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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,281 signal articles · 44 in last 24h · 115,462 total before filter · latest 1h ago
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Amazon Says AWS Could Become A $1 Trillion Business
Benzinga13d agoneutral
Amazon Says AWS Could Become A $1 Trillion Business

Amazon.com Inc. has long viewed Amazon Web Services as its biggest growth engine, but CEO Andy Jassy now believes the cloud business could become much larger than the company previously imagined. During Amazon’s second-quarter earnings call on Thursday, Jassy said...

JPMorgan resets Amazon stock target after AI payoff
TheStreet13d agoneutral
JPMorgan resets Amazon stock target after AI payoff

Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...

Morgan Stanley spots four overlooked Meta profit engines
TheStreet14d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Amazon (AMZN) Stock Fair Value Edges Higher After AWS And AI Price Target Debate
Simply Wall St.14d agoneutral
Amazon (AMZN) Stock Fair Value Edges Higher After AWS And AI Price Target Debate

The fair value estimate for Amazon.com has shifted to US$319.69 from US$312.99, signaling a modest adjustment in how analysts are framing potential upside. That move sits alongside fresh Street commentary that puts AWS execution, heavy AI and data center spending, and mixed consumer signals at the center of the price target debate. As you read on, you will see how these moving parts shape the evolving analyst narrative and what to watch next in the Amazon.com story. Analyst Price Targets...

Morgan Stanley's Amazon earnings verdict has a blind spot
TheStreet14d agoneutral
Morgan Stanley's Amazon earnings verdict has a blind spot

Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of its second quarter (Q2) 2026 earnings report on July 30. The stock is up 17.66% year-to-date as of Saturday morning, August 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about ...

Bloomberg15d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Amazon (AMZN) Wins First US Approval For Commercial Driverless Robotaxis
Simply Wall St.15d agobullish
Amazon (AMZN) Wins First US Approval For Commercial Driverless Robotaxis

Amazon subsidiary Zoox received the first U.S. federal approval to deploy a commercial, driverless robotaxi service without traditional human controls. The approval from NHTSA allows Zoox to begin commercial operations in Las Vegas, subject to state level requirements. This is the first time a fully autonomous vehicle without a steering wheel or pedals has been cleared for commercial ride hailing in the U.S. For Amazon.com, Inc. (NasdaqGS:AMZN), Zoox represents a move into autonomous ride...