Amazon's trillion-dollar milestone is casting a long shadow over this afternoon's tape — here's what's moving alongside it.
Amazon runs the largest US e-commerce platform alongside AWS, and the stock has joined the small club of trillion-dollar-plus names on AI-driven cloud demand. Watch whether ETFs weighted toward Amazon offer cleaner exposure than the single stock.
Read More →The AI trade just came through its sharpest drawdown since 2020, and the bull case rests on rising capex, swelling hyperscaler backlogs and short sellers caught offside. Watch whether the reclaimed 50-day trend line holds through August.
Read More →Nvidia designs the chips at the center of the AI buildout, and its Blackwell systems anchor a new multiyear cluster deal with infrastructure provider Corvex. Watch whether more Blackwell deployments keep the data-center pipeline expanding.
Read More →Jeff Bezos filed notice to sell a sizable tranche of Amazon stock days after the company crossed its latest market-cap milestone. Watch whether the sale caps the run or gets absorbed as routine founder diversification.
Read More →Viasat sells satellite broadband to airlines, governments and consumers, and shares jumped after rival Hughes filed for Chapter 11. Watch whether reduced competition turns into real share gains as the restructuring plays out.
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