Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
A Zacks-branded market note points to a post-earnings “drift” setup for Amazon, citing strength in AWS growth and what it characterizes as large AI-related demand.
THE APEX TIMES
THE APEX TIMES
A Yahoo Finance analysis points to a strong three-year run for Goldman Sachs stock, but says an earnings-based valuation lens indicates the shares are not as undervalued as they may first appear.
THE APEX TIMES
The warehouse club operator said July net sales rose 10.7% year over year, alongside double-digit growth for the first 48 weeks of the year. The update adds fuel to questions about how new brand rollouts and membership-driven demand are translating into sales momentum.
THE APEX TIMES
A new options-focused note attributed to Michael Burry highlights 2027 put contracts as a way to position for downside in Palantir’s shares, reigniting debate over the software company’s longer-term valuation and risk profile.
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Oracle is betting that demand for AI compute and related cloud services will keep expanding. A faster pace of contracts and cloud growth is being weighed against concerns that the company’s heavier investment and debt could complicate profitability.
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A Yahoo Finance report argues that Microsoft’s push to build out AI-focused data-center capacity is lifting cloud momentum, even as rising capital spending raises questions about margin pressure and cash-flow sustainability.
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Intel said it plans to issue 210.5 million shares at $95 each, lifting the size of its equity offering to about $20 billion. Traders appeared to interpret the move as less immediately harmful to chipmaking equipment supplier ASML than to Intel’s own stock.
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The chipmaker says it is partnering with six North American investment firms to raise about $500 billion aimed at accelerating AI infrastructure spending, using a securitization structure.
THE APEX TIMES
After years when many investors questioned whether Target could sustainably regain momentum, the stock is drawing fresh interest in 2026. Traders and analysts cited by a recent market update argue that the narrative may not be finished yet, even as the company’s path remains dependent on execution and consumer demand.
