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Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates
Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar
Amazon and Apple are two great stocks to buy this month.
With an upside potential of 17.42% as of May 3, Amazon.com, Inc. (NASDAQ:AMZN) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Amazon.com, Inc. (NASDAQ:AMZN) provides a broad selection, value, and convenience across a range of customer experiences, including online shopping, cloud computing, streaming entertainment, consumer electronic devices, advertising, healthcare, […]
Anthropic says it will rent all of the compute capacity from SpaceX's massive Colossus 1 data center.
Andy Jassy is going all in. Amazon (NASDAQ:AMZN) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market is pricing in whether that wager pays off. So far, the verdict leans yes. Since Jassy unveiled the $200 billion figure on Feb. 5, AMZN has climbed ... Amazon CEO Andy Jassy Just Made a $200 Billion Bet on AI. Here’s How He’ll Win
Broadcom (AVGO) is up 6.9% over the last five trading days, helped by new VMware product launches and fund rotation back into AI infrastructure plays. Broadcom’s growing role in custom silicon also positions it well for the shift toward inference-focused AI workloads, reinforcing its importance in enterprise AI.
Amazon's success is Nvidia's, too.
Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer explained the reason why the Charitable Trust owns the stock, as he commented: I’m talking about Amazon and its CEO, Andy Jassy. Higher interest rates can fell many a company, but if you want to guess who’d be […]
SAN FRANCISCO, May 6 () - Artificial intelligence lab Anthropic on Wednesday touted a new feature for its Claude AI, which it calls "dreaming." Available as a research preview, "dreaming" comes with its software for managing agents, or AI programs that perform tasks with little human involvement.
Cameco (NYSE:CCJ) stock just earned a fresh vote of confidence from Bay Street. Scotiabank analyst Orest Wowkodaw raised his CCJ stock price target to $175 from $150, keeping an Outperform rating after a quarterly update he characterized as positive given higher estimates. The takeaway for prudent investors: the Western nuclear renaissance is shifting from thesis ... Scotiabank Just Hiked Cameco Price Target to $175 as the Nuclear Renaissance Accelerates
Transport ETFs are lagging as fuel costs rise and Amazon disrupts logistics, while tech and airline-linked ETFs show relative strength.
Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Bloomberg Intelligence senior media analyst Geetha Ranganathan sits down with Yahoo Finance's Julie Hyman to discuss the next catalysts for Disney's stock.
The Amazon Web Services ecosystem now has a chance to get a lot stronger.
Rivian set the stage with Amazon, but Uber will bring it to another level.
GXO Logistics CEO Patrick Kelleher said Amazon’s new supply chain services validate — rather than threaten — the long-term growth opportunity in outsourced logistics. The post GXO raises 2026 outlook, dismisses Amazon logistics threat appeared first on FreightWaves.
Anthropic's $200 Billion Bet on Google Cloud Signals Explosive AI Demand Ahead
Sun Country Airlines is preparing for a late June deployment of two new freighter aircraft provided by Amazon to increase air capacity in its domestic logistics network. The post Amazon partner Sun Country Airlines prepares to deploy 2 new cargo jets appeared first on FreightWaves.
Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple
The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech
Amazon (NASDAQ:AMZN) just delivered its fifth consecutive quarter beating Wall Street’s EPS bar, and the trailing P/E of 33x is doing something that should not be possible for a business growing the way this one is. The thesis is simple. Amazon owns the rails of two enormous businesses, cloud computing and online retail, and is ... 60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.
In early May 2026, Amazon launched Amazon Supply Chain Services, opening its freight, distribution, fulfillment, and parcel delivery network to external businesses across sectors including healthcare, automotive, manufacturing, and retail, with early customers such as Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters. This move extends logistics capabilities first built for Amazon’s own operations into a standalone third-party offering, directly challenging incumbents like UPS...
Massive deal shows scale of AI demand
Most people don't miss the strategy. They miss the patience. Amazon founder Jeff Bezos made that clear while recounting a conversation with Berkshire Hathaway Chair Warren Buffett. "I once asked Warren Buffett, why don't more people copy your investment strategy?...
Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly electricity use with renewable energy purchases, Bloomberg News reported on Wednesday, citing people familiar with the matter. The expensive and energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the report said. The discussions were ongoing and no final decision has been made, Bloomberg News added.
From Big-Box King to Omnichannel Powerhouse A decade ago, Walmart (NYSE: WMT) was widely viewed as the cautionary tale of physical retail. Amazon was eating its lunch, eCommerce was an afterthought, and the stock traded sideways for years. What followed was one of the more underappreciated turnarounds in large-cap retail. The pivot started with the ... Walmart Has Rewarded Patient Investors: A Prospective Dividend King’s Long-Term Payoff
EVE (NYSE:EVEX) executives on the company’s first-quarter 2026 earnings call highlighted progress in flight testing for its full-scale engineering prototype, ongoing certification work with regulators, and a strengthened liquidity position that management said should fund operations through 2028. E