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Qualcomm (QCOM) could gain a stronger position in the data center AI segment through Amazon's (AMZN)

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 7% to $656.71 and was the best-performing component in the for the trading session.

Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital spending trap waiting to spring.

Amazon will buy up to $60 billion of Qualcomm's AI data center chips.

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

The two companies have shared a new partnership.

Nvidia stock was slipping after Qualcomm's announcement of an AI infrastructure deal with Amazon.

A Charleston couple in full-time ministry brings home $6,630 a month and carries a mortgage payment that Dave Ramsey says is quietly draining their savings into nothing. His prescription took about ten seconds to deliver, and it has a Thanksgiving deadline.

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

Amazon's $220 billion in capital expenditures in 2026 could be the smartest investment in the company's history. But with caveats.

European consumer staples stocks are trading at 18-year lows relative to the broader market, yet Deutsche Bank expects the sector to continue to underperform as consumer spending fails to keep pace with nominal economic growth. Analyst Tom Sykes said the bank has repeatedly tested the...

Dell's net worth rose $4.6 billion on Tuesday to $267.7 billion as Dell Technologies stock closed at an all-time high

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4% and the actively tr

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This chipmaker is poised to benefit from the long-term trend.

Some AI stocks are rising even as investors fret about a flare-up in inflation, while Casey’s sinks despite a first-quarter earnings beat.

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently reported.

​📈 Follow our live markets data and coverage. Google co-founder Larry Page  reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Google said its largest single investment in Europe would power its popular services — such as Gemini, Search, Maps, and YouTube.

Editor’s note: The story has been updated to include a comment from Amazon. The National Transportation Safety Board (NTSB) Chair Jennifer Homendy held a press briefing on Monday after a Boeing Co. cargo aircraft, part of e-commerce giant Amazon.com Inc.‘s...

🔍Apple (AAPL): The company is expected to unveil a foldable phone. It's the first big product launch event for new CEO John Ternus. Shares were unchanged premarket. ↗️Fortum (FI:FORTUM): Shares in the Nordic energy company bounced after it signed a deal with Google to power data centers in Finland.

Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.

Amazon.com Inc. kicked off the sale of its debut sterling bonds in a four-part deal, as hyperscalers continue to turn to global debt markets to fuel the artificial intelligence arms race.

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

Plexo Capital's Lo Toney says AI is splitting the Magnificent Seven into distinct winners, with Google positioned to gain the most.

Marvell’s broad hyperscaler footprint and custom-chip ambitions are helping it shrug off fresh competitive pressure in AI infrastructure.

The National Transportation Safety Board didn’t find evidence that speed brakes or thrust reversers were deployed.

Amazon’s custom AI silicon push gives Qualcomm a fresh growth avenue beyond smartphones, with analysts reassessing the chipmaker’s prospects.

Amazon, Meta and Google risk losing decadeslong exemptions due to a backlash against their facilities.

The founder continues to show confidence in the company.