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Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.
(Updates with Anthropic's response in the fourth paragraph.) Amazon-backed (AMZN) Anthropic won a
AWS is giving government customers access to rival AI models as public-sector demand for artificial intelligence expands.
Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.
Meta stock has struggled this year but could reach a milestone in the battle for digital ad dollar against Google.
Investing.com -- Bernstein believes Meta Platforms (NASDAQ: META) is on course to overtake Google Search as the largest single destination for advertising dollars this year, powered by AI gains.
AMZN's Prime growth, faster delivery and expanded content slate are deepening loyalty, supporting retail and advertising growth.
AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding which AI spending spree is actually worth backing.
Amazon Lands Major Government AI Boost: AWS Expansion Puts AMZN Stock in Focus
The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.
Flock Safety, known for incorporating Automated License Plate Recognition (ALPR) technology into its cameras, has captured the headlines recently as law enforcement agencies across the U.S. have utilized the technology, touting its usefulness in investigating crimes, recovering stolen vehicles and...
More than three-quarters of Appaloosa's $7.7 billion in invested assets are tied to industry-leading artificial intelligence (AI) stocks.
↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.
Across S&P 500 companies, per-share earnings soared 53% in the second quarter from a year earlier, while sales rose nearly 16%, according to data from LSEG. Investment gains from tech giants Amazon.com and Alphabet added fuel to the big earnings surge.
The development of AI technology is the stock market issue of 2026, 2027, 2028, and likely beyond. AI has created trillions in stock market value, and set off an epic arms race among technology giants looking to dominate the space. A Barron’s analysis recently suggested that the U.S. economy can handle spending 25% of economic output before a new-technology bubble pops.
AI could accelerate X-Energy's path toward commercial nuclear power.
Marvell is emerging as a key supplier to the biggest AI cloud companies, with new Google and Amazon deals strengthening its case for a major custom-chip opportunity.
Tim Cook has set Apple's course at a pivotal time, and now he's walking away.
Amazon Web Services is rapidly expanding Amazon's operating profits.
The e-commerce and cloud giant is spending $220 billion this year. The last two times its bottom line went negative, the stock had its worst years of the past 15, then some of its best.
MercadoLibre (MELI) is back in focus after fresh comparisons with Amazon.com highlighted its role in Latin American e-commerce and fintech, prompting investors to reassess the stock’s recent performance and long term growth drivers. MercadoLibre’s recent comparisons with Amazon come after a 3 month share price return of 13.59% and a 1 month share price return of 4.70%. However, the 1 year total shareholder return is down 20.49%, which suggests short term momentum is improving while the longer...
Amazon trades at half the earnings multiple of MercadoLibre, while the Latin American e-commerce leader grows revenue nearly three times faster.
It has two-way communication via your smartphone.
Amazon.com (NasdaqGS: AMZN) is expanding its partnership with Nvidia and has moved to triple its orders of Nvidia GPU chips to support rising demand for AI workloads on Amazon Web Services and internal projects. The expanded Nvidia deal reflects Amazon's continued use of third party GPUs alongside its own proprietary chip efforts for AI infrastructure. Separately, LG Innotek has been selected to supply advanced camera modules for Zoox's autonomous robotaxi, a company backed by Amazon. The LG...
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