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Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.
Instacart (NASDAQ:CART) is seeing early signs that price parity, in which grocers charge the same prices online as in-store, could become a meaningful growth lever, according to a new Jefferies survey of US grocery delivery users. The firm reiterated its Buy rating on the stock and raised its...
Every billionaire obsession comes with a bill, and for a quarter century, one man has quietly paid his out of a single pocket. No shareholders. No bankers. No outside voices at the table. Just one founder, one improbable dream, and a steady drip of stock sales to keep the rockets coming. That ...
Amazon's corporate bonds show that AI tailwinds will continue to accelerate.
Liberty Global Ltd. (NASDAQ:LBTYK) is one of the best Seth Klarman portfolio stocks to buy. On June 25, egg Power, the clean energy infrastructure business owned by Liberty Global Ltd. (NASDAQ:LBTYK), signed a Power Purchase Agreement (PPA) with Amazon to supply 90 megawatts of wind energy from the Chirmorie Wind Farm in South Ayrshire, Scotland. […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best Seth Klarman portfolio stocks to buy. On July 2, Amazon.com, Inc. (NASDAQ:AMZN) confirmed it has now launched 396 satellites for Amazon Leo, its low Earth orbit broadband network formerly known as Project Kuiper. This milestone, the company said, is sufficient to begin an initial rollout of internet […]
Amazon.com Inc. (NASDAQ:AMZN) is one of the top stocks to buy according to Whale Rock Capital Management. On July 1, NiCE, a leader in CX AI, announced that Amazon Web Services, Inc. (AWS), a component of Amazon.com Inc. (NASDAQ:AMZN), had selected the company as a launch partner for the AWS European Sovereign Cloud. This is […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, BofA raised the firm’s price target on Amazon.com, Inc. (NASDAQ:AMZN) to $165 from $145 and kept a Buy rating on the shares. BofA cited Nielsen point-of-sale data showing domestic SN product sell-through accelerated in […]
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley lowered the firm’s price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $172 from $172.50 and kept an Overweight rating on the shares. On July 8, Benchmark raised the firm’s price target […]
Summer is full of fun outdoor activities that warrant documentation. Despite some recent travel uncertainty, there are always places to go and things to do. While you can very well pull your phone out of your pocket every few seconds to snap a video, that's not always the most convenient option. ...
For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars toward artificial intelligence infrastructure instead of repurchasing shares. At first glance, that has disappointed investors looking for immediate capital returns. Yet ... Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should
Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion multi-tranche bond sale, to fund infrastructure. Microsoft leans on its OpenAI stake and contracted backlog. Same tailwind, different balance sheets. AWS Reaccelerates While Azure Sprints ... Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition
Levi Strauss & Co. (LEVI) CFO and chief growth officer Harmit Singh sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the clothing brand's second quarter earnings results, its full-year outlook, and the growth it is seeing across its segments.
Debt financing for AI-related needs — be it for data center construction or general liquidity amid aggressive spending — is accelerating in 2026, testing the limits of investor demand. July already has featured a $25 billion bond package for Amazon.com, and data center operator QTS is marketing an additional $2 billion across bonds and loans for mid-month pricing. That’s after the US high-yield bond market absorbed $31.9 billion of new AI-related bonds through July 8 this year, all but $4 billio
Meta's $9B Alberta data center and potential cloud plans could diversify growth, but heavy AI spending and rich valuation may test investors.
GXO Logistics stock has given investors a roughly 22.6% decline over the past three years, and today the picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to shares being roughly in line with fair value, while traditional market multiples still lean toward the stock looking expensive. Over the past three years, GXO Logistics has fallen about 22.6%, which means recent shareholders have not been rewarded despite ongoing interest in the business. On the...
July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July
Shopify Inc. is set to release its financial results for the second quarter of 2026, with the announcement scheduled for August 5 before market open. A conference call hosted by Shopify's management will follow to discuss the results, available via webcast on the company's Investor Relations website. This announcement aligns with Shopify's ongoing role as a provider of essential internet infrastructure for commerce, supporting millions of businesses worldwide. The upcoming financial...
Obsidian shift follows layoffs and project cancellations
NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company CEO’s strategy, as he commented: … Neoclouds, these are outfits with only one priority: Get the AI factory online and make the GPUs usable. They exist to deliver reliable compute faster […]
Amazon.com Inc. (NASDAQ:AMZN) is one of the 10 Best Major Stocks to Buy According to Analysts. On June 26, Keb Gawrelski from Wells Fargo reiterated a Buy rating on the stock with a price target of $312. The revised price target suggests a further 22% upside from the current levels. This upside is consistent with […]
There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.
Every technological leap seems to arrive with the same prediction: this time, the machines are coming for everyone’s jobs. Amazon and Blue Origin founder Jeff Bezos isn’t buying it. Speaking at the VivaTech conference in Paris in June, Bezos pushed...
The Federal Reserve’s first policy meeting under Chairman Kevin Warsh highlighted a big focus on artificial intelligence spending. Bond markets are listening. Minutes of the Fed’s June meeting, where interest rates were kept unchanged at between 3.5% and 3.75% but communication was sharply pared back under Warsh’s new leadership, suggested a hawkish stance among Fed governors, many of whom remained focused on inflation pressures in the world’s biggest economy.