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BofA Raises its Price Target on Amazon.com (AMZN)
Insider Monkey38d agoneutral
BofA Raises its Price Target on Amazon.com (AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, BofA raised the firm’s price target on Amazon.com, Inc. (NASDAQ:AMZN) to $165 from $145 and kept a Buy rating on the shares. BofA cited Nielsen point-of-sale data showing domestic SN product sell-through accelerated in […]

Morgan Stanley Keeps Overweight Rating on CrowdStrike (CRWD)
Insider Monkey38d agoneutral
Morgan Stanley Keeps Overweight Rating on CrowdStrike (CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley lowered the firm’s price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $172 from $172.50 and kept an Overweight rating on the shares. On July 8, Benchmark raised the firm’s price target […]

Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should
24/7 Wall St.38d agoneutral
Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should

For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars toward artificial intelligence infrastructure instead of repurchasing shares. At first glance, that has disappointed investors looking for immediate capital returns. Yet ... Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should

Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition
24/7 Wall St.38d agoneutral
Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion multi-tranche bond sale, to fund infrastructure. Microsoft leans on its OpenAI stake and contracted backlog. Same tailwind, different balance sheets. AWS Reaccelerates While Azure Sprints ... Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition

The 3 things that are working for Levi Strauss, CFO explains
Yahoo Finance Video38d agoneutralVIDEO
The 3 things that are working for Levi Strauss, CFO explains

Levi Strauss & Co. (LEVI) CFO and chief growth officer Harmit Singh sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the clothing brand's second quarter earnings results, its full-year outlook, and the growth it is seeing across its segments.

Bond issuance backing AI investment tops $250B, testing limits of voracious investor demand
Pitchbook38d agobullish
Bond issuance backing AI investment tops $250B, testing limits of voracious investor demand

Debt financing for AI-related needs — be it for data center construction or general liquidity amid aggressive spending — is accelerating in 2026, testing the limits of investor demand. July already has featured a $25 billion bond package for Amazon.com, and data center operator QTS is marketing an additional $2 billion across bonds and loans for mid-month pricing. That’s after the US high-yield bond market absorbed $31.9 billion of new AI-related bonds through July 8 this year, all but $4 billio

Has GXO Logistics (GXO) Fallen Far Enough to Look Cheap?
Simply Wall St.38d agobearish
Has GXO Logistics (GXO) Fallen Far Enough to Look Cheap?

GXO Logistics stock has given investors a roughly 22.6% decline over the past three years, and today the picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to shares being roughly in line with fair value, while traditional market multiples still lean toward the stock looking expensive. Over the past three years, GXO Logistics has fallen about 22.6%, which means recent shareholders have not been rewarded despite ongoing interest in the business. On the...

3 Cloud Computing Stocks to Buy Before Earnings Season in July
24/7 Wall St.38d agobullish
3 Cloud Computing Stocks to Buy Before Earnings Season in July

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July

This Week In E-Commerce - Shopify's Q2 2026 Financial Results Announcement Insights
Simply Wall St.39d agoneutral
This Week In E-Commerce - Shopify's Q2 2026 Financial Results Announcement Insights

Shopify Inc. is set to release its financial results for the second quarter of 2026, with the announcement scheduled for August 5 before market open. A conference call hosted by Shopify's management will follow to discuss the results, available via webcast on the company's Investor Relations website. This announcement aligns with Shopify's ongoing role as a provider of essential internet infrastructure for commerce, supporting millions of businesses worldwide. The upcoming financial...

Jim Cramer Highlights One of the Major Reasons for Sticking With NVIDIA Stock
Insider Monkey39d agoneutral
Jim Cramer Highlights One of the Major Reasons for Sticking With NVIDIA Stock

NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company CEO’s strategy, as he commented: … Neoclouds, these are outfits with only one priority: Get the AI factory online and make the GPUs usable. They exist to deliver reliable compute faster […]

How SpaceX Stock Can Hit $900
Barrons.com39d agoneutral
How SpaceX Stock Can Hit $900

There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.

Shifting Fed Policy and Rising Bond Yields Could Finally Crack the Stock Market
Barrons.com39d agoneutral
Shifting Fed Policy and Rising Bond Yields Could Finally Crack the Stock Market

The Federal Reserve’s first policy meeting under Chairman Kevin Warsh highlighted a big focus on artificial intelligence spending. Bond markets are listening. Minutes of the Fed’s June meeting, where interest rates were kept unchanged at between 3.5% and 3.75% but communication was sharply pared back under Warsh’s new leadership, suggested a hawkish stance among Fed governors, many of whom remained focused on inflation pressures in the world’s biggest economy.

Microsoft’s (MSFT) Growth Story Is Still Its Cloud Business, Not AI
Insider Monkey39d agoneutral
Microsoft’s (MSFT) Growth Story Is Still Its Cloud Business, Not AI

Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 1, Jefferies highlighted Microsoft Corporation (NASDAQ:MSFT) and Amazon as two of the biggest beneficiaries of continued growth in cloud computing. Based on a survey of 40 U.S. Chief Information Officers, the firm now expects cloud spending to […]

By Designing Its Own Chips, Amazon (AMZN) Is Making A Bigger AI Bet Than You Think
Insider Monkey39d agoneutral
By Designing Its Own Chips, Amazon (AMZN) Is Making A Bigger AI Bet Than You Think

Amazon.com Inc. (NASDAQ:AMZN) is one of the 12 Best Dow Stocks to Invest In Right Now. According to a report released on July 2, Monness analyst Brian White reiterated a Buy rating on Amazon.com Inc. (NASDAQ:AMZN) while increasing the price target. The analyst raised the firm’s price target on the stock from $241.7 to $315. […]

3 S&P 500 Stocks to Consider Right Now
StockStory39d agoneutral
3 S&P 500 Stocks to Consider Right Now

The S&P 500 (^GSPC) is full of established businesses, but only some continue to outperform the market. A few standout companies are thriving thanks to strong fundamentals and sustained competitive advantages.

How Jeff Bezos fueled Lyft's comeback: CEO
Yahoo Finance Video39d agoneutralVIDEO
How Jeff Bezos fueled Lyft's comeback: CEO

Lyft CEO David Risher explains to Yahoo Finance Executive Editor Brian Sozzi how Jeff Bezos's customer obsession became his operating playbook to launch a hard reset at Lyft.