Amazon's leading cloud and e-commerce businesses have strong growth ahead. Apple has one of the best business models on the planet.

Amazon and Alphabet are remarkably comparable.

Last month in this forum I alluded to “canaries” in the coalmine (see here) , referring to the high implied volatility on options of stocks like Micron (MU) and SpaceX (SPCX). One working hypothesis was that assisted by leverage (both direct and via ETFs that provide this leverage) the market is currently amplifying “bi-modality”, which basically means a schizophrenic pricing of return outcomes that differ significantly from each other- akin to the outcomes of a coin flip.

Zoox is entering a new phase of its business as it's getting ready to launch paid robotaxi rides in Las Vegas, becoming the first company in the US to charge for rides in a purpose-built, steering wheel-free autonomous vehicle. Zoox CEO Aicha Evans joins Bloomberg to discuss pricing, expansion plans and production ramp-up.

Recent earnings reports alleviated investors' concerns about cloud demand and AI spending. Microsoft has the best free cash flow and operating margins of the cloud majors.

Amazon remains a dominant force in retail, but this back-to-school season could create opportunities well beyond the e-commerce giant. Seasonal spending, promotional activity, and resilient consumer demand are setting the stage for select retailers to outperform. Discover three retail stocks poised to take advantage of the back-to-school shopping season.

Berkshire Hathaway finished selling its Amazon (NASDAQ:AMZN | AMZN Price Prediction) position earlier this year in two clean sweeps.

Nearly a year ago Zoox opened its robotaxi service to the public in Las Vegas. Now, it is ready to start charging for those rides.

Nearly a year ago, Zoox opened its robotaxi service to the public in Las Vegas. Now, it is ready to start charging for those rides.