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Amazon (AMZN) exec. says they have over USD 225bln in revenue commitments for Trainium chips; AWS is a USD 150bln annualised revenue run rate business

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AWS: AWS growth has accelerated 28%, the fastest growth rate in 15 quarters. USD 2bln Q/Q revenue increase, the largest Q4 to Q1 revenue increase ever.

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

Geopolitics

The draft agreed to by Iranian and Omani negotiators awaits final approval from Iran’s supreme leader, two regional officials told The Associated Press on Wednesday