💻 Technology · Next Week

Amazon Web Services (AWS) records segment revenue growth of more than 35% YoY in Q2 2026 results (30 July 2026, after market close, confirmed by Amazon press release)

Hit ✦ AI-generated prediction Published on 25. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle

Probability

44%

Analyst consensus for AWS Q2 2026 revenue growth is ~33% YoY (TheStreet, TipRanks, July 2026), primarily driven by AI workloads via Amazon Bedrock (Anthropic partnership per SpaceX S-1: Anthropic leases 300 MW compute via AWS at $1.25bn/month through May 2029) and broad enterprise cloud migration. 45 of 46 surveyed analysts rate Amazon Buy. Exceeding 35% (vs. consensus 33%) would not be a shock but signals genuine AI monetisation acceleration. No Polymarket quote for this specific metric.

Data basis for this prediction

TheStreet: 'Amazon's AWS may deliver a July 30 earnings beat', Juli 2026
TipRanks: AMZN analyst consensus – 45 Buy/1 Hold, avg PT $318.98, Juli 2026
Anthropic/SpaceX S-1 leak: Anthropic-AWS compute lease $1,25 Mrd./Monat bis Mai 2029

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

AWS erzielte in Q2 2026 ein Umsatzwachstum von 37% auf Jahresbasis (Umsatz: 42,2 Mrd. USD), was die geforderte Schwelle von >35% klar übertrifft. Das Wachstum war zudem das schnellste seit 18 Quartalen und schlug auch den Analysten-Konsens von ~31–33% deutlich. Bestätigt durch die offizielle Amazon-Pressemitteilung (SEC-Filing vom 30.07.2026) sowie CNBC, Quartz und ttnews.com. Treiber waren KI-Workloads (AWS AI-Geschäft >25 Mrd. USD annualisiert, dreistelliges YoY-Wachstum) und breite Cloud-Adoption – konsistent mit der Vorhersagebegründung.

Related Predictions

💻 Technology ✦ AI

Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%

Next Week · Predicted for 12. Nov 2026

💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%

Next Month · Predicted for 30. Nov 2026

💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%

Next Week · Predicted for 10. Nov 2026