Wire
Google Plans Anthropic Investment of Up to $40 Billion, Bloomberg Reports
Google Plans Anthropic Investment of Up to $40 Billion, Bloomberg Reports
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Amazon
$AMZNNASDAQConsumer Discretionary
269 stories mentioning AmazonUpdated just now
Traded amid mixed consumer stocks; its Whole Foods unit lost a US labor board appeal over a Philadelphia store unionization vote.
Wire
Top Midday Stories: Intel Shares Soar After Q1 Beat; Meta to use AWS Graviton Cores
The S&P 500 and Nasdaq Composite were up, while the Dow Jones Industrial Average was down in late-morning trading Friday, as investors are hopeful that peace talks will soon take place between the US and Iran.In company news, Intel (INTC) reported fiscal Q1 adjusted earnings late Thursday of $0.29 per diluted share, up from $0.13 a year earlier and above the FactSet consensus of $0.02. Fiscal Q1 revenue was $13.58 billion, up from $12.67 billion a year ago and above the FactSet consensus of $12.42 billion. For fiscal Q1, the company said it expects adjusted EPS of $0.20 and revenue of $13.8 billion to $14.8 billion, above the FactSet consensus of $0.10 and $13.1 billion, respectively. Intel shares were up 23.7% around midday.Meta Platforms (META) said Friday it entered into an agreement to incorporate tens of millions of Amazon (AMZN) Web Services Graviton cores into its computing network. The company said it requires increased central processing capabilities to support the development of agentic AI systems capable of reasoning and executing complex tasks. Meta shares were up 1.4%, while Amazon shares were up 2.5%.Procter & Gamble (PG) reported fiscal Q3 core earnings per diluted share Friday of $1.59, up from $1.54 a year earlier and above the FactSet consensus of $1.56. Fiscal Q3 net sales were $21.24 billion, up from $19.78 billion a year ago and above the FactSet consensus of $20.53 billion. Procter & Gamble shares were up 3.8%.HCA Healthcare (HCA) reported Q1 adjusted earnings Friday of $7.15 per diluted share, up from $6.45 a year ago and above the FactSet consensus of $7.12. First-quarter revenue was $19.11 billion, up from $18.32 billion a year ago and above the FactSet consensus of $19.09 billion. HCA shares were down 8.0%.Charter Communications (CHTR) reported Q1 earnings Friday of $9.17 per diluted share, up from $8.42 a year earlier but below the FactSet consensus of $9.96. First-quarter revenue was $13.60 billion, down from $13.74 billion a year ago and above the FactSet consensus of $13.55 billion. Charter shares were down 22%.Price: $82.55, Change: $+15.77, Percent Change: +23.61%
$AMZN$CHTR$HCA$INTC$META$PG
Wire
Market Chatter: Amazon, Ares Set for Big Windfall From X-Energy IPO
Ares Management (ARES), Amazon (AMZN) and Ken Griffin are set to score large gains from X-Energy's (XE) initial public offering, which is expected to take place Friday at a valuation of over $9 billion, The Wall Street Journal reported, citing people familiar with the matter.Griffin is poised to register paper gains of about $300 million on a $100 million investment he made about 18 months ago, the people told the media outlet. Ares, which invested over $160 million in X-Energy, is set to make over four times that amount, other people familiar with the matter reportedly said. Amazon owns close to 20% of the nuclear and fuel company, the report said.Ares, Amazon and Griffin didn't immediately reply to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $259.77, Change: $+4.69, Percent Change: +1.84%
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Wire
Ares, Amazon Set for Big Windfall From X-Energy IPO, The Wall Street Journal Reports
Ares, Amazon Set for Big Windfall From X-Energy IPO, The Wall Street Journal Reports
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Wire
Apple, Amazon Among Companies Asking GHGP to Make Some Proposed Scope 2 Updates Optional
Apple (AAPL), Amazon.com (AMZN) and over 60 other companies have requested the Greenhouse Gas Protocol, or GHGP, to make some proposed updates to Scope 2 emissions reporting rules optional, according to their joint statement on Wednesday.As the GHGP reviews feedback on its proposed updates, the companies asked that hourly- and strict-deliverability-matching in the market based method be made optional, rather than mandatory, the document showed.The companies are concerned that the proposed revisions could result in limited benefits to carbon accounting accuracy, slow down private sector's clean energy efforts, discourage voluntary clean energy procurement, and increase electricity prices for individuals and companies, according to the statement.Price: $272.76, Change: $-0.41, Percent Change: -0.15%
