Editor’s Note: a prior version of this story cited a source indicating an additional 14,000 layoffs which has since been disproved by Amazon and has been updated to reflect the actual announcements. …
John Seetoo I’m of the view the stock market is becoming much more bifurcated. Stock pickers may outperform in such an environment, with investors seemingly paying closer attention to fundamentals than I’ve seen in…
Chris MacDonald Nebius (NASDAQ:NBIS | NBIS Price Prediction) just handed the AI infrastructure trade a $27 billion reason to rally. The Amsterdam-based AI hyperscaler announced a five-year agreement with Meta Platforms (NASDAQ:META) valued at up…
David Moadel U.S. equity markets opened sharply higher Monday as diplomatic efforts to reopen the Strait of Hormuz gained traction, easing fears of a prolonged energy supply shock. The CBOE Volatility Index fell 7.4%…
Michael Williams Live Updates Nebius and Meta Partner 9:33am ETAI-powered cloud company Nebius (Nasdaq: NBIS) stock is up by a double-digit percentage in pre-market trading clinching its latest AI deal, this time with Meta…
Gerelyn Terzo Nebius just landed the biggest contract in its short history. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) is surging 14% in pre-market trading after announcing a deal with Meta (NASDAQ:META) worth up…
Jeremy Phillips Constellation Energy trades at a 40x trailing P/E with a beta of 1.1. That is not how utilities are supposed to behave. It is how high-growth tech infrastructure companies behave, and that…
Jeremy Phillips Alex Kantrowitz, founder of Big Technology and a CNBC contributor, delivered a pointed critique of Meta’s AI positioning this week, and the core of his argument comes down to one number: 900…
Jeremy Phillips Artificial intelligence is poised to reshape business operations in profound ways — delivering breakthroughs in productivity, innovation, and problem-solving that could unlock unprecedented economic growth. Yet this transformation carries a steep downside:…
Rich Duprey In December, media reports first surfaced that Meta Platforms (NASDAQ:META | META Price Prediction) was quietly developing a next-generation AI model code-named Avocado, positioned as the successor to its popular Llama series…
Rich Duprey Michael Cuggino, fund manager at Permanent Portfolio Family of Funds, has two AI stock picks: Meta Platforms (NASDAQ:META | META Price Prediction) and Palantir Technologies (NASDAQ:PLTR). His framework cuts through the noise…
Jeremy Phillips The Magnificent Seven trade certainly looked toast going into this year. While the names seemed like excellent long-term ways to profit from the next wave of AI, 2026 looked like it could…
Joey Frenette “The smartest people, theoretically, are always in the room. But you always have to make a business judgment as to where and when you spend the incremental dollar and how you do…
Austin Smith Jack Dorsey just cut Block (NYSE:XYZ | XYZ Price Prediction) nearly in half. And he thinks you’re next. On February 26, 2026, Dorsey announced Block would reduce its workforce from over 10,000…
William Temple Jim Cramer asked the question on air that a lot of investors are quietly thinking: “If you can have AI agents that can make an employee ten times as productive, then why…
William Temple 