Qualcomm (QCOM) is expanding beyond smartphones as it pushes deeper into automotive and AI data center infrastructure. George Tsilis breaks down the legacy tech firm's latest earnings, decline in handset revenue, accelerating automotive growth, and its new "multi-generational" collaboration with Amazon (AMZN).

AWS is growing at its fastest pace in nearly five years, the advertising unit prints billions every quarter, and yet Amazon shares have barely moved in 2026.

$2.3 Billion a Day The seven companies known as the Magnificent 7 collectively generate roughly $2.3 billion in operating profits every single day on a trailing 12-month basis.

Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by rivals.

Jed Ellerbroek points to Nvidia (NVDA), Broadcom (AVGO), Eaton (ETN), and Applied Materials (AMAT) as beneficiaries of the ongoing AI infrastructure build-out. He also sees accelerating revenue growth and appealing valuations in cloud computing names like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL).

Amazon needs to compound earnings at 20% per year for the stock to double by 2030. Continued growth in non-retail services, including AWS, can do the heavy lifting for earnings.

The AI boom is real. Customer commitments reduce near-term risk, but they don't eliminate long-term uncertainty.

Joseph P. Lucia and Associates LLC bought a new position in Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 36,128 shares of the e-commerce giant's stock, valued at approximately $8,611,000. Amazon.com comprises about 2.6% of Joseph P. Lucia and Associates

Firetrail Investments PTY Ltd. purchased a new position in Amazon.com, Inc. (NASDAQ: AMZN) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 99,939 shares of the e-commerce giant's stock, valued at approximately $23,675,000. Amazon.com makes up about 6.7%

Capital Financial Group Inc. Co. ADV acquired a new position in Amazon.com, Inc. (NASDAQ: AMZN) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,906 shares of the e-commerce giant's stock, valued at approximately $693,000. A number of other institutional investors also