The company's fundamentals just hit records. Its stock hasn't noticed.
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Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...
Deepwater Asset Management’s Gene Munster sees CY27 hyperscaler capex growth estimates increase from the current 23% year-over-year to 37%.
Amazon is cheaper than Walmart and Costco on a key valuation metric, but the reason why may surprise investors.
Online shopping is moving into a new phase, and consumers may not always notice who is powering it. A shopper today can ask an AI assistant to compare products, find deals, read reviews, build a cart, and move closer to checkout without visiting a traditional retailer's website. In some ...
Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall Street analyst breaks down whether investors are misreading the returns or being misled about them.
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
Amazon became the latest company to launch a giant U.S. bond offering this week to invest in its artificial-intelligence ambitions. WSJ’s Telis Demos explains what the AI boom’s move into the bond market means for investors.
The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.

Meta rose more than 5% on Friday, after Mark Zuckerberg said the company is looking into renting out data center computing capacity.
Police officers across the country are learning how to direct, corral, and when necessary, punish autonomous taxis.
AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.
Meta stock’s gains are leading the S&P 500 and the Magnificent Seven on Friday. The S&P 500 was up 0.2%, and the Dow gained 0.2%. The tech-heavy Nasdaq was up 0.1%. Meta stock was up 5.8%, adding to its best week since 2024, according to Dow Jones Market Data.
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at a scale that has never been proven.
Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN, you need to see what the headline numbers are hiding.