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Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest clip in four and a half years.
Cloud computing is a huge growth driver.
Amazon joins the $3T club as AI-driven AWS growth accelerates. See how ETFs with AMZN exposure can capture upside while helping reduce single-stock risk.
Tesla is burning cash to build robots and robotaxis while Amazon quietly turns AI infrastructure into a profit machine. Which giant is making the smarter bet with your money right now?
Reaching the next milestone takes about a 31% climb. The current pace of profit growth would more than cover it.
Amazon stock eased back after a 20% climb as founder Jeff Bezos filed to sell $4 billion worth of his shares.
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.
Ark Invest added to three existing positions on Monday, with two of them still trading for half of last year's peak.
Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]
(Update with New Jersey Attorney General Jennifer Davenport's statement on the lawsuit in the penult
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.
Aug 4 (Reuters) - New Jersey sued Amazon.com on Tuesday, accusing the online retailer of abusing its market power over independent delivery drivers, court records showed.
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.
While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.
The sale comes after Amazon stock touched a record high, extending a rally that began after the company reported second-quarter earnings
They're competitors, but they're decreasingly alike. This is going to make a difference sooner or later.
Costco Wholesale is accelerating its entry into the weight loss drug market through GLP-1 prescriptions and related healthcare services. The company is moving alongside Walmart and Amazon as retailers compete to attract customers seeking access to these treatments. Industry cutbacks on employer drug coverage are pushing more patients toward direct-to-consumer fulfillment programs. This shift could influence how Costco uses its membership model and pharmacy network to engage customers and...
Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.
Stock Market Today: The Dow Jones index rallies Tuesday as Caterpillar and Palantir surge on earnings. SpaceX earnings are due late.
Filing landed as Amazon's market capitalization passed $3 trillion for the first time
The Wall Street Journal reports on the impact the AI build-out and the AI-fueled stock rally is having on the U.S. economy. Together they helped account for roughly a third of recent U.S. economic growth, according to a report by Oxford Economics. “We have never seen a growth rate this high,” John-David Lovelock, a distinguished VP analyst at Gartner told the WSJ Leadership Institute.
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