Gates Proposes Taxing the AI Usage Microsoft Sells
Amazon says its AWS AI business already exceeds a $25 billion annual revenue run rate.
May and June net customs revenue turned negative as $100 billion in refunds went out.
Walmart just gave investors a warning about the consumer. Target gave them a reason not to blame the consumer for everything.
The Ohio deal still locks in up to 8 GW of compute and exposes the quieter power trade behind AI.
The next revenue outlook will show whether AI usage can replace seat-based sales.
Aluminum pass-through lifted revenue faster than profit. The second half must turn shipments and earnings into cash.
Six U.S.-listed names span panels, trackers, power electronics, and project delivery.
GE Aerospace alone holds more than $210 billion of backlog.
Higher prices are covering inflation. The second half must show customers keep buying.
Truck pricing did the heavy lifting. The next test is whether GM can avoid the incentives that erase it.
A packaged food stock yielding close to 10 percent was never a gift. The market had been pricing Conagra's cut for months, and the same signals are flashing elsewhere in the grocery aisle.