AMZN

Big Tech earnings kick off next week with Google (GOOG, GOOGL) and Intel (INTC) set to report results on July 22 and 23, respectively. And investors will have their eyes on AI spending and returns, as well as chip sales. Microsoft (MSFT) and Meta (META), in particular, have been punished for their heavy investments in AI data center capacity, though Google and Amazon (AMZN) have dodged the same fate, as of late. Wall Street will want to hear more about how Microsoft is expanding its Copilot service and AI growth via its Azure platform. Meta watchers will be looking into how the company is using AI to improve ad sales and user engagement. Google and Amazon will need to deliver more of the same to keep Wall Street on their sides, while also ensuring they can keep their spending in check. Keep an eye on the hyperscalers' remaining performance obligations (RPOs), a measure of contracts they've signed but haven't realized revenue from yet, to get a sense of where growth is headed. On the chip side, it'll be all about sales and forward guidance. Nvidia (NVDA), Intel, AMD (AMD), and memory makers will need to show demand is keeping pace or accelerating. But even that might not be enough to satisfy investors who have recently sold the news on results from the likes of Nvidia. Apple's (AAPL) results will be interesting for a handful of reasons. While iPhone sales are always the most important number in the company's earnings, commentary on who is buying and why will be just as noteworthy. Analysts will be watching to see whether customers are buying now to get ahead of potential future price hikes or holding out to get their hands on the company's rumored foldable iPhone, set to launch this fall. Post-earnings discourse will also center around the impact of rising memory and storage costs on Apple's margins and future device pricing. Email Daniel Howley at [email protected]. Follow him on X at @DanielHowley. Click here for the latest technology news that will impact the stock market. Read the latest financial and business news from Yahoo Finance

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share. If you've looked at Netflix (NFLX) stock recently, you've probably seen the damage. The shares are down 42% over the last year, and the narrative is dominated by fears of slowing growth, intense competition, and wavering user engagement. It’s a story of a maturing giant whose best days are behind it. But beneath the gloomy headlines, a different story is unfolding, driven by one under-appreciated number. It’s the gap between the company’s sales growth and its earnings-per-share growth. Over the past three years, Netflix’s revenue has compounded at 13.7% annually. Its earnings per share, however, have compounded at 50% per year. That isn't a typo or an accounting trick; it’s the result of financial factors working behind the scenes. Two forces are driving this performance: the primary engine is a significant expansion in profitability, supplemented by a steady, disciplined reduction in the share count. While margin expansion has been the larger contributor to earnings growth, the 5.2% reduction in shares outstanding over the past three years ensures that every dollar of that increased profit is distributed across a smaller base, compounding the benefit for shareholders. Netflix’s operating margin has climbed consistently over the last three years—rising from 16.8% to 22.5%, then to 27.7%, and reaching approximately 29.7% over the last twelve months. While the pace of year-over-year margin expansion has naturally moderated as the company scales toward higher efficiency levels, the trend remains resolutely upward. Each dollar of revenue is now generating significantly more bottom-line profit, and by returning cash to shareholders, the company is ensuring that profit is divided among fewer slices, amplifying the return for each remaining share. This is why the market’s focus on top-line growth may be misplaced. The primary risk priced into the stock is that Netflix can no longer deliver the high sales growth of its past. But earnings-per-share growth means it doesn’t have to. This structure allows for earnings-per-share growth through disciplined execution, even with more moderate revenue gains. For investors, a key question is how this earnings growth relates to the company's valu...

SEATTLE, July 16, 2026--(BUSINESS WIRE)--Amazon.com, Inc. (NASDAQ: AMZN) announced today that it will hold a conference call to discuss its second quarter 2026 financial results on Thursday, July 30, 2026, at 2:00 p.m. PT/5:00 p.m. ET. The event will be webcast live, and the audio and associated slides will be available for at least three months thereafter at www.amazon.com/ir. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716317423/en/ Contacts Amazon.com Public [email protected]/ir

