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Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.

The real upside case extends well beyond this quarter

The company has a backlog of contracted revenue that dwarfs its peers, but it comes with a striking capital investment plan and near-term pressure on its profits.

By Mary Guzman When Spirit Airlines collapsed into bankruptcy, the headlines focused on grounded planes and stranded passengers. But the most consequential part of Spirit’s liquidation was invisible: the sale of its trade‑secret dataset; decades of operational intelligence, human decision‑making patterns, proprietary algorithms, and workflow histories sold to Google for just $10 million. The real […] The post Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must He

AWS is accelerating, but investors still want proof that infrastructure spending will rebuild free cash flow.

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

The market has heavily discounted this social media company's stock, yet its financial engine continues to generate cash at a notable rate.

Amazon.com (NasdaqGS:AMZN) is accelerating its proprietary data center chip efforts, with CEO commentary highlighting a fast-growing, multi-billion-dollar semiconductor operation. The company is positioning its in-house AI and data center chips as a key part of Amazon Web Services, with potential implications for long-term margins and supply chain control. Amazon’s chip push is emerging as a direct competitive challenge to Nvidia in AI infrastructure as hyperscalers expand their own...

FedEx is IBD Stock Of The Day after streamlining its parcel delivery and logistics businesses. Intraday, FDX stock eased near a buy point. In 2026, the Memphis-based company has shifted away from consumer parcel delivery to target higher-margin, business-to-business segments.

Companies ranging from Robinhood to Ark Invest claim they can provide retail investors with access to venture capital. Can they deliver what they promise?

AI data centers are quietly draining a resource that every smartphone, speaker, and streaming stick depends on, and Amazon just started charging customers for the shortage in ways that reveal how deep the supply crisis runs.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Management's narrative has pivoted hard from optimizing its massive retail machine to funding aggressive AI infrastructure buildouts, quietly changing what an investment in the company is actually a bet on.

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

President Trump made over 1,000 new stock trades in June, totaling between $78 million and $263 million. Yahoo Finance Washington Correspondent Ben Werschkul outlines the details in the video above.

The high-profile investor believes the company is crushing it in two key areas of its business.

Oracle has dropped nearly 40% over the past year, yet one investor keeps hitting the buy button while the crowd runs the other way. The reason comes down to a valuation gap hiding in plain sight inside the filings everyone else is reading.

The software firm looks expensive today, but the real debate is whether its rapid growth can deliver on the valuation discount that patience affords.

When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets a very different set of companies than most portfolios hold.

XE's Xe-100 targets AI's growing power needs, backed by major customers and an 11.5-GW reactor pipeline.

Two don't need to be second-guessed, while the other is built more on long-term promises.

Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.

Across various industries, artificial intelligence is transitioning from experimental phases to becoming a fundamental component of enterprise infrastructure. A recent report highlights the growing financial investment into AI, with sectors such as pharmaceuticals, automotive, and financial services leading the charge. Investment by major tech firms like Google, Microsoft, and Amazon reached over $50 billion in 2025 alone, underscoring AI’s integration into core business operations. The...

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford

Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning from the ones that could crack under their own ambition. Three names define the trade heading into September.

Coinbase has launched tokenized U.S. equities on the Base blockchain. The August 24 rollout includes 13 stocks — NVDAc, METAc, AAPLc, GOOGLc, AMZN, COIN, CRCL, INTC, MSFT, MSTR, SNDK, SPCX, and TSLA — each representing a direct claim on the underlying share, not a synthetic derivative. The product is live. The U.S. regulatory framework that […]

AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.

Drone delivery is scaling, but its retail future hinges on overcoming economic, regulatory and operational constraints.