Amazon

Qualcomm's recent rally has grabbed investors' attention. But with QCOM stock near multi-month highs, is it time to chase shares?

Prysmian is finding another way into the data-center buildout, and this time the story isn’t about fiber. The Italian cable maker has partnered with Rio Tinto (NYSE:RIO) to supply electrical cables made with low-carbon aluminum for an Amazon (NASDAQ:AMZN) data center in Ohio. The cables will use aluminum produced with ELYSIS inert-anode technology, which Prysmian […]

AWS is accelerating at its fastest pace in 18 quarters and sitting on nearly half a trillion dollars in contracted backlog, yet analyst earnings estimates for 2027 fall below 2026. Something in that math deserves a closer look before the next quarterly report settles the argument.

Investors don't need to be concerned about Amazon's spending, as it's providing tangible returns.

Best Buy has raised its dividend every year since 2015 and currently yields 4.2%, but a soft consumer year once pushed coverage to the razor's edge. Here is what the cash flow record reveals about whether that quarterly check holds up when the holiday season disappoints.

Amazon.com (NasdaqGS:AMZN) confirmed that several AWS data centers were hit by Iranian drone strikes during the latest Middle East conflict. The group announced a US$3b commitment to expand its India quick commerce operations, targeting faster delivery in major cities. Anthropic and OpenEvidence unveiled a partnership to roll out AI medical tools globally, supported by existing backing from Amazon. The AWS data center strikes and US$3b India quick commerce push could influence how investors...

With a stock price that has rocketed up 66,570% over the past 25 years, investors shouldn't question Amazon's capital allocation policy.

Tesla and SpaceX CEO Elon Musk was seated at the head table. So was Nvidia’s Jensen Huang, Apple’s Tim Cook, and AMD’s Lisa Su.

Home Depot (HD) shares have lost 27% over the past year, including dividends, while the S&P 500 returned 17.1%. A $10,000 holding a year ago is worth about $7,310 today. Management says housing affordability still weighs on bigger home projects. One part of the company is growing anyway: SRS, a unit with its own branches that sells to professionals. Is SRS already paying off inside Home Depot's own stores.

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

Akamai's seven-year CPU agreement diversifies Anthropic's infrastructure while Amazon retains a large equity and AWS relationship.

CoreWeave (CRWV) has climbed 12.8% over the last five trading days, while the S&P 500 added 0.9%. The run coincided with a sale of convertible senior notes, and it stirs the urge to chase. But where CoreWeave goes next week is not the question for your money. What matters is how far it travels each time the market moves, and it travels furthest on the way down.

the question isn’t who will pick up the slack if and when the AI heavyweights slow down—it’s whose lunch the tech will eat next.

Amid macroeconomic volatility, steady global connectivity bodes well for Zacks Satellite and Communication industry participants, such as PL, SATL and GILT.

Stitch Fix Inc. (NASDAQ:SFIX) has restructured its operations around higher client monetization, supported by multi-year revenue stabilization ($1.35 billion in FY2026), positive operating cash flow generation ($38.2 million in FY2026), a debt-free balance sheet with $241 million in cash and short-term investments, improving return on invested capital, and robust free cash flow conversion ($28.5 million […]

There are other reasons to consider avoiding SpaceX stock.

Coinbase’s (NASDAQ: $COIN) tokenized versions of seven major U.S. stocks can now be used as collateral to bor...

Hyperscaler stocks could rebound in 2027, according to a Goldman Sachs scenario for capital spending, revenue growth and free cash flow.

Amazon.com (AMZN) management now leads its calls with AI. It plans about $220 billion of 2026 capital spending. The easy reading is that the stores run themselves while the cloud arm takes the spending. That reading holds only if two things are true. The stores must keep getting cheaper to run, and the cloud arm must earn back what it spends. Did the stores stop getting cheaper to run, or did management just stop leading with them.

Even saving a few dollars per order on shipping fees can free up capital for other parts of a business, UniUni Chief Revenue Officer Sheila Berry said.

It's too good a value to pass up on right now.

Future shareholders may get less say than expected

Dot-com era darling Akamai strikes a $12 billion deal with Anthropic, and AMD and Marvell are big stock movers

The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is expected to show a decline of $440 billion.

Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates.

Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) are spending at extraordinary scale to own the AI cloud. Their valuations are surprisingly close: Microsoft trades near 25.3 times forward earnings, while Amazon is around 27.7 times. The harder question is which company is turning those infrastructure dollars into better economics. That question has become more important […]

Monster has been compounding revenue and profits across global markets for decades. e.l.f. is growing faster but spending heavily to get there.

Amazon Powers Up Indiana With $100 Million Robotics Manufacturing Push

Investing.com -- Jeff Bezos is doubling down on his ambitions in the space race. According to details reported by the Wall Street Journal, the Amazon founder has now poured a staggering $32 billion into Blue Origin since its founding in 2000, funding the venture through strategic sell-offs of his Amazon stock.

Jenny Johnson’s blunt assessment exposes what AI bulls still cannot prove.

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Amazon Web Services is growing rapidly.

Bernstein analyst Stacy Rasgon wrote that the lack of “specificity” in the renewal announcement “gives us a little bit of pause.”

Amazon cut off Meta's shopping agent from its inventory, and within days Zuckerberg responded by announcing retail partners that conspicuously left Amazon off the list. The stock market noticed immediately, and not in Amazon's favor.

Amazon's full-stack AI strategy drives AWS, chips, retail and ad growth, while Meta faces rising costs and legal uncertainties.

AMZN is expanding agentic AI across seller tools, advertising and AWS, but heavy AI spending raises questions about when monetization will catch up.

AWS is booming, custom silicon is fully subscribed, and Wall Street has loaded up on buy ratings, but the real question is whether Amazon can clear a target that even the bulls have not fully priced in.

The Dow Jones index dropped Thursday on rising Treasury yields. Nvidia stock sold off in morning trading.

SPS Commerce has recovered almost all SaaSpocalypse losses and is poised to rally further from here.

AUSTIN, Texas, September 24, 2026--Whole Foods Market announces 10 brands selected to participate in the Early Growth cohort of the retailer's Local & Emerging Brands Program (LEAP).

NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...

Here's a check of the markets in the first few minutes of trading.

Netflix (NFLX) stock trades near $71, about 43% below its high of the past year, and it lost 6.6% in the past week. The market did not fall with it: The S&P 500 returned 16.5% over the past twelve months. So without any shock at all, Netflix is already down more than its average fall in past market shocks. What would a real crash add.

In recent developments within the e-commerce sector, Azoma, a platform specializing in Agentic Commerce Optimization, has received an investment from dunnhumby ventures. This move aims to enhance Azoma's capabilities in Generative Engine Optimization (GEO), crucial for retailers and consumer packaged goods (CPG) brands in connecting AI visibility to revenue. The partnership reflects a shared belief in the rising importance of AI shopping assistants as a primary means for consumers to make...

The Waukesha-based power company is preparing to deliver orders to Amazon worth roughly $2.4 billion worth of backup generators in 2027 and 2028.

SpaceX has declined from its IPO price.

Two e-commerce heavyweights gave the same AI shopping agent opposite answers this week. I think the one that said yes made the right call -- but the stock's two-day pop is another matter.

The tech megacaps have multiple ways to cash in as the foundational AI model giant prepares to join the public market.

Two of retail’s biggest names just took opposite bets on AI shopping agents, and only one stock is moving on it.

Tech stocks fell late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (X

Amazon is reaching out to former employees, including those previously laid off, to fill critical artificial intelligence and cloud computing roles amid an escalating industry talent war.

QUALCOMM (QCOM) is back in the spotlight after confirming it will present at the Humanoids Summit in Seoul on 22 September 2026, drawing fresh attention to its role in AI focused chips. QUALCOMM’s share price has picked up pace recently, with a 1-day share price return of 2.08%, a 7-day move of 5.58% and a 30-day share price gain of 23.34%, helped by AI chip launches, the Amazon data center deal and easing US China trade concerns. At the same time, the longer term picture remains strong, with...

Amazon Web Services will drive the future of the company.

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

Both stocks could merit being long-term investments.

After a powerful run to new highs, this media giant's stock is asking every investor the same question: is the turnaround in streaming enough to carry the whole company higher.

Key Stats for Shopify StockCurrent Price: $147. 74Model Entry Price: $137.

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, and everything to do with a tax strategy most people misunderstand.

Cipher Digital’s transformation from Bitcoin miner to AI-infrastructure landlord is becoming easier to value because the company now has a real hyperscaler customer. Morgan Stanley raised its price target on September 18 to $54 from $43.50 while keeping an Overweight rating. A major asset supporting Cipher’s AI-infrastructure thesis is a 15-year, roughly $5.5 billion lease […]

Amazon.com has delivered a powerful 3 year share price run, helped by a wave of AI infrastructure and logistics investment, which raises a simple question for investors who care about valuation. Are today’s cash flows, and the ones that may reasonably follow from this spending, enough to support a US$254.98 share price. The stock is up 102.4% over 3 years, putting a lot of weight on the idea that Amazon’s future cash generation can catch up with the expectations now embedded in that...

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disruptive potential.

Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.

ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value. The firm is led by co-Chief Executive Officers Mason Morfit and Rob Hale. ValueAct’s 13F filing for the second quarter shows that Amazon.com (NASDAQ:AMZN) and Rocket Companies (NYSE:RKT) were among the firm’s largest disclosed […]

The Amazon deal also involves Generac issuing warrants to the tech major.

Shopify stock rallies as Meta expands its partnership with the e-commerce platform. Options traders believe SHOP shares will rip higher from here in the weeks ahead.

A number of stocks fell in the afternoon session after the rapid adoption of Meta’s new autonomous AI assistant, Muse, sparked concerns over structural disruption to digital marketplaces and digital advertising revenues. Meta’s Muse rose to the top free-app position in U.S. app stores, Business Insider reported, driven by growing consumer interest in personal AI agents capable of researching products, booking travel, and completing forms across external websites. The Wall Street Journal reported

A number of stocks fell in the afternoon session after the rapid adoption of Meta’s new autonomous AI assistant, Muse, sparked concerns over structural disruption to digital marketplaces and digital advertising revenues. Meta’s Muse rose to the top free-app position in U.S. app stores, Business Insider reported, driven by growing consumer interest in personal AI agents capable of researching products, booking travel, and completing forms across external websites. The Wall Street Journal reported

eBay (EBAY) trades near $108 after a 22% return over the past year, against 18.5% for the S&P 500. The easy read is that the big gain is already in the price. But revenue grew 14.7% over the last twelve months, more than twice its three-year average. Management ties that growth to focused categories, preowned goods and newer lines such as eBay Live. A three-year scenario on eBay's own numbers shows how much of it could still reach the stock.

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.

Amazon and Palantir will both profit from the AI market's breakneck expansion.

Meta Platforms' (META) new AI agent Muse is teaming up with Shopify (SHOP) to help and enable consumers to complete online purchases. Yahoo Finance Tech Editor Dan Howley breaks down the value this represents for Meta.

