Amazon

Company AMZN

Last mentioned: 3h ago

Timeline

  1. Nvidia Earnings Report

    The world's largest company reports quarterly results, serving as a critical AI bellwether.

  2. Megacap Stagnation

    Major tech indices show shaky performance as investors rotate out of AI-sensitive stocks.

  3. AI Rally Begins

    Nvidia begins a historic 1,500% share price ascent driven by generative AI demand.

  4. Supreme Court Ruling

    The US Supreme Court strikes down sweeping trade tariffs, creating market uncertainty.

  5. DGX Cloud Expansion

    Expected deployment of major DGX Cloud clusters at the Greater Noida campus.

  6. Infrastructure Rollout

    Target window for the realization of $200 billion in committed AI infrastructure investments.

  7. Expected Implementation

    Anticipated date for the start of tariff collection at US ports of entry.

  8. Exclusion Deadline

    Final date for retailers to submit requests for specific product tariff exemptions.

  9. Expected Policy Shift

    Anticipated date for the rollout of new executive orders targeting the de minimis loophole.

  10. Nvidia Earnings Report

    Scheduled release of quarterly results to test the AI-sensitive market.

  11. Market Reaction

    Retail stocks show volatility as analysts downgrade outlook for the second half of 2026.

  12. SCOTUS Ruling

    Supreme Court rules against using national emergency powers for peacetime tariffs.

  13. Tariff Announcement

    Trump announces 10% global tariff shortly after the court's decision.

  14. Final Ruling

    The Supreme Court issues its decision declaring the sweeping tariffs illegal and unconstitutional.

  15. SCOTUS Tariff Ruling

    The Supreme Court strikes down President Trump's trade tariffs, causing market uncertainty.

  16. Educational AI Push

    Minister outlines plans for AI devices in educational institutions to build the future talent pipeline.

  17. Administration Response

    President Trump announces 'countermoves' to protect domestic industry via executive action.

  18. India-AI Impact Summit Day 2

    Government and industry leaders outline the $200B investment target and sector-specific AI deployments.

  19. YourStory Interview

    Ashwini Vaishnaw details the five-layer AI stack strategy and $17B deep tech commitment.

  20. Market Volatility Spike

    Equity markets react to 'tariff chaos' as retailers report margin pressure.

Stories mentioning Amazon 20

earnings Neutral

Nvidia Earnings to Test Market Resilience Amid AI Disruption Fears

Nvidia's upcoming quarterly report serves as a critical litmus test for the AI-driven bull market as investors weigh massive infrastructure spending against growing disruption fears. The results arrive amidst broader market volatility following a Supreme Court ruling on trade tariffs and a shaky start for megacap tech in 2026.

2 sources
earnings Neutral

Nvidia Earnings to Test AI Market Resilience Amid Tariff Uncertainty

Nvidia’s upcoming quarterly report serves as a critical litmus test for the AI-driven bull market as investors weigh massive infrastructure spending against growing disruption fears in the software sector. The report arrives during a period of heightened macro volatility following a landmark Supreme Court ruling on trade tariffs.

2 sources
earnings Neutral

Nvidia Earnings Face High Stakes Amid AI Disruption Fears and Tariff Turmoil

Nvidia’s upcoming quarterly results serve as a critical pivot point for a US stock market grappling with the dual pressures of AI-driven sector disruption and legal uncertainty following a Supreme Court ruling on trade tariffs. As the world’s largest company, Nvidia must satisfy sky-high expectations to stabilize a volatile tech sector that has seen software and service industries falter.

2 sources
infrastructure Bullish

Nvidia Pivots to Sovereign AI with Massive Infrastructure Push in India

Nvidia is aggressively expanding its footprint in India, moving beyond US hyperscalers to support the country's $1 billion 'IndiaAI Mission.' Through multi-billion dollar partnerships with local firms like Yotta and L&T, the chipmaker is positioning itself at the center of a national drive for sovereign AI infrastructure and domestic data control.

2 sources
earnings Neutral

Nvidia Earnings and Software Reports to Test AI Market Resilience

Wall Street is bracing for a pivotal week as Nvidia's fiscal fourth-quarter results and earnings from major software players like Salesforce and Intuit provide a litmus test for the AI-driven bull market. Amidst a shaky start to 2026 for megacap tech, these reports will determine if massive capital expenditures in AI infrastructure are translating into sustainable growth or if disruption fears are weighing on valuations.

2 sources
earnings Neutral

AI Earnings Gauntlet: Nvidia and Software Titans Face Market Skepticism

Wall Street is bracing for a high-stakes week as Nvidia and major software players like Salesforce and Intuit report quarterly results. These earnings will serve as a critical test for the AI-driven bull market, which has recently shown signs of fatigue amid concerns over disruption and valuation.

2 sources
earnings Neutral

Nvidia and Software Earnings to Test AI-Driven Market Resilience

Wall Street is bracing for a pivotal week as Nvidia's fiscal fourth-quarter results and reports from major software firms provide a litmus test for the AI trade. Amidst a shaky start to 2026 for megacap tech and broader market uncertainty following a Supreme Court ruling on tariffs, these earnings will determine if the AI-driven bull market can sustain its momentum.

2 sources
funding Bullish

OpenAI Targets $600B Compute Spend and $280B Revenue by 2030

OpenAI has revised its long-term financial roadmap, projecting a $600 billion compute budget and $280 billion in annual revenue by 2030. These figures emerge as the company prepares for a massive new funding round, signaling the unprecedented capital intensity required to achieve artificial general intelligence.

2 sources
funding Bullish

OpenAI Targets $280B Revenue by 2030 Amid $600B Compute Pivot

OpenAI has revised its long-term financial projections, targeting $280 billion in annual revenue by 2030 while tempering its projected compute spend to $600 billion. The adjustment comes as the AI leader prepares for a massive new funding round to fuel its unprecedented infrastructure requirements.

2 sources
market-trends Bearish

Trump Pivots to 10% Universal Tariff After Supreme Court Rejection

Following a Supreme Court ruling that blocked broader global import taxes, the Trump administration has announced a new 10% universal tariff on all imported goods. This strategic shift signals a major escalation in protectionist trade policy with immediate cost implications for the e-commerce and retail sectors.

2 sources
market-trends Bearish

Global Retail Braces for Impact as Trump Mandates Blanket 10% Tariffs

President Donald Trump has announced a sweeping 10% blanket tariff on all imported goods from all countries, set to take effect almost immediately. This move signals a radical shift in U.S. trade policy, threatening to disrupt global supply chains and significantly increase costs for e-commerce retailers and consumers.

4 sources
market-trends Bearish

Trump Signals Higher Tariffs Following Supreme Court Setback

President Trump has signaled a potential escalation of his trade agenda, suggesting that global tariffs could rise beyond previous targets following a legal defeat at the Supreme Court. This move threatens to disrupt global supply chains and force a significant recalibration of pricing strategies across the e-commerce and retail sectors.

3 sources