Sharemaestro company-news research for Amazon.com, Inc. (AMZN), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
Company news sentiment
AMZN news sentiment
Amazon.com, Inc.
Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.
Current company news
Balanced read
Constructive news tone is drawn from 83 fresh independent stories, including 83 company-specific items across 1 publishers.
Latest source headline AutoStore Holdings Ltd (FRA:1IG) (Q2 2026) Earnings Call Highlights: Record Revenue and Amazon ... finance.yahoo.com · 13 Aug 2026 13:00What supports the read
83 current stories are mapped specifically to AMZN.
Cross-story agreement is 81/100, indicating a comparatively coherent tape.
What tempers the read
Only 1 publisher currently contribute to the measured read.
News history
Tone and story flow over 21 days
Evidence confidence
What supports the score
Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.
Price context
Sentiment against the 26-week price path
News tone and price action are not far from neutral.
News subjects
What is shaping the score
Source mix
Where the evidence comes from
Recurring subjects
Subjects appearing most often
Earlier readings
How the score has changed
Source headlines
The news behind the score
Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.
AutoStore Holdings Ltd (FRA:1IG) (Q2 2026) Earnings Call Highlights: Record Revenue and Amazon ...
This article first appeared on GuruFocus. Revenue: Record revenue of $192 million in Q2 2026, up 43% year over year and 16% sequentially. Order Intake: Record order intake of $218 million in Q2 2026. Gross Margin: Strong gross margin of 72%. Adjusted EBITDA Margin: 45%, up sequentially from 44% in Q1. Cash Conversion: 84%. Order Backlog: $596 million at the end of the quarter. Net Debt: Reduced by $46 million during the quarter, ending at $90 million, corresponding to a net debt ratio of 0.3 times. Liquidity: $104 million in cash and a fully available revolving credit facility of $350 million,
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- 13 Aug 2026 13:00
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
This Week In E-Commerce - Vmake Labs Transforms Social Video Creation for Businesses
Vmake AI has rebranded to Vmake Labs, transitioning from solely an AI UGC video generator to a comprehensive social video studio. This evolution aims to assist small businesses, e-commerce sellers, and creators in producing tailored social video content that enhances brand presence and supports sales. Vmake Labs introduces a variety of proven social video styles, allowing users to create engaging content that aligns with current trends and platform requirements. This streamlined approach is designed to simplify the video creation process, enabling businesses to effectively showcase products wi
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- 13 Aug 2026 12:37
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
CMA Advises Edge Right, a Tech-Enabled Outdoor Living Products Brand, on Its Sale to Super-Sod
NEW YORK, August 13, 2026--(BUSINESS WIRE)--CMA is pleased to announce that it served as exclusive financial advisor to Edge Right, a leading direct-to-consumer (DTC) provider of premium steel landscape edging and adjacent outdoor living products, in its sale to Super-Sod, a portfolio company of Kainos Capital. Founded by Roger Lewis, Edge Right has built a highly differentiated brand in the lawn, garden and outdoor living market. The Company offers a broad range of products, including steel landscape edging, planters, tree rings, raised beds, fire pits, signage and related outdoor products, s
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- 13 Aug 2026 12:30
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
2 Nasdaq 100 Stocks to Target This Week and 1 We Brush Off
2 Nasdaq 100 Stocks to Target This Week and 1 We Brush Off While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside. Even among high-growth companies, some are struggling, which is why we built StockStory - to help you separate winners from losers. That said, here are two Nasdaq 100 stocks that have huge potential and one that may struggle. One Stock to Sell: Marriott (MAR) Market Cap: $90.86 billion Founded by J. Willard Mar
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- 13 Aug 2026 10:53
- Catalyst
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- Direct company coverage
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- 1 consolidated
Big Tech Drives Up Credit Risk for Safe Firms With No AI Links
(Bloomberg) -- As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world's safest firms. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Anthropic Said in Talks to Buy Startup Decart for $6 Billion Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Strategists at BNP Paribas SA say these moves are a knock
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- 13 Aug 2026 10:30
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- 1 consolidated
Cerebras Stock Plummets 17% Despite Solid Earnings
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading
- Published
- 13 Aug 2026 08:49
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
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- 1 consolidated
What Could Amazon.com (AMZN) Gain From Leading The Decart AI Bidding?