Spotify's Q2 gross margin rose to 33.4% as Premium growth outpaced music costs and Ad-Supported gains lifted operating profitability.

Dow Jones tech titan Amazon stock is battling with a key support level and approaching multiple new buy points.

Shopify stock and shares in Twilio gained amid expected upside from Meta Platform's rollout of "Muse," an AI personal assistant.

Shopify Lands Major AI Commerce Win as Amazon Blocks Meta's Muse

Amazon looks to have recovered from its recent correction and could provide an attractive candidate for bullish traders.

Paramount Skydance's (PSKY) settlement with 12 state attorneys general is a "clear win" for its prop

META's 33% monthly surge reflects strong ads and AI momentum, but soaring capex, rising debt and weak cash flow remain key concerns.

Shopify Inc (TSX:SH., NYSE:SHOP), the Canadian e-commerce platform, rose about 8% in early Tuesday trading after Meta Platforms integrated its Muse artificial intelligence (AI) agent with Shopify's Shop Pay checkout system. The agreement connects Meta's consumer-facing AI technology with...

David Zapolsky has witnessed Amazon’s growth since his arrival at the company in 1999. Now the chief global affairs and legal officer, he discusses the company’s AI infrastructure strategy, sustainability commitments and regulatory standards.

Tightening regulations for plastic and a renewed recycling push have consumer brands rethinking their packaging.

"The 8:30" hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss stocks to watch on for Sept. 22, including Meta (META), Shopify (SHOP), and AutoZone (AZO).

NEW YORK, September 22, 2026--Swayable, the causal AI platform used by the world’s leading brands to predict creative impact before campaigns launch, today announced two senior executive appointments: Jenny Wall as Chief Growth Officer and Brian Lawrence as Chief Revenue Officer.

SAN DIEGO, September 22, 2026--Power Digital, an AI-native growth firm, today announced the acquisition of Amazon marketplace agency pirawna and TikTok agency uptickk, expanding its existing commerce capabilities and reinforcing its commitment to their end-to-end commerce strategy.

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the growing opposition to AI data centers in US communities.

For years, has helped organizations protect and recover complete applications running on AWS by continuously replicating the infrastructure and data those applications depend on, so they can be restored following an outage, ransomware attack, or other disruption. But as enterprises increasingly build and deploy agentic AI applications using Amazon Bedrock and Amazon Bedrock AgentCore, these workloads introduce specialized resources and dependencies that traditional disaster recovery solutions we

Meta's Muse agent can now shop for you and check out on your behalf, but the company that quietly captured the transaction layer is not Meta. Here is why that detail is moving one stock sharply higher while leaving Amazon almost completely untouched.

The Three Errands That Failed On September 9, one day after Meta launched Muse, PYMNTS ran the agent through three basic consumer tasks: reordering toilet paper on Amazon, ordering a pizza from Domino’s, and booking a reservation on Resy. All three failed. PYMNTS reported the problem was not the AI’s reasoning. “It came down to […]

Generac Holdings Inc. (NYSE:GNRC) is gaining momentum in its efforts to evolve from a traditional generator manufacturer into a major power infrastructure supplier for the rapidly expanding data center industry. On September 16, the company announced a long-term supply agreement to provide backup generators for Amazon data centers. The agreement represents a potentially significant catalyst […]

Federal Reserve Bank of San Francisco Vice President Adam Shapiro has highlighted a shift in U.S. investment, saying spending is moving away from residential investment and toward computers as the AI investment boom accelerates. In a Friday LinkedIn post, Shapiro...

Meta’s new AI agent sparks a broader debate over agentic AI, platform access and the future of app-based services.

Generac landed a supply agreement with Amazon, and analysts love it.

Snap partnered with Nvidia, among other companies, to enter the enterprise market with its Specs glasses.

A slowdown in Amazon shipments has provoked pessimism on Wall Street for UPS stock, reversing recent optimism and making it the worst performer in the on Monday. The bank’s analysts reiterated a Neutral rating for the stock and cut full-year earnings projections to $7.10 a share from $7.25 a share. Analyst Ken Hoexter said the reduction is driven by a “sharper reduction” in domestic shipping volumes, particularly a “large decline” in Amazon shipments in the prior quarter.

Amazon (AMZN) concluded the recent trading session at $258.45, signifying a +1.87% move from its prior day's close.

Advanced Micro Devices added about 10% and hit $1 trillion in market cap.

Tech stocks gained late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

MercadoLibre (MELI) produced free cash flow worth 13.7% of its market value over the past twelve months, about three times the 4.5% yield of the median S&P 500 company. A yield that high usually marks either a bargain or a business the market expects to shrink. MercadoLibre fits neither neatly. Its revenue grew 46% over the same twelve months, and management is holding profit down on purpose to keep it growing.

Meta’s newly launched AI assistant, Muse, has soared to the top of mobile app charts, even as e-commerce giant Amazon blocks the bot.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Meta (META) more than 10% intraday surge after Wells Fargo (WFC) raised its price target on the stock from $640 to $796. Meta also got a boost from its Meta Muse AI agent app climbing to the top spot on Apple's (AAPL) App Store, highlighting growing momentum around the company's AI push.

Paramount Skydance (PSKY) stock is down 42% over the past year and trades about 47% below its 52-week high. Since 2010, its only rally of more than 30% inside two months came in 2025. The strongest case for another is Paramount+, where subscriber growth sped up between the first and second quarters of 2026, though management expects subscribers to stay relatively flat in the third. That case has to outlast a court fight over Warner Bros. Discovery.

A slowdown in Amazon shipments has provoked pessimism on Wall Street for UPS stock, reversing recent optimism and making it the worst performer in the on Monday. The bank’s analysts reiterated a Neutral rating for the stock and cut full-year earnings projections to $7.10 a share from $7.25 a share. Analyst Ken Hoexter said the reduction is driven by a “sharper reduction” in domestic shipping volumes, particularly a “large decline” in Amazon shipments in the prior quarter.

Snap Inc. $2,195 SPECS glasses are being pitched as a new computer, not another pair of smart glasses. That distinction matters for Nvidia Corp: Snap is putting Nvidia’s AI stack inside a wearable designed to understand the physical world, potentially...

Tech stocks were higher Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Kuehne+Nagel has won a major logistics contract from Amazon to support the construction and operation of data centers around the world. The post Kuehne+Nagel takes logistics lead for Amazon data center expansion appeared first on FreightWaves.

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 the next five years depends on a few critical factors the numbers are only beginning to reveal.

Strong adoption cannot become commerce revenue wherever outside platforms refuse the agent access.

Warner Bros. Discovery (WBD) stock gained about 55% from mid-September 2025 to mid-September 2026, while Disney, Netflix and Comcast all fell and the S&P 500 returned 17.3% including dividends. By August 2026 the company was under an agreed sale to Paramount Skydance. The buyer and the timing were never visible in advance. An openness to restructuring was, and management spent 2025 rebuilding the company to keep its options open.

The Swiss freight company will handle the infrastructure lifecycle for AWS data centers, from equipment deployment to maintenance and upgrades

Tech stocks may be worth another look.

COCO, GRMN and HLF tap health and fitness demand through functional beverages, connected fitness tools and personalized nutrition.

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 stacks can actually be trusted.

Apple and Amazon are two top growth stocks to own over the next decade.

Buying a slice of America's largest technology giants can help young investors build a secure financial future.

Tech giants are investing heavily in the AI infrastructure build-out.

Amazon's revenue towers over Uber's across eight quarters, yet both companies posted double-digit operating margins in Q2 2026 — a rare efficiency metric worth watching.

Nvidia's Jensen Huang is becoming Trump's top AI ally, outpacing Zuckerberg and Bezos as the stock extends its rally.

On September 8, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) hired JPMorgan Chase, Barclays, HSBC and NatWest to arrange its first-ever sterling-denominated bond sale, with four tranches spanning 3 to 19 years. It is part of a broader push by technology hyperscalers to diversify their funding sources for artificial intelligence infrastructure. The deal priced the […]

On September 8, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) was sued in a proposed nationwide class action accusing the company of systematically discriminating against thousands of pregnant employees, including by denying basic accommodations like chairs and bathroom breaks and firing workers who missed too much time for pregnancy-related medical needs. The lawsuit was filed […]

There are reasons to be very bullish about Amazon.

The bank’s call landed hours after internal documents leaked.

I believe investors are underrating the potential of this compounding machine.

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]

Investing.com -- Artificial intelligence infrastructure has become a politically charged issue ahead of the November U.S. midterm elections, but growing opposition to data centers has yet to materially weaken the construction pipeline, according to Citi.

Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

eBay (EBAY) stock trades at about $113. It has returned 28.7% over the past year and sits about 5% below its 52-week high. The options market is pricing substantial movement ahead, with implied volatility pointing to a wide one-standard-deviation range between $79.44 and $160.45 over the next twelve months.

Home Depot (HD) shares trade near $300, down about 26% over the past year, while the S&P 500 returned about 17%. Housing turnover has sat at historic lows for four years, and investors doubt the quality of Home Depot's reported profit. One number argues the other way. The stock trades at 1.8 times trailing sales, against a ten-year range of 1.7 to 2.9.

Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about where this stock's real value lives.

Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the structural engines behind those gains are still running. The question is whether a payments network, a cloud giant, and a membership warehouse can defy the law of large numbers for another ten years.

AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead of walking away.

MercadoLibre's premium valuation faces pressure as margins weaken and earnings estimates fall, despite strong momentum across commerce and fintech.

Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.

The names are not surprising. What is surprising, however, is just how big these companies have become, and how fast.

HIGHLAND HEIGHTS, KY / ACCESS Newswire / September 18, 2026 / , the leading provider of solutions for energy and digital connections based in the Cincinnati, Ohio, metropolitan area, in partnership with Rio Tinto, is pleased to announce a collaboration with Amazon in which electrical cables produced with ELYSIS® aluminum have been contracted for installation in an Amazon data center near Columbus, Ohio. This represents the first known use of inert-anode-smelted, low-carbon aluminum in a data cen

Generac Holdings (GNRC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Analysts are pointing to Amazon’s deal as a potential catalyst for Generac’s expanding data center business.

Some members of the group look dirt cheap.

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...

Savvy money managers lift Nvidia and Amazon partner F5 stock near buy range and all-time high in uncertain market.

A long-term supply deal with an AI juggernaut has investors excited.

Generac's Amazon agreement spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Wells Fargo calls Cipher Digital a high-risk, high-reward investment.

Shares of power generation products company Generac (NYSE:GNRC) jumped 18.4% in the afternoon session after the company reached an agreement valued at up to $8 billion to supply Amazon with data center backup-power generators.

Two senators are asking the FTC to investigate whether Alexa for Shopping and Walmart’s Sparky disadvantage U.S.-made products and fail to flag misleading labels.

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Falling oil prices and hopes that Fed rate cuts will help curb inflation boosted markets today, Sept. 17, 2026.

