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Amazon's Q2 earnings revealed a $496B AWS backlog, justifying its $220B capex plan. Revenue grew 20% YoY, EPS surged, and AWS growth accelerated to 36%, easing investor fears over AI spending risk.
U.S. stocks rose Friday, snapping a two-week decline, as strong Microsoft and Amazon earnings lifted indices. Nvidia and Broadcom gained while AMD and Apple lagged. Fed held rates steady amid inflati…
US futures rose after strong Big Tech earnings; MSFT surged 15% on Azure growth, AMZN jumped 9% on AWS strength, while AAPL fell despite beating estimates due to weak guidance. Iran-US tensions lifte…
Arista Networks stock surged 29.6% in H1 2026 on strong AI-driven demand, record revenue, and raised guidance. Microsoft and Meta remain key customers, with new large accounts expected soon.
European Q1 earnings grow 10.2% fastest in 3 years, driven by energy sector surge from Iran war oil prices. U.S. tech outperformance widens gap with Europe as consumer sectors face headwinds.
Alphabet's stock fell nearly 20% into correction amid a legal setback, but strong Q4 results, robust cloud growth, and upbeat analyst sentiment suggest a strong buying opportunity within a continuing…
Marvell Technology beats Q4 earnings and revenue estimates, driven by robust AI data center demand. Major tech companies including Microsoft, Amazon, Alphabet, and Meta are boosting AI infrastructure…
Nvidia was upgraded to Buy by Aletheia Capital, citing increasing AI compute spending and strong data center growth prospects, with revenues expected to near $475 billion by 2027 and earnings results…
Alphabet (GOOGL) surged over 4% led by strong tech sector gains amid broad market recovery after the Supreme Court struck down Trump's global tariffs. Positive earnings and optimism in chipmakers and…
Stocks rose driven by a major deal between Nvidia and Meta and strong Analog Devices earnings, alongside Moderna shares jumping after FDA's flu vaccine review decision.
Alphabet plans significant debt issuance to fund AI-driven infrastructure expansion, raising investor interest amid strong Q4 earnings and growing AI spending forecasts.
Nvidia surged 7.8% as chipmakers rallied on increased AI infrastructure spending by Amazon and Alphabet, despite Amazon's 5.6% drop after announcing a capital expenditure hike. The Dow hit a historic…
Amazon's Q4 2025 sales grew 14% to $213.4B, with operating income rising 18% driven by AWS and North America, despite international segment declines and special charges.
Alphabet's Q4 2025 revenue grew 18% to $113.8B, net income rose 30%, driven by a 48% surge in Google Cloud revenue and strong AI demand, pushing annual revenues past $400B.
Apple posted record iPhone sales and beat revenue estimates, driven by strong demand in China and globally, while wearables supply constraints weighed on that segment. The company also announced AI p…
Meta Platforms beat Q4 2025 revenue and earnings estimates, with strong user growth and impressive guidance, signaling robust business performance and continued expansion in ad monetization despite s…
Microsoft reported strong Q1 revenue growth of 18.4%, beating forecasts, but its shares dropped over 15%. Analysts remain bullish, citing Microsoft's scale and cloud strength amid geopolitical tariff…
Nvidia rose 2.1% amid strong semiconductor sector gains driven by TSMC's record quarter and tariff exemptions, boosting AI optimism despite cautious market rotation away from tech stocks.
Zoom raised revenue and profit forecasts driven by AI-powered products and hybrid work demand, partnering with Nvidia to enhance AI Companion. Q3 results beat estimates, supporting growth momentum an…
U.S. government shutdown may end soon, boosting market sentiment. Tech stocks, including Alphabet (GOOGL), gained over 3%. Positive Fed comments and strong Q3 earnings underpin optimism, while some u…