Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Microsoft (MSFT) Soars on Copilot and Azure Growth; Amazon (AMZN) Flagged for Margin Pressure | Zacks | Login to see the signal | |
Top Analyst Reports for Microsoft, Amazon.com & Philip MorrisSummaryZacks flags Microsoft’s AI and Azure momentum and Amazon’s Prime/AWS strength, while both face intensifying cloud competition and heavy AI-related spending that could pressure margins and operating expenses. |
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AMZN
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Microsoft (MSFT) Soars on Copilot and Azure Growth; Amazon (AMZN) Flagged for Margin Pressure | Zacks | Login to see the signal | |
Top Analyst Reports for Microsoft, Amazon.com & Philip MorrisSummaryZacks flags Microsoft’s AI and Azure momentum and Amazon’s Prime/AWS strength, while both face intensifying cloud competition and heavy AI-related spending that could pressure margins and operating expenses. |
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AMZN
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Amazon (AMZN) Tumbles as AWS Growth Lags; Retail and Ads Cushion Impact | GuruFocus | Login to see the signal | |
Amazon Holds Ground as Cloud Growth Slows, Retail Moat WidensSummaryAmazon's AWS growth slowed to 17% YoY, trailing Microsoft and Google, while retail strength, Prime penetration, ad revenue growth and warehouse robotics support margins. High capex and macro risks keep valuation and long-term upside uncertain. |
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AMZN
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Amazon (AMZN) Soars on Q2 Beat as AI Lens Live Boosts Shopping Growth | Zacks | Login to see the signal | |
Amazon's AI Features Boost Shopping: More Upside for Ecommerce Giant?SummaryAmazon launched Lens Live and other AI shopping features, reported Q2 revenue up 13% to $167.7B with ad revenue +23%, plans up to $100B capex for AI, and faces intensifying cloud competition while outpacing Walmart and Alibaba in AI investment. |
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AMZN
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Amazon (AMZN) Rebounds 0.31% on Mild Intraday Uptick | MarketWatch | Login to see the signal | |
Amazon (AMZN) Rebounds 0.31% on Mild Intraday UptickSummaryAmazon shares ticked up 0.31% in a minimal intraday move, suggesting no clear catalyst and limited market impact. |
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GOOGL
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Alphabet (GOOGL) & Amazon (AMZN) Soar on Anthropic $13B Funding and $183B Valuation | Reuters | Login to see the signal | |
Anthropic's valuation more than doubles to $183 billion after $13 billion fundraiseSummaryAnthropic raised $13 billion, valuing the AI startup at $183 billion; run-rate revenue grew to over $5 billion. Backed by Alphabet and Amazon, the funding supports enterprise expansion, safety research, and international growth. |
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AMZN
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Alphabet (GOOGL) & Amazon (AMZN) Soar on Anthropic $13B Funding and $183B Valuation | Reuters | Login to see the signal | |
Anthropic's valuation more than doubles to $183 billion after $13 billion fundraiseSummaryAnthropic raised $13 billion, valuing the AI startup at $183 billion; run-rate revenue grew to over $5 billion. Backed by Alphabet and Amazon, the funding supports enterprise expansion, safety research, and international growth. |
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GOOGL
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Alphabet (GOOGL) Soars on $9B Virginia AI Data Center Investment | GuruFocus | Login to see the signal | |
Alphabet Bets $9 billion on Virginia as AI, Cloud Demand SoarsSummaryAlphabet commits $9 billion through 2026 to expand AI and cloud infrastructure in Virginia with a new Chesterfield data center, upgrades to Loudoun and Prince William hubs, and free AI job training; shares rose modestly on the news. |
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MSFT
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Microsoft (MSFT) Rebounds on Modest Intraday Gain Amid Tech Momentum | Dow Jones Newswires | Login to see the signal | |
Microsoft (MSFT) Rebounds on Modest Intraday Gain Amid Tech MomentumSummaryMicrosoft (MSFT) ticked up 0.47% intraday while other tech names showed mixed moves, indicating modest market-driven gains without a clear catalyst. |
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