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The Dow maintained gains in afternoon trading, while the S&P 500 and the Nasdaq slid. The blue chip index was up 0.7%, or 461 points, despite sharing some of the same components dragging on the Nasdaq and the S&P 500. The key to the Dow's resilience during Wednesday's session is its price-weighted structure.
Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.
Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.
PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.
SAN FRANCISCO, Aug 5 (Reuters) - Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its
This marks the official launch of Zoox's commercial operations.
Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its robotaxis that run without human controls. Zoox, whose electric carriage-style vehicle has two rows of inward-facing seats, has been carrying passengers in Las Vegas, San Francisco, Austin and Miami for free as part of testing. Zoox will start charging passengers in Las Vegas from Monday, with pricing similar to the "comfort" tier offered by other ride-hailing companies, it said in a statement.
CNBC’s Jim Cramer said Monday that Amazon.Com Inc CEO Andy Jassy’s explanation of the company’s artificial intelligence (AI) spending during its latest earnings call changed how Wall Street views Big Tech’s multibillion-dollar AI investments. AI Spending Strategy Cramer said investors...
While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.
On August 4, 2026, the 9th U.S. Circuit Court of Appeals issued a ruling in Amazon v. Perplexity AI (No. 26-1444) that fundamentally alters the legal landscape for the agentic economy. In a decision authored by Circuit Judge Milan Smith, the court vacated a preliminary injunction that had previously blocked Perplexity’s Comet AI shopping agent […]
AMCX, FTNT and AMZN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 5th, 2026.
The dispute centres on Perplexity’s Comet browser, whose AI assistant allows users to carry out tasks, including shopping on Amazon.
Here is how Amazon (AMZN) and BJ's Restaurants (BJRI) have performed compared to their sector so far this year.
Andy Jassy recently spent some time justifying Amazon's growing AI infrastructure budget.
You watched the stock beat its rivals, but the real action was a civil war between its own two brands.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a pair of founders who may have no intention of answering the phone.
Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa
Amazon and Alphabet are smart backdoor ways to gain exposure to Anthropic while owning two AI giants built to win (with or without the start-up).
Amazon's cloud computing business could be heading for mind-boggling revenue growth thanks to artificial intelligence.
FTNT, AMP, AMZN, VLO and APEMY have been added to the Zacks Rank #1 (Strong Buy) List on August 5th, 2026.
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