Amazon Q2 Earnings Breakthrough: AWS Returns to Acceleration, US E-Commerce and AI Infrastructure Resonate
In early August 2026, Amazon reported Q2 earnings with net profit and revenue both beating expectations. AWS cloud growth returned to an acc
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In early August 2026, Amazon reported Q2 earnings with net profit and revenue both beating expectations. AWS cloud growth returned to an acc
The latest global fund manager survey shows that 'long US stocks' topped the most crowded trade list for the 18th consecutive month in Q2 20
In early August 2026, Microsoft released its Q4 fiscal earnings, with Azure AI revenue growth exceeding expectations and pushing the Nasdaq
Latest data from the Institute of International Finance shows that global capital has net invested in US stocks for nine consecutive months
On August 1, 2026, NVIDIA's stock price hit another historical high, with market capitalization breaking $4 trillion for the first time, bec
In July 2026, US stocks hit new highs driven by strong tech earnings reports and recovering consumer confidence. The S&P 500 index broke thr
Google parent Alphabet reported Q2 2026 earnings with revenue and profit both beating expectations. Cloud and AI advertising shone, lifting
Apple's earnings guidance below expectations triggered a post-market plunge, but AI trading drove the Philadelphia Semiconductor Index highe
In July 2026, the Fed held rates steady, US stocks hit new highs. This article analyzes US stocks' long-term investment advantages from thre
On July 29, 2026, the Fed held rates steady for a second straight time, seen as dovish. Nasdaq surged 2.5% to break 22,000 pts, a record hig
A global wealth transfer is under way. UBS expects about $83.5 trillion to move from baby boomers to the next generation over the next 20 ye
Luxury spending is expected to rebound in 2026, with experiences outperforming goods. Bain & Altagamma forecast growth of 1%-4% for personal
Explore how policy uncertainty, Federal Reserve moves, earnings season, and shifting sentiment are shaping U.S. stock market volatility.
Explore the core drivers, key risks, and long-term investment logic behind U.S. stocks, including rates, valuations, earnings growth, and po
The Fed's 2025 stress test shows all 22 major banks passed and could withstand about $550 billion in theoretical losses while still meeting