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Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.
Every analyst covering Amazon is bullish, earnings growth is running at triple digits, and AWS just hit its fastest expansion in four and a half years, yet the stock sits 12% off its highs and barely outpacing a savings account. Something about that math does not add up.
The retail giant said it is “supporting the investigation and reviewing some of the surrounding circumstances” of the crash.
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
War damage exceeded the cloud's regional design assumptions, turning physical resilience into a customer-retention issue.
October could provide an early read on holiday demand
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
Salesforce (CRM) is expanding its partnerships with Nvidia (NVDA), Alphabet's (GOOG, GOOGL) Google C
Amazon has stopped using 21 Air, saying it’s a temporary step while it evaluates factors behind the fatal accident with one of its planes last week. The post Amazon calls timeout on 21 Air cargo contract appeared first on FreightWaves.
Recent headlines around Amazon.com (AMZN) have zeroed in on its AI footprint, from the planned Anthropic IPO and large AWS cloud commitment to new Qualcomm silicon work and quick commerce growth in India. All this AI news is landing while Amazon.com’s share price has eased in the short term, with a 30 day share price return of 3.47% in decline. However, longer runs, such as the 3 year total shareholder return of 81.13%, point to momentum that is still broadly positive. Scan how Amazon.com’s...
According to the average brokerage recommendation (ABR), one should invest in Amazon (AMZN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Amazon Web Services, the cloud computing division of Amazon (NASDAQ:AMZN), said on Tuesday that it is unable to restore access to a facility in Bahrain following damage sustained during the Iran war. AWS also said access cannot be restored to one of its three data-hosting availability zones in the United Arab Emirates.
The Trade Desk (TTD) trades about 89% below its two-year high, a discount typically assigned to businesses confronting prolonged contraction. Yet its free cash flow over the last twelve months is 12.1% of market value, against a 4.4% median for the S&P 500.
Claude's security report tests the political durability of Amazon's largest private AI investment.
These tech juggernauts are tied to the Claude parent through equity stakes and multi-gigawatt cloud deals.
Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.
AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.
Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]
Anthropic is reportedly considering an initial public offering next month at a valuation of $2 trillion.
Amazon India country manager Samir Kumar said the growth has been driven by orders doubling every quarter.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]
AI-generated books are proliferating across Amazon, with research pointing to growing competition for human authors and lower revenue per selling book. An Originality.AI analysis of 2,034 religious books published on Amazon found that 1,272, or 63%, were flagged as likely...
Qualcomm (NasdaqGS:QCOM) is collaborating with Cornelis Networks on new AI data center networking and programmable compute infrastructure. Cornelis Networks has introduced its Active Compute Fabric, an open architecture focused on scale-up and scale-out AI networking with embedded compute. The partnership extends Qualcomm Technologies' recent AI infrastructure work beyond its collaboration with Amazon into broader data center networking projects. This new Active Compute Fabric collaboration...
Amazon.com, Inc. (NASDAQ:AMZN) and Wiwynn are expanding Wiwynn’s advanced manufacturing facility in Socorro, Texas, with nearly 1,000 additional jobs expected by the end of 2027. The facility manufactures and integrates server systems and racks used in Amazon’s data center infrastructure. Wiwynn says its total investment in the Texas facility will exceed $1.6 billion, with employment […]
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