Hour Loop's 20.7% first-half 2026 revenue growth and tech-enabled platform support expansion, but Amazon reliance, margin pressure and tighter liquidity pose risks.

The deal helps Amazon secure stable power supplies to its data centers.

All three major US stock indexes were up in late-morning trading Thursday, a day after the Federal R

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

A long-term data center agreement sent Generac soaring, and the initial order may only be the beginning.

Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.

Alphabet's 7% slide reflects heavy AI spending and FCF pressure, even as Cloud growth, backlog and AI adoption support long-term prospects.

On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockhe

Generac Holdings Inc (NYSE:GNRC) signed a long-term agreement to supply backup generators for Amazon.com Inc (NASDAQ:AMZN) data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028. The US power equipment maker's shares surged nearly 18% in Thursday...

Generac reported the company has initial deliveries of backup power to Amazon in 2027 and 2028 which is expected to be worth $2.4 billion.

News of the day for Sept. 17, 2026

GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.

Amazon received 1.7 million warrant shares of Generac

Generac Soars After Landing Massive $8 Billion Amazon Deal

Generac stock surged more than 40% after Amazon secured rights to buy up to 1.69 million shares tied to data center generator deliveries

According to TheFly, Canaccord sees the Amazon agreement as a multi-year data center opportunity for Generac with $2.4 billion of initial deliveries expected through 2028.

Generac Holdings (NYSE:GNRC) shares surged 33. 7% in pre-market trading after the company announced a long-term agreement to supply industrial backup generators for Amazon’s global data centre infrastructure.

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

Snap Inc. (NYSE:SNAP) shares rose about 3% in Thursday premarket trading after new enterprise partnerships expanded the use cases for its SPECS augmented reality glasses. The stock also benefited from a risk-on backdrop, with S&P 500 futures up about 0.9%. SNAP had gained more than 4% in after-hours trading on Wednesday. Salesforce, AWS And Nvidia Expand SPECS Push Snap announced partnerships with Salesforce Inc. (NYSE:CRM), Nvidia Corp. (NASDAQ:NVDA) and Amazon.com Inc.’s (NASDAQ:AMZN) Amazon W

Snap AR glasses land Nvidia, AWS and Salesforce as enterprise partners. The stock is still down 30% this year.

Treble Team Treble Team Treble Physical AI Treble’s acoustic simulation technology creates digital twins of real-world environments, helping developers train and test audio-enabled physical AI systems across complex acoustic conditions. Dr. Finnur Pind Dr. Finnur Pind, co-founder and CEO of Treble Technologies Physical AI applications that understand sounds are driving demand in industrial and consumer markets such as robotics and wearables Treble’s highly accurate acoustic simulation and digita

Generac will supply backup power generators for Amazon data centers in a long-term deal. Amazon also will get warrants to buy Generac stock.

Home Depot (HD) stock has lost about a quarter of its value over the past year, while the S&P 500 gained close to 17%. Where the goods on its shelves come from used to be something management explained at length. Now you mostly hear how fast they arrive.

Stocks were mixed but steady until Fed Chair Kevin Warsh started talking about today's rate hike and what comes next.

Generac Holdings will supply backup power generators for Amazon data centers, with initial deliveries expected to total $2.4 billion in 2027 and 2028.

United Parcel Service has seen its share price fall over the past several years even as investors continue to focus on what its delivery network can earn in cash. That raises a straightforward question for you as a shareholder or potential buyer: is the current US$98.77 price properly grounded in the cash flows the business is expected to generate? Over the past 5 years the stock has declined 32.5%, which puts the spotlight firmly on whether the cash it produces can justify holding through a...

Investing.com -- Generac Holdings (NYSE:GNRC) shares rose 18% in after-hours trading following the announcement of a long-term supply agreement with Amazon.com to provide backup power generators for Amazon data centers.

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

One of these companies earns more than 40% of its annual operating profit in the holiday quarter. But it's not the stock I'd buy first.

The data-center buildout just got more expensive. The Fed’s quarter-point rate increase will likely add to the already substantial borrowing costs for the tech firms that are taking on massive amounts of debt to construct the infrastructure needed to power the artificial intelligence revolution. It’s no secret that building data centers is expensive.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.

SHOP slides 12.6% in a month as growth concerns and a rich valuation weigh, while AI commerce, payments and enterprise expansion support prospects.

Purchase-linked warrants align incentives, but the enormous ceiling is neither an order nor recognized revenue.

AMZN's ad revenues jump 26% in Q2 as TTD's growth slows to 3%, sharpening the contrast amid rising CTV and retail media momentum.

AWS Delivers Troubling Update on Data Lost in Iran Drone Strikes

Amazon's investment in these raises comes out to over $1.5 billion, or about 0.06% of its $2.68 trillion market cap.

Whether it’s a behemoth still in the prime of its life or turnaround story that’s gaining momentum, these six retailers are worth a look.

Should cars that drive themselves have steering wheels? The low-cost two-seat purpose-built robo-taxi doesn’t have pedals or a steering wheel. It’s part of Tesla’s plan to grow and dominate the fledgling robo-taxi industry.

The IPO could break records and send profits at Amazon and Alphabet soaring.

Whether it’s a behemoth still in the prime of its life or turnaround story that’s gaining momentum, these six retailers are worth a look.

Both stocks have been underwhelming recently, but the long-term appeal is strong.

Amazon just delivered its fastest growth since the pandemic.

Qualcomm’s diversification beyond smartphones is gaining traction as investors assess its potential role in hyperscaler AI infrastructure.

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.

Amazon Web Services said it cannot recover specific customer data from its Bahrain and UAE server facilities.

Mega-Cap Tech Nears Breakout as Magnificent Seven Regains Momentum

Qualcomm Stock Gets Bullish $270 Target as Amazon AI Deal Fuels Data Center Growth

Stockbridge Capital Group acquired a huge Amazon warehouse in Romeoville, plus more top transactions in Chicago this week.

Tech stocks were mixed late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

eBay (EBAY) has gained 5.4% over the past five trading days while the S&P 500 fell 1.3%. A stock rising in a falling market pulls money in. Five days say nothing about what a holding does to your money over the years you would own it. eBay's longer-term record presents a more mixed risk-adjusted picture.

Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.

The Dow Jones index drops on the stock market today as yields and oil spike. Nvidia rises. Bitcoin and crypto stocks fall ahead of a key vote.

Every analyst covering Amazon is bullish, earnings growth is running at triple digits, and AWS just hit its fastest expansion in four and a half years, yet the stock sits 12% off its highs and barely outpacing a savings account. Something about that math does not add up.

War damage exceeded the cloud's regional design assumptions, turning physical resilience into a customer-retention issue.

Recent headlines around Amazon.com (AMZN) have zeroed in on its AI footprint, from the planned Anthropic IPO and large AWS cloud commitment to new Qualcomm silicon work and quick commerce growth in India. All this AI news is landing while Amazon.com’s share price has eased in the short term, with a 30 day share price return of 3.47% in decline. However, longer runs, such as the 3 year total shareholder return of 81.13%, point to momentum that is still broadly positive. Scan how Amazon.com’s...

The Dow Jones index drops on the stock market today as yields and oil spike. Bitcoin and crypto stocks fall after a key vote.

According to the average brokerage recommendation (ABR), one should invest in Amazon (AMZN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

These tech juggernauts are tied to the Claude parent through equity stakes and multi-gigawatt cloud deals.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Caterpillar offers investors a rare combination of industrial value, consistent earnings beats, and direct upside to the generational AI revolution.

Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]

AI-generated books are proliferating across Amazon, with research pointing to growing competition for human authors and lower revenue per selling book. An Originality.AI analysis of 2,034 religious books published on Amazon found that 1,272, or 63%, were flagged as likely...

QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]

Qualcomm (NasdaqGS:QCOM) is collaborating with Cornelis Networks on new AI data center networking and programmable compute infrastructure. Cornelis Networks has introduced its Active Compute Fabric, an open architecture focused on scale-up and scale-out AI networking with embedded compute. The partnership extends Qualcomm Technologies' recent AI infrastructure work beyond its collaboration with Amazon into broader data center networking projects. This new Active Compute Fabric collaboration...

Amazon.com, Inc. (NASDAQ:AMZN) and Wiwynn are expanding Wiwynn’s advanced manufacturing facility in Socorro, Texas, with nearly 1,000 additional jobs expected by the end of 2027. The facility manufactures and integrates server systems and racks used in Amazon’s data center infrastructure. Wiwynn says its total investment in the Texas facility will exceed $1.6 billion, with employment […]

Earlier this month, Qualcomm Technologies announced a multi-generation collaboration with Amazon to develop customized AI data center silicon and high-performance optical connectivity solutions, while also deepening its use of Amazon’s AI infrastructure for chip design workloads. A distinctive feature of the agreement is the combination of large-scale AI chip supply potential with Amazon warrants for up to US$4.00 billion of Qualcomm stock, tying Qualcomm’s AI progress directly to Amazon’s...

The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

When a hyperscaler doubles its capex, it is locking in land, power, and GPUs years before a single dollar of revenue arrives. The spending numbers from three cloud giants reveal exactly how different their bets look and which signals actually matter.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

MercadoLibre turns AI into a growth accelerator, boosting developer output, search conversion and seller support while improving operating efficiency.

Amid warnings to pace AI development, Anthropic (ANTH.PVT) is still preparing for an October IPO date while OpenAI (OPAI.PVT) CEO Sam Altman believes a 2026 IPO for his company would be "ill-advised." Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to assess the broader implications these AI warnings may have on Anthropic's planned mega-IPO.

The business is performing much better than its stock may suggest.

A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.

Amazon Cuts Ties With Cargo Carrier After Fatal Miami Airport Crash

Qualcomm stock has underperformed the market over the past year, but a deal with Amazon could give it a much-needed boost.

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

CrowdStrike commands a premium valuation that its growth and free cash flow continue to justify. UiPath just turned consistently profitable but is still working to convince investors that the growth story is intact.

Anthropic has reportedly selected Nasdaq as the venue for its planned initial public offering and has told a small group of investors it expects positive adjusted operating income for a second straight quarter. Nasdaq Wins Another Major AI Listing Anthropic is targeting an October listing on Nasdaq, Business Insider reported on Sunday, citing a person familiar with the matter. A listing there would also make the company eligible for inclusion in the Nasdaq 100 Index. The IPO could value Anthropi

The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

Over the past half-decade, this dominant retailer's share price has nearly doubled.

Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]

After examining both companies, one seems to have a higher growth opportunity.

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...

Goldman Sachs and many other analysts are growing more confident in Affirm’s long-term growth story.

AWS is growing at its fastest pace in nearly five years, the advertising unit prints billions every quarter, and yet Amazon shares have barely moved in 2026. Something has to give, and the math behind a $300 price tag is more straightforward than most investors realize.

On September 8, continuing his portfolio review of high-growth equities through an NFL lens, Mad Money host Jim Cramer turned his attention to e-commerce and cloud giant Amazon.com, Inc. (NASDAQ:AMZN). Comparing the tech titan to Seattle Seahawks star receiver Jaxon Smith-Njigba, he said: Next, for a less risky wide receiver, how about Amazon? Their Amazon […]

Here's why Amazon shares could realistically double in four years.

