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Jeremy Phillips | May 15, 2026 at 8:06 AM EDT

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business.…

Jeremy Phillips | May 15, 2026 at 7:36 AM EDT

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the…

Joel South | May 15, 2026 at 7:30 AM EDT

Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few…

Joel South | May 14, 2026 at 2:39 PM EDT

NVIDIA Robs All of Big Tech. Except Apple

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of…

Thomas Richmond | May 14, 2026 at 1:02 PM EDT

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN)…

Don Lair | May 14, 2026 at 12:23 PM EDT

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build…

Vandita Jadeja | May 14, 2026 at 11:36 AM EDT

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03…

David Moadel | May 14, 2026 at 11:04 AM EDT

JPMorgan Doubles Down on Netflix: $118 Price Target on Path to Becoming Global TV

JPMorgan reiterated its Overweight rating on Netflix (NASDAQ:NFLX | NFLX Price Prediction) with a $118 price target on May 14,…

Alex Sirois | May 14, 2026 at 10:57 AM EDT

Forget GameStop: This Stock Is A Much Better Buy

Wall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME | GME Price Prediction) after Ryan Cohen’s $56 billion offer…

Jeremy Phillips | May 14, 2026 at 10:22 AM EDT

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President…

David Moadel | May 13, 2026 at 10:59 AM EDT

Citi Hikes eBay Price Target to $127: Better Execution Drives Q1 Beat

One firm is doubling down on its bull case for the online marketplace. Citi analyst Ronald Josey raised his price…

Vandita Jadeja | May 13, 2026 at 9:08 AM EDT

Prediction: Amazon Is a Strong Buy With 25% Upside This Year

Our Amazon (NASDAQ:AMZN | AMZN Price Prediction) view is straightforward: the cloud and AI infrastructure story is accelerating, the model…

Trey Thoelcke | May 13, 2026 at 8:45 AM EDT

From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power,…

Thomas Richmond | May 12, 2026 at 10:57 AM EDT

Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should…

Douglas A. McIntyre | May 12, 2026 at 9:42 AM EDT

Netflix Comeback Didn’t Happen

Once Netflix (NASDAQ: NFLX | NFLX Price Prediction) dropped out of the race for Warner Bros. Discovery, it was supposed…

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Amazon : AMZN

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Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

NVIDIA Robs All of Big Tech. Except Apple

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

JPMorgan Doubles Down on Netflix: $118 Price Target on Path to Becoming Global TV

Forget GameStop: This Stock Is A Much Better Buy

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Citi Hikes eBay Price Target to $127: Better Execution Drives Q1 Beat

Prediction: Amazon Is a Strong Buy With 25% Upside This Year

From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

Netflix Comeback Didn’t Happen

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

Live: Will Tesla Crush Tonight’s Q2 Earnings After Big Delivery Volume Beat?

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway’s Big Bet?

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here’s the Math Retirees Miss.

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here's the Math Retirees Miss.

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

Amazon : AMZN

All Amazon Articles

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

NVIDIA Robs All of Big Tech. Except Apple

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

JPMorgan Doubles Down on Netflix: $118 Price Target on Path to Becoming Global TV

Forget GameStop: This Stock Is A Much Better Buy

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Citi Hikes eBay Price Target to $127: Better Execution Drives Q1 Beat

Prediction: Amazon Is a Strong Buy With 25% Upside This Year

From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

Netflix Comeback Didn’t Happen

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

Live: Will Tesla Crush Tonight’s Q2 Earnings After Big Delivery Volume Beat?

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway’s Big Bet?

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here’s the Math Retirees Miss.

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She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here's the Math Retirees Miss.