Jefferies names Amazon its top Mag 7 pick into Q2 earnings, citing a forward P/E of 29 versus Tesla's 179 and 75% quarterly earnings growth. Apple is the only dividend payer of the three, backing a fresh $100 billion buyback with a 141% return on equity, making it the right fit only for late-stage income retirees. This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor) Retirement investors staring at Amazon (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), and Apple (NASDAQ:AAPL) heading into Q2 earnings face one simple question: which of these three Magnificent 7 names best deserves a spot in a long-duration portfolio right now? Jefferies is making the case for Amazon, reiterating the stock as the firm’s top Magnificent 7 pick into Q2 earnings. Analysts cited an AWS Q2 growth forecast of 32%, Prime Day survey data showing 54% of members increased spending by more than 10% year over year, and an AWS remaining performance obligation backlog nearing $500 billion after 93% year-over-year growth in Q1. Here is how the three Big Tech names actually stack up. The gap here is wide. Amazon trades at a trailing P/E of 30 and a forward P/E of 29, with a PEG ratio of 1.4. Apple sits at a trailing P/E of 38 and a forward P/E of 33, with a PEG of 2.5. Tesla is in another zip code altogether, carrying a trailing P/E of 371, a forward P/E of 179, and a PEG of 5.1. For a retiree buying earnings power today, Amazon offers the cheapest access to the strongest near-term profit growth story in the group. Tesla loses this round on valuation by a wide margin. July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX. Here's why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040. With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline. Apple and Amazon posted identical quarterly revenue growth of 16.6% year-over-year, with Tesla close behind at 15.8%. The bottom line is where they separate. Amazon'...

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project. Meta Platforms (META) is a company you know, but it may not be the company you think it is anymore. For years, it was the undisputed king of social media advertising. Today, it’s in the middle of a pivot into one of the most expensive, ambitious artificial intelligence builds the world has ever seen. After gaining 20% over the past month, the stock still trades about 13% below its 52-week high, leaving investors to weigh whether they are buying a dominant business at a reasonable price or funding a very expensive vision with no clear path to profit. When you look at Meta’s valuation, the market seems to be telling two different stories. On one hand, the stock trades at a price-to-earnings ratio of 23.7, roughly in line with the S&P 500’s 24.2. On cash flow, it even looks a bit cheaper, at 13.5 times operating cash flow versus the market’s 15.3. But on the other hand, its price-to-sales ratio of 7.8 is more than double the market average of 3.3. Investors are paying a steep premium for Meta’s phenomenal sales growth, which has averaged 22% annually over the last three years compared to 5.9% for the S&P 500. At the same time, the more modest earnings and cash flow multiples suggest a deep-seated caution about the large spending required to keep that growth engine running. What you get for that price is a business of genuinely rare quality. The core engine, the Family of Apps, including Facebook and Instagram, reaches an estimated 3.56 billion people daily and is a profit powerhouse. In the most recent quarter, revenue grew 33% year over year. The company runs an operating margin of 41%, more than double the S&P 500’s 18.4%, and converts a remarkable 58% of its revenue into operating cash flow. Management’s plan is to funnel this gusher of cash into its next act: building what it calls “personal super intelligence” through its new Meta Super Intelligence Labs. This involves developing its own foundational AI models, to power a new generation of personal and business agents. This vision is backed by a balance sheet built for exactly this kind of large project; with debt at just 5.2% of its market value and $124.0 billion in operating cash flow generated over the last y...

Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.

Google is reportedly expanding sales of its custom TPUs to independent cloud providers, moving beyond exclusive use within Google Cloud. According to The Information, Google is pitching TPUs as offering more stable performance and simpler networking than competing GPU-based systems. The reported expansion comes while Wall Street reassesses AI spending, with UBS lowering price targets on Alphabet and Meta ahead of earnings. Alphabet-led (GOOG, GOOGL) Google is reportedly expanding efforts to sell its custom AI chips to independent cloud providers as a direct challenge to Nvidia's (NVDA) dominance in AI hardware. The report from The Information comes as Wall Street has trimmed price targets on Alphabet, Meta Platforms (META) and Amazon (AMZN), even as other analysts raise long-term AI capex forecasts across the sector. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox GOOG stock edged 0.5% lower in midday trade on Monday amid a broader market sell-off following rising oil prices after tensions between the U.S. and Iran escalated over the weekend. The tech-heavy Nasdaq-100 took the biggest hit compared to the S&P 500 and Dow Jones. The Invesco QQQ Trust Series 1 (QQQ), which tracks the tech index, fell as much as 1.8% in midday trade. On Stocktwits, retail sentiment around Alphabet’s shares trended in ‘bearish’ territory over the past day. Meanwhile, NVDA’s stock fell nearly 3% in midday trade, with retail sentiment trending in ‘extremely bullish’ territory over the past day. According to The Information, Google's tensor processing units (TPUs) have so far been housed almost entirely in Google's own facilities and rented out only through Google Cloud. Now the company is trying to sell its custom AI chips directly to "neoclouds," young companies built around renting out Nvidia GPUs. It said that one of Google’s targets was Nscale, a two-year-old neocloud in which Nvidia is a major investor and preferred shareholder. The report added that Google’s pitch centers around offering more stable performance and simpler server networking than with GPUs, particularly as Nvidia's newer Grace Blackwell and upcoming Vera Rubin systems have caused deployment headaches for buyers. However, Nvidia reportedly caught wind of the Google talks and discussed financial incentives with Nscale that one sour...

