirmed_positive", "summary": 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"tone": "negative", "text": "Cerebras Systems Reports Solid Earnings. 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"count": 16, "share": 27}, {"label": "Price Target", "count": 9, "share": 15}, {"label": "Cloud Computing", "count": 9, "share": 15}, {"label": "Free Cash Flow", "count": 8, "share": 13}, {"label": "Revenue Growth", "count": 6, "share": 10}, {"label": "Semiconductors", "count": 5, "share": 8}, {"label": "Guidance", "count": 4, "share": 7}, {"label": "Earnings Growth", "count": 4, "share": 7}], "supporting": [{"label": "Direct evidence", "text": "75 current stories are mapped specifically to AMZO34."}, {"label": "Narrative agreement", "text": "Cross-story agreement is 83/100, indicating a comparatively coherent tape."}, {"label": "Price response", "text": "Constructive news tone is being confirmed by positive weekly price action."}], "tempering": [{"label": "Source breadth", "text": "Only 1 publisher currently contribute to the measured read."}], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "Cerebras 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