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The stock market has spent much of 2026 acting like geopolitical risk is just background noise. The S&P 500 keeps pushing toward record highs, AI spending remains red hot, and investors have largely shrugged off the widening conflict involving Iran. But what if Tehran found a pressure point far more dangerous than oil tankers? That’s ... Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil
Nvidia Corp. has deepened its grip on the AI infrastructure race with a $500 million investment in Corning Inc., a move that addresses critical networking bottlenecks even as Amazon.com, Inc. and Alphabet Inc.'s Google intensify efforts to challenge its dominance....
Amazon and Shopify look like two great stocks to buy for the long term.
At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.
Investing.com -- NVIDIA chief executive Jensen Huang said on Sunday that artificial intelligence will make intelligence itself a commodity accessible to anyone, from carpenters to shopkeepers, adding that the technology will reach billions of people who have never had access to computing power before.
What will come next for this diversified technology giant?
Berkshire Hathaway (BRK.A, BRK.B) CEO Greg Abel isn’t chasing the AI trade just because everyone else is. In his first annual meeting as Berkshire’s top honcho and Warren Buffett’s successor, he said that the company isn’t treating tech spending or tech stocks as a momentum game. That’s ...
These three stocks are deeply unloved, giving them material upside, and they have great businesses.
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) ranks #6 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $279,823,368 Think of Amazon and AWS, Cloud and AI come to mind before e-commerce. That’s a win for the company that has positioned itself at […]
(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of
Jeff Bezos’ move to Florida highlights how state taxes impact wealth, and what high earners can learn about residency and tax savings.
Berkshire bought NYT, but strong execution and optionality may not justify today's valuation premium
Blue Origin's New Glenn rocket is twice the size of the SpaceX Falcon 9, and already flying -- unlike Starship.
Lawyers at Goodwin Procter were representing iRobot, maker of the automated Roomba vacuum cleaners, as talks to be acquired by Amazon heated...
The chipmaker has a strong market opportunity in the near future.
AWS experienced a data center outage in its North Virginia facility, linked to temperature and power issues. The disruption affected multiple cloud customers, including major platforms such as Coinbase. The incident highlights operational and reputational risk tied to reliance on Amazon Web Services. For Amazon.com (NasdaqGS:AMZN), the outage comes at a time when AWS is a central part of the story investors focus on. The stock trades at $271.17, with a 1 year return of 41.2% and a 3 year...
Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) reported what President and CEO Francisco Gomes Neto called the company’s strongest first quarter revenue in its history, alongside the highest first-quarter aircraft deliveries in a decade and another record backlog. On the company’s first quar
Will any of these be the next Nvidia, Apple, or Amazon?
Data center construction is driving the demand for Caterpillar's products.
The future remains bright for the tech giant.
Amazon is seeing accelerating demand for AI services, but it's not all going to Nvidia.
Here are seven, but there are many more.
For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...