{"ticker": {"uuid": "6a7f86e8-5d92-417c-90f6-e82b7c95a582", "symbol": "AMZN", "name": "Amazon.com Inc", "exchange": "NASDAQ", "country": "US", "sector": "Consumer Cyclical", "industry": "Internet Retail"}, "articles": [{"title": "Infiltrated: North Korea's Secret U.S. Workforce", "summary": "North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ's yearlong investigation reveals how one team infiltrated eight companies in just a few months. View Comments", "url": "https://finance.yahoo.com/video/infiltrated-north-koreas-secret-u-010000073.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T01:00:00+00:00", "published_display": "13 Aug 2026 01:00", "sentiment": "negative", "sentiment_pct": 30, "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.444, "duplicate_count": 1, "topics": []}, {"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": 0.35, "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": 0.214, "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": 0.311, "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": 0.506, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Debt", "Earnings Growth", "Financial Results"]}, {"title": "This Dividend King Is Up 56% This Year, and It Just Hired its First AI Chief", "summary": "The retailer space doesn't have a Comeback Player of the Year award like some sports leagues, but if it did, this could be Target's (NYSE: TGT) trophy to claim in 2026. After three years of sliding sales, the discount retailer and Dividend King (a company that has raised its dividend payments for 50 years or more) has turned positive this year. It doubled its top-line growth forecast for the full year to 4% in its latest quarter. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in y", "url": "https://finance.yahoo.com/markets/stocks/articles/dividend-king-56-just-hired-172600722.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:26:00+00:00", "published_display": "12 Aug 2026 17:26", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.366, "duplicate_count": 1, "topics": ["AI", "Dividend Payments", "Dividends", "Earnings", "Retail", "Technology"]}, {"title": "Wall Street just borrowed $500 billion to build AI \u2014 here's what it could mean for your 401(k)", "summary": "The AI industry just got even more expensive. NVIDIA just announced a new partnership with six financial institutions that would provide the chip company with $500 billion in third-party capital to put toward AI infrastructure. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 \u2014 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP Millionaires under 43 hold only 25% of their wealth in stocks. Here'", "url": "https://finance.yahoo.com/technology/ai/articles/wall-street-just-borrowed-500-171500367.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:15:00+00:00", "published_display": "12 Aug 2026 17:15", "sentiment": "positive", "sentiment_pct": 58, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.306, "duplicate_count": 1, "topics": ["AI", "Capex", "Data Centers", "Diversification", "S P 500"]}, {"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": 0.365, "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": 0.502, "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Earnings Growth", "Growth Rate", "Growth Stocks"]}, {"title": "Is TTD Worth Buying as Cheap Valuation Clashes With Execution Risk?", "summary": "The Trade Desk, Inc. TTD now trades at valuation levels far below its historical norms after a severe share-price decline. The apparent discount is striking, but it comes as revenue growth has slowed, earnings expectations have weakened and execution concerns have moved to the foreground. The investment question is whether the lower multiple compensates for those risks. Long-term opportunities in connected TV (\"CTV\"), retail media and international markets remain meaningful, yet the company still needs to show that spending can restore stronger growth. The Trade Desk Price, Consensus and EPS S", "url": "https://finance.yahoo.com/markets/stocks/articles/ttd-worth-buying-cheap-valuation-164300345.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:43:00+00:00", "published_display": "12 Aug 2026 16:43", "sentiment": "negative", "sentiment_pct": 32, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.364, "duplicate_count": 1, "topics": ["Advertising", "Connected Tv", "Consensus Estimate", "Digital Media", "Earnings", "Earnings Estimate"]}, {"title": "Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains", "summary": "Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-second-quarter-revenue-exceeds-154839122.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:48:39+00:00", "published_display": "12 Aug 2026 15:48", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.319, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings"]}, {"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": 0.234, "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": 0.359, "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": 0.351, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Big Tech", "Cloud Computing", "Free Cash Flow", "Free Cash Flow"]}, {"title": "Amazon Just Exploded 13% on Its AWS Quarter. This Fund Pays You Every Friday to Own It", "summary": "Quick Read AMZN surged 13% after AWS posted 37% revenue growth, and AMZW matched that gain while delivering weekly distributions at roughly a 40% annualized rate. Unlike typical covered-call ETFs that sacrifice upside during big rallies, AMZW's swap structure tracked AMZN's full move while still paying weekly cash. AMZW's 1% fee, variable payouts, and June 2025 launch date make it best suited as a satellite holding in tax-advantaged accounts. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Amazon didn't make the cut. Grab the names FREE today. Amazon (NASDA", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-just-exploded-13-aws-145543839.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:55:43+00:00", "published_display": "12 Aug 2026 14:55", "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": 0.401, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Release", "ETF", "Free Cash Flow", "Investment Strategy"]}, {"title": "1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run", "summary": "Key Points The \"Magnificent Seven\" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we like better than Vanguard Morningstar Growth ETF \u203a The S&P 500 is the stock market's most important index, tracking the 500 largest American companies on the market. It has become the main benchmark investors use to measure their returns, with outperformance and underperformance largely dependent on how it compares. Although investing in an S&P 500 ", "url": "https://www.nasdaq.com/articles/1-vanguard-etf-outperforms-sp-500-and-still-has-room-run", "source_name": "nasdaq.com", "published_at": "2026-08-12T14:35:00+00:00", "published_display": "12 Aug 2026 14:35", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.134, "duplicate_count": 2, "topics": ["Consumer Discretionary", "ETF", "Growth Stocks", "Industrials", "Markets", "Tech"]}, {"title": "Airbnb vs. PepsiCo: Which Stock Is a Better Buy in 2026?", "summary": "Should you prioritize the high-growth potential of the digital travel economy or the steady dividends of a global snack titan? Investors choosing between Airbnb (NASDAQ:ABNB) and PepsiCo (NASDAQ:PEP) are weighing two very different paths to wealth. Airbnb operates a massive online marketplace for stays and local experiences, while PepsiCo produces iconic food and beverage brands found in almost every pantry. Comparing these two giants helps you decide if you prefer a lean, tech-driven platform or a diversified consumer manufacturing powerhouse with a long history of dividends. The case for Air", "url": "https://finance.yahoo.com/markets/stocks/articles/airbnb-vs-pepsico-stock-better-141532214.