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Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.
The memory chip crunch is far from over.
The US tech giant started flights to a small area from its base in Darlington in February.
The Amazon CEO has a keen understanding of what's next in the artificial intelligence space.
Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]
A fatal accident involving an aircraft operating for Amazon.com, Inc.’s (NASDAQ:AMZN) Prime Air network has placed the company’s cargo operations under renewed attention. At least five people died after Prime Air Flight 7598 overran a runway while landing at Miami International Airport on Sunday and struck several vehicles on the ground. Five other people were […]
The US robotaxi race is moving beyond a handful of early markets. Amazon.com, Inc.’s (NASDAQ:AMZN) Zoox and Alphabet Inc.’s (NASDAQ:GOOGL) Waymo have announced expansions into additional cities as both companies work toward larger autonomous ride-hailing networks. The announcements represent different stages of that expansion. Zoox will begin mapping and testing in Houston and San Diego, […]
Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.
The company calls it “store optimization,” but for customers, it means 20% fewer locations to try clothes on.
Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.
The National Transportation Safety Board (NTSB) says that pilots flying the Amazon.com Inc. “Prime Air” Boeing Co. cargo plane could have mulled over aborting the landing of the aircraft before the crash in Miami on Sunday. Interviews Scheduled With Pilots...
She wanted cash flow, not another job.
Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
MercadoLibre is on a record growth streak.
The difference is stark, and should make you reconsider an investment in the stock.
Historic growth could come with a painful economic divide
Home Depot (HD) stock is down about 24% over twelve months, while the S&P 500 returned about 19%. Most of that gets blamed on a frozen housing market, fair enough. The quieter risk sits inside the fiscal Q2 2026 results, which beat the company's own expectations: the growth is arriving in bigger baskets, and there are fewer of them.
Whole Foods has grown sales by more than 40% since Amazon acquired it in 2017 and now operates more than 550 locations.
Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.
Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive position or arrives too late to matter is the real question.
International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.
Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (
Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.
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