AMZN bets big on AI w/ Anthropic: $5B+ investment, $100B+ AWS spend. AWS growth projected at 37% by 2027.
Annaly Capital Management posts 0.7% Q2 economic return, outperforming dividend. Leverage at 5.8x, agency MBS spreads widen.
Magnum Ice Cream's short interest jumps to 19% amid falling profits & GLP-1 drug fears. Shares down 14% YTD.
Perishable food stocks beat Q4 revenue estimates by 1.7%, but guidance lags. Stocks up 1.3% avg.
Alaska Air suspends 2026 guidance on fuel costs; Q1 loss widens to $1.68/share. Shares down 1.7%.
Apparel stocks surge 35.7% on average. ZUMZ up 7.5%, TLYS +239%, URBN +18.6%. LULU +5%, VSCO -7.9%.
MSFT, AMZN, GOOGL trade at discounts post-AI hype. MSFT P/E 21, AMZN EV/EBITDA 18, GOOGL PEG 0.91 signal value.
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