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:15:32+00:00", "published_display": "12 Aug 2026 14:15", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.303, "duplicate_count": 1, "topics": ["Balance Sheet", "Consumer Discretionary", "Consumer Staples", "Dividends", "Earnings", "Free Cash Flow"]}, {"title": "Will CoreWeave's Global Expansion Accelerate Revenue Growth?", "summary": "CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue backlog reached $104.2 billion. CoreWeave also added more than $25 billion of net new customer commitments in the early weeks of the third quarter. The company ended the second quarter with 1.5 gigawatts of active power and remains on track to reach at least 8 gigawatts by 2030. Global expansion is becoming an im", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-global-expansion-accelerate-revenue-134900784.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:49:00+00:00", "published_display": "12 Aug 2026 13:49", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.356, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "International Expansion", "Revenue Guidance"]}, {"title": "4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet", "summary": "Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion on capital expenditures in 2026, with a large portion directed toward AI infrastructure. This spending is likely to support demand for AI accelerators, high-bandwidth memory (HBM), networking chips, testing equipment and advanced semiconductor manufacturing. As hyperscalers expand data-center capa", "url": "https://finance.yahoo.com/technology/ai/articles/4-semiconductor-stocks-buy-amid-131600083.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:16:00+00:00", "published_display": "12 Aug 2026 13:16", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.277, "duplicate_count": 1, "topics": ["AI Infrastructure", "Capital Expenditure", "Earnings Growth", "Earnings Per Share", "Growth Stocks", "Semiconductors"]}, {"title": "ARKX vs. NASA ETF: Identical Fees, Different Space Strategies", "summary": "Comparing ARK Space & Defense Innovation ETF (NYSEMKT:ARKX) and Tema Space Innovators ETF (NYSEMKT:NASA) reveals two high-growth strategies with identical management fees but differing approaches to the burgeoning commercial space economy. The space industry is no longer just the realm of government agencies; it is an expanding commercial frontier attracting significant private capital. Investors looking for exposure to this high-growth sector often compare the ARK Space & Defense Innovation ETF and the Tema Space Innovators ETF as they seek growth beyond Earth. Snapshot (cost & size) Metric A", "url": "https://finance.yahoo.com/markets/stocks/articles/arkx-vs-nasa-etf-identical-130501109.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:05:01+00:00", "published_display": "12 Aug 2026 13:05", "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": 0.176, "duplicate_count": 2, "topics": ["ETF", "Investment Strategy", "Space Industry"]}, {"title": "TopDawg Expands Multi-Channel Dropshipping Platform with BigCommerce and TikTok Shop Integrations", "summary": "TopDawg adds BigCommerce and TikTok Shop to its growing lineup of eCommerce, marketplace, and social commerce integrations, giving retailers more ways to sell products from verified U.S.-based suppliers. Key Highlights TopDawg adds BigCommerce and TikTok Shop integrations to its multi-channel dropshipping platform New integrations expand TopDawg's lineup, which already includes Amazon, Walmart, eBay, Shopify, and WooCommerce Retailers can access U.S.-based suppliers, wholesale products, real-time inventory syncing, and automated fulfillment tools BigCommerce expands TopDawg's reach with scalab", "url": "https://finance.yahoo.com/small-business/articles/topdawg-expands-multi-channel-dropshipping-130000569.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "positive", "sentiment_pct": 89, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["Dropshipping", "Ecommerce", "Integration", "Retail", "Social Commerce"]}, {"title": "Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights", "summary": "Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape", "url": "https://finance.yahoo.com/markets/stocks/articles/global-hedge-funds-rotate-ai-130000576.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.163, "duplicate_count": 1, "topics": ["AI Investment", "Hedge Funds", "Long Positions", "Revenue Growth", "Semiconductors", "Short Selling"]}, {"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": 0.213, "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": 0.272, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Debt", "Tech"]}, {"title": "1 Hyperscaler Stock to Buy, 1 to Hold, and 1 to Avoid", "summary": "Key Points Amazon is seeing strong accelerating cloud revenue growth. Microsoft is starting to prove its doubters wrong. SpaceX trades at an other worldly valuation, and its cloud pricing likely isn't sustainable. 10 stocks we like better than Space Exploration Technologies \u203a Hyperscalers, which are companies that own large data centers, have been spending aggressively to build out artificial intelligence (AI) infrastructure. Although the market has been concerned about this spending, the economics for things like cloud computing are quite good. Amazon(NASDAQ: AMZN), for example, recently came", "url": "https://www.nasdaq.com/articles/1-hyperscaler-stock-buy-1-hold-and-1-avoid", "source_name": "nasdaq.com", "published_at": "2026-08-12T11:35:00+00:00", "published_display": "12 Aug 2026 11:35", "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": 0.31, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Report", "Markets", "Revenue Growth"]}, {"title": "Morning Bid: Inflation obscures all", "summary": "By Mike Dolan Aug 12 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets It's inflation day stateside and an important moment for Federal Reserve thinking, not to mention for nervy bond markets. To be fair, the \u200cconsumer price report only makes for one of three big \"inflation days\" each month. Tomorrow will bring the producer price update, while \u200cthe Fed's favored PCE gauge will come later in the month. But CPI will start to form the picture. I'll get into that and more below. But first, check out my \u200blatest mid-week column, where I dis", "url": "https://finance.yahoo.com/economy/policy/articles/morning-bid-inflation-obscures-104502792.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:02+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 83, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.192, "duplicate_count": 1, "topics": ["Fed", "Inflation", "Tech", "Treasuries"]}, {"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": 0.255, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.", "summary": "In the rapidly expanding semiconductor ecosystem, Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) stand as pivotal players powering the compute backbone of artificial intelligence (AI). Nvidia dominates with its Blackwell and Rubin GPU architectures, which deliver industry-leading performance for large-scale training and inference workloads. Meanwhile, AMD contributes complementary technology via its Instinct MI-series accelerators and Epyc processors, offering high-performance CPUs and GPUs that hyperscalers integrate for cost-effective AI clusters. Missed Nvidia in 2009? This ", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-trades-63x-forward-earnings-104000870.