Day: July 31, 2026

AWS Just Grew 37%. The Real Signal Is the Margin. aed7797d-fe16-4e2a-83a5-83aafe3a1c45

aed7797d-fe16-4e2a-83a5-83aafe3a1c45

AWS Just Grew 37%. The Real Signal Is the Margin.

Market Spectator July 31, 2026

Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin...

Manhattan Associates Just Jumped 22%. The Question Comes Next. 7f72d601-de95-4ec5-9ca2-1a142c2f1fa9

7f72d601-de95-4ec5-9ca2-1a142c2f1fa9

Manhattan Associates Just Jumped 22%. The Question Comes Next.

Market Spectator July 31, 2026

Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is...