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The Toughest Questions AMZN Faced On Its Latest Call | ZivFin News | ZivFin

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The Toughest Questions AMZN Faced On Its Latest Call

Yahoo2026.08.05Source: Yahoo

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

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Trump administration to impose 15% tariff in polysilicon probe meant to counter China - Reuters

Reuters2026.08.05

Trump administration to impose 15% tariff in polysilicon probe meant to counter China Reuters

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Tech

Meta debuts first AI coding agent to take on Anthropic and OpenAI

CNBC2026.08.05

Meta released its first coding agent called Muse Code as the company ramps up its investments in AI models and services to try and take on Anthropic and OpenAI.

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Market

Can CRM Stock Compound Its Way Higher?

Yahoo2026.08.05

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.