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:40:00+00:00", "published_display": "12 Aug 2026 10:40", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.308, "duplicate_count": 1, "topics": ["AI", "Financial Results", "Free Cash Flow", "Growth", "Growth Rate", "Semiconductors"]}, {"title": "AM Markets Need to Know: Gemini hits 1B users, chip rally, and more", "summary": "[New York City and London multiple exposure image] Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Here are the five news items investors should watch: GOOGLE'S GEMINI APP TOPS 1B USERS: Google (GOOG [https://seekingalpha.com/symbol/GOOG]), (GOOGL [https://seekingalpha.com/symbol/GOOGL]) CEO Sundar Pichai said the Gemini app has surpassed 1 billion monthly users, making it the company's 14th product to reach that milestone. Pichai called Gemini Google'", "url": "https://seekingalpha.com/news/4631303-am-markets-need-to-know-gemini-hits-1b-users-chip-rally-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T09:57:02+00:00", "published_display": "12 Aug 2026 09:57", "sentiment": "positive", "sentiment_pct": 64, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": ["AI", "Defense", "Delivery Services", "Regulation", "Semiconductors"]}, {"title": "The Stock Market Is Flashing the Same Warning Signal That It Did Before the Dot-Com Bubble. Here's What History Says Comes Next.", "summary": "Key Points One way to measure the S&P 500's valuation is by looking at the Shiller CAPE ratio. The CAPE ratio measures the S&P 500's value relative to its 10-year average inflation-adjusted earnings. The last time the CAPE ratio was this high, the market made a big move.10 stocks we like better than S&P 500 Index \u203a Despite multiple headwinds this year, stocks have continued their uphill march. The benchmark S&P 500(SNPINDEX: ^GSPC) has shrugged off the conflict with Iran, persistently elevated inflation, and a variety of concerns triggered by artificial intelligence, climbing 13% on the year (", "url": "https://www.nasdaq.com/articles/stock-market-flashing-same-warning-signal-it-did-dot-com-bubble-heres-what-history-says", "source_name": "nasdaq.com", "published_at": "2026-08-12T09:50:00+00:00", "published_display": "12 Aug 2026 09:50", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.174, "duplicate_count": 1, "topics": ["AI", "Dot Com Bubble", "Free Cash Flow", "Market Crash", "Markets", "Revenue Growth"]}, {"title": "Better AI Infrastructure Stock: Vertiv vs. Eaton", "summary": "Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy electrical supplier and has transitioned to a comprehensive chip-to-grid infrastructure provider.10 stocks we like better than Vertiv \u203a The amount of capital being invested by artificial intelligence (AI) hyperscalers is mind-blowing. During recent earnings calls, Microsoft, Meta Platforms, Amazon, and Alphabet revealed plans to", "url": "https://www.nasdaq.com/articles/better-ai-infrastructure-stock-vertiv-vs-eaton", "source_name": "nasdaq.com", "published_at": "2026-08-12T09:40:00+00:00", "published_display": "12 Aug 2026 09:40", "sentiment": "positive", "sentiment_pct": 87, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.234, "duplicate_count": 1, "topics": ["Acquisition", "AI Infrastructure", "Data Centers", "Earnings", "Earnings Per Share", "Growth Rate"]}, {"title": "If I Were in My 40s, I'd Buy This Vanguard ETF Warren Buffett Recommended and Hold It Forever", "summary": "Key Points Warren Buffett steered the Berkshire Hathaway holding company to market-crushing returns for 60 years. He often said everyday investors could do well by simply buying an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, he specifically recommended the Vanguard S&P 500 ETF because of its ultra-low fees, and it could help investors achieve a secure retirement. 10 stocks we like better than Vanguard S&P 500 ETF \u203a Warren Buffett served as chief executive officer of the Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) holding company between 1965 and 2025", "url": "https://www.nasdaq.com/articles/if-i-were-my-40s-id-buy-vanguard-etf-warren-buffett-recommended-and-hold-it-forever", "source_name": "nasdaq.com", "published_at": "2026-08-12T09:17:00+00:00", "published_display": "12 Aug 2026 09:17", "sentiment": "neutral", "sentiment_pct": 45, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098, "duplicate_count": 1, "topics": ["Diversification", "Etfs", "Financial Planning", "Long Term Investment", "Markets", "Tech"]}, {"title": "Amazon Grew Revenue 20%. Here's the Only Reason I Can Think Of for Why Amazon Trades at Just 22 Times Forward Earnings.", "summary": "Key Points Amazon will spend $220 billion on capital expenditures this year after spending $132 billion in 2025. The company had built a strong balance sheet, but the company's borrowing may have investors questioning its spending.10 stocks we like better than Amazon \u203a The price action on Amazon (NASDAQ: AMZN) stock may leave investors scratching their heads. The 20% net sales growth is an improvement over 2025, when growth rates were barely above double digits. However, despite an improved performance, its forward P/E ratio has fallen to just 22, a level that would have been unimaginable in A", "url": "https://www.nasdaq.com/articles/amazon-grew-revenue-20-heres-only-reason-i-can-think-why-amazon-trades-just-22-times", "source_name": "nasdaq.com", "published_at": "2026-08-12T08:50:00+00:00", "published_display": "12 Aug 2026 08:50", "sentiment": "negative", "sentiment_pct": 42, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.474, "duplicate_count": 1, "topics": ["Balance Sheet", "Capital Expenditures", "Cloud Computing", "Consumer Discretionary", "Earnings", "Earnings Growth"]}, {"title": "Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now", "summary": "Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks we like better than Nvidia \u203a Artificial intelligence (AI) capital expenditures are on the rise, and Morgan Stanley thinks the final number could come in even stronger than expected. The market is currently forecasting AI infrastructure spending to reach $1.2 trillion next year, but the investment firm thinks that figure may be too lo", "url": "https://www.nasdaq.com/articles/wall-street-analyst-predicts-14-trillion-ai-boom-2027-3-stocks-buy-now", "source_name": "nasdaq.com", "published_at": "2026-08-12T08:35:00+00:00", "published_display": "12 Aug 2026 08:35", "sentiment": "positive", "sentiment_pct": 59, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chips", "Data Centers", "Inference", "Markets", "Memory"]}, {"title": "Mamdani backs NYC bill to crack down on Amazon's subcontracting model", "summary": "Yuriy T New York City is taking on Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) with a bill that would require delivery companies to directly employ last-mile workers instead of relying on third-party subcontractors. The Delivery Protection Act, introduced by New York City Council member Tiffany Cab\u00e1n and backed by Mayor Zohran Mamdani, would create a licensing system for certain last-mile warehouses and distribution facilities. The bill would also set minimum safety, training and worker protection standards while holding the company operating the last-mile facility responsible for emp", "url": "https://seekingalpha.com/news/4631251-new-york-city-delivery-protection-act-amazon?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T07:48:53+00:00", "published_display": "12 Aug 2026 07:48", "sentiment": "negative", "sentiment_pct": 43, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.222, "duplicate_count": 1, "topics": ["Delivery Services", "Labor", "Regulation", "Top News"]}, {"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": 0.186, "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": 0.314, "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": 0.259, "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": 0.373, "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": 0.325, "duplicate_count": 1, "topics": ["AI", "E Commerce", "Earnings", "Financials", "Net Income", "Retail"]}, {"title": "Amazon.com vs. Coupang: Which Consumer Stock Is a Better Buy in 2026?", "summary": "Key Points Amazon continues to dominate global e-commerce and cloud computing through its high-margin AWS segment. Coupang is solidifying its position as the leader in South Korea's digital economy through its integrated logistics network. Which e-commerce giant offers the better risk-to-reward ratio for your portfolio in 2026?10 stocks we like better than Amazon \u203a As e-commerce matures globally, choosing between established giants and regional leaders remains a challenge. Is Amazon.com(NASDAQ:AMZN) or the South Korean standout Coupang(NYSE:CPNG) the better buy for long-term growth? Amazon is ", "url": "https://www.nasdaq.com/articles/amazoncom-vs-coupang-which-consumer-stock-better-buy-2026", "source_name": "nasdaq.com", "published_at": "2026-08-11T21:54:01+00:00", "published_display": "11 Aug 2026 21:54", "sentiment": "negative", "sentiment_pct": 39, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.408, "duplicate_count": 1, "topics": ["Balance Sheet", "Cloud Computing", "Data Breach", "E Commerce", "Free Cash Flow", "Markets"]}, {"title": "CoreWeave Second-Quarter Results Top Estimates Amid Cloud Computing Demand", "summary": "CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y 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/technology/articles/coreweave-second-quarter-results-top-204813488.