AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.
Vandita Jadeja Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Rich Duprey Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN,…
Alex Sirois Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.
SpaceX's historic IPO turned Elon Musk into the world's first trillionaire, and now Jeff Bezos is making the biggest bet of his life on the company he has quietly funded for 26…
Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory…
For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions…
Rich Duprey Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a…
July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into…
The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF…
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55,…
Live Updates Nvidia's Eastward Tailwind 11:10am ETNvidia is back in focus. The Information reported that China plans to let domestic “leading AI” companies buy a pre-determined amount of Nvidia’s H200 chips. The…
On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign…
On CNBC this morning, David Faber walked through the bond deal of the day with Jim Cramer, and the numbers do a lot of the talking. Amazon (NASDAQ:AMZN | AMZN Price Prediction)…
Omor Ibne Ehsan Amazon (NASDAQ:AMZN | AMZN Price Prediction) heads into the back half of 2026 with an overwhelming Wall Street consensus behind it. Our 24/7 Wall St. price target for Amazon is $323.61, implying…
Vandita Jadeja 
