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Reassessing Risk in Tech Stocks
Etftrends· 2026-07-31 00:12
That dynamic has been flipped upside down, with tech companies today largely focused on expensive physical assets that, in some ways, look decidedly old-economy. That's forcing some hyperscalers and others to look beyond their own free cash flow to a mix of debt and equity financing from the financial markets in order to keep funding their big AI plans. The result: Tech companies are finding it more expensive than ever to access the money they need. Tech now pays a 16% premium to issue debt relative to the ...
Amazon on deck to report earnings after the bell with cloud, capex in focus
CNBC· 2026-07-31 00:06
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025.Amazon is set to announce its second-quarter earnings after the bell on Thursday. Here's what analysts are expecting, according to estimates compiled by LSEG:Earnings per share: $1.82 Revenue: $196.47 billion Wall Street is also looking at other key revenue numbers: Amazon Web Services: $40.54 billion expected, according to StreetAccountAdvertising: $19.43 billion expected, according to StreetAccountInvestors are watchi ...
Universal Music revenue rises 13.3% on Downtown deal, streaming pricing
Reuters· 2026-07-31 00:01
Universal Music Group reported second-quarter revenue of 3.29 billion euros ($3.79 billion) on Thursday, up 13.3% year-on-year at constant exchange rates, helped by the consolidation of Downto... ...
Off the train, into a VW bus: Amazon helps fund free shuttle service for Bellevue light rail riders
GeekWire· 2026-07-30 23:29
Off the train, into a VW bus: Amazon helps fund free shuttle service for Bellevue light rail riders – GeekWire "We see tremendous value in programs that improve access to public transit, support sustainable mobility, and connect people with local businesses and destinations,†Keri Pravitz, manager of Community Engagement for Amazon in Bellevue, said in a statement. The new shuttle will operate Monday through Friday, 8 a.m. to 6 p.m. See a map of the service area below. Share One of the electric Volkswagen ...
Apple and Amazon report after the bell. Here's what the options market is saying
CNBC· 2026-07-30 22:40
Earnings on deck this afternoon for Apple and Amazon will likely decide if the stock market can end what's so far been a rough week on solid footing. Apple is up 25% year to date, making records and a seeing a 7% rally since the S&P 500 peaked on June 2. Options traders are braced for a bigger-than-usual move on earnings, with implied volatility pricing a 3.4% move after the report drops — more than double the stock's median 1.5% move after its past four reports. Unfortunately for bulls it's been tough to g ...
Amazon's Zoox to begin charging for rides in Las Vegas after clearing NHTSA hurdle
CNBC· 2026-07-30 22:36
Amazon-owned Zoox on Thursday received a temporary exemption from U.S. regulators, paving the way for the company to start offering paid robotaxi rides.The exemption from some National Highway Traffic Safety Administration rules allows Zoox to deploy up to 2,500 vehicles annually for two years, "subject to an enhanced, adaptable oversight structure that can evolve as Zoox's technology advances," the agency said in a release. Zoox CEO Aicha Evans said in a statement that the move represents an "important mil ...
Amazon's Zoox Gets Clearance to Start Paid Robotaxi Rides
WSJ· 2026-07-30 22:15
The move is a first for a purpose-built autonomous vehicle like Zoox, which doesn't have pedals or a steering wheel. ...
Take Action Before Earnings Release: How to Play Apple and Amazon
247Wallst· 2026-07-30 22:14
Take Action Before Earnings Release: How to Play Apple and Amazon - 24/7 Wall St. Stock Market Live July 30, 2026: S&P 500 (SPY) Pivoting from Fed-Induced Drop Take Action Before Earnings Release: How to Play Apple and Amazon By Alex Sirois Published Jul 30, 10:14AM EDT Quick Read Apple (AAPL) posted its eighth straight EPS beat while Amazon (AMZN) AWS grew 28%, its fastest pace in 15 quarters. Apple returns cash via a $100B buyback and dividend while Amazon pours ~$200B into AI infrastructure with free cas ...
Amazon is Cheap With Strong Upside Through the End of 2026
247Wallst· 2026-07-30 22:12
Amazon is Cheap With Strong Upside Through the End of 2026 - 24/7 Wall St. Stock Market Live July 30, 2026: S&P 500 (SPY) Pivoting from Fed-Induced Drop Quick Read Amazon trades 13% below its 52-week high while AWS just posted 28% growth at its best operating margin in 15 quarters. AMZN's consensus target of $314 implies 27% upside, with 62 of 66 analysts rating it Buy despite shares badly lagging 74% earnings growth. Amazon is Cheap With Strong Upside Through the End of 2026 By Alex Sirois Published Jul 30 ...
'The market has voted': Michael Burry says Big Tech's AI spending is dragging down the S&P 500 — while Apple wins
Yahoo Finance· 2026-07-30 22:10
Astrid Stawiarz/Getty Images "Big Short" investor Michael Burry's latest X post is once again predicting doom for the AI industry. "The market has voted and the results are clear," Burry said in his July 27 post. The post also includes two screenshots of charts showcasing Magnificent Seven companies' latest stock performances and valuation changes. Both charts are taken from a recent Bloomberg article. The first shows a negative correlation between each tech company's forward capex (or capital expenditure) ...