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:48:13+00:00", "published_display": "11 Aug 2026 20:48", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.278, "duplicate_count": 1, "topics": []}, {"title": "This Buffett Oil Stock Is Quietly Outperforming Chevron Under Greg Abel. Is It Worth Buying Now?", "summary": "Key Points Occidental shares have soared by nearly 36% since Greg Abel became Berkshire Hathaway's CEO in January. Further gains hinge highly on a resurgence in crude oil prices, making Oxy a more binary bet than Chevron, another top Berkshire Hathaway oil stock holding. For now, Abel appears content to hold both, but after major changes to the Berkshire portfolio earlier this year, don't rule out potential changes to either portfolio allocation.10 stocks we like better than Berkshire Hathaway \u203a Since Greg Abel took over as the new CEO of Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) in January, ", "url": "https://www.nasdaq.com/articles/buffett-oil-stock-quietly-outperforming-chevron-under-greg-abel-it-worth-buying-now", "source_name": "nasdaq.com", "published_at": "2026-08-11T19:25:00+00:00", "published_display": "11 Aug 2026 19:25", "sentiment": "positive", "sentiment_pct": 72, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Markets", "Price Target", "Revenue Growth"]}, {"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": 0.262, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Operating Income", "Tech"]}, {"title": "Apple Stock Falls Again After Jefferies Slashes Rating", "summary": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech powerhouse behind the iPhone, Mac and one of the world's biggest digital ecosystems, fell roughly 0.5% Tuesday as Jefferies threw cold water on the stock. Analyst Edison Lee cut Apple to Underperform from Hold and chopped his price target to about $264 from $286. The shares had already lost 1.5% Monday. This is not a call that Apple's business is suddenly cracking. It is a warning that expectations may have run ahead of what Apple can realistically deliver next. Warning! GuruFocus has detected 5 Warning Sign with ", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-falls-again-jefferies-191141630.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:11:41+00:00", "published_display": "11 Aug 2026 19:11", "sentiment": "negative", "sentiment_pct": 38, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Price Target", "Valuation"]}, {"title": "IBM Lands a $240 Million AI Inference Deal", "summary": "This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is IBM fairly valued? Test your thesis with our free DCF calculator. The system will be constructed on the latest Blackwell processors, on Nvidia's HGX B300 hardware, and will have Spectrum-X networking. IBM is now in one of the fastest growing segments of the AI marke", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-lands-240-million-ai-191047046.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:10:47+00:00", "published_display": "11 Aug 2026 19:10", "sentiment": "negative", "sentiment_pct": 44, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "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": 0.275, "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": 0.242, "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": 0.212, "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": 0.229, "duplicate_count": 1, "topics": []}, {"title": "Market Indexes Drift Lower While Most Stocks Rise", "summary": "Wall Street is saving its energy for Wednesday morning's inflation report, which should decide where this calm market goes next. Meanwhile, the top stock market indexes look pretty quiet again. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 0.08%, the S&P 500 (SNPINDEX: ^GSPC) has given up 0.12%, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) is off by 0.32%. The Dow got out to a 0.4% lead early and spent the rest of the morning giving it back, while the Nasdaq never really got going. None of the moves is particularly large. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.", "url": "https://finance.yahoo.com/markets/stocks/articles/market-indexes-drift-lower-while-171808666.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:18:08+00:00", "published_display": "11 Aug 2026 17:18", "sentiment": "positive", "sentiment_pct": 60, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.144, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Energy", "Inflation", "Rates", "Tech"]}, {"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": 0.423, "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-170027769.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:03:33+00:00", "published_display": "11 Aug 2026 17:03", "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": 0.199, "duplicate_count": 2, "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": 0.159, "duplicate_count": 1, "topics": []}, {"title": "NVIDIA CEO Jensen Huang Just Announced $500 Billion in New Funding: Here\u2019s Why Amazon, Microsoft, and Google Are Taking It Hard.", "summary": "Quick Read Jensen Huang's $500B framework with Apollo, BlackRock, and four other Wall Street giants reframes GPU compute as bankable infrastructure, lifting NVDA shares. AMZN fell 2.4% while CRWV rose as Huang's capital pool arms rival neoclouds to challenge hyperscalers already spending $745B on their own AI buildout. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. NVIDIA (NASDAQ:NVDA) CEO Jensen Huang unveiled a financing framework last night that could reshape how AI infrastructure is bankrolled. Partnerships with Apollo, Bla", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-ceo-jensen-huang-just-164840090.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:48:40+00:00", "published_display": "11 Aug 2026 16:48", "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": 0.159, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Financing", "Infrastructure"]}, {"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": 0.208, "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": 0.222, "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": 0.175, "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": 0.259, "duplicate_count": 1, "topics": ["AI", "Revenue Growth"]}, {"title": "UBS upgrades Jabil to buy on AI growth, raises estimates; keeps $430 target", "summary": "Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively. UBS expects AI-related revenue to grow at least 50% in fiscal 2027 to about $20.3 billion, supported by capacity expansion in Memphis and North Carolina and growing demand from major hyperscalers including Amazon, Meta and Google. The bank also sees additional growth from the Hanley acquisition a", "url": "https://finance.yahoo.com/technology/ai/articles/ubs-upgrades-jabil-buy-ai-162441554.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:24:41+00:00", "published_display": "11 Aug 2026 16:24", "sentiment": "positive", "sentiment_pct": 81, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.243, "duplicate_count": 1, "topics": ["AI", "Earnings", "Growth Rate", "Price Target", "Price Target", "Revenue Estimates"]}], "by_tier": {"direct": [{"title": "Infiltrated: North Korea's Secret U.S. Workforce", "summary": "North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ's yearlong investigation reveals how one team infiltrated eight companies in just a few months. View Comments", "url": "https://finance.yahoo.com/video/infiltrated-north-koreas-secret-u-010000073.