Amazon's stock has fallen over 17% from its May 2026 highs, a normal pattern in its rally cycles. The company's Q1 2026 results were strong, with revenue up 17% year-over-year to $181.5 billion and earnings per share beating expectations at $2.78 versus $1.64 consensus. Operating margin reached a record 13.1%, driven by growth in AWS and logistics efficiencies. Although free cash flow concerns exist due to a large $200 billion capital expenditure planned for 2026, these investments are aimed at supporting AWS assets and future growth, reinforcing a positive long-term outlook for Amazon.
Apple reported its best March quarter ever with strong iPhone 17 sales but announced significant hardware price hikes due to a 20% chip cost increase driven by AI memory demand. Meanwhile, Amazon's AWS cloud business grew 28%, benefiting from high de...
President Donald Trump warned he will impose a 100% tariff on goods from any country that enacts a digital services tax targeting U.S. tech companies. He stated this tariff would override any existing or future trade agreements with those countries. ...
Wedbush views the recent sharp sell-off in major tech stocks like Microsoft, Meta, and Nvidia as short-term impatience rather than a breakdown in the AI sector. The broker highlights that these companies are in the early stages of a long-term AI infr...
Wedbush views the recent sharp sell-off in major tech stocks like Microsoft, Meta, and Alphabet as short-term impatience rather than a collapse in the AI sector. The broker highlights that these companies are in an 'air pocket stage' due to heavy cap...
OpenAI's potential delay of its IPO to 2027 highlights a critical moment for AI valuations and the market's ability to absorb new public AI companies. Despite OpenAI's high valuation of around $852 billion and a 38x sales multiple, concerns about cas...
