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Microsoft, Amazon and Wall Street

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Impacts
 · 2d · on MSN
Amazon tops $3 trillion and Microsoft surges as Wall Street sets aside AI spending fears for now
Amazon passed $3 trillion in market value for the first time Monday and Microsoft climbed 5%, extending a rally that followed cloud earnings from both companies last week.

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 · 2d · on MSN
Microsoft and Amazon Won the AI Spending Week. Alphabet, Meta, and Oracle Didn't. Now What?
24/7 Wall St. · 1d
Wall Street Short Sellers Piled Into Amazon and Microsoft at Historic Rates Before Earnings. Now They’re Rallying.
 · 1d
Amazon: $1T AWS Ambition As Growth Accelerates - Ignore FCF/Debt Noise
AWS drives 60.3% of Amazon's operating income, with accelerating revenue/margin expansion and demand growth across custom chips/SaaS/compute backlog.

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 · 2d
Amazon Tops $3 Trillion Market Cap as Shares Hit a Record High. AI-Powered AWS Growth Fuels Post-Earnings Rally
24/7 Wall St · 2d
Why Amazon Looks Better Than Microsoft After Each Jumped 15% Post Earnings
 · 2d
3 ETFs Surging as Amazon Clears $3 Trillion Market Cap
The engine was AWS, which grew 37% to $42 billion at a 39% operating margin, its fastest pace in 18 quarters.

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 · 2d
Amazon Earnings, $3 Trillion Market Cap Point To Growth In These Top AI Stocks
 · 2d
Wall Street Raises Amazon Targets After Its AWS Surge. Here’s The Number.
3hon MSN

Alphabet, Microsoft, Amazon, and Oracle just gained $1.9 trillion in 3 days. Here's why Microsoft's run isn't over.

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.
Money Morning
12h

Mag 7 Weekly: Microsoft and Amazon Got Paid. Apple Ate the Hangover.

Your resource for the hottest moving stocks and news. We cover all sectors and markets giving everyday investors access to the most important news.
5d

Alphabet, Amazon and Microsoft added nearly $1.5 trillion in combined value this week

Amazon, Microsoft and Google added hundreds of billions of dollars to their market caps, while Apple and Meta saw their market valuations fall.
1don MSN

Bill Ackman's Pershing Square Owns Amazon, Microsoft, and Meta Platforms. Here's the Best Buy of the Bunch in August.

Ackman isn't leaving this opportunity on the table, and retail investors shouldn't, either.
20don MSN

Tech Moves: Former Amazon exec joins F5; Microsoft security CVP departs; Qualtrics adds leadership

F5 names former Amazon executive as its chief people officer; Rudra Mitra departs as a Microsoft CVP after more than 27 years; and Qualtrics adds leaders.
13d

Amazon and Microsoft pivot cloud gaming strategies to target different players

Amazon is bringing Luna to the Prime Video streaming service, while Microsoft will test an ad-supported streaming of titles that people own.
2don MSN

Microsoft Pays Cash. Amazon Borrows. Here's How Big Tech Funds Its AI Boom.

Same enormous AI bill, five very different wallets. Here's who's paying cash, who's borrowing heavily, and who's talking others into covering some of the tab.
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