$AAPL$AMZN
Wire
Amazon AWS Growth Set to Outpace Street on AI Demand, UBS Says
Amazon.com's (AMZN) Amazon Web Services growth is expected to continue to be "nonlinear," supported by incremental investments and deals with both OpenAI and Anthropic that are expected to add nearly $200 billion in backlog and accelerate long-term capacity expansion, UBS Securities said in a note Thursday.The brokerage said it differs meaningfully from the Street on AWS revenue for 2026, at 38% compared to the Street consensus of 26%, which then compounds into 2027 as additional capacity comes online and backlog converts into revenue.UBS added that its 2027 operating income estimate is hence nearly 39% above consensus. The brokerage believes that the Street will eventually converge toward its more bullish trajectory as AWS scale and demand visibility improve.Although Amazon shares have rebounded significantly year-to-date, UBS thinks there is still room to outperform. The investment firm believes a premium asset like Amazon should not trade at a discount to the market multiple given its long-term AWS and AI-driven growth profile.UBS has a buy rating on Amazon and raised the price target to $304 from $301.Price: $256.63, Change: $+1.26, Percent Change: +0.50%
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Wire
UBS Adjusts Price Target on Amazon.com to $304 From $301, Maintains Buy Rating
Amazon.com (AMZN) has an average rating of buy and mean price target of $282.25, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $255.53, Change: $+0.16, Percent Change: +0.06%
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Wire
Texas Attorney General Investigates Big Music Streaming Platforms Over Potential Bribery Scheme
Texas Attorney General Ken Paxton launched an investigation into streaming platforms, including Spotify (SPOT), Apple's (AAPL) Apple Music, Amazon's (AMZN) Amazon Music and Alphabet's (GOOG, GOOGL) YouTube Music over an alleged scheme in which the platforms accept bribes to artificially promote certain artists, songs or content, according to a statement from Paxton's office.The companies didn't immediately reply to requests for comment from.Price: $518.72, Change: $-3.72, Percent Change: -0.71%
$AAPL$AMZN$GOOG$GOOGL$SPOT
Wire
Texas Attorney General Launches Probe Into Big Music Streaming Platforms Over Potential Bribery Scheme
Texas Attorney General Launches Probe Into Big Music Streaming Platforms Over Potential Bribery Scheme
$AAPL$AMZN$GOOG$GOOGL$SPOT
Insider Trading
Amazon Insider Sold Shares Worth $7,905,000, According to a Recent SEC Filing
Andrew R Jassy, Director, President, and CEO, on April 17, 2026, sold 31,000 shares in Amazon (AMZN) for $7,905,000. Following the Form 4 filing with the SEC, Jassy has control over a total of 2,282,541 common shares of the company, with 2,207,118 shares held directly and 75,423 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1018724/000137454526000004/xslF345X05/wk-form4_1776804668.xml
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Sectors
Sector Update: Tech Stocks Higher Late Afternoon
Tech stocks advanced late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) increasing 0.7% and the State Street SPDR S&P Semiconductor ETF (XSD) gaining 2.6%.The Philadelphia Semiconductor index rose 1.1%.In corporate news, Amazon.com-backed (AMZN) Anthropic could reach an agreement to deploy its AI models for use by the US Department of Defense, CNBC reported, citing an interview with President Donald Trump. Amazon shares rose 0.6%.Apple (AAPL) said that Tim Cook will step down as chief executive of the iPhone maker and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO. Apple shares were down 2.4%.Moody's (MCO) said Tuesday that it is deepening its partnership with Microsoft (MSFT) by embedding its credit intelligence into Microsoft 365 Copilot and other AI-driven enterprise tools, expanding its presence across financial workflows. Microsoft shares gained 1.5%.Intel (INTC) is expected to report a "slight beat" in its fiscal Q1 results amid robust server CPU demand, RBC Capital Markets said in a note. Intel shares rose 0.2%.