A potential IPO could test investor appetite for China AI

AWS can support enormous borrowing, but interconnected AI financing introduces risks beyond Amazon's own data centers.

Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.

Amazon is a fantastic artificial intelligence investment.

The online marketplace sent owners a torrent of cash, yet the stock trailed the pack. Here is the accounting of what that trade-off actually bought.

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now.

QUALCOMM Incorporated (NASDAQ:QCOM) has struck a long-term partnership with Amazon.com, Inc. (NASDAQ:AMZN) under which Amazon could purchase as much as $60 billion of Qualcomm’s AI data-center chips and related products. As part of the agreement, Qualcomm has granted Amazon warrants worth roughly $4 billion, allowing Amazon to purchase Qualcomm shares at $161.26 per share, with […]

QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’s biggest AI infrastructure spenders. The announcement pushed shares higher, adding to the evidence that large cloud providers are backing Qualcomm’s push into custom compute. However, the structure of the deal makes […]

Goldman Sachs Group Inc.’s latest 13F filing shows the bank raised its stakes in Micron Technology, Inc. (NASDAQ:MU) and Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter of 2026. Goldman added 5.53 million shares of Micron and closed the quarter with 18.1 million shares worth $20.9 billion. In Amazon, Goldman added over 465,000 shares and ended […]

OpenAI’s $122 billion capital raise, finalized at an $852 billion post-money valuation on March 31, 2026, signals a definitive transition. The company has moved beyond the experimental model lab phase to become a foundational infrastructure utility. This round validates the compute landlord thesis, where value accrues not to the most elegant algorithm, but to the […]

Tesla is down on the year, yet two ETFs that both own the stock are having completely opposite experiences in 2026. The reason has nothing to do with the stock itself and everything to do with a single number buried in each fund's filing.

The chipmaker's second run at the data center starts with something its first never had.

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

The memory chip crunch is far from over.

Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]

Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.

The US robotaxi race is moving beyond a handful of early markets. Amazon.com, Inc.’s (NASDAQ:AMZN) Zoox and Alphabet Inc.’s (NASDAQ:GOOGL) Waymo have announced expansions into additional cities as both companies work toward larger autonomous ride-hailing networks. The announcements represent different stages of that expansion. Zoox will begin mapping and testing in Houston and San Diego, […]

The difference is stark, and should make you reconsider an investment in the stock.

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

Alphabet, Amazon and IBM offer investors AI and quantum exposure, backed by growing cloud, AI and enterprise businesses with current demand.

Home Depot (HD) stock is down about 24% over twelve months, while the S&P 500 returned about 19%. Most of that gets blamed on a frozen housing market, fair enough. The quieter risk sits inside the fiscal Q2 2026 results, which beat the company's own expectations: the growth is arriving in bigger baskets, and there are fewer of them.

Whole Foods has grown sales by more than 40% since Amazon acquired it in 2017 and now operates more than 550 locations.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

Shares of the AI-powered corporate travel booking platform sank after revealing higher operating costs and widening losses, but Wall Street says that isn’t the full story.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

AI agents can already pick your next purchase, but they still can't pull the trigger without your permission. Five companies are quietly building the infrastructure that changes that, and they are not all the obvious names.

Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.

All three major US stock indexes were down in late-morning trading Thursday, as oil prices continued

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Shares of Walmart had their worst day in nearly half a decade on Aug. 20 after the company reported fiscal second-quarter earnings. After years of outperformance, Walmart faced high expectations to boot, and its stock took it on the chin. “Walmart’s market share in some categories is breathtaking,” says John San Marco, senior research analyst at Neuberger Berman, which owns the shares.

The partnership gives brands that advertise on Amazon access to ChatGPT's ad platform, which has reached $1 billion in annualized revenue

Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share price could matter a lot to long-term investors.

One nuclear stock wins praise while another faces brutal downside

A widening state backlash threatens Big Tech's costly expansion plans

U.S. benchmark 10-year yields hit the highest since 2023.

Ohio is reportedly reconsidering incentives worth billions as states weigh the costs of data center growth and rising demand for power and water.

BUZZ HPC, HIVE’s AI subsidiary, signed Canada’s data center development principles alongside Google, Microsoft, AWS, Meta and Anthropic.

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Apple's iPhone event and John Ternus's first keynote as CEO has wrapped up. After being down nearly 2% at end of the event, Apple shares had rebounded and were nearly flat in the last hour of trading. Wall Street expected Apple to introduce pricing changes to its latest products as component costs continue to pressure margins.

Qualcomm's Amazon AI Deal Wins RBC Upgrade: $180 Price Target Signals More Upside

A chilling insider warning exposes AI's unresolved control problem

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 6.1% to $651.05 and was one of the best-performing components in the for the trading session.

Qualcomm (QCOM) could gain a stronger position in the data center AI segment through Amazon's (AMZN)

The two companies have shared a new partnership.

The company estimates it will deliver over 86% of its own packages next year, per Business Insider, but Amazon cautioned that internal forecasts are preliminary.

Amazon will buy up to $60 billion of Qualcomm's AI data center chips.

Nvidia stock was slipping after Qualcomm's announcement of an AI infrastructure deal with Amazon.

European consumer staples stocks are trading at 18-year lows relative to the broader market, yet Deutsche Bank expects the sector to continue to underperform as consumer spending fails to keep pace with nominal economic growth. Analyst Tom Sykes said the bank has repeatedly tested the...

Progress Data Platform Summit 2026 Experts from Amazon, Microsoft, Moody’s, Boeing, Boston Consulting Group and other organizations will share strategies for turning enterprise information into action. Experts from Amazon, Microsoft, Moody’s, Boeing, Boston Consulting Group and other organizations will share strategies for turning enterprise information into action BURLINGTON, Mass., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Progress Software (Nasdaq: PRGS), an AI infrastructure software leader, today

Qualcomm and Amazon Initiate Long-Term Collaboration | Business | Sep 2026  Photonics Spectra

This chipmaker is poised to benefit from the long-term trend.

Amazon.com Inc. kicked off the sale of its debut sterling bonds in a four-part deal, as hyperscalers continue to turn to global debt markets to fuel the artificial intelligence arms race.

Google, Amazon, and now OpenAI have competitive offerings and are gaining share. The post Can GPUs Continue To Dominate AI Compute? appeared first on Semiconductor Engineering.

Amazon’s custom AI silicon push gives Qualcomm a fresh growth avenue beyond smartphones, with analysts reassessing the chipmaker’s prospects.

The founder continues to show confidence in the company.

Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) looked cheap as investors favored other winners. His thesis: enormous AI investments could begin delivering substantial returns. His charitable trust owns both stocks. The latest results support the growth […]

Holtec Nuclear is seeking to raise about $900 million as it prepares to restart the Palisades nuclear plant and expand into small modular reactors.

Qualcomm has been one of the wildest rides in the chip sector this year. QCOM bottomed near $122 in April but popped again in early September when it named Amazon as a customer for custom AI data center silicon. Is Qualcomm worth buying? The answer is nuanced, and it matters for the millions of investors who own the stock without realizing it through ETFs. Here's the story, and the funds that hold the most QCOM.

Delta uses Viasat today and has chosen Amazon’s Leo network as its next-generation Wi-Fi provider.

Qualcomm’s stock is getting a lift after the chipmaker announced a new partnership with Amazon.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the online retail industry, including Amazon (NASDAQ:AMZN) and its peers.

A blockbuster deal with an AI colossus should accelerate the chipmaker's growth.

Collaboration covers AI inference and optical connectivity up to 1.6T

Consumer stocks were lower Tuesday afternoon, with the State Street Consumer Staples Select Sector S

Qualcomm (QCOM) will provide custom-built chips and high-speed optical connectivity for the artifici

AT&T says it will be the first major U.S. telecom provider to integrate Leo satellite services with fiber and 5G.

Qualcomm and Amazon will develop AI inference chips and optical connectivity while expanding AWS support for chip design

Qualcomm has signed a custom data center chip deal with Amazon.

Investigators will spend the week collecting information at the crash site at Miami International Airport.

The companies will work on AI inference chips and optical connectivity solutions capable of supporting speeds of up to 1.6 terabits per second.

AWS just posted its fastest growth in 18 quarters, yet Amazon shares are lagging the S&P 500 and sliding further. Here is why that disconnect could set up one of the boldest stock plays of the decade.

All three major US stock indexes fell in late-morning trading Tuesday as oil prices climbed and inve

Backed by Greylock, enables Physical AI teams to move from simulation to real-world deployment with confidenceNEW YORK CITY, NY / ACCESS Newswire / September 8, 2026 / , the simulation platform for physical AI, today announced a $32 million Series A led by Greylock, with participation from A*, Category Ventures, Box Group, and Icehouse Ventures. The company's prominent angel investors include Shyam Sankar, CTO at Palantir; Adrian Macneil, CEO of Foxglove; and Ian Andrews, an NVIDIA executive and

Qualcomm Technologies (NASDAQ:QCOM) shares jumped 9. 5% after the company announced a multi-generational collaboration with Amazon (NASDAQ:AMZN) focused on customised silicon and high-speed optical connectivity for artificial intelligence data centres.

The chip maker and online retailer are teaming up to build data-center infrastructure, including chips and optical networking products.

Qualcomm Partners with Amazon! The Two Companies Will Develop Multiple Generations of Custom AI Chips, Targeting Next-Generation Data Centers  Moomoo

Investing.com -- Qualcomm Technologies (NASDAQ: QCOM) shares spiked 9.5% following the announcement of a multi-generational collaboration with Amazon to build customized silicon and ultra-fast optical connectivity solutions for AI data centers. Under the agreement, Qualcomm will issue a warrant to Amazon to purchase up to 25 million shares of QCOM common stock, signaling a deep, long-term alignment between the two tech giants. The partnership centers on heavy-duty AI inference workloads and opti

Investigators will spend the week collecting information at the crash site at Miami International Airport.

Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced a multi-generation collaboration with Amazon to enable customized silicon at scale for large-scale AI data centers, working together on AI inference. In addition, the companies are working on optical connectivity solutions extending up to 1.6T and future-generation solutions.

Qualcomm Inc., the largest maker of smartphone processors, said it’s signed up Amazon.com Inc. as a data center chip customer in a deal that will span “multiple generations” and gives Amazon the right to acquire as much as $4 billion in shares.

The partnership focuses on inference workloads and spans multiple generations of customized silicon for AWS infrastructure

The big-box retailers are facing plenty of headwinds this earnings season.

The Dow Jones index falls on the stock market today as Amgen plummets. Fertilizer stocks rose amid more U.S.-Iran tensions. SK Hynix shines.

Investigators will spend the week collecting information at the crash site at Miami International Airport.

Amazon-backed (AMZN) Anthropic is expected to start marketing its initial public offering as early a

Growing data center backlash in key midterm races raises the risk of local policies becoming national legislation.