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital adve
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- 13 Aug 2026 06:09
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'— The Smoke Incident That Prompted a Recall Explains Why
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin "I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. We need to be regulated," Evans told Fox Business on Monday, referring to National Highway Tr
- Published
- 13 Aug 2026 03:31
- Catalyst
- Regulatory and legal
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Infiltrated: North Korea's Secret U.S. Workforce
North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ's yearlong investigation reveals how one team infiltrated eight companies in just a few months. View Comments
- Published
- 13 Aug 2026 01:00
- Catalyst
- Regulatory and legal
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading
- Published
- 12 Aug 2026 21:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
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- 1 consolidated
Expert urges investors to spread bets across the 'AI universe'
View Comments
- Published
- 12 Aug 2026 21:14
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Rocket Lab Corp. CEO Peter Beck said the company's planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration Technologies Corp CEO Elon Musk's Starlink and Jeff Bezos' Amazon.com Inc.Leo. Rocket Lab Is Taking a Different Route From Starlink Speaking during Rocket Lab's second-quarter earnings call, Beck was asked whether Iridium's network cou
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- 12 Aug 2026 19:31
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
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- 1 consolidated
Amazon (AMZN) Is Powering OpenAI’s Cyber Models, So Why Is The Stock So Cheap?
Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS's own security teams are already using them to find and fix vulnerabilities faster. It's the latest step in a partnership that keeps expanding, and it lands just as investors are debating whether Amazon's spending spree will pay off.Amazon (AMZN) Is Powering OpenAI's Cyber Models, So Why Is The Stock So Cheap? Bull Case: AWS Is Quietly Becoming An AI M
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- 12 Aug 2026 17:56
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
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- 1 consolidated
What Could Industry Rivals Mean For Trade Desk (TTD) Now?
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers pur
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- 12 Aug 2026 17:10
- Catalyst
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- Direct company coverage
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- 1 consolidated
Is Amazon (AMZN) a Solid Growth Stock? 3 Reasons to Think "Yes"
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the tra
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- 12 Aug 2026 16:45
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Uber's AV Ambitions in London Receive a Boost: Here's How
Uber Technologies UBER and Wayve have moved closer to introducing autonomous rides in London after Transport for London (TfL) awarded Private Hire Vehicle licenses to several of Wayve's self-driving, all-electric Ford Mustang Mach-E vehicles. Equipped with the Wayve AI Driver as well as surrounding cameras and radar, the vehicles underwent inspections to verify compliance with TfL's safety and policy requirements. The approvals satisfy the vehicle component of the "triple-lock" requirement for Private Hire journeys, under which the operator, driver and vehicle must be licensed by the same auth
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- 12 Aug 2026 15:30
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?
Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised outlook, disclosed alongside second-quarter 2026 results, underscores how central artificial intelligence has become to Amazon's growth story, even as the bill for that ambition keeps climbing. The spending case is being backed by numbers that are hard to dismiss. AWS revenues rose 36.7% year over year in the second quart
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- 12 Aug 2026 15:02
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting
- Published
- 12 Aug 2026 15:00
- Catalyst
- Balance sheet
- Evidence role
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- 1 consolidated
Victory Marine Holdings’ DGBH Appoints Miles Bodie Director of E-Commerce to Lead Next Phase of GUTSI™ Omnichannel Growth
Victory Marine Holdings Corp. Proven marketplace and direct-to-consumer executive brings Amazon, Shopify, CRM, subscription and lifecycle-marketing experience as GUTSI™ expands across Amazon and Walmart Marketplace Appointment strengthens the digital-retail flywheel connecting marketplace data, direct consumer relationships and GDG's company-owned distribution platform. LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Victory Marine Holdings Corp. (OTC: VMHG), through its wholly owned operating subsidiary Dunn & Groux Beverage Holdings, Inc. ("DGBH"), today announced that Miles Bodie has joined
- Published
- 12 Aug 2026 12:30
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Nvidia Stock Rises as CEO Eases AI Debt Fears
Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout. Continue Reading
- Published
- 12 Aug 2026 11:44
- Catalyst
- Balance sheet
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Market’s Momentum Darlings Resurface as Optical Stocks Take Off
(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I
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- 12 Aug 2026 10:45
