Utilities are asking tech companies including Google, Microsoft and Amazon to pay more to connect their sprawling new data centers to the power grid. The tech companies are pushing back. https://t.co/acSYVsIrCO ...

Core Insights - IHS Markit is a global leader in critical information, analytics, and solutions for major industries and markets that drive economies worldwide [1] - The company serves over 50,000 key business and government customers, including 80% of the Fortune Global 500 and leading financial institutions [1] - IHS Markit is headquartered in London and is committed to sustainable, profitable growth [1] Company Overview - IHS Markit provides next-generation information, analytics, and solutions to enhance operational efficiency and deliver deep insights for informed decision-making [1] - The company's offerings are targeted at customers in business, finance, and government sectors [1]

>> WELCOME TO DAYBREAK: EUROPE. I'M JOUMANNA. AS TRADE TALKS BETWEEN THE BIGGEST ECONOMIES ROLL ON, TRUMP SAYS HIS SUMMTIT WITH XI JINPING IS "FAKE NEWS." PLUS, FIVE PEOPLE ARE KILLED IN A SHOOTING AT BLACKSTONE HEADQUARTERS IN NEW YORK.WELL, LET'S GET YOU UP TO SPEED, DEEP IN EARNINGS SEASON WITH DATA TO WATCH OUT FOR WITH META, AMAZON, MICROSOFT, BUT EUROPE, LET'S START THERE. WE THOUGHT IT WOULD BE A DAY OF GREEN BUT EUROPE WAS TRADING IN THE RED. THE DAX WAS DOWN 1% AND AUTOMAKERS WERE DOWN 3-4%.A CASE ...

Market Trends & Economic Factors - This week's events, including the Fed decision, PPE data, and jobs report, could be an inflection point for stocks trading near records [1] - Markets are pricing in potential weakness in the labor market, despite current strength [4] - Tariffs are now six times higher than when Trump took office, representing the highest levels in post-World War history, which could become an issue [3] - Confidence is returning, leading to increased spending, particularly in CapEx [15] Company Performance & Earnings - UPS stock has been a disaster for 3.5-4 years, cut in half, indicating company-specific problems [5] - Coinbase's upcoming report is crucial given its recent run; strong results are needed to justify valuation [6] - Tech earnings, particularly Google's, are in focus; while Google had a good quarter and guidance, CapEx spending is now viewed with caution [7][8] - Meta's spending on talent and CapEx, coupled with Llama 3's performance, raises concerns about profitability [9][10] - Microsoft's Azure is gaining traction in AI sales due to its OpenAI relationship [11] Bond Market & Yields - The bond market is stubborn, with yields starting to tick up, indicating a potential shift in market sentiment [6] - There will be a level where the market starts to care about bond yields [7]

10 years16 upgrades0 downtime.binji (@binji_x):ethereum has been online ten years straight with zero pauses and zero maintenance windows.in that time:- facebook went down for 14 hours- aws kinesis froze for 17- cloudflare dropped 19 datacenters- alt L1s…well, you know.every centralised giant blinks, they rely on https://t.co/MaGi326xHI ...

Core Insights - Amazon's low-cost essentials have seen an average price increase of 5% since President Trump's inauguration, as reported by The Wall Street Journal [1] - Amazon refuted the WSJ's findings, claiming that the analysis was flawed and that price changes were due to promotions ending rather than tariffs or inflation [2] - The company highlighted that its pricing is dynamic, which can lead to fluctuations, indicating sensitivity to the topic and potential concerns about government retaliation [3] Pricing Analysis - The WSJ analyzed 2,500 common items on Amazon, including cough drops and antibacterial wipes, to determine price changes [1] - Amazon pointed out that some items were on sale during the initial data collection, which skewed the findings [2] - The U.S. Bureau of Labor Statistics reported a 0.3% increase in consumer prices for June, with a year-over-year increase of 2.7%, suggesting broader inflationary trends [4]