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T01:00:00+00:00", "published_display": "13 Aug 2026 01:00", "sentiment": "negative", "sentiment_pct": 30, "event_type": "regulatory", "event_label": "Regulatory and legal", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.444, "duplicate_count": 1, "topics": []}, {"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": 0.35, "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": 0.214, "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": 0.311, "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": 0.506, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Debt", "Earnings Growth", "Financial Results"]}, {"title": "This Dividend King Is Up 56% This Year, and It Just Hired its First AI Chief", "summary": "The retailer space doesn't have a Comeback Player of the Year award like some sports leagues, but if it did, this could be Target's (NYSE: TGT) trophy to claim in 2026. After three years of sliding sales, the discount retailer and Dividend King (a company that has raised its dividend payments for 50 years or more) has turned positive this year. It doubled its top-line growth forecast for the full year to 4% in its latest quarter. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in y", "url": "https://finance.yahoo.com/markets/stocks/articles/dividend-king-56-just-hired-172600722.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:26:00+00:00", "published_display": "12 Aug 2026 17:26", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.366, "duplicate_count": 1, "topics": ["AI", "Dividend Payments", "Dividends", "Earnings", "Retail", "Technology"]}, {"title": "Wall Street just borrowed $500 billion to build AI \u2014 here's what it could mean for your 401(k)", "summary": "The AI industry just got even more expensive. NVIDIA just announced a new partnership with six financial institutions that would provide the chip company with $500 billion in third-party capital to put toward AI infrastructure. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 \u2014 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP Millionaires under 43 hold only 25% of their wealth in stocks. Here'", "url": "https://finance.yahoo.com/technology/ai/articles/wall-street-just-borrowed-500-171500367.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:15:00+00:00", "published_display": "12 Aug 2026 17:15", "sentiment": "positive", "sentiment_pct": 58, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.306, "duplicate_count": 1, "topics": ["AI", "Capex", "Data Centers", "Diversification", "S P 500"]}, {"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": 0.365, "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": 0.502, "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Earnings Growth", "Growth Rate", "Growth Stocks"]}, {"title": "Is TTD Worth Buying as Cheap Valuation Clashes With Execution Risk?", "summary": "The Trade Desk, Inc. TTD now trades at valuation levels far below its historical norms after a severe share-price decline. The apparent discount is striking, but it comes as revenue growth has slowed, earnings expectations have weakened and execution concerns have moved to the foreground. The investment question is whether the lower multiple compensates for those risks. Long-term opportunities in connected TV (\"CTV\"), retail media and international markets remain meaningful, yet the company still needs to show that spending can restore stronger growth. The Trade Desk Price, Consensus and EPS S", "url": "https://finance.yahoo.com/markets/stocks/articles/ttd-worth-buying-cheap-valuation-164300345.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T16:43:00+00:00", "published_display": "12 Aug 2026 16:43", "sentiment": "negative", "sentiment_pct": 32, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.364, "duplicate_count": 1, "topics": ["Advertising", "Connected Tv", "Consensus Estimate", "Digital Media", "Earnings", "Earnings Estimate"]}, {"title": "Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains", "summary": "Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-second-quarter-revenue-exceeds-154839122.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:48:39+00:00", "published_display": "12 Aug 2026 15:48", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.319, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings"]}, {"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": 0.234, "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": 0.359, "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": 0.351, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Big Tech", "Cloud Computing", "Free Cash Flow", "Free Cash Flow"]}, {"title": "Amazon Just Exploded 13% on Its AWS Quarter. This Fund Pays You Every Friday to Own It", "summary": "Quick Read AMZN surged 13% after AWS posted 37% revenue growth, and AMZW matched that gain while delivering weekly distributions at roughly a 40% annualized rate. Unlike typical covered-call ETFs that sacrifice upside during big rallies, AMZW's swap structure tracked AMZN's full move while still paying weekly cash. AMZW's 1% fee, variable payouts, and June 2025 launch date make it best suited as a satellite holding in tax-advantaged accounts. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Amazon didn't make the cut. Grab the names FREE today. Amazon (NASDA", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-just-exploded-13-aws-145543839.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:55:43+00:00", "published_display": "12 Aug 2026 14:55", "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": 0.401, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Release", "ETF", "Free Cash Flow", "Investment Strategy"]}, {"title": "1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run", "summary": "Key Points The \"Magnificent Seven\" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we like better than Vanguard Morningstar Growth ETF \u203a The S&P 500 is the stock market's most important index, tracking the 500 largest American companies on the market. It has become the main benchmark investors use to measure their returns, with outperformance and underperformance largely dependent on how it compares. Although investing in an S&P 500 ", "url": "https://www.nasdaq.com/articles/1-vanguard-etf-outperforms-sp-500-and-still-has-room-run", "source_name": "nasdaq.com", "published_at": "2026-08-12T14:35:00+00:00", "published_display": "12 Aug 2026 14:35", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.134, "duplicate_count": 2, "topics": ["Consumer Discretionary", "ETF", "Growth Stocks", "Industrials", "Markets", "Tech"]}, {"title": "Airbnb vs. PepsiCo: Which Stock Is a Better Buy in 2026?", "summary": "Should you prioritize the high-growth potential of the digital travel economy or the steady dividends of a global snack titan? Investors choosing between Airbnb (NASDAQ:ABNB) and PepsiCo (NASDAQ:PEP) are weighing two very different paths to wealth. Airbnb operates a massive online marketplace for stays and local experiences, while PepsiCo produces iconic food and beverage brands found in almost every pantry. Comparing these two giants helps you decide if you prefer a lean, tech-driven platform or a diversified consumer manufacturing powerhouse with a long history of dividends. The case for Air", "url": "https://finance.yahoo.com/markets/stocks/articles/airbnb-vs-pepsico-stock-better-141532214.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:15:32+00:00", "published_display": "12 Aug 2026 14:15", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.303, "duplicate_count": 1, "topics": ["Balance Sheet", "Consumer Discretionary", "Consumer Staples", "Dividends", "Earnings", "Free Cash Flow"]}, {"title": "Will CoreWeave's Global Expansion Accelerate Revenue Growth?", "summary": "CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue backlog reached $104.2 billion. CoreWeave also added more than $25 billion of net new customer commitments in the early weeks of the third quarter. The company ended the second quarter with 1.5 gigawatts of active power and remains on track to reach at least 8 gigawatts by 2030. Global expansion is becoming an im", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-global-expansion-accelerate-revenue-134900784.