NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Is Slower AWS Growth Shaping a New Narrative for Amazon.com (AMZN) in the AI Cloud Era?

In the past week, Amazon.com reported its second quarter 2025 results, revealing revenue of US$167.70 billion and net income of US$18.16 billion, while also issuing earnings guidance for the upcoming quarter. Despite these strong numbers, investor sentiment turned cautious due to slower growth in Amazon Web Services (AWS) compared to leading competitors and ongoing concerns about the company's positioning in the rapidly advancing AI cloud market. This heightened focus on AWS's growth...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

The Bull Case For Apple (AAPL) Could Change Following $2.5 Billion Corning Partnership and US Manufacturing Shift

Apple and Corning recently announced a major expansion of their partnership, with Apple committing US$2.5 billion to make all iPhone and Apple Watch cover glass at Corning's Kentucky facility, while launching the American Manufacturing Program to boost domestic jobs and supply chain localization. This move marks the first time all Apple device cover glass will be produced entirely in the U.S. and includes the creation of the world's largest smartphone glass production line, a new Innovation...