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Wire
Marvell Technology, Astera Labs to Benefit From Stronger Long-Term Demand Linked to Amazon-Anthropic Deal, RBC Says
Marvell Technology (MRVL) and Astera Labs (ALAB) could benefit from stronger long-term demand tied to Amazon's (AMZN) expanded deal with Anthropic, though near-term gains may be capped by tight 3-nanometer wafer supply, RBC Capital Markets said in a note Tuesday.Marvell remains well placed because it supplies Trainium chips, Ethernet switches, data processing units, and optical digital signal processors to Amazon Web Services, and demand from optical connectivity and Trainium programs is expected to support strong growth through fiscal 2028 and beyond, the investment firm said.RBC said it left its Marvell estimates unchanged for now because supply limits could hold back near-term upside, but it sees added potential from future Trainium4 demand and Marvell's expanding artificial intelligence networking products.For Astera Labs, RBC said Scorpio X switches should begin ramping in volume for Trainium3 racks in Q3, which could help lift revenue in H2 and later periods, and added that Astera also has longer-term growth room at AWS through its UALink and NVLink Fusion-related products, while wins with other large cloud customers add support to its outlook.RBC said the deal gives it more confidence in its 2027 forecasts and longer-term growth view for both companies, and it kept its outperform ratings while raising its price target on Marvell to $170 from $115 and on Astera Labs to $250 from $225.Price: $151.74, Change: $+3.90, Percent Change: +2.64%
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Sectors
Sector Update: Tech Stocks Rise Tuesday Afternoon
Tech stocks advanced Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) up 0.2% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 1.5%.The Philadelphia Semiconductor index increased 0.4%.In sector news, SpaceX is hosting a three-day event for analysts this week as it proceeds with its planned initial public offering, Reuters reported. Sources told Reuters that the event includes an analyst tour on Tuesday at the company's Starbase launch facilities in Texas and a trip to the "Macrohard" project at the Colossus data center in Tennessee.In corporate news, Amazon.com-backed (AMZN) Anthropic could reach an agreement to deploy its AI models for use by the US Department of Defense, CNBC reported, citing an interview with President Donald Trump. Amazon shares rose 1.8%.Apple (AAPL) announced that Tim Cook will step down as chief executive of the iPhone maker and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO. Apple shares were down 2.4%.Moody's (MCO) said Tuesday that it is deepening its partnership with Microsoft (MSFT) by embedding its credit intelligence into Microsoft 365 Copilot and other AI-driven enterprise tools, expanding its presence across financial workflows. Microsoft shares gained 2%.
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Wire
Top Midday Stories: UnitedHealth Raises 2026 EPS Guidance, Shares Soar; Cook to Step Down as Apple CEO
The Dow Jones Industrial Average and S&P 500 were down, while the Nasdaq Composite was up in late-morning trading Tuesday after President Donald Trump told CNBC earlier in the day that he expects the US and Iran to reach a deal before the ceasefire expires on Wednesday.In company news, UnitedHealth (UNH) reported Q1 adjusted earnings Tuesday of $7.23 per diluted share, up from $7.20 a year earlier and above the FactSet consensus analyst estimate of $6.58. First-quarter revenue was $111.72 billion, up from $109.58 billion a year ago and above the FactSet consensus of $109.43 billion. For 2026, the company said it expects adjusted EPS of over $18.25, up from its prior guidance of $17.75 and above the FactSet consensus of $17.86. UnitedHealth shares were up 8.0% around midday.Apple (AAPL) said late Monday that Tim Cook will step down as chief executive and become executive chairman, effective Sept. 1. Current Senior Vice President of Hardware Engineering John Ternus will succeed Cook as CEO, the company said. Apple shares were down 1.7%.Amazon (AMZN) said late Monday it will invest $5 billion in Anthropic and up to another $20 billion if certain commercial milestones are met in the future. Meanwhile, Anthropic said it's committed to spending over $100 billion over the next 10 years on Amazon Web Services technologies. Separately, Amazon said Tuesday it has launched a GLP-1 Management Program through Amazon One Medical that provides primary care, pharmacy services and virtual care options to help patients achieve and maintain their weight-loss goals. Amazon shares were up 1.8%.D.R. Horton (DHI) reported fiscal Q2 net income Tuesday of $2.24 per diluted share, down from $2.58 a year earlier but above the FactSet consensus of $2.13. Fiscal Q2 revenue was $7.56 billion, down from $7.73 billion a year ago but