Amazon and Microsoft revive AI demand, but Apple's slide, weak market breadth and September Fed risk leave the Nasdaq recovery unproven.

Amazon (AMZN +15.32%) surprised investors with a significant acceleration in revenue.

Microsoft and Amazon just delivered impressive results, causing their stocks to spike. Meta Platforms still has some work to do before it can turn around its fortunes.

AWS outpaced expectations. Amazon's capital expenditures appear to be paying off.

Microsoft and Amazon both beat cloud expectations this week, and Microsoft's headcount fell for the first time since 2016.

Hyperscaler CapEx is going vertical.

As employers drop GLP-1 coverage, more Americans are being encouraged to use direct-to-consumer (DTC) weight-loss drug prescription programs.  Major retailers and pharmacy chains, from CVS to Walmart and Costco, are racing to fill the void and gain market share, moves that could punish independent pharmacies.

Amazon says that some customers will get back a sliver of cash from its pool of refunded money after the Trump administration's tariffs experiment fell apart in court.

Amazon (NASDAQ: AMZN) could reach a $5 trillion market capitalization as early as mid-2028, according to a forecast generated by ChatGPT based on the company's latest fundamentals.

Aviance Capital Partners LLC raised its position in Amazon.com, Inc. (NASDAQ: AMZN) by 2.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 137,027 shares of the e-commerce giant's stock after acquiring an additional 3,081 shares during the quarter. Amazon.com makes up about 3.3%