$AMZN - MORGAN STANLEY: AWS GROWTH COULD TOP 20% IN 2026
Morgan Stanley says AWS growth may accelerate above 20% in 2026 as new capacity catches up with demand, driven by cloud adoption and generative AI workloads. The bank sees this as a key driver of Amazon’s valuation ($300 base case, $350 bull case). While AWS has lagged Azure in capex, spending is now ramping, with ~$33B expected in 2025 and continued increases into 2026.
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TRUMP SAYS GEORGE SOROS AND HIS SON SHOULD BE CHARGED WITH RICO-TRUTH SOCIAL
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FRENCH-GERMAN 10Y SPREAD RISES TO 80BPS, FIRST TIME SINCE APRIL https://t.co/jU4iJlYzAH
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WILLIAMS: ECONOMY IS GROWING, MAYBE 1 TO 1.5% ANNUAL RATE
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WILLIAMS: GDP GROWTH HAS SLOWED, EXPECT THAT TO CONTINUE
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CANACCORD ON MICROSTRATEGY ( $MSTR): “STILL TRAILBLAZING”
Canaccord Genuity reiterated a Buy on MSTR with a $464 target, citing its strong execution and innovative financing. Since adopting its Bitcoin strategy in 2020, shares are up ~2,200% vs. 84% for the S&P 500. In 2025, MSTR launched four preferred stock offerings, raising over $6B—including $2.5B from STRC, the year’s largest IPO—boosting BTC per share and capital efficiency.
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RUSSIAN AND CHINESE SUBMARINES CARRIED OUT FIRST JOINT PATROL IN ASIA-PACIFIC REGION - INTERFAX
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BESSENT: WE'LL PRESENT 3-4 FED CHAIR CANDIDATES TO TRUMP
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BESSENT: INCIDENTS LIKE COOK PUNCTURE FED'S TRUST WITH PEOPLE
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BESSENT: EACH CHINA MEETING, 'MOVING THE BALL FORWARD
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BESSENT: AT END OF THE DAY THINK WILL COME TOGETHER WITH INDIA
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BESSENT: COULD TAKE STAKES IN OTHER AREAS, LIKE SHIPBUILDING
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BESSENT: DON'T THINK NVIDIA NEEDS FINANCIAL SUPPORT
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MACRON, REGARDING SLUMP THIS WEEK ON FRENCH STOCK AND BOND MARKET, TOLD GOVERNMENT THAT FRANCE IS SOLID, SAYS GOVERNMENT SPOKESWOMAN
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TWO-YEAR US TREASURY YIELD FALLS TO 3.6540%, LOWEST SINCE MAY 1
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FED'S WILLIAMS: FED COULD REDUCE INTEREST RATES AND STILL BE SOMEWHAT RESTRICTIVE
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S&P 500, NASDAQ 100 FUTURES SLIDE TO PREMARKET LOWS
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WILLIAMS: UNEMPLOYMENT RATE AT 4.2% IS HISTORICALLY VERY LOW
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WILLIAMS: THIS IS A SLOWING ECONOMY, NOT A STALLING ECONOMY
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EURO FALLS TO 3-WEEK LOW OF $1.1573 - LSEG
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GOLDMAN SACHS: BRENT OIL TO DROP TO LOW $50S BY 2026
Goldman Sachs expects Brent crude to drop to the low $50s by late 2026, citing a supply surplus and rising OECD inventories. The bank sees stocks growing 0.6 mb/d through 2026, pushing prices below forwards. Risks include stronger Chinese stockpiling or weaker Russian output, which could keep Brent nearer $62.
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BESSENT: 'SURELY' WILL KNOW TRUMP'S FED CHAIR PICK IN THE FALL
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BESSENT: AI BOOM MAY SHOW UP IN PRODUCTIVITY SOON AS Q1 2026
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BESSENT: DELISTING CHINA COMPANIES HASN'T BEEN ON TABLE YET
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BESSENT: CANADA WAS WILLING TO JOIN SECONDARY TARIFFS
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BESSENT: BOEING HAS BEEN CRIPPLED FOR SEVERAL YEARS, ONCE GREAT
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BESSENT: A US STAKE IN NVIDIA SEEMS 'NOT ON THE TABLE'
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*US MBA’S MORTGAGE APPLICATIONS INDEX FELL 0.5% LAST WEEK
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CRYPTO ASSETS SEE $1.4 BILLION OUTFLOW LAST WEEK, BIGGEST SINCE MARCH
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TRUMP SCHEDULED MEETING WITH BILL GATES -NBC NEWS
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