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:49:00+00:00", "published_display": "12 Aug 2026 13:49", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.356, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "International Expansion", "Revenue Guidance"]}, {"title": "4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet", "summary": "Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion on capital expenditures in 2026, with a large portion directed toward AI infrastructure. This spending is likely to support demand for AI accelerators, high-bandwidth memory (HBM), networking chips, testing equipment and advanced semiconductor manufacturing. As hyperscalers expand data-center capa", "url": "https://finance.yahoo.com/technology/ai/articles/4-semiconductor-stocks-buy-amid-131600083.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:16:00+00:00", "published_display": "12 Aug 2026 13:16", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.277, "duplicate_count": 1, "topics": ["AI Infrastructure", "Capital Expenditure", "Earnings Growth", "Earnings Per Share", "Growth Stocks", "Semiconductors"]}, {"title": "ARKX vs. NASA ETF: Identical Fees, Different Space Strategies", "summary": "Comparing ARK Space & Defense Innovation ETF (NYSEMKT:ARKX) and Tema Space Innovators ETF (NYSEMKT:NASA) reveals two high-growth strategies with identical management fees but differing approaches to the burgeoning commercial space economy. The space industry is no longer just the realm of government agencies; it is an expanding commercial frontier attracting significant private capital. Investors looking for exposure to this high-growth sector often compare the ARK Space & Defense Innovation ETF and the Tema Space Innovators ETF as they seek growth beyond Earth. Snapshot (cost & size) Metric A", "url": "https://finance.yahoo.com/markets/stocks/articles/arkx-vs-nasa-etf-identical-130501109.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:05:01+00:00", "published_display": "12 Aug 2026 13:05", "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": 0.176, "duplicate_count": 2, "topics": ["ETF", "Investment Strategy", "Space Industry"]}, {"title": "TopDawg Expands Multi-Channel Dropshipping Platform with BigCommerce and TikTok Shop Integrations", "summary": "TopDawg adds BigCommerce and TikTok Shop to its growing lineup of eCommerce, marketplace, and social commerce integrations, giving retailers more ways to sell products from verified U.S.-based suppliers. Key Highlights TopDawg adds BigCommerce and TikTok Shop integrations to its multi-channel dropshipping platform New integrations expand TopDawg's lineup, which already includes Amazon, Walmart, eBay, Shopify, and WooCommerce Retailers can access U.S.-based suppliers, wholesale products, real-time inventory syncing, and automated fulfillment tools BigCommerce expands TopDawg's reach with scalab", "url": "https://finance.yahoo.com/small-business/articles/topdawg-expands-multi-channel-dropshipping-130000569.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "positive", "sentiment_pct": 89, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["Dropshipping", "Ecommerce", "Integration", "Retail", "Social Commerce"]}, {"title": "Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights", "summary": "Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape", "url": "https://finance.yahoo.com/markets/stocks/articles/global-hedge-funds-rotate-ai-130000576.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.163, "duplicate_count": 1, "topics": ["AI Investment", "Hedge Funds", "Long Positions", "Revenue Growth", "Semiconductors", "Short Selling"]}, {"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": 0.213, "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": 0.272, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Debt", "Tech"]}, {"title": "1 Hyperscaler Stock to Buy, 1 to Hold, and 1 to Avoid", "summary": "Key Points Amazon is seeing strong accelerating cloud revenue growth. Microsoft is starting to prove its doubters wrong. SpaceX trades at an other worldly valuation, and its cloud pricing likely isn't sustainable. 10 stocks we like better than Space Exploration Technologies \u203a Hyperscalers, which are companies that own large data centers, have been spending aggressively to build out artificial intelligence (AI) infrastructure. Although the market has been concerned about this spending, the economics for things like cloud computing are quite good. Amazon(NASDAQ: AMZN), for example, recently came", "url": "https://www.nasdaq.com/articles/1-hyperscaler-stock-buy-1-hold-and-1-avoid", "source_name": "nasdaq.com", "published_at": "2026-08-12T11:35:00+00:00", "published_display": "12 Aug 2026 11:35", "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": 0.31, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Report", "Markets", "Revenue Growth"]}, {"title": "Morning Bid: Inflation obscures all", "summary": "By Mike Dolan Aug 12 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets It's inflation day stateside and an important moment for Federal Reserve thinking, not to mention for nervy bond markets. To be fair, the \u200cconsumer price report only makes for one of three big \"inflation days\" each month. Tomorrow will bring the producer price update, while \u200cthe Fed's favored PCE gauge will come later in the month. But CPI will start to form the picture. I'll get into that and more below. But first, check out my \u200blatest mid-week column, where I dis", "url": "https://finance.yahoo.com/economy/policy/articles/morning-bid-inflation-obscures-104502792.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:02+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 83, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.192, "duplicate_count": 1, "topics": ["Fed", "Inflation", "Tech", "Treasuries"]}, {"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": 0.255, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.", "summary": "In the rapidly expanding semiconductor ecosystem, Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) stand as pivotal players powering the compute backbone of artificial intelligence (AI). Nvidia dominates with its Blackwell and Rubin GPU architectures, which deliver industry-leading performance for large-scale training and inference workloads. Meanwhile, AMD contributes complementary technology via its Instinct MI-series accelerators and Epyc processors, offering high-performance CPUs and GPUs that hyperscalers integrate for cost-effective AI clusters. Missed Nvidia in 2009? This ", "url": "https://finance.yahoo.com/markets/stocks/articles/amd-trades-63x-forward-earnings-104000870.