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Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in how AI spending could reshape labor costs across the entire economy.

Workday's Q2 revenue grew 12.8% and margins widened as AI adoption accelerated, with $1.33 billion in buybacks and a new $4 billion authorization fueling a bullish, if capped, outlook.

Anthropic’s Claude generated an estimated $97.2 million in mobile consumer revenue in July, up nearly 1,200% from $7.5 million in January, according to exclusive estimates from AppMagic provided to Benzinga. OpenAI’s ChatGPT still dominates the mobile market, with estimated July...

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.

Amazon develops 'Tetromino' as it steps up warehouse automation.

The software giant's stock has a powerful business engine behind its long-term trend, but a rapid run-up back toward all-time highs forces investors to ask if the price of admission is still worth paying.

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

This is a hyper-growth chapter for Palantir Technologies. The company now provides a complete sovereign AI stack, with its AIP platform as the core engine for government and commercial clients.

The comp still looks strong, but the part of it that comes from members actually walking in has more than halved in a year, and that visit rate is what a growth-stock multiple on a warehouse retailer is really underwriting.

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Marvell Technology's (MRVL) fiscal third-quarter gross margin outlook came in a bit soft amid a high

Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.

Microsoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure an additional powerful growth catalyst.

Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.

Amazon.com, Inc. (NASDAQ:AMZN) said on August 20, 2026, that it will expand its Prime Air drone delivery service to nearly 500 US cities by the end of 2026, a sixfold increase from its current 11 locations. It was a part of a broader race with DoorDash, Inc. (NASDAQ:DASH), Uber, and Walmart to bring deliveries to […]

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.

California's requested injunction is faltering, but the underlying antitrust case is still heading toward trial.

The one-year range the options market puts around this stock runs past both ends of what it has actually traded, and for this stock that width is an ordinary reading rather than an alarm.

Evercore raised its Amazon price target as survey data showed AI-powered shopping could drive product discovery and increase consumer purchases.

Four new wind deals will push Amazon's Swedish electricity supply above 1 gigawatt.

A five-month-old GPU commitment just roughly tripled -- and it lands on a capital budget that already reached $220 billion this year.

Amazon Gets a Major Price Target Boost to $355 on Strong Retail Trends

“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]

Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.

Alphabet's surging Google Cloud revenues, AI adoption and $514B backlog sharpen its challenge to Microsoft and Amazon despite capacity constraints.

Walmart is investing $1.3 billion in a 'high-tech, next generation' fulfillment center in Georgia with construction starting soon. Where? When? Hiring?

The stock has trailed the market over the past year, yet its margins sit at multi-year highs, and it is the margin that has room to fall.

All three major US stock indexes were up in late-morning trading Friday, as market participants pars