Amazon is entering a new phase of margin expansion, driven by core retail rather than just AWS and advertising. Shipping cost growth has slowed, signaling Amazon is reaping returns from past ...

Applied Optoelectronics has rebounded from its spring lows as the artificial intelligence boom fuels surging demand for data centers and the key inputs that make them run. Revenue is expected to soar ...

Pricing discounts to drive volume growth in Q3 FY24's discounts season have masked the benefits of lower freight costs. However, I expect this to improve gross margins in future quarters. AWS is ...