This major major outage of Amazon Web Services causing a number of high-profile websites to go dark this morning, although the shares are now in the green. Mackenzie Sagalos is shedding some light on what happened today. Morning, Mac. >> Hey, good morning, Carl.So, Amazon Web Services saying 10 minutes ago that there are significant API errors and connectivity issues across multiple servers in its US East1 region. We're expecting an update on that within a half hour. Now, this outage first hit early this mo ...

Core Viewpoint - Microsoft Corporation is experiencing renewed momentum in its cloud business, driven by strong demand for security services within Azure, as it approaches its fiscal first-quarter 2026 earnings release on October 29, 2025, indicating a need for higher capital expenditure [1] Group 1: Earnings Forecast and Analyst Ratings - Bank of America Securities analyst Brad Sills maintains a Buy rating on Microsoft with a price forecast of $640, reflecting optimism ahead of earnings [2] - Sills expects up to 1% upside to the $77 billion revenue estimate, which represents an 18.2% year-over-year increase (16.2% in constant currency) [4] - Projected fiscal 2026 sales are $322.1 billion with an EPS of $15.24, and first-quarter sales are expected to be $77.5 billion with an EPS of $3.64 [8] Group 2: Azure and Business Growth - Azure growth is anticipated at 39% (38% in constant currency), slightly above the base case of 38% (37% in constant currency), with security strength compensating for some workload softness [4] - Productivity and Business Processes (PBP) growth is projected at 22.7% (21.7% in constant currency), driven by strong demand for E3/E5 commercial Office licenses [5] Group 3: AI Infrastructure and Capital Expenditure - Microsoft is strategically expanding its AI infrastructure while balancing scale and energy independence, with increasing visibility into compute investments [6] - Expected upward revisions to fiscal 2026 capital expenditure forecasts from $115 billion (36% of revenue) to around $125 billion (38% of revenue) [7] - Potential margin expansion and accelerating commercial Office growth are additional positive drivers for the company [7] Group 4: Market Position and Partner Sentiment - Microsoft is viewed as a top pick and an AI leader in both applications and infrastructure, with strong momentum reported by channel partners in Azure, AI, and security [8]

Core Insights - Goldman Sachs, founded in 1869, is the world's second-largest investment bank by revenue [1] - The company is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue [1] Company Overview - Goldman Sachs has a long history, being established in 1869 [1] - It holds a significant position in the investment banking industry, recognized for its substantial revenue generation [1]

Key Takeaways EIA projects 2025 natural gas prices at $3.40 per million BTU, up from $2.20 last year.EQT generated $2B in free cashflows over three quarters, signaling strong financial momentum.KMI's 66,000-mile pipeline network transports 40% of U.S. gas, supporting growth from clean energy demand.To combat climate change, the world is gradually demanding cleaner fuel, which in turn is boosting demand for natural gas. The increasing number of data centers across the globe requires massive amounts of natura ...

Key Takeaways FIS introduces Smart Basket to streamline checkout using real-time item-level payment optimization.The tool enables payment splitting across FSAs, HSAs, loyalty points and other funding sources.Smart Basket may drive FIS revenue growth by enhancing consumer engagement and reducing payment friction.Fidelity National Information Services, Inc. (FIS) recently announced the upcoming launch of Smart Basket, a cutting-edge solution aimed at redefining the checkout experience. The solution is being d ...

Key Takeaways Pfizer will report Q3 results on Nov. 4, with investors watching the performance of key non-oncology drugs.Eliquis sales likely climbed, driven by higher demand trends globally.Abrysvo demand was likely limited by RSV guidance, while Xeljanz and Enbrel sales likely declined.Pfizer (PFE) is due to report third-quarter 2025 results on Nov. 4. All eyes will be on sales of Pfizer’s oncology drugs, which account for more than 25% of the company’s total revenues. Pfizer’s key oncology drugs are Ibra ...

"Our goal is to make healthy hydration not just convenient, but inspiring," said Jeff Schoon, President of Zurn Elkay. "With Liv EZ, we want to help families enjoy fresh, commercial-grade filtered water anywhere in their home, without compromise or the hassle of single-use bottles and bulky jugs. It's hydration that fits their lifestyle, beautifully." Remodel for Life, Not Just for LooksForget countertop clutter, fridge filters and single-use plastic bottles. Liv EZ Built-In Filtered Water Dispenser is as s ...

A group of companies including Exxon Mobil (NYSE:XOM) and BlackRock's (NYSE:BLK) Global Infrastructure Partners have joined forces to develop a new way to measure carbon emissions of the products they make, buy and finance, Bloomberg reported Monday. The group, which also ...

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Key Takeaways HQY launches GLP-1 telehealth platform, enabling seamless HSA payments for high-cost medications. HQY's Direct HSA enrollment taps ACA changes, expanding eligibility to 7M Americans by 2026. New initiatives strengthen HQY's ecosystem, driving growth in healthcare affordability and HAS. HealthEquity (HQY) recently unveiled two major consumer-focused initiatives — an integrated telehealth platform for GLP-1 medications and a direct HSA enrollment solution. The launch reflects a strategic respons ...