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SpaceX is really a compute company, and Cipher Digital has closed a debt raise for $810 million tied to its Stingray AI data center for Amazon.
Wall Street analysts initiate bullish sentiment on Cerebras stock. Here’s why they believe CBRS shares will rip higher from here as the year unfolds.
Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
When Yoshua Bengio speaks about AI risk, the industry listens. The Turing Award winner and one of the three godfathers of deep learning sat down with Bloomberg Businessweek Weekend on June 5, 2026 and told viewers the field has crossed a threshold it cannot yet reason about. His exact words: “I think I should have ... AI Pioneer Admits: ‘We’re Building Systems That We Don’t Know How to Control’
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best NASDAQ stocks to buy and hold for 3 years. Reuters reported on June 4 that Pinterest announced that it would pay Amazon.com’s (NASDAQ:AMZN) AWS $4 billion for cloud services through 2031 in an attempt to bolster a long-term partnership between the two companies. Pinterest’s Chief Technology Officer […]
Oracle's (ORCL) core database business is expected to show strong performance in its fiscal fourth q
RGTI advances its quantum roadmap with a 108-qubit Cepheus system, rising customer adoption and a target of quantum advantage within three years.
With SpaceX, Anthropic, and OpenAI all eyeing massive public debuts, the tech industry may soon have a new class of corporate overlords — and a new acronym to match. Say goodbye to FAANG and hello to MANGOS.
In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.
Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
GLW inks a multibillion-dollar, long-term Amazon deal to supply optical fiber and connectivity for U.S. data centers while expanding its North Carolina production and creating jobs.
Investing.com -- Wolfe Research has sharply raised its revenue, capital expenditure, and earnings estimates for Alphabet and Amazon, arguing that growth at both companies’ cloud units is significantly underappreciated by the Street.
SHOP's AI, payments and enterprise growth remain strong, but can execution and rising earnings expectations justify its premium valuation?
Amazon ramps up AI robotics with new Proteus and DeepFleet, targeting faster fulfillment as billions in investments raise questions about near-term margins.
At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy in June. On June 7, Investing.com reported that UBS maintained Buy ratings on three major cloud providers, including Microsoft, driven by their revenue growth. The analyst noted that the combined cloud revenues of Microsoft, Amazon, and Oracle totaled $84.8 billion in the […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best AI Stocks to Buy in June. On June 6, Investing.com reported that BofA Securities reiterated its $310 price target and Buy rating on Amazon, driven by developments in the company’s Leo satellite internet project. The analyst noted that Amazon is approaching an operational tipping point in […]
The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.
BOOT boosts brand visibility through its Stagecoach partnership, expanding awareness and reaching customers beyond the festival.
Amazon must still deploy all 3,232 Gen 1 satellites by July 2029, but satellites launched after the waived deadline will temporarily lose spectrum priority status
Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Monika Joshi explains how Amazon Relay’s web portal and mobile app’s fraud protections, safety rewards program, and Prime Day volume create a differentiated value proposition for carriers. The post Amazon Relay Is Tackling Freight Fraud, Incentivizing Safety, and Gearing up for Prime Day appeared first on FreightWaves.
CoreWeave Inc. (NASDAQ:CRWV) is engaging with European high-yield investors as it considers new financing options that could include both U.
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