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Wall Street Raises Amazon Targets

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 · 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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24/7 Wall St. · 1d
Wall Street Short Sellers Piled Into Amazon and Microsoft at Historic Rates Before Earnings. Now They’re Rallying.
 · 2d
Wall Street Raises Amazon Targets After Its AWS Surge. Here’s The Number.
 · 2d
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

Microsoft, Amazon and Alphabet are all winning in AI, says D.A. Davidson's Gil Luria

Gil Luria, D.A. Davidson head of technology research, joins 'The Exchange' to discuss which stocks are best positioned to win the AI race.
1mon

Microsoft turns to Amazon for help with GitHub's AI-driven capacity issues

Microsoft is adding AWS capacity to GitHub after AI-driven growth strained infrastructure and triggered a series of reliability issues.
2don 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.
5d

Amazon and Microsoft highlight a continued AI spending spree, igniting chip rally

Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days.
Money Morning
11h

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.
1d

Amazon and Microsoft Gained a Combined $1.04 Trillion in Market Cap in 2 Days, While Apple and Meta Platforms Lost $510 Billion. Meet the Vanguard ETF That's Built for This ...

With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
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.
5d

Microsoft, Amazon among Nasdaq's weekly gainers after bumper earnings

Microsoft also helped lift the index for the week, leading the gainers on the Nasdaq 100. It added 21.25% for the period after a blowout quarter. The tech giant earned $4.74 per share on an adjusted basis as revenue rose 18% year-over-year to $90B.
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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