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Is IBM Stock's Upside Built On Growth It Is Not Guiding To?
Trefis2h agoneutral
Is IBM Stock's Upside Built On Growth It Is Not Guiding To?

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Amazon rolls out safety tech, pay bump for delivery providers
FreightWaves3h agoneutral
Amazon rolls out safety tech, pay bump for delivery providers

Amazon is investing in next-generation cameras and smart glasses to make it safer and easier for drivers to do their jobs. And it is investing another $1.9 billion to attract and retain drivers. The post Amazon rolls out safety tech, pay bump for delivery providers appeared first on FreightWaves.

Meta Platforms (META) Gets Blocked From AI Shopping Access as Commerce Tensions Rise
Simply Wall St.7h agoneutral
Meta Platforms (META) Gets Blocked From AI Shopping Access as Commerce Tensions Rise

Amazon blocked Meta Platforms (NasdaqGS:META) Muse AI shopping assistant from accessing its marketplace, escalating a clash over AI commerce control. Meta has been positioning Muse as an AI agent that helps users compare products and pricing across multiple online retailers, including Amazon. The block complicates Meta's push to expand AI shopping tools alongside partnership efforts such as its tie up with Shopify. Amazon's move to shut out Meta's Muse assistant is only one piece of a...

Does Palantir Stock Make Your Bad Market Days Worse?
Trefis7h agoneutral
Does Palantir Stock Make Your Bad Market Days Worse?

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

Alphabet Or Meta: Whose AI Build Would You Rather Fund?
Trefis9h agoneutral
Alphabet Or Meta: Whose AI Build Would You Rather Fund?

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

Microsoft Stock’s Big Test: Delivering on a $678 Billion Backlog
Trefis9h agoneutral
Microsoft Stock’s Big Test: Delivering on a $678 Billion Backlog

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

AI Data Center Boom Faces This 'Fundamental Trade-off' With China
Investor's Business Daily9h agoneutral
AI Data Center Boom Faces This 'Fundamental Trade-off' With China

Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...

This Week In E-Commerce - AI Investment Transforms Shopping Experience Through Data-Driven Innovation
Simply Wall St.9h agoneutral
This Week In E-Commerce - AI Investment Transforms Shopping Experience Through Data-Driven Innovation

In recent developments within the e-commerce sector, Azoma, a platform specializing in Agentic Commerce Optimization, has received an investment from dunnhumby ventures. This move aims to enhance Azoma's capabilities in Generative Engine Optimization (GEO), crucial for retailers and consumer packaged goods (CPG) brands in connecting AI visibility to revenue. The partnership reflects a shared belief in the rising importance of AI shopping assistants as a primary means for consumers to make...

Amazon Reportedly Plans $3 Billion Investment in India Quick-Commerce Expansion
InvestorsHub11h agoneutral
Amazon Reportedly Plans $3 Billion Investment in India Quick-Commerce Expansion

Amazon (NASDAQ:AMZN) plans to invest $3 billion in its Indian quick-commerce operations by 2030 as it expands its Amazon Now network, Reuters reported, citing two people with direct knowledge of the plans. According to the report, Amazon intends to invest $1 billion by the end of 2027, followed by another $2 billion through 2030.