Amazon and Alphabet Poised for AI-Driven Gains

5 articles I'm watching carefully

Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Amazon and Alphabet Poised for AI-Driven Gains

Amazon and Alphabet are expected to benefit from renewed AI optimism in H2 2025. Amazon's AWS remains strong despite tariff risks, while Alphabet sees ad and cloud growth via AI tools. Valuations are 35x and 18x forward earnings, respectively, drawing investor interest.

Rigetti Advances Tech, But Not on Top Buy List

Rigetti Computing is progressing in quantum tech, but The Motley Fool's analysts excluded it from their latest top 10 stock picks. Despite its innovation, it lacks the upside of names like Nvidia and Netflix at their early stages.

Big Bank Earnings Kick Off Amid IPO Optimism

JPM, C, WFC, BAC, GS, and MS lead earnings this week. Investor focus is on M&A, IPO pipelines, and regulatory tailwinds as Q2 marks a 5% S&P 500 earnings growth forecast—slowest since Q4 2023.

🪙 Crypto

Bitcoin Hits $119K ATH Ahead of Crypto Week Votes

Bitcoin surged to an all-time high of $119,292, gaining 10% over the week as Crypto Week begins. Market cap topped $2.5T, but low volume and RSI at 74 suggest caution. Key resistance lies at $120K, with bullish sentiment driven by ETF flows and upcoming U.S. crypto legislation.

🌎 Global Economy

Trump Tariffs Push Trade Tensions Higher

Trump will impose 30% tariffs on EU and Mexico starting Aug. 1, with additional hikes on Brazil (50%) and Canada (35%). Tariffs now exceed April 2 levels. Markets dipped slightly; CPI and PPI reports this week may reflect early inflationary effects.

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