Amazon Signals $200B 2026 Capex as Cloud Spending Accelerates

01 Apple Beats Revenue Forecast But Services Growth Stalls BRK 02 Chip Stocks Rally on Strong Earnings From Lam Research, Microsoft, Arm 03 Amazon Signals $200B 2026 Capex as Cloud Spending Accelerates 04 30-Year Treasury Yields Hit 19-Year High as Fed Holds Rates Steady 05 Mortgage Rates Hit One-Year High Amid Geopolitical and Inflation Concerns 06 Commonwealth Fusion Systems Raises $1B as Fusion Race Heats Up 07 Tesla Reaches 10 Million EV Milestone, Halfway to Musk's Core Goal 08 Mexican Economy Expands 1.5% in Q2, Strongest Growth in Quarters 01 Mexico's Economy Accelerates While Energy Windfall Masks Structural Weakness 02 Microsoft's Cloud Momentum Drives Stock Toward Historic Gains as Tech Earnings Season Peaks 03 Amazon Signals $200 Billion 2026 Capex as Cloud and AI Infrastructure Spending Accelerates BRK 04 U.S. Mortgage Rates Hit One-Year High at 6.66% as Treasury Yields Soar on Fed Uncertainty BRK 05 Rolls-Royce Raises Guidance on Defense Boom and 50% Data Center Power Growth 06 Tesla Reaches 10 Million EV Milestone, Halfway to Musk's Core Product Goal 07 Samsung Posts Record Profits on Memory Chip Demand, but Investor Skepticism Persists 08 Poland Reports Russian NATO Airspace Violation as Moscow Escalates Ukraine Missile Barrage BRK 09 Reformation IPO Opens Flat at $15 as Sustainable Fashion Retail Tests Market Appetite BRK 01 Mexico's Economy Accelerates as Energy Windfall Lifts Regional Growth 02 Amazon and Microsoft Fuel AI Arms Race With Record Capital Spending Plans 03 U.S. Mortgage Rates Hit One-Year High at 6.66% as Fed Holds Steady BRK 04 Rolls-Royce Raises Guidance on Defense Boom and AI Data Center Surge 05 Samsung Posts Record Profits Amid Memory Chip Shortage, But Stock Remains Skeptical 06 Tesla Hits 10 Millionth EV Milestone, Halfway to Musk's Core Product Goal 07 30-Year Treasury Yields Surge to 19-Year High as Fed Guidance Muddles Markets 08 Reformation IPO Debuts Flat After Pricing at $15, Signaling Cautious Retail Appetite BRK 09 Mastercard's Fraud Detection System Faces New Threat as AI Bots Mimic Legitimate Buyers BRK 01 Defense and AI Boom Lifts Rolls-Royce Guidance; Shell Profits Double on Oil Surge 02 Samsung Posts Record $62B Operating Profit as AI Memory Chip Demand Sustains 03 Microsoft Cloud Surge Propels Nasdaq 2% Higher; Tech Earnings Offset Fed Rate Hold BRK 04 U.S. Treasury Yields Spike to 19-Year High as Fed's Rate Hold Leaves Market Confused 05 Americans Spend Strong but Savings Plunge; Q2 GDP Growth Slows to 1.5% 06 Intercontinental Exchange Acquires MarketAxess for $5.7 Billion; Posts Higher Quarterly Profit 07 Embraer Emerges as Challenger to Boeing and Airbus Duopoly 08 Ferrari Raises 2026 Guidance on Strong Q2 Beat; Luxury Demand Remains Resilient 01 Samsung Posts Record $62B Profit as AI Chip Demand Crushes Supply Constraints 02 Rolls-Royce Lifts Guidance on Dual Tailwinds: Defense Spending and AI Data Center Power 03 Shell Profits Double as Iran Tensions Tighten Strait of Hormuz Oil Supply 04 Treasury Yields Hit 19-Year High as Fed's Rate Hold Leaves Market Guessing on Inflation Path