Amazon Web Services is Amazon's most promising segment.

A 555% run in a decade -- built on profits that grew even faster than the stock.

The stock's valuation has plunged, but massive AI spending may have given some investors pause.

Amazon is cutting jobs again as it doubles down on AI. Could its workforce reset and massive AI push fuel the next leg of growth?

Recently, Zacks.com users have been paying close attention to Amazon (AMZN). This makes it worthwhile to examine what the stock has in store.

Here is how Amazon (AMZN) and BJ's Restaurants (BJRI) have performed compared to their sector so far this year.

Amazon's Prime Air Hit by Deadly Miami Crash

The stock peaked shortly after its IPO, but shares have started to slide in recent weeks.

These industry-leading businesses still have tremendous growth prospects.

Amazon.com (NasdaqGS:AMZN) subsidiary Zoox expanded its autonomous robotaxi service to Las Vegas airport, adding a key transport hub to its operations. Anthropic, which is backed by Amazon, publicly supported state-level AI safety legislation, setting a different policy tone from OpenAI. The twin moves highlight Amazon's push in both autonomous mobility services and its growing voice in AI regulation discussions. For readers tracking how AI infrastructure and services are spreading across...

This "Magnificent Seven" stock likely won't have the same 561% return that it posted in the past decade.

A caller on the September 2 episode of Mad Money noted that CVS Health Corporation (NYSE:CVS) is up 21% this year, sports a 3% dividend, and trades at a 28 valuation compared to its 54 average. Pointing to raised guidance, higher price targets, and a massive capital plan, they asked if it makes sense to […]

Jim Cramer went on record about Amazon stock, delivering a message worth reading.

AWS and NVIDIA said on August 26 that Amazon’s cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028. That follows an earlier plan for more than one million GPUs beginning in 2026 and includes NVIDIA networking, Vera CPUs, and 100,000 GPUs for U.S. government workloads. Amazon.com, […]

Sirius XM Holdings has surged 45.1% year to date, yet several valuation checks still point to the stock trading below an estimate of its intrinsic value. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples suggest the current share price does not fully reflect those valuation signals. The 45.1% year to date gain highlights how quickly sentiment around Sirius XM Holdings has improved, which can make fresh valuation work especially important for new money...

The hedge fund manager sold into a 242% quarter. The more telling number is the size of the stake he kept.

Jim Cramer says it is time to buy the Magnificent Seven again, arguing several of the stocks have become cheaper just as their huge AI investments start producing stronger growth. "We’re witnessing the revenge of the Magnificent Seven and most people don’t even seem to know it," Cramer said Thursday. He added that it was time to buy. Cramer called six of the seven "forlorn losers," with Apple the exception. He said investors had moved on to other stocks even as businesses such as cloud computing

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

It's rare for companies to offer guidance two years out, but Nvidia did just that.

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

TTD has plunged 60.3% YTD as revenue growth slows amid soft ad demand across key categories despite long-term growth opportunities.

One enormous credit line could reshape the AI IPO race

DIS' discounted valuation, rising earnings outlook and IP-driven growth support a hold despite international parks weakness and market underperformance.

You don't need to guess which big tech company will come out on top.

Billionaire investor Peter Thiel purchased stock in Amazon during the second quarter.

Amazon's cloud dominance and 10.8% net margin contrast sharply with Disney's lower valuation multiples and stronger free cash flow.

On September 2, Deutsche Bank upgraded Sirius XM Holdings Inc. (NASDAQ:SIRI) to Buy from Hold and raised its price target to $45 from $31, implying roughly 63% upside from the share price at the time of the call. The bank argues that Wall Street is underestimating SiriusXM’s potential as its business shifts toward digital audio […]

Costco Wholesale (COST) trades at about $928 a share, roughly 43.5 times the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, a basis meant to sit closer to what analysts use in their forecasts. For a warehouse retailer, that is a growth company's price. What it leaves out is what analysts expect Costco to earn by fiscal 2028.

Snowflake stock surged 16% in Thursday's trading session after the cloud-data leader crushed its Q2 expectations yesterday evening and raised its full-year outlook.

Home Depot's stock trades in the middle of its peer group on valuation, but its performance and growth have fallen to the back of the pack. Has the market gotten this retailer’s ranking wrong.

Amazon's revenue growth may be slower, but it's accelerating quickly.

Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels. Whether the ad machine can overpower those headwinds is the trade every Meta investor needs to understand right now.

The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.

CharterUP, North America's leading enterprise mobility platform and marketplace for bus and shuttle transportation, today announced the appointment of Joshua Trott as Chief Revenue Officer and Kristin Lavigne as General Manager of Marketplace. Trott brings extensive experience building high-performing go-to-market organizations and accelerating enterprise growth, while Lavigne brings deep expertise in building and scaling AI-powered marketplace products and operations.

FANUC America, a global automation leader, will showcase the future of manufacturing at IMTS 2026 (Booth 338900), demonstrating how trusted automation powered by Physical AI is bringing together advanced CNC technologies, machining automation and robotics to improve productivity, increase flexibility and accelerate deployment.

AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter's numbers at all.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Amazon trades at a 9x valuation discount to DraftKings, but profitability and cash generation tell starkly different stories.

Whole Foods received some rare praise on a recent Amazon earnings call — for good reason.

The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.

AWS revenue has been disclosed since 2015, Google Cloud since 2020

The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.

Amazon's cloud cash flow and Uber's higher profit margins reveal starkly different paths to value; one favors stability, the other growth.

The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and […]

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.

For five years, one of tech's biggest names operated a cash-return machine of astonishing scale. Now, an all-in bet on artificial intelligence is changing the equation for owners.

There's a cost to its huge opportunity.

The Schwab US Dividend Equity ETF is a safe all-weather investment.

The programmatic advertising specialist finally got some good news.

TG Therapeutics is Wednesday's IBD Stock Of The Day. Shares of the multiple sclerosis biotech has topped an early entry and is near a breakout.

Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, will participate in a fireside chat on September 16, 2026, at the Morgan Stanley 14th Annual Laguna Conference in Dana Point, California.

The biggest opportunity for the stock isn't some futuristic gadget, but a powerful dynamic hiding in plain sight in its latest results.

Allison Transmission (ALSN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Marriott (MAR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Medifast (MED) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Sally Beauty (SBH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Whirlpool (WHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

PARIS, September 02, 2026--Regulatory News: Groupe Pierre & Vacances-Center Parcs (Paris:VAC):

PRESSRELEASE Nanterre, FranceWednesday, September 2nd, 2026 IMPLEMENTATION OF THE SHARE BUYBACK PROGRAM APPROVED BY THE SHAREHOLDERS’ MEETING HELD ON 4 JUNE 2026 As part of the share buyback program authorized by the Shareholders’ Meeting held on 4 June 2026, FORVIA signed with an investment services provider a mandate for the acquisition of a maximum of 1,000,000 FORVIA shares during a period starting from 3 September 2026 until 18 September 2026, at the latest. Share buybacks are intended to h

FSS vs. TSLA: Which Stock Is the Better Value Option?

OC vs. IBP: Which Stock Is the Better Value Option?

Ivry-sur-Seine – France, September 2nd, 2026 TOTAL NUMBER OF SHARES AND VOTING RIGHTS Statement in compliance with article L. 233-8 II of the French commercial code and article 223- 16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des marchés financiers) Stock MarketEuronext ParisISIN CodeFR0011476928Date Total number of shares composing the share capital of the companyTotal number of gross voting rights Total number of net voting rights (*)August 31, 202629

The European stock markets closed mostly lower in Tuesday trading as European and global bond yields

Harley-Davidson (HOG) earnings estimates were raised following its Q2 results, reflecting "slightly

SERV has $240.4 million in liquidity, but heavy cash burn and lower revenue guidance raise questions about funding scalable growth.

Growth is great, but the stock is expensive.

Over the past six months, Booking has been a great trade, beating the S&P 500 by 5.5%. Its stock price has climbed to $196.08, representing a healthy 17.3% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Over the past six months, Portillo’s shares (currently trading at $4.40) have posted a disappointing 15.9% loss, well below the S&P 500’s 11.8% gain. This may have investors wondering how to approach the situation.

Insider reduced direct holdings by roughly 8% but still retains 53,328 shares worth approximately $3.7 million.

What a brutal six months it’s been for Papa John's. The stock has dropped 28.7% and now trades at $22.77, rattling many shareholders. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Waste Connections gains 8.6% in three months as market tailwinds, acquisitions and strong cash generation support its growth momentum.

Bell Joined Musicians On Call and Hyundai Hope on Wheels for a Special Frozen-Inspired Celebration, Bedside Visits, and a $100,000 Donation Supporting Pediatric Cancer Research Kristen Bell Brings Frozen to Patients at UCLA Mattel Children's Hospital Kristen Bell joined Musicians On Call and Hyundai Hope on Wheels to bring a Frozen-themed celebration and visit patients at UCLA Mattel Children's Hospital. Kristen Bell Brings Frozen to Patients at UCLA Mattel Children's Hospital Kristen Bell joine

Besides Wall Street's top-and-bottom-line estimates for Casey's (CASY), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.

According to the average brokerage recommendation (ABR), one should invest in Wingstop (WING). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The average brokerage recommendation (ABR) for Brinker International (EAT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

According to the average brokerage recommendation (ABR), one should invest in SharkNinja, Inc. (SN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Downing LLPLEI: 213800G3X76VBG9SB50402 September 2026Form 8.3 re. Ramsdens Holdings Plc PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser:Downing LLP(b) Owner or controller of interests and short positions disclosed, if different from 1(a):Client funds managed by Downing LLP(c) Name of offeror/offeree in relation to whose relevant

The heavy selling pressure might have exhausted for National Vision (EYE) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Here is how Brinker International (EAT) and Target (TGT) have performed compared to their sector so far this year.

Here is how Lifetime Brands (LCUT) and Roku (ROKU) have performed compared to their sector so far this year.

Over the past six months, Columbia Sportswear’s stock price fell to $57.00. Shareholders have lost 5.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.8%. This might have investors contemplating their next move.

Ollie's Bargain Outlet (OLLI) delivered earnings and revenue surprises of +24.56% and -1.54%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

G-III Apparel (GIII) delivered earnings and revenue surprises of +4.00% and -2.86%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

In August 2026, Ulta Beauty reported higher second-quarter and six-month results, with sales rising to US$3,035.68 million and net income to US$282.01 million, and raised its full-year 2026 guidance for net sales growth, operating income growth, and diluted earnings per share. Alongside these results, Ulta Beauty continued to strengthen its assortment and partnerships, including expanded prestige hair care offerings such as CÉCRED, The Potion Studio, and Bio Ionic’s exclusive Jade Dream...

Five Below stock has delivered a strong 1 year return, yet current valuation checks suggest the shares trade at a premium to what traditional models view as the intrinsic value. Both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and market multiple comparisons indicate that Five Below appears expensive at the moment. The stock is up 63.6% over the past year, which sets a high bar for any further gains to be justified by future cash flows. Expectations for continued...