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Universities are buying and selling property for data centers, prompting concerns about an AI brain drain
The AI boom is putting a new kind of pressure on American universities. The topic of AI has long been a point of contention within higher education from educators, students, and university administrations discussing the presence and use cases of the technology. But now it's turned to a much more physical threat. As data centers compete for large parcels with access to electricity, water, and fiber infrastructure, universities are finding themselves sitting on property that can be worth more as AI infrastructure—not classrooms, laboratories or research space. The George Washington University's
- Published
- 12 Aug 2026 07:00
- Catalyst
- Market update
- Evidence role
- Direct company coverage
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- 1 consolidated
Cerebras Set to Report Earnings as AI Chips Enter a New Era
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading
- Published
- 12 Aug 2026 06:30
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending
(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Air India Pilot Tests Positive for Drugs After Mid-Air Drop Net income for the three months ended in June grew 35% to NT$60 billion ($1.9 billion), versu
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- 12 Aug 2026 06:24
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
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- 1 consolidated
Owlet Inc (OWLT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic AI Expansion ...
This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record Q2 total revenue of $33.9 million, up 29.9% year-over-year. Gross margin expanded to 54% (excluding tariff refund), up 270 basis points year-over-year. Adjusted EBITDA (excluding tariff refund) hit a record $2.9 million, up $2.4 million year-over-year. Subscription revenue grew to a record $3.2 million, with 130,000 paying subscribers and 36% DreamSock penetration in the US. International revenue surg
- Published
- 12 Aug 2026 05:01
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Magazine Luiza SA (MGLUY) (Q2 2026) Earnings Call Highlights: Strategic Partnerships and ...
This article first appeared on GuruFocus. Release Date: August 07, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Physical store sales grew 9.7% same-store sales, with strong performance across categories including white goods (+15%) and furniture (+10%). Gross margin improved to 30.6%, one of the highest for a second quarter, driven by store growth and services revenue. EBITDA margin remained stable at 8% despite cost pressures, supported by strict expense control and a freeze on new hires. Financial operations, includ
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- 12 Aug 2026 01:04
- Catalyst
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- Direct company coverage
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- 1 consolidated
Amazon Stock Drops 1.8% as $3 Trillion Rally Cools
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the e-commerce and cloud giant, dropped roughly 1.8% in Tuesday's regular session as traders finally hit the brakes after a blistering post-earnings run. Amazon had just smashed through the $3 trillion market-cap barrier for the first time. The fuel behind that rally is obvious: AWS is accelerating again, AI demand is exploding, and Amazon is increasingly looking like one of the biggest infrastructure winners of the AI boom. But after such a powerful run, expectations are no longer merely high. They are sky-high. Warning! GuruFocu
- Published
- 11 Aug 2026 19:12
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder that with Vistra the headline number and the real story are not always the same thing. Behind that noise, the company just locked in a bigger role in the AI power buildout.Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall? Bull Case: Powering The AI Bo
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- 11 Aug 2026 18:52
- Catalyst
- Capital return
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently. Amazon's stock surged as much as 15%, while Apple's fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon's cloud unit, AWS, grew 37% year over year, its fastest pace since 2021, giving investors clear proof its AI spending is starting to pay off, even as free cash flow flipped negative for the trailing 12 months. Apple Inc. (NASDAQ:AAPL) beat on revenue and iPhone sales to
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- 11 Aug 2026 18:51
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- Evidence role
- Direct company coverage
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- 1 consolidated
Amazon Makes Surprise Push Into Free Gaming
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is adding another cloud-gaming option to Fire TV as startup PHYND launches its free, ad-supported gaming service on the platform in beta. The move gives Fire TV users access to streamed games without consoles, downloads or subscriptions, while giving Amazon another way to make its connected-TV ecosystem more attractive as gaming increasingly shifts toward cloud delivery. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. PHYND, based in Stamford, Connectic
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- 11 Aug 2026 18:39
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- 1 consolidated
Earlier company news
AMZN news archive
Stored newest first for historical research. These older headlines are retained for reference and do not contribute to the current sentiment gauge above.