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:40:00+00:00", "published_display": "12 Aug 2026 10:40", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.308, "duplicate_count": 1, "topics": ["AI", "Financial Results", "Free Cash Flow", "Growth", "Growth Rate", "Semiconductors"]}, {"title": "AM Markets Need to Know: Gemini hits 1B users, chip rally, and more", "summary": "[New York City and London multiple exposure image] Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Here are the five news items investors should watch: GOOGLE'S GEMINI APP TOPS 1B USERS: Google (GOOG [https://seekingalpha.com/symbol/GOOG]), (GOOGL [https://seekingalpha.com/symbol/GOOGL]) CEO Sundar Pichai said the Gemini app has surpassed 1 billion monthly users, making it the company's 14th product to reach that milestone. Pichai called Gemini Google'", "url": "https://seekingalpha.com/news/4631303-am-markets-need-to-know-gemini-hits-1b-users-chip-rally-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T09:57:02+00:00", "published_display": "12 Aug 2026 09:57", "sentiment": "positive", "sentiment_pct": 64, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167, "duplicate_count": 1, "topics": ["AI", "Defense", "Delivery Services", "Regulation", "Semiconductors"]}, {"title": "The Stock Market Is Flashing the Same Warning Signal That It Did Before the Dot-Com Bubble. Here's What History Says Comes Next.", "summary": "Key Points One way to measure the S&P 500's valuation is by looking at the Shiller CAPE ratio. The CAPE ratio measures the S&P 500's value relative to its 10-year average inflation-adjusted earnings. The last time the CAPE ratio was this high, the market made a big move.10 stocks we like better than S&P 500 Index \u203a Despite multiple headwinds this year, stocks have continued their uphill march. The benchmark S&P 500(SNPINDEX: ^GSPC) has shrugged off the conflict with Iran, persistently elevated inflation, and a variety of concerns triggered by artificial intelligence, climbing 13% on the year (", "url": "https://www.nasdaq.com/articles/stock-market-flashing-same-warning-signal-it-did-dot-com-bubble-heres-what-history-says", "source_name": "nasdaq.com", "published_at": "2026-08-12T09:50:00+00:00", "published_display": "12 Aug 2026 09:50", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.174, "duplicate_count": 1, "topics": ["AI", "Dot Com Bubble", "Free Cash Flow", "Market Crash", "Markets", "Revenue Growth"]}, {"title": "Better AI Infrastructure Stock: Vertiv vs. Eaton", "summary": "Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy electrical supplier and has transitioned to a comprehensive chip-to-grid infrastructure provider.10 stocks we like better than Vertiv \u203a The amount of capital being invested by artificial intelligence (AI) hyperscalers is mind-blowing. During recent earnings calls, Microsoft, Meta Platforms, Amazon, and Alphabet revealed plans to", "url": "https://www.nasdaq.com/articles/better-ai-infrastructure-stock-vertiv-vs-eaton", "source_name": "nasdaq.com", "published_at": "2026-08-12T09:40:00+00:00", "published_display": "12 Aug 2026 09:40", "sentiment": "positive", "sentiment_pct": 87, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.234, "duplicate_count": 1, "topics": ["Acquisition", "AI Infrastructure", "Data Centers", "Earnings", "Earnings Per Share", "Growth Rate"]}, {"title": "If I Were in My 40s, I'd Buy This Vanguard ETF Warren Buffett Recommended and Hold It Forever", "summary": "Key Points Warren Buffett steered the Berkshire Hathaway holding company to market-crushing returns for 60 years. He often said everyday investors could do well by simply buying an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, he specifically recommended the Vanguard S&P 500 ETF because of its ultra-low fees, and it could help investors achieve a secure retirement. 10 stocks we like better than Vanguard S&P 500 ETF \u203a Warren Buffett served as chief executive officer of the Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) holding company between 1965 and 2025", "url": "https://www.nasdaq.com/articles/if-i-were-my-40s-id-buy-vanguard-etf-warren-buffett-recommended-and-hold-it-forever", "source_name": "nasdaq.com", "published_at": "2026-08-12T09:17:00+00:00", "published_display": "12 Aug 2026 09:17", "sentiment": "neutral", "sentiment_pct": 45, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098, "duplicate_count": 1, "topics": ["Diversification", "Etfs", "Financial Planning", "Long Term Investment", "Markets", "Tech"]}, {"title": "Amazon Grew Revenue 20%. Here's the Only Reason I Can Think Of for Why Amazon Trades at Just 22 Times Forward Earnings.", "summary": "Key Points Amazon will spend $220 billion on capital expenditures this year after spending $132 billion in 2025. The company had built a strong balance sheet, but the company's borrowing may have investors questioning its spending.10 stocks we like better than Amazon \u203a The price action on Amazon (NASDAQ: AMZN) stock may leave investors scratching their heads. The 20% net sales growth is an improvement over 2025, when growth rates were barely above double digits. However, despite an improved performance, its forward P/E ratio has fallen to just 22, a level that would have been unimaginable in A", "url": "https://www.nasdaq.com/articles/amazon-grew-revenue-20-heres-only-reason-i-can-think-why-amazon-trades-just-22-times", "source_name": "nasdaq.com", "published_at": "2026-08-12T08:50:00+00:00", "published_display": "12 Aug 2026 08:50", "sentiment": "negative", "sentiment_pct": 42, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.474, "duplicate_count": 1, "topics": ["Balance Sheet", "Capital Expenditures", "Cloud Computing", "Consumer Discretionary", "Earnings", "Earnings Growth"]}, {"title": "Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now", "summary": "Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks we like better than Nvidia \u203a Artificial intelligence (AI) capital expenditures are on the rise, and Morgan Stanley thinks the final number could come in even stronger than expected. The market is currently forecasting AI infrastructure spending to reach $1.2 trillion next year, but the investment firm thinks that figure may be too lo", "url": "https://www.nasdaq.com/articles/wall-street-analyst-predicts-14-trillion-ai-boom-2027-3-stocks-buy-now", "source_name": "nasdaq.com", "published_at": "2026-08-12T08:35:00+00:00", "published_display": "12 Aug 2026 08:35", "sentiment": "positive", "sentiment_pct": 59, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chips", "Data Centers", "Inference", "Markets", "Memory"]}, {"title": "Mamdani backs NYC bill to crack down on Amazon's subcontracting model", "summary": "Yuriy T New York City is taking on Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) with a bill that would require delivery companies to directly employ last-mile workers instead of relying on third-party subcontractors. The Delivery Protection Act, introduced by New York City Council member Tiffany Cab\u00e1n and backed by Mayor Zohran Mamdani, would create a licensing system for certain last-mile warehouses and distribution facilities. The bill would also set minimum safety, training and worker protection standards while holding the company operating the last-mile facility responsible for emp", "url": "https://seekingalpha.com/news/4631251-new-york-city-delivery-protection-act-amazon?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T07:48:53+00:00", "published_display": "12 Aug 2026 07:48", "sentiment": "negative", "sentiment_pct": 43, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.222, "duplicate_count": 1, "topics": ["Delivery Services", "Labor", "Regulation", "Top News"]}, {"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": 0.186, "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": 0.314, "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": 0.259, "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": 0.373, "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": 0.325, "duplicate_count": 1, "topics": ["AI", "E Commerce", "Earnings", "Financials", "Net Income", "Retail"]}, {"title": "Amazon.com vs. Coupang: Which Consumer Stock Is a Better Buy in 2026?", "summary": "Key Points Amazon continues to dominate global e-commerce and cloud computing through its high-margin AWS segment. Coupang is solidifying its position as the leader in South Korea's digital economy through its integrated logistics network. Which e-commerce giant offers the better risk-to-reward ratio for your portfolio in 2026?10 stocks we like better than Amazon \u203a As e-commerce matures globally, choosing between established giants and regional leaders remains a challenge. Is Amazon.com(NASDAQ:AMZN) or the South Korean standout Coupang(NYSE:CPNG) the better buy for long-term growth? Amazon is ", "url": "https://www.nasdaq.com/articles/amazoncom-vs-coupang-which-consumer-stock-better-buy-2026", "source_name": "nasdaq.com", "published_at": "2026-08-11T21:54:01+00:00", "published_display": "11 Aug 2026 21:54", "sentiment": "negative", "sentiment_pct": 39, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.408, "duplicate_count": 1, "topics": ["Balance Sheet", "Cloud Computing", "Data Breach", "E Commerce", "Free Cash Flow", "Markets"]}, {"title": "CoreWeave Second-Quarter Results Top Estimates Amid Cloud Computing Demand", "summary": "CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y 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/technology/articles/coreweave-second-quarter-results-top-204813488.