July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.
Amazon (AMZN +4.58%) reported quarterly financial results that sent the stock price soaring.
Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.
Amazon is the largest company in the world by sales, but it's still growing at the rate of a smaller company. AWS is reporting accelerating sales growth, similar to what it saw when it was half its current size.
Constellation Research Chairman Ray Wang went on CNBC Monday morning to argue that the AI capital cycle has split the megacaps into two camps: hyperscalers with a clear line of sight to AI monetization, and enterprise software names that have been sold off despite growing cash flows.
Hyperscaler earnings flipped from a fade to a buy and now Amazon, Microsoft, Meta Platforms and Alphabet shares are surging.
Semiconductor stocks just had their toughest month in over a decade. Are they due for a rebound?
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Redwire chases high-growth space contracts while burning cash; Advance Auto Parts is cheaper but saddled with debt and a shrinking store base.
Amazon.com, Inc. is a remarkable Strong Buy, driven by AWS's accelerating growth and multi-layered AI positioning. Q2 earnings exceeded expectations: AWS revenue grew 36.7% (vs. 31.2% expected), and margins outperformed, reinforcing undervaluation. Capex concerns are overblown; $220B in spending is fueling infrastructure for future high-demand, multi-revenue AI and robotics pathways.