Amazon.com and Krispy Kreme have been highlighted as Zacks Bull and Bear of the Day
For Immediate Release Chicago, IL – August 10, 2026 – Zacks Equity Research shares Amazon.com AMZN as the Bull of the Day and Krispy Kreme DNUT as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Charles Schwab SCHW, Interactive Brokers Group IBKR and Robinhood Markets HOOD. Here is a synopsis of all five stocks: Bull of the Day: Amazon.com, the e-commerce and cloud-computing giant, has broken out to new highs following a standout quarterly earnings report that appears to have materially improved the investment case. AWS growth accelerated sharply, margins expanded
- Published
- 10 Aug 2026 16:03
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Meta shares rise on Muse Glimmer launch and a radical AI vision
Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies of Chinese rivals like DeepSeek and Alibaba, while carving out a distinct lane against US giants (Ama
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- 10 Aug 2026 13:19
- Catalyst
- Market update
- Coverage
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- 1 consolidated
MONDAY: O'BRIEN, ZUCKERMAN, AMAZON TEAMSTERS RALLY FOR DELIVERY PROTECTION ACT
Labor Groups, Elected Officials Demand City Council Pass Logistics Reform Bill LAKE SUCCESS, N.Y., Aug. 10, 2026 /PRNewswire/ -- Teamsters General President Sean M. O'Brien, Teamsters General Secretary-Treasurer Fred Zuckerman, and hundreds of Amazon Teamsters will be joined by union leaders and elected officials for a rally on Monday, August 10 to call on the New York City Council to stand against Amazon's corruption and pass the Delivery Protection Act.International Brotherhood Of Teamsters The Delivery Protection Act currently awaits a vote in the New York City Council. It would be the firs
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- 10 Aug 2026 11:00
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- Macro sensitivity
- Coverage
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- 1 consolidated
Airbnb CEO: Why AI is the best thing to happen to us
Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive EditorBrian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab. Video Transcript 0:02 spk_0 All right. Welcome to a new episode of Power Players, and I am so excited to, uh, welcome back on Airbnb co-founder and CEO Brian Chesky, and this so happens to be the company's earnings day. Brian, thanks for, uh, squeezing me in somehow. I appreciate it. 0:15 spk_1 Oh, you're welcome. Happy 0:16 spk_0 to be here. And
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- 10 Aug 2026 11:00
- Catalyst
- Earnings
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- 1 consolidated
JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off
(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Hold Near Record Highs, Oil Ticks Higher: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met The team led by Dubravko Lakos-Bujas now sees
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- 10 Aug 2026 10:28
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- 1 consolidated
Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive
Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500'ssecond-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. 'Alphabet and Amazon alone account for about 71% of the increase in S&P 500 blended earnings since July. If excluded, the growt
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- 10 Aug 2026 06:35
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- 1 consolidated
Ozempic For $50 a Month? Amazon Pharmacy Rolls Out Cheap Weight-Loss Drugs for Medicare Patients
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Amazon.com Inc.'s Amazon Pharmacy will offer eligible Medicare beneficiaries weight-loss drugs for $50 per month through a new federal program aimed at expanding access. The company announced on Thursday that the service would automate eligibility checks, prior authorizations, and billing, while providing home delivery and in-store pickup to streamline access. Amazon Pharmacy will begin enrollment for eligible patients after they add their insurance and Medicare information and their clinician
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- 10 Aug 2026 02:31
- Catalyst
- Earnings
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- 1 consolidated
Taylor Farms Pulls Salsa and Guacamole Over Salmonella Concerns
(Bloomberg) -- Taylor Farms is pulling more than a dozen prepared food items containing jalapeños, including salsas and guacamole, from retailers due to concerns over salmonella, just weeks after federal health officials tied the produce company to a separate outbreak of cyclospora. Most Read from Bloomberg Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Rejects US Talks as Trump Displays Patience for Hormuz Deal Iran Says Hormuz Deal Close But Its Conditions Must Be Met OpenAI's New Device Will Be Hockey Puck-Sized and Cost Over $300 America's Cyber Forces Grapple With C
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- 9 Aug 2026 23:25
- Catalyst
- Regulatory and legal
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- Direct company
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- 1 consolidated
UPS Completed Its Amazon Volume Pullback. Is the Turnaround Finally Working?