Energy storage stocks Tesla and Fluence may get a Trump boost as he bans some inverters, BESS, and transformers from China.

Vancouver, British Columbia--(Newsfile Corp. - September 2, 2026) - Purebread Brands Inc. (TSXV: BRED) ("Purebread" or the "Company") is pleased to announce that, further to the Company's news release on April 8, 2026, it has completed its previously announced shares for debt transaction and issued an aggregate of 20,000,000 units of the Company (the "Settlement Units") to certain creditors (the "Creditors"), at a price of $0.15 per Settlement Unit, in full and final settlement (the "Debt...

Tesla just posted record deliveries while its margins cratered, and BYD keeps selling millions of cars to a stock market that barely notices. Only one of these EV giants is actually set up for a bigger move from here.

Morgan Stanley said if the EV maker puts only a limited number of vehicles on the road, shares could sell off through the launch event.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at auto parts retailer stocks, starting with O'Reilly (NASDAQ:ORLY).

Chipotle Mexican Grill today announced the opening of its first restaurant in Asia at 423 Gangnam-daero, Seocho-gu, Seoul, South Korea, in partnership with Sangmidang Holdings (formerly SPC Group). South Korea will serve as a reference market for Chipotle’s expansion across Asia, establishing a model for how the brand can enter new markets while maintaining its […]

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Second Quarter GAAP and Non-GAAP Net Income Per Diluted Share Exceed GuidanceNet Income Per Diluted Share of $0.46 Compared to $0.25 Last Year Non-GAAP Net Income Per Diluted Share of $0.26 Compared to $0.25 Last Year Net Sales of $554.1 Million Compared to $613.3 Million Last YearGo-Forward Portfolio Sales Up High-Single DigitsRaises GAAP and Non-GAAP Net Income Guidance for Fiscal 2027, Excluding Marc JacobsCompletes Marc Jacobs Acquisition; Targets $1 Billion in Long-Term Annual Revenue NEW Y

Robo.ai Inc. (Nasdaq: AIIO) ("Robo.ai" or the "Company"), a UAE-based Nasdaq-listed company, today provided an update on its revenue performance following its acquisition of Quantum Core Capital Limited ("QC Capital"). This update reflects the Company's continued progress in expanding its businesses and integrating recently acquired operations as it builds toward establishing technology-empowered platforms spanning artificial intelligence, robotics & smart mobility, advanced manufacturing, and d

Sea has recently drawn attention as valuation models diverge, with discounted cash flow analyses suggesting undervaluation while market-based multiples point to a richer pricing, just as the company prepared to present its ecosystem of e-commerce, digital finance, and gaming at the ASEAN Conference 2026 in Singapore earlier this year. This clash between intrinsic value estimates and peer-based metrics, coupled with investor focus on Sea’s investments in logistics technology, AI-driven...

G-III CEO Morris Goldfarb talked about his plans for the newly acquired Marc Jacobs as second-quarter results prompted a stronger earnings outlook for the year.

Fashion conglomerate G-III (NASDAQ:GIII) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 9.6% year on year to $554.1 million. Next quarter’s revenue guidance of $870 million underwhelmed, coming in 3.2% below analysts’ estimates. Its non-GAAP profit of $0.26 per share was 11.4% above analysts’ consensus estimates.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the general industrial machinery stocks, including Albany (NYSE:AIN) and its peers.

Campbell's and Lululemon both report on the same Thursday, but one of those earnings releases carries consequences that will shape an entire portfolio year while the other is just another quarter. Knowing which is which changes everything about how retirees should position right now.

Chipotle Mexican Grill (NYSE: CMG) today announced the opening of its first restaurant in Asia at 423 Gangnam-daero, Seocho-gu, Seoul, South Korea, in partnership with Sangmidang Holdings (formerly SPC Group). South Korea will serve as a reference market for Chipotle's expansion across Asia, establishing a model for how the brand can enter new markets while maintaining its culinary and operational standards. The two companies will run Chipotle's South Korean business through their joint venture,

Billionaire Philippe Laffont made two of Coatue Management’s most revealing second-quarter moves at opposite ends of the AI supply chain. The fund increased its Micron Technology, Inc. (NASDAQ:MU) position by 1,794% to 3.14 million shares and expanded its Amazon.com, Inc. (NASDAQ:AMZN) stake 49% to 11.83 million shares. Micron sells the high-bandwidth memory AI systems consume; […]

Outdoor specialty retailer Sportsman's Warehouse (NASDAQ:SPWH) met Wall Street’s revenue expectations in Q2 CY2026, but sales were flat year on year at $295.6 million. Its non-GAAP loss of $0.08 per share was 25% above analysts’ consensus estimates.

Motorpoint Group PLC (LSE:MOTR, OTC:MTPTF, FRA:1X4), the UK's leading independent vehicle retailer, saw its shares climb 8% to 141.00p on Wednesday after issuing an unexpected trading update. The shares were up 11.00p from Tuesday's close of 130.00p, having opened at 135.00p and reached an...

CNC, VLO, and LCUT it to the Zacks Rank #1 (Strong Buy) growth stocks list on September 2nd, 2026.

The past year hasn’t been kind to the stocks featured in this article. Each has tumbled to its lowest point in 12 months, leaving investors to decide whether they’re witnessing fire sales or falling knives.

Analysts’ positive views lifted Five Below and Petco stocks as investors looked at growth, value shopping, and debt concerns.

AGCO, AFYA and ASEKY have been added to the Zacks Rank #5 (Strong Sell) List on September 2, 2026.

Cairn Homes (LON:CRN) reported a record first half for 2026, with revenue rising 60% year-on-year to €455 million as the Irish homebuilder increased completions and expanded its sales footprint. The company also raised its full-year revenue, operating-profit and return-on-equity guidance, citing a g

Ulta Beauty (ULTA) has drawn fresh attention after reporting second quarter results on 1 August 2026, with higher sales, net income, and earnings per share, along with raised full year earnings guidance and continued growth in prestige hair care. Over the past year, Ulta Beauty’s share price performance has been mixed, with a decline of 12.0% year to date. At the same time, the 1 month share price return of 6.4% and 3 month share price return of 15.8% point to improving momentum around its...

Gap (GAP) is back in focus after new earnings guidance for the third quarter and full fiscal year to January 30, 2027, which includes a projected 1.5% to 2.5% rise in net sales. Gap's latest guidance comes after a sharp rebound in recent weeks, with a 7 day share price return of 9.18% and a 30 day share price return of 9.51%. This is despite the year to date share price return being down 12.66%, while the 3 year total shareholder return of 111.60% points to strong longer term momentum. Spot...

The retailer disclosed the intention in a statement to the London Stock Exchange, offering no detail on the method or timing of any further purchases.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

The performance of consumer discretionary businesses is closely linked to economic cycles. This sensitive demand profile can cause the industry to underperform when macro uncertainty enters the fray, and over the past six months, its 1.5% return has fallen short of the S&P 500’s 12.1% gain.

Amazon's cash flow is exploding, while the stock is not keeping pace.

LONDON, UK / ACCESS Newswire / September 2, 2026 / The Company announces that on 01 September 2026 it purchased the following number of its ordinary shares of 20340/399 pence each through Goldman Sachs International ("GSI") on the London Stock Exchange in accordance with the authority granted by shareholders at the Company's Annual General Meeting on 8 May 2025 (the "Purchase"). The Purchase was effected pursuant to instructions issued by the Company on 17 February 2026, as announced on 17 Febru

Calvin Klein’s provocative new denim campaign is drawing attention, but PVH heads into Wednesday’s earnings with weak retail engagement, international headwinds, and a stock that has lagged apparel peers.

Despite a pressured core customer, the company delivered flat same-store sales, a 50 basis point gross margin expansion, and a 10% inventory reduction, while reaffirming its full-year guidance.

Deckers Outdoor stock has had a weak year in the market, yet the valuation checks currently point to a very different story, with both an intrinsic value estimate and market multiples suggesting the shares may be pricing in a lot of caution. Over the past 12 months, Deckers Outdoor is down 31.2%, which means recent sentiment has been firmly against the stock despite its longer term track record. The company’s ability to keep converting its branded footwear and apparel demand into steady cash...

Asmodee Group AB’s new distribution partnership with Spin Master (TSX:TOY) for the Hellbreak horror trading card game is drawing fresh attention to the stock. The deal connects Spin Master to established entertainment and hobby channels. The Hellbreak agreement comes after a mixed share price pattern for Spin Master. The stock is up about 5% on a 90-day share price return, yet the 1-year total shareholder return is down almost 10% and the 5-year total shareholder return has fallen more than...

Nike's first-quarter earnings will have some investors trying to read between the lines to gauge the impact of a new CFO and what's next for turnaround plans.

Digital travel platform Agoda has been announced as the Official Travel Partner of Eurovision Song Contest Asia, as the iconic song contest makes its debut in Asia. The inaugural Asian edition, organized by global entertainment production company Voxovation, will see local artists from markets across the region compete in their respective National Finals or be selected as national representatives, before joining the Grand Final in Bangkok, Thailand on 14 November 2026.

Ulta Beauty stock has delivered a 43.8% gain over the past 5 years, yet current valuation checks flag the shares as screening on the expensive side rather than as a clear bargain. Recent news around growth plans and partnerships has kept Ulta Beauty in focus, but the broader signals raise questions about how much of that optimism is already reflected in the price. A 43.8% return over 5 years suggests Ulta Beauty has already rewarded long term holders, which can limit the margin of safety for...

Intimatewear and beauty retailer Victoria’s Secret (NYSE:VSXY) will be announcing earnings results this Thursday before market hours. Here’s what you need to know.

Footwear, apparel, and accessories retailer Genesco (NYSE:GCO) will be reporting results this Thursday before market open. Here’s what you need to know.

Fashion conglomerate Oxford Industries (NYSE:OXM) will be reporting results this Thursday after market close. Here’s what you need to know.

Athletic apparel retailer Lululemon (NASDAQ:LULU) will be announcing earnings results this Thursday after the bell. Here’s what investors should know.

Eighteen months after the deal died over control, the two rivals signed something far narrower.

On Holding stock has fallen sharply year to date, yet both an intrinsic value estimate based on Discounted Cash Flow (DCF) and market multiples currently point to the shares trading below what the business may be worth on fundamentals. The stock is down 40.9% year to date, which has pulled the valuation well off prior levels and raised questions about whether expectations have reset too far. Future growth in the performance footwear and apparel franchise can support the current valuation if...

Why Genuine Parts is back on income investors’ radar Genuine Parts (GPC) is drawing fresh attention after extending its dividend growth streak to 70 consecutive years and lifting the payout for 2026 by 3.2%, a key detail for income focused investors. At a share price of $134.84, Genuine Parts has seen its short term momentum cool slightly, with a 1 day share price return that declined 0.61% and a 7 day share price return that declined 2.25%. This follows a stronger 30 day share price return...

Supercuts posted fifth straight year of same-store sales growth amid debt refinancing efforts.

