$AMZN
21 long-form articles and 17 pre-market mentions covering $AMZN from AskMelon Research.
Prologis trades at 21x FFO while its rent-rollover engine has lost two-thirds of its thrust
Prologis raised guidance, posted record leasing, and called a market inflection — and the stock, near $128, prices that story as if the supercycle never left. But strip the narrative and look at the o…
PDD's profit falls 15% as Temu's tariff cushion vanishes and the home-front subsidy war drains margins
PDD Holdings — the Cayman-domiciled parent of Pinduoduo and Temu — reported first-quarter 2026 revenue of RMB106.2 billion, up 11%, the slowest growth in the company's public history and a fraction of…
MercadoLibre's revenue roared 49% in Q1 — so why did operating profit just fall 20%?
MercadoLibre booked $8.85 billion of net revenue in the first quarter of 2026, a 49% leap and its fastest growth since 2022, and the stock barely flinched — because the Street treats the Latin-America…
FedEx's $5.25 adjusted EPS is a cost-cut mirage over a stalling freight economy
FedEx beat its fiscal third quarter on March 19, 2026, printing $24 billion in revenue and a roughly 16 percent adjusted-EPS jump to $5.25 from $4.51 — and the stock leapt nearly 9 percent after hours…
Chewy's growth slides to 7.7% as guidance cut sends shares to a new floor
Chewy just printed its strongest profit quarter ever — $94.8 million of GAAP net income, record free cash flow, a 30.1% gross margin — and the stock fell anyway, because the only number the market car…
Instacart's first $1B quarter ran on ads, not delivery — and the engine is cooling
Instacart crossed $1 billion in quarterly revenue for the first time in Q1 2026, and the headlines wrote themselves: record gross transaction value, GAAP net income up 36%, a $300 million adjusted-EBI…
Roku finally turned a GAAP profit — but stock comp still dwarfs it, and the boxes still sell at a loss
After five years of losses, Roku crossed into black ink: $88.4 million of GAAP net income on $4.74 billion of 2025 revenue, then $85.7 million more in Q1 2026 on revenue up 22% to $1.25 billion. The b…
Etsy Returned to Growth by Taking More From Its Sellers, Not Its Buyers
Etsy is the largest dedicated marketplace for handmade and vintage goods in America, and after two years of shrinking buyers and falling sales it has delivered what management and the bulls now call a…
Wayfair's Best Quarter in Years Still Ended in a $105 Million Loss
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Walmart Is Priced Like an Ad Company While Two-Thirds of Its Profit Is Still Retail
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DoorDash Moves $31 Billion of Food a Quarter and Keeps Almost None of It
DoorDash is the dominant food-delivery company in America, and by the metrics it asks investors to watch, it is thriving: revenue up 33%, orders up 27%, adjusted earnings before interest, taxes, depre…
Shopify Is a 100x Bet on Consumer Spending That Can't Afford a Recession
Shopify is the arms dealer of e-commerce — it does not sell products, it sells the tools and the payment rails that millions of merchants use to sell their own, and it takes a cut of everything that m…
Microsoft Booked a $5.9 Billion Gain on a Company That Loses Billions
Microsoft is the bluest of blue chips, the steadiest mega-cap in the market, a fortress of recurring software profits. So it is worth pausing on a line buried in its accounts: over the nine months end…
Amazon Is Spending $200 Billion on AI. Its Free Cash Flow Just Fell 95%.
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The Pin
A company raised two hundred and thirty million dollars to build a small square of aluminum that clipped to your shirt and promised to replace your phone. It shipped fewer than ten thousand of them, w…
The Challenger
It was supposed to be the careful one — the safety-first lab, the adults in the room, the company that would build artificial intelligence slowly and responsibly while everyone else raced for the clif…
The Landlord's Gamble
Oracle has borrowed more than $100 billion and is burning cash faster than at any point in its history to build $300 billion of data centers for a single tenant — one that loses fourteen billion dolla…
The Retailer That Returns Margin to Its Customers
A meditation on REI, the twenty-five-million-member consumer cooperative, and the structural advantages of being answerable to customers rather than shareholders.
The Bookstore That Outsourced Its Future to Amazon
A meditation on Borders Books, the 2001 partnership that handed Amazon seven years of customer data, and the canonical case of outsourcing what turns out to be the next competitive battleground.
The Five-Billion-Dollar Debt That Killed the Toy Aisle
A meditation on the 2005 Toys R Us LBO, the underinvestment pattern it imposed for thirteen years, and the asymmetric distribution of outcomes structural to leveraged-buyout finance.
The Slow Death of America's General Store
A meditation on Sears, the century-long decline from largest American retailer to bankruptcy, and the accumulated cost of missing every consumer-behavior transition for forty consecutive years.
Saturday, May 30, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 9, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 9, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 9, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Sunday, May 3, 2026
Iran submits a 14-point war-end proposal. Trump says he's "reviewing the concept." A new bulk carrier is attacked near Hormuz hours later. The S&P closed Friday at an all-time high of 7,230. Japan and…
Saturday, May 2, 2026
Your Saturday morning market coffee. The week three cloud giants committed $515 billion in AI capex in a single evening, Brent oil briefly hit $126 (a four-year high), Powell said goodbye from the pod…
Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Apple's Q2 record ($111.2B revenue, EPS $2.01, $100B buyback) and Reddit's blowout (+69% YoY) headline a Labour Day-thinned session — EU, China, Korea, HK, TW, India all closed; ISM Manufacturing at 1…
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Thursday, April 30, 2026
The morning after the most consequential earnings night of 2026 — Mag-4 split 2-2 (GOOGL +7%, AMZN +4% vs META -7%, MSFT -1.5%); Powell's valedictory delivered an 8-4 vote (largest dissent since 1992)…
Wednesday, April 29, 2026
Visa posts fastest revenue growth since 2013 ($11.2B, +17%; non-GAAP EPS $3.31 vs ~$3.10 est) + $20B record buyback. SBUX +5% AH on US comp +7.1% (transactions +4.4%) — Niccol turnaround confirmed. Se…
Tuesday, April 28, 2026
GM obliterates Q1 estimates (41% EPS beat, SCOTUS tariff windfall). Rubio calls Tehran's Hormuz offer "unacceptable" — Brent surges to $111, WTI at $99. Oracle -5.2% on OpenAI drama. Visa + Starbucks …
Monday, April 27, 2026
Verizon beats, consumer lives. Iran blinked through Pakistan, Araghchi's on a plane to Putin. The biggest earnings and macro week of 2026 loads with flat futures and a geopolitical tail option that no…
Sunday, April 26, 2026
Trump blows up the Islamabad talks. Araghchi reroutes to Moscow. The week that ends with "indefinitely extended ceasefire" starts with envoys sent home.
Friday, April 17, 2026
Nasdaq's 12-day winning streak -- longest since July 2009. S&P 500 at record 7,041. But Netflix is tanking in premarket after weak Q2 guidance, TSMC sold off despite crushing earnings, and Asia pulled…