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:48:13+00:00", "published_display": "11 Aug 2026 20:48", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.278, "duplicate_count": 1, "topics": []}, {"title": "This Buffett Oil Stock Is Quietly Outperforming Chevron Under Greg Abel. Is It Worth Buying Now?", "summary": "Key Points Occidental shares have soared by nearly 36% since Greg Abel became Berkshire Hathaway's CEO in January. Further gains hinge highly on a resurgence in crude oil prices, making Oxy a more binary bet than Chevron, another top Berkshire Hathaway oil stock holding. For now, Abel appears content to hold both, but after major changes to the Berkshire portfolio earlier this year, don't rule out potential changes to either portfolio allocation.10 stocks we like better than Berkshire Hathaway \u203a Since Greg Abel took over as the new CEO of Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) in January, ", "url": "https://www.nasdaq.com/articles/buffett-oil-stock-quietly-outperforming-chevron-under-greg-abel-it-worth-buying-now", "source_name": "nasdaq.com", "published_at": "2026-08-11T19:25:00+00:00", "published_display": "11 Aug 2026 19:25", "sentiment": "positive", "sentiment_pct": 72, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Markets", "Price Target", "Revenue Growth"]}, {"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": 0.262, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Operating Income", "Tech"]}, {"title": "Apple Stock Falls Again After Jefferies Slashes Rating", "summary": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech powerhouse behind the iPhone, Mac and one of the world's biggest digital ecosystems, fell roughly 0.5% Tuesday as Jefferies threw cold water on the stock. Analyst Edison Lee cut Apple to Underperform from Hold and chopped his price target to about $264 from $286. The shares had already lost 1.5% Monday. This is not a call that Apple's business is suddenly cracking. It is a warning that expectations may have run ahead of what Apple can realistically deliver next. Warning! GuruFocus has detected 5 Warning Sign with ", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-falls-again-jefferies-191141630.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:11:41+00:00", "published_display": "11 Aug 2026 19:11", "sentiment": "negative", "sentiment_pct": 38, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["AI", "Earnings", "Price Target", "Price Target", "Valuation"]}, {"title": "IBM Lands a $240 Million AI Inference Deal", "summary": "This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is IBM fairly valued? Test your thesis with our free DCF calculator. The system will be constructed on the latest Blackwell processors, on Nvidia's HGX B300 hardware, and will have Spectrum-X networking. IBM is now in one of the fastest growing segments of the AI marke", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-lands-240-million-ai-191047046.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:10:47+00:00", "published_display": "11 Aug 2026 19:10", "sentiment": "negative", "sentiment_pct": 44, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "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": 0.275, "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": 0.242, "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": 0.212, "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": 0.229, "duplicate_count": 1, "topics": []}, {"title": "Market Indexes Drift Lower While Most Stocks Rise", "summary": "Wall Street is saving its energy for Wednesday morning's inflation report, which should decide where this calm market goes next. Meanwhile, the top stock market indexes look pretty quiet again. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 0.08%, the S&P 500 (SNPINDEX: ^GSPC) has given up 0.12%, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) is off by 0.32%. The Dow got out to a 0.4% lead early and spent the rest of the morning giving it back, while the Nasdaq never really got going. None of the moves is particularly large. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.", "url": "https://finance.yahoo.com/markets/stocks/articles/market-indexes-drift-lower-while-171808666.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:18:08+00:00", "published_display": "11 Aug 2026 17:18", "sentiment": "positive", "sentiment_pct": 60, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.144, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Energy", "Inflation", "Rates", "Tech"]}, {"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": 0.423, "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-170027769.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:03:33+00:00", "published_display": "11 Aug 2026 17:03", "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": 0.199, "duplicate_count": 2, "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": 0.159, "duplicate_count": 1, "topics": []}, {"title": "NVIDIA CEO Jensen Huang Just Announced $500 Billion in New Funding: Here\u2019s Why Amazon, Microsoft, and Google Are Taking It Hard.", "summary": "Quick Read Jensen Huang's $500B framework with Apollo, BlackRock, and four other Wall Street giants reframes GPU compute as bankable infrastructure, lifting NVDA shares. AMZN fell 2.4% while CRWV rose as Huang's capital pool arms rival neoclouds to challenge hyperscalers already spending $745B on their own AI buildout. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. NVIDIA (NASDAQ:NVDA) CEO Jensen Huang unveiled a financing framework last night that could reshape how AI infrastructure is bankrolled. Partnerships with Apollo, Bla", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-ceo-jensen-huang-just-164840090.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:48:40+00:00", "published_display": "11 Aug 2026 16:48", "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": 0.159, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Financing", "Infrastructure"]}, {"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": 0.208, "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": 0.222, "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": 0.175, "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": 0.259, "duplicate_count": 1, "topics": ["AI", "Revenue Growth"]}, {"title": "UBS upgrades Jabil to buy on AI growth, raises estimates; keeps $430 target", "summary": "Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively. UBS expects AI-related revenue to grow at least 50% in fiscal 2027 to about $20.3 billion, supported by capacity expansion in Memphis and North Carolina and growing demand from major hyperscalers including Amazon, Meta and Google. The bank also sees additional growth from the Hanley acquisition a", "url": "https://finance.yahoo.com/technology/ai/articles/ubs-upgrades-jabil-buy-ai-162441554.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:24:41+00:00", "published_display": "11 Aug 2026 16:24", "sentiment": "positive", "sentiment_pct": 81, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.243, "duplicate_count": 1, "topics": ["AI", "Earnings", "Growth Rate", "Price Target", "Price Target", "Revenue Estimates"]}], "industry": [], "sector": []}, "total_fetched": 100, "total_unique": 95, "total_relevant": 95, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 100, "unique_stories": 95, "duplicates_removed": 5, "relevant_stories": 95, "current_evidence": 95, "direct_evidence": 95, "eodhd_articles": 95, "eodhd": 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