United Parcel Service, Inc. (NYSE:UPS) shares surged in premarket trading on July 28 after the package-delivery company reported a second-quarter beat and raised its 2026 outlook. Revenue reached $22.83 billion, above the $21.81 billion consensus estimate, while adjusted earnings of $1.76 per share exceeded the $1.66 estimate. UPS now expects full-year revenue of approximately $91.2 billion, up from $89.7 billion, and adjusted earnings of approximately $7.22 per share. The more important development was operational. Eighteen months after announcing an accelerated reduction in lower-margin Amaz
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- 9 Aug 2026 21:59
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- 1 consolidated
Electrovaya (TSX:ELVA) Stock Sees Fair Value Lift As Amazon And Jamestown Progress Draw Focus
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Electrovaya's fair value estimate has shifted from CA$12.55 to CA$13.99, pointing to an updated price target framework that investors are now parsing more closely. Recent analyst work links this change to fresh attention on the Amazon commercial agreement and progress at the Jamestown, New York facility, which are feeding into revised assumptions around growth and capital deployment. Read on to see how these moving pieces are shaping the current analyst narrative and what to watch
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- 9 Aug 2026 21:10
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Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures
Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than one industry.Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures Bull Case: Locking In Demand From Data Centers To Dashboards The automotive agreements, completed with Qual
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- 9 Aug 2026 11:17
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Earnings beats ease concerns over record U.S. stock rally - WSJ
Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported. About 86% of the more than 440 S&P 500 companies that have reported results beat analysts' estimates, according to FactSet. The index is on course for its seventh consecutive quarter of double-digit earnings growth. Upbeat results from Palantir Technologies Inc (NASDAQ:PLTR), Caterpillar Inc (NYSE:CAT) and Walt Disney Company (NYSE:DIS) help
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- 9 Aug 2026 08:08
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What Does Amazon.com (AMZN) Backing A Texas Gas Plant Mean For Its Climate Pledge?
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Amazon.com (NasdaqGS:AMZN) has been confirmed as a key financial backer of a large private gas power plant built to supply its new data center campus in Texas. The project is expected to support Amazon's growing cloud and AI computing needs while relying on fossil fuel based generation. The scale of the plant means it could become one of the largest single sources of greenhouse gas emissions in the US, drawing scrutiny of Amazon's public climate targets. Investors now face fresh question
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- 9 Aug 2026 05:24
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SentinelOne (S) Deepens AWS Ties As Growth Accelerates
On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company's revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same stretch.SentinelOne (S) Deepens AWS Ties As Growth Accelerates Bull Case: A Platform Built For The AI Security Gap The new integration ties SentinelOne's Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, giving security
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- 8 Aug 2026 21:09
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The Industry Builds Its Own Regulator
The Industry Builds Its Own Regulator Washington is currently occupied with the GENIUS Act, a framework that focuses on stablecoin issuers while leaving the mechanics of machine-initiated transactions largely untouched. As Congress stalls on the specifics of AI-driven finance, the private sector has begun to construct its own regulatory architecture. On August 4, 2026, the Secure Technology Alliance launched the Agentic Trust and Commerce Forum, a body spun out of the U.S. Payments Forum with the explicit goal of establishing the rules for a projected $300 billion U.S. market by 2030. The timi
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- 8 Aug 2026 15:57
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- Regulatory and legal
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Bull of the Day: Amazon.com (AMZN)
Amazon.com (AMZN), the e-commerce and cloud-computing giant, has broken out to new highs following a standout quarterly earnings report that appears to have materially improved the investment case. AWS growth accelerated sharply, margins expanded and Amazon disclosed that its custom AI chip business has reached a roughly $25 billion annualized revenue run rate. Advertising growth also remained strong, while the company continues to invest aggressively in AI infrastructure. More importantly, the results provided some of the clearest evidence yet that hyperscaler AI spending can generate substan
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- 8 Aug 2026 09:30
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Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals
The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and future quarters, as the following chart highlights.Zacks Investment Research Image Source: Zacks Investment Research Crucially, these favorable revision patterns are not a new development; they extend a tailwind that has
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- 7 Aug 2026 23:42
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Amazon behind massive private gas plant for new data centers
The Amazon logo is displayed at one of its booths at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada, on January 6, 2026 (Caroline Brehman) Amazon confirmed Friday it is financially backing a massive, private gas power plant in Texas that could become the single largest source of greenhouse gas emissions in the United States. It is the latest example of tech giants going off the grid to get their AI operations online faster. The news was first reported by market intelligence company Cleanview, which reviewed satellite imagery to connect three data center construction permits fi
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- 7 Aug 2026 22:02
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OpenAI developing $300+ AI speaker to challenge Amazon Alexa
Yahoo Finance Tech Editor discusses reports that OpenAI (OPAI.PVT) is developing a $300+ puck-sized smart home device designed to compete directly with Amazon (AMZN) Alexa and Google Home Video Transcript 00:00 Speaker A We got to talk about Open AI because they are coming after Alexa and Siri. They're going into the home market here. Uh reportedly developing a hockey puck-sized AI device that could cost more than $300 and uh they want to build more consumer or new consumer hardware built around artificial intelligence rather than apps. So, what are some of the details here? 00:24 Dan Yeah, th
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- 7 Aug 2026 21:20
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Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026
The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI winners come from? The answer may lie beyond traditional AI infrastructure. The momentum behind AI remains strong. According to the Stanford AI Index 2026, global private investment in AI continued to accelerate in 2025, with U.S. investment reaching $285.9 billion, far outpacing Europe ($20.9 billion) and China ($12.4 bi
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- 7 Aug 2026 20:00
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- Market update
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The Stock Market Is Finally Rising Again—and It’s Getting Cheaper, Too
In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%, and S&P 500 companies growing earnings by a startling 50.4% from one year ago, per FactSet. Continue Re
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- 7 Aug 2026 19:50
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‘Your refund: $0’: Companies claim billions in tariff refunds, months after Trump floated $2,000 checks
Brandon Bell/Getty Images Companies that collected higher prices on everything from TVs to school clothes are now getting billions back in tariff refunds. Your refund: $0. Even though the tariffs in question are gone, as the Supreme Court threw them out in February, the government is refunding the money to brands like Walmart, Apple, Ford and Amazon, among others. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social
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- 7 Aug 2026 19:50
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Jim Cramer Reveals How Alphabet Inc (NASDAQ:GOOGL) Can Reverse Recent Weakness
Alphabet Inc (NASDAQ:GOOGL)'s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months. Most of his praise has focused on Alphabet Inc (NASDAQ:GOOGL)'s cloud computing business and its AI platform. The shares dipped after the firm reported its second-quarter earnings. The development didn't sit well with Cramer as he was "shocked" by the dip. The CNBC TV host also discussed Alphabet Inc (NASDAQ:GOOGL) in a series of tweets after Amazon reported its second quarter earnings. He outlined that the shares s
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- 7 Aug 2026 19:33
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Arrowstreet Capital Limited Partnership Purchases 7,924,943 Shares of Amazon.com, Inc. $AMZN
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- 7 Aug 2026 08:08
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Amazon.com, Inc. Revenue Breakdown – NASDAQ:AMZN
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- 6 Aug 2026 18:38
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Amazon.com, Inc. (AMZN): An AI Stock That Broke The Internet This Week
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- 31 Jul 2026 09:48
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Amazon.com, Inc. (AMZN.TO) Stock Price, News, Quote & History
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- 31 Jul 2026 01:21
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Amazon.com, Inc. $AMZN Shares Purchased by Stenger Family Office LLC
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- 21 Jul 2026 07:18
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Impact Investors Inc Raises Stock Position in Amazon.com, Inc. $AMZN
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- 20 Jul 2026 11:28
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Amazon.com, Inc. $AMZN Shares Sold by Duncker Streett & Co. Inc.
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- 20 Jul 2026 01:58
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