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Amazon
180 posts
Qualcomm shares jump as Amazon custom silicon pact validates data-centre push
Qualcomm and Amazon are entering a multi-generation AI data-centre silicon relationship accompanied by a warrant for up to 25 million Qualcomm shares, with vesting tied to commercial arrangements and purchases reaching as much as $60 billion rather than a guaranteed $60 billion order.
The Trade Desk cuts 15% of workforce as Jeff Green gets stock option tied to $105 target
The Trade Desk is eliminating about 15% of its workforce and reorganising employees into smaller teams after revenue growth slowed sharply, while a new performance-based option could allow Chief Executive Officer Jeff Green to buy up to 7 million shares if the stock reaches targets extending to $105.
Amazon Prime Air crash in Miami kills at least five after Boeing 767 overruns runway
At least five people have died after an Amazon Prime Air Boeing 767 operated by 21 Air overran a runway at Miami International Airport and struck vehicles, with five others hospitalised and the NTSB opening an investigation.
Hisense turns appliances into AI companions as ¥224.4bn group races beyond the smart-home remote control
Hisense is connecting refrigerators, ovens, laundry, air conditioning and energy management through its new AI Companion Suite. The strategy moves the company toward autonomous home orchestration, but Samsung and LG are chasing almost exactly the same prize.
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.