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Jim Cramer says the market has warmed up to Big Tech's AI spending. Here's what flipped the switch
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Your Fitbit data can now connect directly to Apple Health
Why Is the Stock Market Up Today, 8/3/26?
July went out with a bang and a warning. Big Tech split the tape clean down the middle: $Microsoft(MSFT.US), $Amazon(AMZN.US) and $Alphabet(GOOGL.US) were rewarded for showing returns on AI spend, whi...
$Reddit(RDDT.US) Q2 was broadly solid.
Monetization once again surprised to the upside.As a key AI data source with a strong human signal, Reddit is benefiting from referral traffic tailwinds from Google and other gateways.
At the same time, it remains early in its commercialization, pushing beyond brand ads into performance ad monetization.However, a soft spot in US user growth became more pronounced this quarter, with US DAU declining QoQ for the first time.
This aligns with third-party data indicating user churn in Feb and Mar.
+11Mega-caps are rolling out results, and $Amazon(AMZN.US) reported its Q2 2026 print after the U.S. close on Jul 31 Beijing time.
The results vindicate Dolphin Research’s call last quarter. It is Amazon’s turn to shine.1) AWS is taking off? YoY growth accelerated from 28% to 37%, with revenue at $42.2bn. Anthropic’s ARR surge has delivered tangible tailwinds to AWS.More importantly, unlike most cloud peers, AWS is seeing both faster top-line growth and faster margin expansion. Segment OPM expanded 170bps QoQ...
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