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Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners and everyone else is widening faster than Wall Street anticipated.

Andy Jassy inherited AWS, a bloated cost structure, and a stock already priced for perfection. Four years of layoffs, AI bets, and record earnings later, the scorecard reveals a gap between operational wins and investor returns that demands an explanation.

The automation arms race is heating up.

Oracle (ORCL) has emerged as the frontrunner to provide Japan with highly secure, air-gapped cloud s

Amazon.com, Inc. (NASDAQ:AMZN) is one of the high-growth wide-moat stocks to buy. On July 7, Reuters reported that Amazon planned to raise $25 billion through a U.S. bond sale, with proceeds intended for general corporate purposes, including capital expenditures. The financing underscores the scale of investment required to expand cloud and AI infrastructure, while also […]

(Bloomberg) -- The artificial intelligence features built in to Alphabet Inc.’s Google Search pose an “unacceptable risk” to children, according to a new report from the Youth AI Safety Institute at Common Sense Media, a California-based nonprofit.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeOpenAI’s First Device Will Be Movable, Screen

It's trouncing the market this year.

U.S. stock futures were largely higher in early European trade, as positive market sentiment following lower-than-expected inflation data buoyed risk assets.

Semiconductor stocks still have plenty of runway in front of them.

AI stocks have slipped in recent weeks.

New York just hit pause on big data centers -- and 14 other states are considering similar moves.

The options market is pricing a sizable range of outcomes for the streaming giant, and if you hold the shares, you are already exposed to that full, two-sided potential.

Alphabet Inc. (NASDAQ:GOOGL) is among the Ray Dalio Stock Portfolio. On July 8, Bloomberg, citing UN Trade and Development (UNCTAD), reported that Alphabet Inc. (NASDAQ:GOOGL)’s $14.5 billion data center project in Andhra Pradesh helped grow India’s foreign direct investment by 44% to $39 billion in 2025. The agency said the increase also shows Hynfra’s $4 billion […]

Amazon.com, Inc. (NASDAQ:AMZN) is among the Ray Dalio Stock Portfolio. On July 7, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) said it plans to raise $25 billion through a US dollar bond sale. It will extend Big Tech’s focus toward debt financing as companies are increasing AI infrastructure spending. Reuters said the firms, Alphabet, Microsoft, and Meta, are expected to spend […]

The technology giant is on a historic run fueled by real business strength, but every investor eyeing the stock today must ask if the ticket price already accounts for the victory lap.

(Bloomberg) -- OpenAI's much-anticipated push into consumer devices is slated to begin with a mobile, screen-free smart speaker designed to be a new type of home computer for the AI era, according to people familiar with the matter.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf PressureA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Time Since 2020, Core Gauge Flat'We Fal

(Bloomberg) -- OpenAI’s much-anticipated push into consumer devices is slated to begin with a mobile, screen-free smart speaker designed to be a new type of home computer for the AI era, according to people familiar with the matter.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf PressureA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Time Since 2020, Core Gauge Flat‘We Fal

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 8.7% over the past year and by 8% year-to-date. Wells Fargo adjusted the share price target to $313 from $312 […]

Analyst Steven Cahall argues licensing its IP would generate more than $15 billion annually

Amazon.com Inc (NASDAQ:AMZN) is well-positioned heading into its second-quarter earnings report, according to Jefferies, which reiterated the e-commerce and cloud computing giant as a top pick, citing resilient consumer spending during Prime Day, accelerating Amazon Web Services (AWS) growth and...

For the same AI-driven software demand, Microsoft offers faster growth and a lower valuation, making it the cleaner bet despite Fortinet’s powerful momentum.

Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...

Operators seek billions as infrastructure spending accelerates

Collect a healthy income stream on Microsoft now that you keep no matter what, while lining up a chance to buy this tech giant at a steep discount if it ever gets there.

New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.

While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.

SHOP's 22.5% YTD slide reflects slowing growth and AI costs, but rising payments, AI commerce and global expansion may support a rebound.

META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.