Browsing Tag
Amazon
176 posts
LSEG’s £3.45bn buyback puts AI monetisation under a harder valuation test
London Stock Exchange Group plc is generating record margins, cash flow and shareholder returns while pushing deeper into artificial intelligence. The harder question is whether AI can accelerate subscription growth enough to close the valuation gap that opened during the technology disruption scare.
Alpha Compute (Nasdaq: ALP) enters US data center development with Pennsylvania term sheet
Alpha Compute's $55m Pennsylvania land and gas rights term sheet targets a 200MW AI campus, but a $4.5m market cap and $500m total build define the risk.
Shein targets lower Hong Kong IPO valuation as fast-fashion growth model faces market reset
Shein is reportedly seeking a US$30 billion to US$40 billion Hong Kong IPO valuation, but slowing growth, tariff pressure and regulatory scrutiny are forcing investors to reprice the fast-fashion giant.
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Target’s comeback just recruited a 7-Eleven veteran. What can Joe DePinto change?
Target Corporation is adding a veteran of convenience retail, loyalty programmes and fresh food as Michael Fiddelke pushes the retailer through a capital-intensive growth reset.
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.