1:08pm ET
Investing
Meta’s Muse Just Put Instacart’s Grocery Empire on Notice
Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
Omor Ibne Ehsan AMZN Coverage Page 6
Omor Ibne Ehsan 1:00pm ET
Investing
Shopify Price Prediction: Wall Street Sees More Upside Than We Do
Shopify just surged on a blockbuster Meta checkout deal while Wall Street lines up behind a target far above where we stand. Here is why our more cautious number still makes a…
Vandita Jadeja 11:06am ET
Investing
Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips
Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back…
David Moadel 9:50am ET
Personal Finance
Trump Logged 1,156 Trades in One Month and Sold Microsoft. The Reason Is a Tax Strategy You Can Copy.
When a president logs over a thousand trades in a single month and unloads shares in some of the world's biggest companies, the real story has nothing to do with investment conviction,…
9:24am ET
Investing
Alibaba Falls 4% as Reported Beijing AI Probe Undercuts Chip Rally; Baidu Eases, JD.com Dips
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are falling in Wednesday morning trading, reversing part of the run the company’s own Apsara conference announcements produced earlier this week. Alibaba stock…
11:50am ET
Investing
AI Is Hollowing Out Software Jobs — But Paying Survivors a Fortune
An Indeed Hiring Lab report published last week quantified what software workers have felt for two years: the people still getting hired earn far more, and there are far fewer of them.…
Rich Duprey 10:41am ET
Investing
A Powerful Voice Just Reaffirmed My Confidence in My Non-Stop Alphabet Accumulation
Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle…
Alex Sirois 8:43am ET
Investing
Shopify Spikes 7%, Meta Eases as Muse Agent Gains Shop Pay Checkout; Amazon Sits Out the Rally
Shopify (NASDAQ:SHOP | SHOP Price Prediction) is rallying in early Tuesday trading after news that Muse, the personal artificial intelligence (AI) agent from Meta Platforms (NASDAQ:META), can now browse Shopify-powered stores and…
David Moadel 12:30pm ET
Investing
What Will $5,000 Invested in Amazon Stock Be Worth in 5 Years?
Amazon is burning through cash at a staggering rate while simultaneously betting its future on a capex cycle unlike anything it has attempted before. Whether that gamble pays off for investors over…
Vandita Jadeja 9:05am ET
Investing
Oracle’s Co-CEOs Deliver Explosive Growth, but Stock Plunges 50% in Their First Year
Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI…
9:00am ET
Investing
We’re More Bullish on Amazon Than Wall Street Is. Here’s the Math.
Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells…
8:12am ET
Investing
Worried About Hugging Face? Microsoft and Amazon Got Exposed Most Among Hyperscalers
The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI…
7:06am ET
Investing
Here’s What to Expect From AI’s Two Biggest 2026 Spenders in 2027
Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very…
1:03pm ET
Investing
President Trump to Create an “AI Force,” Appoint an AI Czar as AI Fears Grow
Artificial intelligence has become more than a technology story. It is increasingly a race for computing power, data centers, energy, cybersecurity capabilities, and economic influence, with the U.S. and China competing for…
Rich Duprey 2:07pm ET
Investing
Oracle Falls 3% While Cloud Rivals Hold Their Ground; Microsoft Dips, Amazon Nudges Higher
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is falling in Friday afternoon trading while the rest of large-cap technology sits roughly flat, a split that puts the pressure squarely on Oracle’s own…