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Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

Amazon's custom chip business is growing in popularity.

The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.

Companies are using tariff refunds to lower prices, cushion their margins, and, to a very small extent, return the money straight to the customer.

AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a sleepy retailer. Something in that math appears deeply off.

The AI hyperscalers are spending a ton of money on computing power.

The reduction in delivery volumes from its largest customer makes sense, but the market wants to see ongoing margin expansion before it gives it the thumbs up.

The e-commerce company's hardware price hikes follow similar moves by Apple, Dell, and Microsoft Xbox.

Here’s what could be next for Nvidia stock.

Home Depot's earnings beat looked great on paper, but analysts on the call kept circling one large one-time gain to see if the company's core profitability is really holding up.

Investing.com -- Anthropic (NASDAQ:ANTP) has hired former Google executive Amir Salek to join its compute team as the artificial intelligence lab lays the groundwork for an in-house semiconductor initiative, according to a report from Bloomberg. Salek, who previously led Alphabet Inc.’s custom silicon efforts and delivered seven generations of Tensor Processing Units, will report directly to Anthropic compute lead James Bradbury. The executive recruitment underscores Anthropic’s ambition to secu

Apple's stock commands a premium price among its peers, but its growth and profit metrics tell a different story. Is the market paying for the past or the future.

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.

Lower-cost AI models could reshape industry economics fast

Nvidia (NVDA) is set to report second quarter earnings results on Wednesday, Aug. 26, after markets close. Yahoo Finance Technology Editor Dan Howley discusses his expectations for the earnings print, highlighting what investors will be keeping an eye on.

Elon Musk just announced Starlink crossed 11,000 satellites in orbit, but the real story is where Amazon's much-hyped Kuiper constellation actually ranks against the competition and what that gap means for investors betting on the LEO broadband race.

The retail giant is caught between weaker discretionary demand and an unprecedented AI infrastructure bill.

The bookings range behind Take-Two stock was set before a single Grand Theft Auto VI preorder existed, and it has not moved since.

Consensus earnings do the work on the multiple, and none of that work is a fact yet.

The per-unit delivery cost that management once led with is now the CFO's line, and the comparison it rests on carries a fuel and line haul exclusion, while the top of the story belongs to the cloud.

Cathie Wood is betting Tesla will become more than an automaker.

New York City Mayor Zohran Mamdani has sued to block a City Council law providing $10,000 bonuses to New York City school teachers’ aides. Mamdani asserts that this legislation violates collective bargaining laws. $10K Bonus Sparks Legal Fight Mamdani announced...

The options market expects this stock to move less than it actually has, and the range it still marks out is wide enough to reshape a holding in either direction.

AI's power problem is becoming a growth engine for Cummins.

Download the Complete Report Here Einride AB (ENRD) Signed Demand Starts Converting; 2H26 Growth Acceleration and Fleet Scale Advance Path to 2028 Cash Flow Breakeven Key Takeaways: H1 constant-currency revenue grew 26% to $27 million, with H2 growth guided to 60%-73% as signed capacity moves into deployment. Amazon’s 75-truck rollout and 500-truck Tesla Semi program […] The post Einride AB Reports Growth Acceleration & Fleet Scale Moves Towards 2028 – Quarterly Update Report appeared first on E

JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold them.

One earnings report could reset a soaring semiconductor stock

AAPL's 33.54X forward P/E tops its sector and peers, even as iPhone, Services and AI momentum support growth amid supply and currency headwinds.

Amazon.com (NasdaqGS:AMZN) plans to expand its Prime Air drone delivery service from 11 to nearly 500 U.S. cities by the end of 2026. The rollout targets a mix of suburban and metro areas, with 30 minute delivery for eligible items to tens of millions of customers. The move broadens Amazon's logistics footprint and could reshape competition in rapid last mile delivery as FAA rules continue to develop. This push into large scale automated delivery highlights a broader shift toward AI driven...

Rocket Lab Corporation CEO Peter Beck said the company’s acquisition of Iridium Communications Inc. would help the Space Exploration Technologies Corp. rival expand its satellite communications business. Peter Beck Backs Iridium Deal During an interview with CNN on Wednesday, Beck...