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The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

Sometimes, the tough choice in the short run is the smart one in the long run.

September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September 7 coverage of Jefferies’ analysis highlighted differences in spending intensity. The […]

If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC.

According to an August 29 report, Amazon.com Inc. (NASDAQ:AMZN)’s Zoox is expanding its robotaxi service in San Francisco, pitting the company more directly against Waymo while intensifying the broader robotaxi competition that also includes Tesla Inc. (NASDAQ:TSLA) in one of the country’s most closely watched autonomous-vehicle marketplaces. Zoox has received a federal exemption allowing it […]

Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]

Over the past half-decade, this dominant retailer's share price has nearly doubled.

These stocks are demonstrating incredible performance and have a long growth runway.

After examining both companies, one seems to have a higher growth opportunity.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Jennifer Witz, chief executive officer of Sirius XM (NASDAQ:SIRI), said the company’s strategy remains centered on strengthening its subscription business, expanding advertising and improving efficiency, with recent operating results providing what she described as evidence that the approach is work

Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.

AWS is growing at its fastest pace in nearly five years, the advertising unit prints billions every quarter, and yet Amazon shares have barely moved in 2026. Something has to give, and the math behind a $300 price tag is more straightforward than most investors realize.

The Magnificent 7 label vanished from Wall Street chatter, yet the profit engines behind these seven companies kept compounding in ways that have made betting against them one of the most punishing trades in recent memory.

Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by rivals. Whether that door holds the weight is the real question.

Goldman Sachs and many other analysts are growing more confident in Affirm’s long-term growth story.

Here's why Amazon shares could realistically double in four years.

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...

The demand for AI is real, but what if the industry is building too much capacity? Here's the overlooked risk investors should be watching.

On September 8, continuing his portfolio review of high-growth equities through an NFL lens, Mad Money host Jim Cramer turned his attention to e-commerce and cloud giant Amazon.com, Inc. (NASDAQ:AMZN). Comparing the tech titan to Seattle Seahawks star receiver Jaxon Smith-Njigba, he said: Next, for a less risky wide receiver, how about Amazon? Their Amazon […]

During the September 8 episode of Mad Money, examining consumer demand and macroeconomic pressures surrounding Affirm Holdings, Inc. (NASDAQ:AFRM), Jim Cramer commented: How about the buy now, pay later business that’s Affirm? Max Levchin’s company has 28 million active customers. Affirm has a, it’s got a who’s who of partners including the biggest Amazon, Costco, […]

Anthropic's IPO is expected to take place this year, but you can get exposure to the stock well before its big day.

David Tepper is moving beyond chips with two surprising AI bets

Amazon is a fantastic artificial intelligence investment.

Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.

Amazon’s new Prime Video feature uses AI to help viewers shop for products that look like what they see on screen.

AWS can support enormous borrowing, but interconnected AI financing introduces risks beyond Amazon's own data centers.

A potential IPO could test investor appetite for China AI

A major shift could reshape the AI spending boom