I hit the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) again last week, and I plan to do it again this month.

Max Kettner, HSBC's chief multi-asset strategist, argued on CNBC's Closing Bell Overtime on July 7, 2026, that mega-cap tech business models have “fundamentally changed in terms of taking on debt and being cash flow negative,” but the real story is that Wall Street walks into Q2 earnings expecting the worst on capex, which sets up a beat with real fuel behind it.

Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks inside the recent divergence between hyperscalers and chipmakers and says he expects more chops on semiconductors.

The megacap companies funding AI expansion have issued nearly $250 billion in debt this year.

On June 17, 2026, Jeff Bezos stood on a stage in Paris and told the world: “We're going to have labor scarcity.

SentinelOne (NYSE:S | S Price Prediction) has quietly become one of the most digestible strategic assets in cybersecurity.

MercadoLibre is growing quickly across its businesses. It recently lowered its free shipping threshold in Brazil, and growth there is accelerating.

Amazon (AMZN 0.73%) is reportedly exploring external sales of its custom AI chips, creating a potential new catalyst beyond AWS. If Trainium and Inferentia gain traction, Amazon could challenge Nvidia's pricing power while expanding its role in AI infrastructure.

Elon Musk recently posted on X that he thinks Anthropic's AI models are the most capable on the market.

Looking at free cash flow helps create a common denominator between seven unique companies. Meta Platforms, Apple, Microsoft, and Nvidia look like the solid buys in the group.