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Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One of these giants already is. The other is betting everything on a customer that does not go live until 2027.
Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.
The long-term outlook for Symbotic is bright, but the short term is cloudier.
The company is broadening its GUTSI™ product portfolio by extending its fulvic and humic mineral platform across beverages, supplements, and functional nutrition products. Key Investor TakeawaysVictory Marine Holdings (OTCQB:VMHG) expanded its GUTSI™ mineral-first platform across mineral drops, functional beverages, hydration products, and planned gummy supplements.
The AI IPO wave of 2026 continues to produce outsized winners among the corporations that backed it, instead of just those going public. SpaceX’s record-breaking debut earlier this year provided a windfall for its backers. Now, attention is shifting to what could be the year’s largest listing yet. Anthropic, the creator of the Claude family […]
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) will be reporting results this Thursday afternoon. Here’s what you need to know.
*Shaan's guide to go from $0 to $1M:* https://clickhubspot.com/tb2sEpisode 846: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Chris Camillo ( https://x.com/ChrisCamillo ) about the 5 trades he’s betting on in 2026.—Show Notes:(0:00) Social Arbitrage(6:29) Needohs(20:16) Nerd culture(27:06) Information asymmetry(46:30) Amazon(1:02:21) Podcasting—Links:• Dumb Money Live - https://www.youtube.com/DumbMoneyLive —Check Out Sam's Stuff:• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm—Check Out Shaan's Stuff:• Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:beehiiv.com/mfm-challengeMy First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.
DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after securing a U.S. Federal Aviation Administration certification to operate commercial drone deliveries in the U.S. The move marks the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • The program was developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be integrated into its delivery app, according to a TechCrunch report.
Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.
Bill Ackman runs a concentrated quality portfolio. David Tepper trades distressed assets and macro trends. When two billionaires with completely opposite investing styles both stack more than 15% of their capital into the same stock, it raises a question worth answering.
Amazon Earnings Take Center Stage as Wall Street Bets Big on AWS AI Boom
Amazon reported its Q2 earnings after the bell on Thursday.
Amazon will report its second quarter earnings after the bell on Thursday.
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.
Amazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher.
‘There won’t be anything that AI can’t do better than humans.’
Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.
After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.
If Amazon is going to see a return on its AI investments, shareholders will need to have patience for the next several years.
Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Wall Street is paying top dollar to buy insurance against tech giants like Meta and Alphabet defaulting on their debt, in a sign that AI spending is seriously worrying the bond market. The five main data center operators— Alphabet Amazon.com Meta Platforms Microsoft and Oracle —are spending huge sums on the artificial intelligence buildout. For 2026, the aggregate free cash flow of the five hyperscalers is estimated to fall to negative $2.8 billion, from $187 billion in 2025.
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