9:26am ET
Investing
Amazon Starts To Run Low On Cash
The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
AMZN Coverage Page 48
9:16am ET
Investing
Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street
Shares of The Trade Desk (NASDAQ:TTD | TTD Price Prediction) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a…
9:08am ET
Investing
Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill
On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May.…
5:24pm ET
Investing
iShares Core S&P Total U.S. Stock Market ETF’s 0.03% Fee and BlackRock Scale Face Off Against Vanguard Total Stock Market ETF’s Structural Advantages
Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each…
5:13pm ET
Investing
Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.
Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company's AI infrastructure budget. Through mid-July 2026, more than 165,000 tech workers have been cut…
10:58am ET
Investing
It Takes Meta Almost 9 Minutes to Make $1 Million in Profits. Google Does It in Under 4
The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
1:25pm ET
Investing
Amazon CEO Andy Jassy Just Made a $200 Billion Bet on AI. Here’s How He’ll Win
Andy Jassy is going all in. Amazon (NASDAQ:AMZN | AMZN Price Prediction) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market…
Joel South 12:01pm ET
Investing
Scotiabank Just Hiked Cameco Price Target to $175 as the Nuclear Renaissance Accelerates
Cameco (NYSE:CCJ | CCJ Price Prediction) stock just earned a fresh vote of confidence from Bay Street. Scotiabank analyst Orest Wowkodaw raised his CCJ stock price target to $175 from $150, keeping…
10:39am ET
Investing
Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple
Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should…
10:04am ET
Investing
While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech
The case for Apple (NASDAQ:AAPL | AAPL Price Prediction) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past…
9:39am ET
Investing
60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fifth consecutive quarter beating Wall Street’s EPS bar, and the trailing P/E of 33x is doing something that should not be possible for…
11:00am ET
Investing
MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness
Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker…
10:29am ET
Investing
Amazon’s Free Cash Flow Just Collapsed From $26 Billion to $1.2 Billion. The Market Barely Blinked.
A caller on Bloomberg Businessweek’s Big Tech Special earnings panel captured the strangest dynamic in this market with a single line: “The market has been really sanguine about negative free cash flow…
Omor Ibne Ehsan 9:30am ET
Investing
The $500 Billion Capex Question That Will Make or Break BAI in 2026
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
8:11am ET
Investing
We Are Now Finding Out Why Warren Buffett and Berkshire Hathaway Built a $400 Billion Cash Hoard
Berkshire Hathaway's (NYSE: BRK-B) cash position became one of the defining financial stories of recent years, swelling to a record $397.4 billion by the end of Q1 2026. Now, under new CEO…
