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The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.
Amazon's $77.7 billion net income and 10.8% margin showcase profitability at scale, while StubHub's $191 million free cash flow points to a path back from recent losses.
One company is accelerating across every major division, while the other is managing a complicated restructuring.
Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.
Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.
Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.
TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.
Not all hyperscalers are created equal.
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Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.
For years, Amazon led the market by offering free two-day delivery to Prime members. That was a massive improvement over previous shipping standards, and it became table stakes for any retailer hoping to sell to a mass audience. As a shopper, two-day shipping generally worked for me, but once Uber ...
Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.
Amazon's 10.8% net margin and fortress balance sheet contrast sharply with Coupang's razor-thin 0.6% profitability and data-breach fallout.
Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...
NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their own energy sources rather than wait for grid connections.
Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.
Sea (SE) reported stronger-than-expected second-quarter revenue on Tuesday as the Singapore-based co