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Investing.com -- Amazon.com Inc shares fell 2.8% on Monday following a report by the Wall Street Journal that the Federal Trade Commission will file a lawsuit against the company over allegations related to its advertising pricing practices.
Alphabet just delivered blowout cloud growth while its stock sits nearly flat for the year, leaving investors to wonder whether a historic capex bet will pay off or drag shares down further before they can ever reach $500.
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on what you believe about one very concentrated bet.
Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.
OpenAI's ChatGPT Ads platform has reached $1 billion in annualized revenue run rate, the artificial
Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.
ChatGPT advertising remains tiny beside Google. Its tenfold acceleration since April is the number investors should watch.
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.
The conglomerate's recent activity might be the start of a more aggressive perspective toward the market.
Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad machine raises a question every investor should answer before Q3 earnings arrive.
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.
Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.
Meta stock has struggled this year but could reach a milestone in the battle for digital ad dollar against Google.
Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing refuses to stop betting on a hand that keeps coming up short?
Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.
Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms race save Apple or doom it?
Artificial intelligence is changing the economics of digital advertising faster than many investors expected. The technology isn’t simply creating new products; it is making existing businesses better at turning attention into dollars. That is important because advertising remains one of the internet’s biggest profit pools. And now, Bernstein says Meta Platforms (NASDAQ:META) could capture a […]
Shares of CrowdStrike Holdings (NASDAQ:CRWD) are climbing 4% to $227.84 in Monday morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with platform announcements. CrowdStrike stock was up 86% year to date through Friday’s close, and Monday’s move extends that run into fresh territory. This rally stands out against a softer […]
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.
Apple (AAPL) CEO Tim Cook is officially passing the reins to incoming CEO John Ternus on Tuesday, Sept. 1. Morning Brief host Julie Hyman, Yahoo Finance Breaking Business News Reporter Jake Conley, and Barron's associate editor Al Root discuss Cook's future involvement with the company, Ternus's big jobs ahead, and more.
A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why he keeps hitting the buy button.
Humans process and synthesize content differently than agentic bots, requiring simplified content necessary so bots can interpret it more easily, which makes the word "innovation" in Nina Gould's title at Forbes so interesting.
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.
Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something more fundamental lurking in the guidance.
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.
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.
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