above the FactSet consensus of $7.55 billion. For fiscal 2026, the company said it now expects revenue of $33.50 billion to $34.50 billion, compared with its prior guidance of $33.50 billion to $35 billion. Analysts polled by FactSet expect $33.29 billion. D.R. Horton shares were up 7.5%.GE Aerospace (GE) reported Q1 adjusted earnings Tuesday of $1.86 per share, up from $1.49 a year earlier and above the FactSet consensus of $1.60. First-quarter revenue was $11.61 billion, up from $9.94 billion a year ago and above the FactSet consensus of $10.71 billion. For 2026, the company maintained its adjusted EPS guidance range of $7.10 to $7.40, below the FactSet consensus of $7.49. GE shares were down 5.1%.Danaher (DHR) reported Q1 adjusted earnings Tuesday of $2.06 per diluted share, up from $1.88 a year earlier and above the FactSet consensus of $1.94. First-quarter sales were $5.95 billion, up from $5.74 billion a year ago but below the FactSet consensus of $5.98 billion. For Q2, the company said it expects non-GAAP core revenue to increase in the low single-digit percent range from the year prior. For full-year 2026, Danaher said it expects adjusted EPS of $8.35 to $8.55, compared with its prior guidance of $8.35 to $8.50 and the FactSet consensus of $8.40. Danaher shares were down 0.3%.Price: $347.72, Change: $+24.24, Percent Change: +7.49%
$AAPL$AMZN$DHI$DHR$GE$UNH
Wire
Market Chatter: Anthropic Deal 'Possible' for US Department of Defense AI Deployment
Amazon.com-backed (AMZN) Anthropic could reach an agreement to deploy its artificial intelligence models for use by the US Department of Defense, CNBC reported Tuesday, citing an interview with President Donald Trump.Trump said a deal with Anthropic is "possible," the report said. "They came to the White House a few days ago, and we had some very good talks with them, and I think they're shaping up," CNBC quoted Trump as saying.The Pentagon designated Anthropic as a supply chain risk in March, but continued to use Claude during the war in Iran, the report said.Anthropic and the US Department of Defense did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $252.74, Change: $+4.46, Percent Change: +1.79%
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Research
Research Alert: Amzn Deepens Partnership With Anthropic With More Compute Capacity
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMZN and Anthropic plan to deepen their partnership. Anthropic is committing to spending more than $100B over the next decade on AWS technologies, including current and future generations of Trainium, AMZN's proprietary AI accelerator chip. In turn, AMZN will invest an additional $5B in Anthropic immediately, with up to $20B more tied to certain commercial milestones. This is on top of the previous $8B that AMZN has invested in Anthropic. The deal deepens a relationship dating back to 2023, when AMZN first designated AWS as Anthropic's primary cloud partner, and reflects the growing urgency among frontier AI developers to secure large-scale compute capacity. The announcement comes alongside two notable developments: the rollout of Claude Mythos, a new model tier above Anthropic's existing Opus line that has drawn significant attention for its breakthrough cybersecurity capabilities, and growing anticipation around a potential IPO later this year that secondary markets already value at nearly $700B.
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Wire
Amazon Launches GLP-1 Management Program Under One Medical
Amazon (AMZN) said Tuesday that launched a GLP-1 management program through Amazon One Medical.The company said the program is designed to integrate GLP-1 management into primary care, pharmacy services through Amazon Pharmacy, and virtual care options. Amazon Pharmacy offers GLP-1 treatments such as Wegovy and Foundayo oral GLP-1 pills, Amazon added.AMZN shares were up 1.8% in early trading Tuesday.Price: $252.72, Change: $+4.44, Percent Change: +1.79%
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Wire
Amazon Launches GLP-1 Weight-Management Program
Amazon (AMZN) said Tuesday it has launched a GLP-1 Management Program through Amazon One Medical that provides primary care, pharmacy services and virtual care options to help patients achieve and maintain their weight-loss goals.Amazon said its pharmacy is offering oral GLP-1 pills starting as low as $25 per month with insurance coverage or cash-pay options starting at $149 per month.Price: $252.30, Change: $+4.02, Percent Change: +1.62%
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Wire
Amazon Launches GLP-1 Weight-Management Program
Amazon Launches GLP-1 Weight-Management Program
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Wire
Street Color: Amazon Rolls Out GLP-1 Weight Management Program Through Amazon One Medical
Street Color: Amazon Rolls Out GLP-1 Weight Management Program Through Amazon One Medical
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