Core Insights - Amazon's low-cost essentials have seen an average price increase of 5% since President Trump's inauguration, as reported by The Wall Street Journal [1] - Amazon refuted the WSJ's findings, claiming that the analysis was flawed and that price changes were due to promotions ending rather than inflation or tariffs [2] - The company highlighted that its pricing is dynamic, which can lead to fluctuations, indicating sensitivity to the topic and potential concerns about government retaliation [3] Pricing Analysis - The WSJ analyzed 2,500 common items on Amazon, including cough drops and antibacterial wipes, to determine price changes [1] - Amazon argued that the WSJ's data was cherry-picked and did not account for sales promotions affecting initial pricing [2] - The U.S. Bureau of Labor Statistics reported a 0.3% increase in consumer prices for June, with a year-over-year increase of 2.7%, suggesting broader inflationary trends [4]

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Monday, 28th July.Coming up on the show, the US and EU strike a 15% tariff deal in order to avoid a trade war. Meanwhile, the trade truce between the US and China is expected to be extended by three months. Samsung is to make Tesla AI chips under a 16 and a half billion dollar deal.And after record highs were hit every day last week on the stock markets, we ask, is the Euphoria here to stay. ...

Core Insights - Amazon is set to report second-quarter 2025 results on July 31, with expected net sales between $159 billion and $164 billion, reflecting a growth of 7-11% year-over-year, despite a negative impact of approximately 10 basis points from foreign exchange rates [1] - The Zacks Consensus Estimate for second-quarter earnings is $1.33 per share, indicating an 8.13% growth from the previous year [2] Financial Performance - Current estimates for Q2 2025 earnings per share are $1.33, with projections for the next quarters being $1.53 for Q3 2025, $6.28 for the full year 2025, and $7.28 for 2026 [3] - Amazon has a strong earnings surprise history, with a 17.78% surprise in the last quarter and an average surprise of 20.68% over the last four quarters [6] Business Segments - Amazon's e-commerce and cloud markets are performing well, with AWS expected to grow 16.9% to $30.72 billion, driven by advancements in AI [10][11] - The advertising segment showed robust growth with first-quarter revenues of $13.9 billion, up 19% year-over-year, and is expected to continue this momentum [14] - E-commerce revenues from online stores are estimated at $60.2 billion, reflecting an 8.8% year-over-year increase, supported by improved fulfillment network efficiency [15] Innovations and Initiatives - The launch of Amazon Nova models and Trainium 2 chips is expected to enhance AWS's competitive positioning in the AI infrastructure market [12][13] - The introduction of Alexa+ has gained traction, indicating advancements in smart home technology [19] - Project Kuiper's successful satellite launches position Amazon for future growth in broadband connectivity [21] Market Position and Valuation - Amazon's shares have gained 5.5% year-to-date, compared to the broader Zacks Retail-Wholesale sector and S&P 500 index increases of 6.9% and 8.2%, respectively [22] - The company is trading at a premium forward P/S ratio of 3.34X, compared to the industry average of 2.17X, reflecting a stretched valuation [25] Investment Thesis - Amazon's diversified ecosystem, including strong growth in AWS, robust advertising, and optimized e-commerce operations, positions it as a compelling buy despite premium valuations [29] - Strategic investments in AI infrastructure, international expansion, and next-generation technologies create sustainable competitive advantages [30]

Core Insights - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on sectors with perceived potential against the S&P 500 [1] - A generalist approach is adopted, allowing for exploration and investment across various sectors, with typical holding periods ranging from a few quarters to multiple years [1] Research Methodology - The company maintains comprehensive spreadsheets that track historical financial data, key metrics, guidance trends, and performance indicators compared to consensus estimates [1] - In addition to company filings, relevant industry news and reports are monitored to provide a holistic view of the stock's performance [1] - A deep dive into leadership changes, particularly during CEO transitions, is conducted to assess the background and past performance of key leaders [1] Valuation Approach - The company rarely utilizes discounted cash flow (DCF) models for long-term projections, believing that assessing historical performance and key drivers of valuation is more valuable [1] - The five key drivers of DCF valuation considered are revenues, costs and margins, cash flow conversion, capital expenditures, and interest rates [1]