This article first appeared on GuruFocus. HSBC identified 10 Buy-rated stocks it believes are well positioned ahead of the second-quarter earnings season, citing favorable trends across technology, financial, consumer and industrial sectors. HSBC named Amazon (NASDAQ:AMZN), Microsoft (MSFT), Meta Platforms (NASDAQ:META), Alphabet (GOOGL), AbbVie (ABBV), Caterpillar (CAT), Marriott International (MAR), Vertiv (VRT), NextPower (NXT) and Wells Fargo (WFC) as its preferred earnings-season ideas. The firm said the selections reflect company-specific growth drivers rather than a single sector theme. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. HSBC expects Amazon to benefit from continued cloud computing demand and AI infrastructure investments, while Microsoft could see further momentum from Azure AI services. The brokerage also pointed to Meta's AI-powered advertising tools, Alphabet's cloud and search businesses, and Vertiv's exposure to expanding data center spending. Outside technology, HSBC said AbbVie's immunology portfolio, Caterpillar's exposure to AI-related power demand, Marriott's asset-light business model and Wells Fargo's improving earnings outlook could support results. The brokerage also highlighted NextPower's project backlog and expansion efforts as potential growth catalysts heading into the reporting season.

Shopify Inc. is set to release its financial results for the second quarter of 2026, with the announcement scheduled for August 5 before market open. A conference call hosted by Shopify's management will follow to discuss the results, available via webcast on the company's Investor Relations website. This announcement aligns with Shopify's ongoing role as a provider of essential internet infrastructure for commerce, supporting millions of businesses worldwide. The upcoming financial disclosure is expected to offer insights into the broader e-commerce landscape. Shopify last closed at $119.22 down 2.2%. Shopify's AI-driven expansion and diverse revenue growth demand timely consideration for informed decisions. Click to explore the full narrative on Shopify's strategic positioning. Elsewhere in the market, Kalyan Jewellers India was trading firmly up 18.4% and ending the day at ₹443.00. Adobe finished trading at $220.94 down 0.3%. Amazon.com closed at $243.62 down 1%. This week, Amazon completed several fixed-income offerings, raising significant capital through corporate bonds with varying maturity dates and interest rates. Salesforce ended the day at $166.58 down 1.7%. Salesforce's Missionforce National Security platform now supports the U.S. Air Force's vehicle fleet management, enhancing global mission readiness with real-time data access and predictive analytics, announced 1 day ago. Dive into all 249 of the E-Commerce Stocks we have identified, like ID Logistics Group, Williams-Sonoma and Shanghai Jinjiang Shipping (Group), right here. Searching for a Fresh Perspective? The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive compa...

