Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that…
Microsoft and Amazon reported earnings a day apart, and their AI bets look nothing alike. One is selling into workflows it already owns, the other is racing to fill racks fast enough…
Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it. Whether that tension…
Retirement savers who own broad index funds hold large positions in four companies that one researcher believes may not survive the next generation. Jeffrey Cole of USC Annenberg is director of the…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is…
Three struggling companies keep sending dividend checks while investors wait for their repairs to kick in, but only one of them has a yield that cash flow actually supports without a fight.
Jim Cramer said it live on CNBC’s Squawk on the Street on September 28, 2026, after seeing a demonstration of a new AI shopping capability from Meta Platforms (NASDAQ:META | META Price…
A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to move $8 billion of NVIDIA (NASDAQ:NVDA) Grace Blackwell chips into a special purpose vehicle, the Financial Times reported. The vehicle would sell…
Headline Number: $1 Billion for the Neighbors On October 2, 2026, Amazon (NASDAQ:AMZN | AMZN Price Prediction) attached a dollar figure to something no chip plant can make: permission to build. Amazon…
A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you…
Synopsys just surged to lead the Nasdaq 100 after a blockbuster Investor Day packed with OpenAI partnerships, Amazon deals, and a raised earnings outlook. Whether this rally has real staying power or…
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