Despite a 9% revenue decline, Gentoo Media boosts EBITDA margins to 39% and achieves all-time high player deposits of EUR207 million.

Acquisitions drive growth as BuildDirect.com Technologies Inc (BDCTF) swings to positive adjusted EBITDA and builds a robust M&A pipeline.

PPHE Hotel Group Ltd (LSE:PPH) navigates a mixed first half with 4.7% revenue growth and key asset transactions, while facing Dutch VAT headwinds and a paused UK development pipeline.

Indian business shines with new customer programs, while European subsidiary EMOSS faces significant headwinds and potential restructuring.

PVH stock in focus as earnings approach and brand campaigns roll out PVH (PVH) is back on investor watchlists as the apparel group prepares to report earnings this Wednesday after market close, while new Calvin Klein and Tommy Hilfiger Fall 2026 campaigns hit the spotlight. PVH shares trade at US$72.87 heading into earnings, with the stock down over the past month and quarter, as shown by a 30 day share price return of 15.9% and a 90 day share price return of 25.6%. The year to date share...

Nvidia, Amazon, and Micron still look like genius buys.

Go Auto is proud to announce the acquisition of Toyota of Hollywood in Los Angeles, California. Founded in 1957 as the first Toyota dealership in the North America, Toyota of Hollywood holds a unique place in the brand's history. The acquisition brings Go Auto's U.S. network to 8 dealerships, including 3 in California, further strengthening the company's growing U.S. footprint.

The stock closed the day at $4.06, after hitting a fresh 52-week low of $3.99 during Tuesday’s session.

Mark Zuckerberg and Elon Musk told G20 technology ministers Tuesday that AI data center growth requi

The company now has a new gauge to measure its position in the global fashion market.

The shareholders of GFL Environmental (TSX: GFL) (NYSE: GFL) and SECURE Waste Infrastructure (TSX: SES) have agreed to the terms of a Plan of Arrangement resulting in the combination of the two companies. Each share of SECURE Waste Infrastructure will be exchanged for a combination of $4.95 in cash and 0.3356 of a GFL subordinate voting share. SECURE Waste Infrastructure will be removed from the S&P/TSX Composite Index prior to the open of trading on September 4, 2026. The shares outstanding of

Sportsman's Warehouse (SPWH) delivered earnings and revenue surprises of +27.27% and +0.13%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of Booking Holdings Inc. (NASDAQ:BKNG) have underperformed the broader market so far this year. As of September 1, the stock was down 6.66% year-to-date, while the S&P 500 Index has rallied 11.65%. Despite this, there are plenty of reasons for optimism. On August 31, Rosenblatt initiated coverage of Booking Holdings Inc. (NASDAQ:BKNG), giving the […]

A number of stocks fell in the afternoon session after surging crude oil prices and a sharp jump in benchmark Treasury yields stoked renewed concerns over inflation and demand destruction. WTI crude rose to about $90 a barrel after renewed U.S.-Iran strikes disrupted shipping near Hormuz, according to CNBC. Bloomberg reported that rising oil prices are stoking inflation fears and reducing appetite for riskier assets as investors worry the Fed may keep rates higher. Higher pump and freight costs

A new government policy has nothing to do with cars or robots, but could boost Elon Musk’s energy business.

Conflicting signals around On Holding after earnings and estimate cuts On Holding (NYSE:ONON) is back in focus after fresh earnings data and a sharp shift in earnings estimate revisions sent mixed signals to investors looking at the stock. The company reported second quarter 2026 results that highlighted the growing role of its direct to consumer business, while at the same time third party research providers flagged weaker earnings expectations and a low quantitative rating. On Holding...

The FTC and 22 states say Amazon manipulated sponsored-product auctions involving more than one million brands and sellers.

Amazon's e-commerce empire quietly rivals some of the world's largest corporations, yet investors keep treating it as the boring half of the business. Understanding what each division is actually worth changes everything about how you see the stock.

Amazon is a long-term, dividend-free growth investment whose powerful Prime ecosystem, expanding logistics network, and strategic investments create a massively competitive moat.

Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Amazon trades at a 3.8x discount on price-to-sales, but Shopify's 30% revenue growth and zero debt tell a different growth story.

All three major US stock indexes were down in late-morning trading Tuesday, as bond yields in the US

IBM's 21% YTD slide reflects AI-led threats to legacy services, pricing pressure and falling estimates, even as hybrid cloud and watsonx offer support.

Amazon has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.8%. The stock now trades at $260.22, marking a 24.9% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Elon Musk’s plan to manufacture gas turbine blades is just the latest example of SpaceX’s disruptive approach to business.

Rare jet-engine industrial fire suppression vehicle available to bidders nationwide through online auctionBOULDER, Colo., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Matrix Wildfire is conducting its first-ever online surplus auction on GovDeals, the leading online marketplace for government agencies and commercial organizations to sell surplus equipment and specialty assets. The auction features a highly specialized DICOSY Turbo Hydro Jet 40000 industrial fire suppression truck; a unique emergency respo

SAN FRANCISCO, September 01, 2026--Backstory, the AI platform for revenue teams (formerly People.ai), today announced the appointment of Sam Branson as Head of Partnerships. In this newly created role, Branson will build a strategic partner ecosystem as a core growth engine, defining partnership strategy and the strategic alliances that will accelerate the company's revenue growth and extend its reach across the enterprise.

TSLA stock moves above its 50-day SMA as FSD adoption and Cybercab buzz build, but rich valuation, margin pressure and falling cash flow cloud the rally.

AUSTIN, Texas, Sept. 01, 2026 (GLOBE NEWSWIRE) -- via IBN – IBN, a multifaceted communications organization engaged in connecting public companies to the investment community, is pleased to announce the release of the latest episode of The Bell2Bell Podcast as part of its sustained effort to provide specialized content distribution via widespread syndication channels. The Bell2Bell Podcast delivers informative updates and exclusive interviews with executives operating in fast-moving industries.

Nvidia’s latest ‘circular’ deal is more complex than ever, Amazon faces an FTC state lawsuit, and changes at the top for Apple.

Investments in OpenAI, Anthropic and SpaceX drove up earnings for Big Tech players like Amazon, Microsoft and Google-parent Alphabet.

Citi said continued advertiser spending and accelerating AI demand at AWS support its bullish view of Amazon.

Trump is cheering on the AI data center boom as a golden goose, but the CEOs of Apple, Amazon, and Micron are quietly confirming what millions of families already sense at the checkout counter and on their utility bills.

Amazon Stake Cut Raises Eyebrows as AWS Growth Powers Another Strong Quarter

Amazon stock extended its losses to a second day Tuesday, after the tech giant was hit by a lawsuit from the Federal Trade Commission and 22 states over its advertising practices. Amazon stock fell more than 2% to 254.14 on the stock market today. Shares fell 2.5% following news of the FTC lawsuit Monday afternoon.

Goldman Sachs builds its Conviction List by identifying stocks where analysts hold their highest confidence in outperformance, and this month's screen turned up five dividend payers with yields that income investors rarely find attached to names this established.

The latest pullback in Amazon.com (AMZN) follows a fresh lawsuit from the US Federal Trade Commission and 22 state attorneys general that challenges how the company priced digital advertising on its marketplace. That legal hit comes after a period where Amazon.com’s recent share price has already cooled a little. The stock is now at US$259.77, with a 30 day share price return that declined 4.35% but a year to date share price return of 14.69% and a 1 year total shareholder return of 15.28%...

Despite maintaining a vast physical retail footprint, Albertsons faces severe headwinds, including shrinking profit margins, shifting consumer habits, and negative projected sales and earnings growth.

Amazon.com Inc (NASDAQ:AMZN) shares closed 2.5% lower after the US Federal Trade Commission filed a lawsuit alleging the e-commerce giant manipulated advertising prices on its platform and extracted tens of billions of dollars from businesses over seven years. The case, joined by a bipartisan...

UPS said it is reorganizing how it operates under a new set of global standards that emphasizes its cross-border logistics capabilities rather than its domestic parcel business. The post UPS reorganization prioritizes global logistics over parcel delivery appeared first on FreightWaves.

Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sect

Innocan Pharma Corporation (CSE: INNO) (OTCQB: INNPF) ("Innocan" or the "Company"), today reported today 2026 financial consolidated results for the six and three months ended June 30, 2026.

The FTC plans to file a lawsuit against Amazon that will allege the company manipulated prices businesses paid to advertise on its retail platform.

September is historically the market’s weakest month. Joe Tigay breaks down the signals he’s tracking - low VIX, inflation shocks, overspending in AI - and the stocks he’s watching on pullbacks including names like Alphabet and Amazon.

Key takeawaysThe FTC and more than 20 state attorneys general reportedly plan to sue Amazon over its advertising-auction practices. Regulators are expected to allege that undisclosed price floors increased advertisers’ costs and generated tens of billions of dollars for Amazon.

The FTC will reportedly sue Amazon over hidden ad price hikes. AMZN fell 3% as investors weighed the penalty risk.

Piper Sandler Backs Amazon With $320 Target as AWS Remains a Key Growth Engine

Brinker International has been on fire lately. In the past six months alone, the company’s stock price has rocketed 61.8%, reaching $230.44 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.

AMZN's Prime growth, faster delivery and expanded content slate are deepening loyalty, supporting retail and advertising growth.

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.

Amazon Lands Major Government AI Boost: AWS Expansion Puts AMZN Stock in Focus

AI could accelerate X-Energy's path toward commercial nuclear power.

Amazon Web Services is rapidly expanding Amazon's operating profits.

The e-commerce and cloud giant is spending $220 billion this year. The last two times its bottom line went negative, the stock had its worst years of the past 15, then some of its best.

Amazon trades at half the earnings multiple of MercadoLibre, while the Latin American e-commerce leader grows revenue nearly three times faster.

Anthropic’s Claude generated an estimated $97.2 million in mobile consumer revenue in July, up nearly 1,200% from $7.5 million in January, according to exclusive estimates from AppMagic provided to Benzinga. OpenAI’s ChatGPT still dominates the mobile market, with estimated July...

Amazon develops 'Tetromino' as it steps up warehouse automation.

Amazon.com (NasdaqGS: AMZN) is expanding its partnership with Nvidia and has moved to triple its orders of Nvidia GPU chips to support rising demand for AI workloads on Amazon Web Services and internal projects. The expanded Nvidia deal reflects Amazon's continued use of third party GPUs alongside its own proprietary chip efforts for AI infrastructure. Separately, LG Innotek has been selected to supply advanced camera modules for Zoox's autonomous robotaxi, a company backed by Amazon. The LG...

Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.

Microsoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure an additional powerful growth catalyst.

The comp still looks strong, but the part of it that comes from members actually walking in has more than halved in a year, and that visit rate is what a growth-stock multiple on a warehouse retailer is really underwriting.

This is a hyper-growth chapter for Palantir Technologies. The company now provides a complete sovereign AI stack, with its AIP platform as the core engine for government and commercial clients.

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.