Corning Incorporated (NYSE:GLW) is one of the Best Stocks To Buy. On June 24, Corning Incorporated (NYSE:GLW)’s board announced a quarterly dividend of $0.28 per share, with payment scheduled for September 29, 2026, to shareholders of record on August 31, 2026. Earlier, on June 8, Reuters reported that Amazon signed a multi-billion-dollar agreement with Corning Incorporated (NYSE:GLW) to expand US production of optical fiber and connectivity products used in AI data centers. However, Amazon did not disclose financial terms. Reuters said the multi-year deal will create 1,000 jobs at Corning’s North Carolina facilities. It is growing the corporation’s fiber optic technician training program with Catawba Valley Community College. Reuters reported that Corning Incorporated (NYSE:GLW) previously announced plans to increase its US optical connectivity manufacturing capacity tenfold and expand domestic fiber production capacity by more than 50%. The company also signed a partnership with Nvidia last month to expand US fiber optics manufacturing, as per Reuters. Corning Incorporated (NYSE:GLW) works in optical communications, display, specialty materials, automotive, and life sciences businesses. While we acknowledge the potential of GLW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cerebras Systems (CBRS) is back in focus after its Q1 2026 earnings release and call on June 23, where the AI infrastructure company paired sharp year-over-year revenue growth with a narrower net loss. See our latest analysis for Cerebras Systems. Despite the strong Q1 revenue update and high profile partnerships with OpenAI and Amazon, Cerebras Systems’ share price return is under pressure, with a 1 day move down of 6.27%, a 7 day share price return down 11.17%, a 30 day share price return down 4.48% and a year to date share price return down 38.27% at a latest share price of $192.01. This suggests that recent news and the margin impact of its rent back strategy are being weighed against the longer term AI infrastructure opportunity. If Cerebras Systems has you thinking more broadly about AI infrastructure, this is a good moment to scan the wider opportunity set with our screener of 52 AI infrastructure stocks After a sharp post earnings pullback, and with Cerebras Systems trading well below both analyst targets and some intrinsic value estimates, the real tension is clear: is the stock mispriced, or are the models too generous? According to the most followed Cerebras Systems narrative, the implied fair value of $415.54 sits well above the last close at $192.01, which frames the current share price pullback in a very different light. Read the complete narrative. Want to see how this Cerebras Systems story arrives at that number? The narrative leans on rapid revenue compounding, margin expansion and a premium future earnings multiple. Curious which assumptions really move the fair value needle? Result: Fair Value of $415.54 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Cerebras Systems narrative could be knocked off course if the heavy insider share unlock planned for November hits sentiment, or if customer concentration around OpenAI shifts materially. Find out about the key risks to this Cerebras Systems narrative. With Cerebras Systems attracting both enthusiasm and caution, this is a moment to move quickly, test the underlying data yourself, and see where you land by weighing the 4 key rewards and 3 important warning signs. If Cerebras Systems has sharp...

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from Bloomberg Yen Hits Four-Decade Low in Historic Slide That’s Rattled Japan Trump’s U-Turn on Iran Sanctions Would Unravel Decades of Curbs WhatsApp Opens Username Reservations to 3 Billion Users US Stocks Get Tech Boost After AI-Fueled Selloff: Markets Wrap Prabowo Risks Prompt Global Banks to Pull Cash Out of Indonesia “The story of the past six months is the market going all-in on AI infrastructure, but now people are asking if this is sustainable and if we should be worried,” said CJ Muse, senior managing director and technology analyst at Cantor Fitzgerald. The Philadelphia Stock Exchange Semiconductor Index has soared 81% in the second quarter, putting it on track for its best quarter ever with one day to go. The gauge is up 94% in 2026, which if it holds would mark its best year since the dot-com boom in 1999. In contrast, the tech-heavy Nasdaq 100 Index has gained 25% in the second quarter, while the S&P 500 Index has risen 14%. But just as the celebration is getting going, last week’s selloff provides a sobering wakeup call. The semiconductor index plunged 7.9% for its worst weekly decline since April 2025 as Wall Street increasingly questions the durability of the demand for chips. And there was more volatility on Monday, as the gauge swung from being down 3.2% to close up 3.8%. “The biggest concern is about whether hyperscalers will sustain and grow their investments beyond 2026,” said Muse, who doesn’t expect the spending spree to end anytime soon. Turbulence in chip stocks is nothing new, considering the group is highly cyclical with regular booms and busts. This latest run has been powered by AI demand, which remains robust. So far, the biggest spenders — Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. — are sticking to their aggressive plans. On the flipside, however, hardware makers like Apple Inc. have been forced to raise prices to account for the high cost of memory chips, pressuring their stocks as analysts worry about potentially weakening demand. And OpenAI is reportedly considering delaying its initial public offer...