Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
GOOGL
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even as AMZN shows modest YTD gains and valuation concerns. |
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MSFT
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even as AMZN shows modest YTD gains and valuation concerns. |
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AMZN
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even as AMZN shows modest YTD gains and valuation concerns. |
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GOOGL
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Amazon (AMZN) Soars on Q2 Earnings Beat; Premium Valuation Tempering Upside | Zacks | Login to see the signal | |
Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?SummaryAmazon beat Q2 estimates with strong revenue, AWS and advertising growth, but premium valuation and heavy AI capex amid fierce cloud competition temper near-term upside and support a cautious hold. |
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MSFT
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Amazon (AMZN) Soars on Q2 Earnings Beat; Premium Valuation Tempering Upside | Zacks | Login to see the signal | |
Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?SummaryAmazon beat Q2 estimates with strong revenue, AWS and advertising growth, but premium valuation and heavy AI capex amid fierce cloud competition temper near-term upside and support a cautious hold. |
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AMZN
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Amazon (AMZN) Soars on Q2 Earnings Beat; Premium Valuation Tempering Upside | Zacks | Login to see the signal | |
Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?SummaryAmazon beat Q2 estimates with strong revenue, AWS and advertising growth, but premium valuation and heavy AI capex amid fierce cloud competition temper near-term upside and support a cautious hold. |
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META
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Amazon (AMZN) Soars on Q2 Earnings Beat; Premium Valuation Tempering Upside | Zacks | Login to see the signal | |
Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?SummaryAmazon beat Q2 estimates with strong revenue, AWS and advertising growth, but premium valuation and heavy AI capex amid fierce cloud competition temper near-term upside and support a cautious hold. |
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MSFT
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Microsoft (MSFT) Rebounds on Azure Capacity Gains amid CoreWeave Acquisition Push | Zacks | Login to see the signal | |
CoreWeave to Acquire OpenPipe: Will the Buyout Strategy Be the Winning Play?SummaryCoreWeave acquired OpenPipe and Weights and Biases, expanding AI infrastructure but increasing debt and integration risk. Nebius and others scale AI datacenters. Microsoft Azure remains dominant with partnership-led AI and major capacity expansion. |
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MSFT
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Microsoft (MSFT) Soars on Azure Momentum as Alibaba $53B AI Push Intensifies Cloud Rivalry | Zacks | Login to see the signal | |
AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?SummaryAlibaba posts triple‑digit AI product revenue growth and unveils a $53B three‑year AI/cloud investment, but pricing and monetization challenges persist; Microsoft Azure and AWS are highlighted as stronger competitors with heavy investments and global scale. |
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AMZN
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Microsoft (MSFT) Soars on Azure Momentum as Alibaba $53B AI Push Intensifies Cloud Rivalry | Zacks | Login to see the signal | |
AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?SummaryAlibaba posts triple‑digit AI product revenue growth and unveils a $53B three‑year AI/cloud investment, but pricing and monetization challenges persist; Microsoft Azure and AWS are highlighted as stronger competitors with heavy investments and global scale. |
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MSFT
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Microsoft (MSFT) Soars as Azure Growth Hits 40% After Snowflake Forecast Boost | Reuters | Login to see the signal | |
Cloud analytics firm Snowflake lifts annual product revenue forecast; shares jump 13%SummarySnowflake raised fiscal 2026 product revenue as AI-driven demand grows; it highlighted Microsoft Azure's 40% acceleration and Microsoft forecast a record $30B capex after booming Azure sales. |
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