Amazon Gets a Major Price Target Boost to $355 on Strong Retail Trends

Evercore raised its Amazon price target as survey data showed AI-powered shopping could drive product discovery and increase consumer purchases.

A five-month-old GPU commitment just roughly tripled -- and it lands on a capital budget that already reached $220 billion this year.

Strengthening Competitiveness via Online-to-Offline Integration and Supply Chain AgilityResults Highlights * Revenue reached US$301.51 million, representing a strong increase of 23.

The stock has trailed the market over the past year, yet its margins sit at multi-year highs, and it is the margin that has room to fall.

Alphabet's surging Google Cloud revenues, AI adoption and $514B backlog sharpen its challenge to Microsoft and Amazon despite capacity constraints.

Amazon is pouring hundreds of billions into AI infrastructure while free cash flow turns negative, yet something unexpected is showing up in its retail data that suggests this spending may be doing far more than powering cloud servers.

Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market cap milestone is closer than most investors realize.

Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.

InterDigital's solid second-quarter results, record recurring revenues, Amazon licensing deal and raised 2026 outlook strengthen its growth prospects.

MercadoLibre's 14% three-month rally reflects ecosystem strength, but margin pressure and premium valuation temper near-term upside.

Amazon is expanding its European wind power portfolio as rapidly growing AI and data center operations drive electricity demand higher.

Elon Musk recently predicted $1 trillion in annual SpaceX revenue by the end of the decade. He sees a much higher number by 2033.

Thor Industries (THO) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

Anthropic’s Claude generated an estimated $97.2 million in mobile consumer revenue in July, up nearly 1,200% from $7.5 million in January, according to exclusive estimates from AppMagic provided to Benzinga.OpenAI’s ChatGPT still dominates the mobile market, with estimated July revenue...

Marvell stock was falling Friday but its earnings and Nvidia's report suggest the AI trade has plenty of momentum.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Microsoft and Amazon have both soared since Q2 wrapped up.

Thiel is one of the great tech innovators of the modern era, having co-founded companies such as PayPal and Palantir.

Google-related revenue is expected to become a much bigger contributor for Marvell in fiscal 2029, the chipmaker said.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if they are looking at a bargain or a warning sign.

Netflix stock has returned to a floor where buyers have repeatedly appeared, but this time it arrives with new questions about its growth story.

The AI boom is pushing revenue forecasts sharply higher. Nvidia could get there a year earlier—and Amazon could beat them both. “And it’s probably also worth mentioning that our internal projections for reaching $1 trillion in revenue… have moved up from 2031 to 2030,” said Musk on SpaceX’s inaugural earnings conference call on Aug. 4.

SpaceX would be right at home among the "Magnificent Seven."

The retailer keeps cutting shelf prices, and profit is growing far faster than the U.S. comp, with almost half of that growth coming from areas like advertising, marketplace, and membership.

Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.

Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett-style value equities.The Discount Rate ThreatPatel argues that as frontier labs like OpenAI or Anthropic rapidly scale...

Nvidia shares are rallying on the back of another incredible quarterly earnings report.

Several closely watched corporations far surpassed their earnings forecasts this summer, and some have billions of dollars in Trump tariff refunds to thank for padding their results. Where's your refund? Studies show consumers indirectly ate much of the cost through rising prices, but these refunds instead flow to the companies that directly paid the Trump administration's import taxes, regardless of...

Thiel is most famous for co-founding PayPal and Palantir, and being Facebook's earliest outside investor.

AWS is turning one million planned Nvidia processors into a fleet expansion exceeding three million.

Legget & Platt (LEG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.

All three major US stock indexes were up in late-morning trading Thursday, after Nvidia (NVDA) relea

NIO heads into Q2 earnings with strong delivery growth, rising revenue expectations and margin pressure.

Event debuts first international pavilion and organic farmstead, creating immersive experiences that unite brands and buyers in the natural, organic, and purpose-driven marketplace.DENVER, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Newtopia Now, the innovative event for emerging natural brands, retail buyers, investors, and service providers, concluded its three-day showcase on August 20. The event connected more than 435 emerging and established brands with buyers and decision-makers from Walmart, Amazo

AWS is still leaning heavily on Nvidia.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

FEATURE UPS has had a tough go lately. Things are finally turning around. Citi analyst Ariel Rosa recently hosted UPS management for investor meetings in California. (Wall Street analysts often bring management teams from companies they cover to see institutional investing clients.

Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that the stock deserves to trade at a higher valuation. Why Amazon Deserves a Higher Valuation Citizens believes that […]

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple was down 0.6% and Microsoft was up just 0.1%, while Alphabet and Amazon were also lower and Meta Platforms was up 0.7%.

Best Buy (BBY) delivered earnings and revenue surprises of +7.30% and +2.25%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor the best shot at a life-changing return before 2030.

Pershing Square's billionaire boss is betting big on artificial intelligence (AI) applications transforming the world.

Hasbro stock has delivered a 52.6% return over the past three years, yet current checks suggest the shares trade at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and to market-based valuation multiples. A 52.6% three-year return highlights that Hasbro has already rewarded patient investors while still screening as undervalued on several measures. Control of brands like Power Rangers can support long-term cash flow potential, although recent...

Young investors who focus on growth can reap significant rewards when they reach retirement.

Technology stocks rose Thursday after blockbuster earnings from chip behemoth Nvidia that eased worries about the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.The mood was dampened by data showing that the Federal Reserve's preferred gauge of US inflation remained stuck at a three-year high of 3.7 percent in July.

Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.

Moby summary of Bath & Body Works, Inc.'s Q2 2027 earnings call

Companies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates AWS and NVIDIA Logos Amazon Web Services (AWS), an Amazon.com, Inc. company, and NVIDIA today announced a major expansion of their strategic collaboration. SEATTLE and SANTA CLARA, Calif., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Amazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and NVIDIA (NASDAQ:

Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

Rivian bleeds cash while scaling production; Tesla prints billions despite slowing revenue. The valuation gap between them tells an entirely different story.

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking efforts.

Autonomous trucking is moving from pilot talk to real freight ops. Einride CEO Roozbeh Charli breaks down 27% revenue growth, a 60% jump in driverless hours, the Amazon middle-mile rollout, and the plan for 500 Tesla Semis on its platform. The conversation gets into what matters for carriers and fleet operators: where autonomous trucks actually […] The post Autonomous Trucks Are Here: Einride’s 27% Revenue Jump appeared first on FreightWaves.

Nvidia beat expectations for its fiscal Q2 and with its sales outlook. Nvidia stock rose after wavering after the report.

AI juggernaut Nvidia on Wednesday reported quarterly revenue of $96.2 billion, more than double from a year earlier, as the world's most valuable company beat Wall Street expectations and forecast even stronger sales ahead.Nvidia told investors to expect about $108 billion in revenue in the current quarter, well ahead of Wall Street forecasts and a signal that the company sees no near-term slowdown in AI spending.

Amazon was pinpointed as a major growth candidate by several hedge funds last quarter.

Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.

Li Auto Inc (LI) reports a challenging Q2 with a net loss, yet remains focused on long-term growth through new model launches and strategic overseas expansion.

Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines matters a lot if you own SPCX.

The distribution arm inside Home Depot has gone from dragging comparable sales down to comping above the company average, and that shift is the clearest upside lever left while housing stays frozen.

The band its options price for the year ahead is wide on both sides, and the optimistic end does not quite reach the stock's high of the past twelve months.

Amazon Stock Faces Fresh Warning as Six Executives Sell More Than $15 Million

KSS posts second-quarter adjusted EPS of $1.28, more than doubling year over year, as gross margin expands and fiscal 2026 earnings guidance is increased.

Bath & Body Works (NYSE:BBWI) reported second-quarter results that exceeded its prior outlook, though sales remained under pressure as the retailer invests in product innovation, marketing, digital capabilities and expanded distribution to support a planned return to revenue growth in 2027. Net

Jim Cramer just handed data center operators a two-part escape plan from American zoning boards, and the cheaper half will probably win out over the smarter one.

Affirm (AFRM) is positioned for a potential fiscal Q4 2026 gross merchandise volume beat, but manage

InterDigital (NASDAQ:IDCC) highlighted its research-driven patent licensing model, recent financial performance and long-term growth targets during the IDEAS conference, with Chief Financial Officer Rich Brezski citing expanding recurring revenue, high operating leverage and opportunities in smartph

Several hedge fund managers bought Amazon stock during the second quarter.

Kohl’s hikes it fiscal-year outlook as its CEO touts the company’s ‘ongoing progress against our initiatives.’

Zoom reported adjusted earnings of $1.55 a share for the quarter, up from $1.53 a year ago and above analysts’ expectations for $1.48, per FactSet.

Carter's (CRI) is back in focus after its board declared a quarterly dividend of $0.25 per share. The dividend is payable on September 25, 2026, to shareholders of record as of September 1. The dividend news arrives after a period of pressure on Carter's share price, which is down 12.49% on a 1 month share price return and 13.85% on a 3 month share price return, although the year to date share price return is 2.14%. Over the past year the stock’s 28.90% total shareholder return contrasts with...

With the global data center market projected to grow from approximately US$300 billion in 2026 to about US$700 billion by 2034, maintaining fuel integrity is becoming an increasingly important operational priority Tel Aviv, Israel, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Nexera Technologies Ltd (“Nexera” or the “Company”) (Nasdaq: NEXR, NEXRW), a data-driven company operating on the Amazon Marketplace expanding into the global homeland security sector through advanced artificial intelligence (“AI”)-dr

Kohl’s hikes it fiscal-year outlook as its CEO touts the company’s ‘ongoing progress against our initiatives.’

Amazon's 10.8% net margin and $7.7 billion free cash flow contrast sharply with e.l.f.'s 1.6% margin, but one growth rate tells a different story.

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow.

Kohl's stock has delivered a steep decline of about 58.0% over the past five years, yet current valuation checks now point to the shares looking inexpensive on several measures. After a strong 39.8% gain over the last year, investors are weighing whether that rebound has already captured most of the value on offer. The share price decline of about 58.0% over five years suggests long term holders have taken significant pain, which often leads newer investors to question whether sentiment has...

These two stocks are no-brainer buy and holds for the next decade.

On August 24, Talen Energy Corporation (NASDAQ:TLN) was initiated by Mizuho with an ‘Outperform’ rating and a price target of $405, implying an upside of over 32% from the current levels. The positive outlook by Mizuho’s Anthony Crowdell reflects the utility’s growing presence in the tightening PJM power markets. Talen has approximately 98% of its […]

Amazon.com has delivered a strong 96.8% share price gain over the past three years, yet current valuation work still points to the stock trading below an estimate of its intrinsic value. Over the past three years Amazon.com returned 96.8%, which puts fresh focus on whether the current price fully reflects its long term cash flow potential. Growth expectations around Amazon's cloud and AI related chip efforts can support the cash flow outlook, while large capital needs for areas such as drone...

Walmart is spending billions on a price war, but its latest earnings call revealed the real debate is whether a new profit engine or a one-time windfall is footing the bill.

In August 2026, