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Amazon.com (NasdaqGS:AMZN), Netflix, and YouTube have formed the Streaming Access and Choice Alliance to advocate for technology neutral streaming rules. The coalition plans to push for broader consumer access to content, with a focus on how live sports rights are distributed on streaming platforms. The alliance is positioning itself as a counterweight to rising Department of Justice and FCC scrutiny of sports content on paywalled streaming services. Amazon's role in the new Streaming Access...

Earlier this month, Qualcomm Technologies announced a multi-generation collaboration with Amazon to develop customized AI data center silicon and high-performance optical connectivity solutions, while also deepening its use of Amazon’s AI infrastructure for chip design workloads. A distinctive feature of the agreement is the combination of large-scale AI chip supply potential with Amazon warrants for up to US$4.00 billion of Qualcomm stock, tying Qualcomm’s AI progress directly to Amazon’s...

Amazon data centers in the U.A.E. and Bahrain are still offline months after being hit in the Iran war, testing the region’s multibillion-dollar ambitions.

AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]

Investors are watching whether disruption spreads beyond one carrier

The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect

When a hyperscaler doubles its capex, it is locking in land, power, and GPUs years before a single dollar of revenue arrives. The spending numbers from three cloud giants reveal exactly how different their bets look and which signals actually matter.

The pilot expands distribution beyond Amazon's properties, but commercial terms and financial contribution remain undisclosed.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

The Streaming Access and Choice Alliance, led by trade group TechNet, will push for policies on consumer access and sports broadcasting rights

Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

The three companies are founding members of a new Streaming Access and Choice Alliance that will advocate for consumer access to online content.

The decision follows a Miami accident that killed five people and remains under investigation.

ViaSat stock has more than doubled this year amid a flurry of satellite-company takeovers, but it is pursuing a different path.

The CEO spent months walking through its stores and found the problem in the aisles, not the competition.

nVent highlighted as Zacks Bull and DICK's Sporting Bear of the Day

Amazon stock was lower while Google and Microsoft were higher as investors digested Anthropic's AI slowdown call.

Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.

The business is performing much better than its stock may suggest.

Amid warnings to pace AI development, Anthropic (ANTH.PVT) is still preparing for an October IPO date while OpenAI (OPAI.PVT) CEO Sam Altman believes a 2026 IPO for his company would be "ill-advised." Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to assess the broader implications these AI warnings may have on Anthropic's planned mega-IPO.

Goldman Sachs just tore up its humanoid robot forecast and replaced it with a number that reframes the entire investment case, and the biggest opportunity may not be the robots themselves.

A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.