Browsing Tag
Amazon
171 posts
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Kroger (NYSE: KR) to reboot consolidation strategy with $1.65bn acquisition of Giant Eagle
Kroger (KR) to acquire Giant Eagle for $1.65B, adding 197 stores and $9B in sales across five states. First major deal since the Albertsons collapse.
Could SPS Commerce’s 3P divestiture sharpen its retail supply chain software strategy?
SPS Commerce’s 3P Revenue Recovery sale sharpens SPSC’s focus on 1P suppliers, retail software depth and Carbon6 portfolio cleanup.
RKLB surges, IRDM soars 20% as Rocket Lab strikes $8bn Iridium takeover
Rocket Lab is buying Iridium for $8 billion, pivoting from launch provider to integrated space operator as RKLB, IRDM, PL and ASTS all move. Read the analysis.
Globalstar (NASDAQ: GSAT) $10.9bn Amazon deal hinges on Apple veto resolution
Globalstar (NASDAQ: GSAT) signed a USD 10.9B Amazon merger at USD 90 per share. The real question is whether Apple's 20 percent stake blocks the deal.
Why Goldman Sachs just reinstated Allegiant Travel ($ALGT) at $125 and what it says about US leisure flying
Allegiant Travel ($ALGT) gets Goldman Sachs Buy and $125 PT on Sun Country integration. Full executive analysis on the post-Spirit ULCC reset and synergy path here.
Amazon’s Anthropic risk test puts AWS, Trainium and frontier AI governance in focus
Find out how Amazon’s Anthropic exposure could reshape AWS, Trainium, AI governance and AMZN investor sentiment after the Fable shutdown.
Roku stock jumps as sale talks put streaming advertising data in Wall Street spotlight
Find out why Roku’s sale buzz and ROKU stock rally could reshape connected TV advertising, streaming data and platform competition.
Corning (GLW) jumps as Amazon becomes the latest tech giant to lock in its AI data center fiber
Corning jumped ~9.5% as Amazon signed a multibillion-dollar US fiber optics deal, the third hyperscaler megadeal in 2026 after Meta and Nvidia, fueling its AI run.
SBC Exports (NSE: SBC) Q4 FY26 profit nearly doubles as stock trades near 52-week high
SBC Exports FY26 profit surged as garments, services and travel lifted growth. Find out what the FY27 outlook means for SBC stock today!