Microsoft Corporation (NASDAQ: MSFT) reported its fourth-quarter earnings for its 2026 fiscal year (FY2026). Investors liked what they heard, pushing MSFT up over 16% in midday trading after the report.
For once, good news is good news. The two biggest takeaways from the report were the strong gro.... |
Good MorningU.S. stocks rallied as technology and artificial intelligence shares led the market higher, with the S&P 500 closing up. Microsoft surged more than 16% after its Azure cloud outlook exceeded Wall Street expectations, fueling gains across semiconductors and AI infrastructure names, including Intel, Arm, Oracle, CoreWeave, and AMD. Investors appeared to look past recent anxiety around the durability of AI capital spending.
Amazon also jumped after reporting second-quarter results that topped estimates, supported by a strong performance from AWS. The company said quarterly net sales rose 20% year over year to $200.6 billion. Elsewhere in earnings, XPO posted its strongest growth in nearly five years, while Boeing’s accelerating commercial-aircraft deliveries renewed attention on its future free-cash-flow potential.
The Federal Reserve’s decision to leave interest rates unchanged remained a key backdrop for markets. The hawkish hold may keep investors focused on inflation and the timing of potential rate cuts into September. Bitcoin briefly moved above $65,000 following the decision and remained on track for a gain of more than 10% in July. Featured: Why the Richest Man Alive Lives in a $50,000 Shack (Ad) 
| Technology | |
Microsoft Corporation (NASDAQ: MSFT) reported its fourth-quarter earnings for its 2026 fiscal year (FY2026). Investors liked what they heard, pushing MSFT up over 16% in midday trading after the report.
For once, good news is good news. The two biggest takeaways from the report were the strong gro... Read the Full Story |
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Qualcomm Inc (NASDAQ: QCOM) has spent much of the past few months trying to convince the market that it’s more than just a smartphone chipmaker. Its earnings report, delivered July 29, will have disappointed investors looking for a clear update on whether that transformation is taking hold, as the... Read the Full Story |
| Communication Services | |
A week after Alphabet (NASDAQ: GOOG) reported earnings, it was Meta Platforms' (NASDAQ: META) turn to provide the latest financial litmus test among AI hyperscalers.
Unfortunately for Meta, the stock suffered a similar post-earnings fate as Alphabet. Shares dropped approximately 6% in after-hours t... Read the Full Story |
| From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
| Consumer Discretionary | |
Starbucks’ (NASDAQ: SBUX) fiscal Q3 results prove Brian Niccol was the right CEO at the right time. His Back to Starbucks strategy took time to gain traction, but it has, with comps back in growth mode and margins expanding.
The news is exactly what the market needed, affirming the world’s leading... Read the Full Story |
| Consumer Discretionary | |
After a 30% drop in less than a month, it’s fair to say that Wall Street is more divided on Tesla Inc. (NASDAQ: TSLA) than it has been in years. The company's latest earnings report, released last week, delivered a jarring split between record headline revenue and a sharp deterioration in profitabi... Read the Full Story |
| | Technology | |
NXP Semiconductors (NASDAQ: NXPI) is among the most undervalued AI stocks, given its structural significance and long-term opportunity. While important today for cooling, networking, and power distribution, it is absolutely critical for AI's future: physical applications.
NXP Semiconductor’s mixed... Read the Full Story |
| Utilities | |
State power grids are buckling under the heavy load of artificial intelligence (AI) compute, prompting outright moratoriums on data center construction in major urban markets. Technology developers have secured the high-performance silicon, but they are rapidly running out of the electricity requir... Read the Full Story |
| Consumer Discretionary | |
The logistics sector just crossed a critical regulatory threshold. DoorDash (NASDAQ: DASH) securing a Federal Aviation Administration Part 135 air carrier certification fundamentally alters the unit economics of localized fulfillment.
This regulatory clearance officially transitions the enterprise ... Read the Full Story |
| Markets | |
The flurry of exchange-traded fund (ETF) launches in the space industry following June's historic SpaceX (NASDAQ: SPCX) IPO continues. When Elon Musk's firm made history with a $75 billion IPO, it solidified space as a popular destination—for investments, if not for travel just yet. A handful of ne... Read the Full Story |
| Technology | |
Corning (NYSE: GLW) delivered a Q2 2026 earnings beat on Tuesday. But if shareholders thought it would break the stock’s slide, they were mistaken. Shares tumbled 12% that day, extending a slide that has already knocked the stock down 50% over the past 30 days.
Even after that drawdown, GLW remain... Read the Full Story |
| Friday's Early Bird Stock Of The Day Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content. In addition, the company offers programs that enable sellers to sell their products in its stores; and programs that allow authors, independent publishers, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, it provides compute, storage, database, analytics, machine learning, and other services, as well as advertising services through programs, such as sponsored ads, display, and video advertising. Additionally, the company offers Amazon Prime, a membership program. The company's products offered through its stores include merchandise and content purchased for resale and products offered by third-party sellers. It serves consumers, sellers, developers, enterprises, content creators, advertisers, and employees. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington. | Should I Buy Amazon.com Stock? AMZN Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Amazon.com was last updated on Sunday, September 13, 2026 at 6:01 PM.
Amazon.com Bull Case -
Amazon recently delivered a significant earnings beat in July 2026, reporting actual earnings per share of $5.75 against a consensus estimate of just $1.82, which demonstrates a substantial improvement in profitability and operational efficiency that is likely to drive investor confidence.
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The company is currently trading at $256.78, which is well below the consensus price target of $323.08 set by analysts, suggesting there is considerable upside potential for shareholders as the market adjusts to the company's recent strong performance.
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Amazon's revenue growth has accelerated to 19.6% year-over-year in the most recent quarter, indicating that the company is successfully expanding its top line through its retail, advertising, and cloud services segments despite a challenging economic environment.
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Wall Street maintains a "Moderate Buy" consensus rating for the stock, with recent upgrades from firms like Morgan Stanley and KeyCorp raising their price targets to $335.00 and $350.00 respectively, reflecting strong institutional support for the company's long-term strategy.
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Amazon is expanding its Zoox robotaxi service into San Francisco, a move that positions the company to compete directly with major players like Waymo and Tesla in the high-growth autonomous vehicle market, potentially opening a new revenue stream.
Amazon.com Bear Case -
There is significant insider selling activity, with CEO Andrew Jassy and other executives selling tens of thousands of shares in August 2026, which can signal a lack of confidence in the stock's near-term valuation or a desire to diversify personal wealth.
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Amazon faces intense scrutiny over its massive AI infrastructure spending, with analysts questioning how quickly the company can convert its heavy capital expenditures into cash flow, a concern that is shared by other tech giants like Alibaba.
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The stock has a high beta of 1.44, meaning it is significantly more volatile than the overall market, which can lead to sharper price declines during periods of market uncertainty or economic downturns.
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Amazon does not pay a dividend, with a yield of 0.00%, which may be a drawback for income-focused investors who prefer regular cash distributions in addition to potential capital appreciation.
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Short interest has remained relatively high, with over 92 million shares shorted as of August 2026, indicating that a notable portion of the market is betting against the stock's future performance.
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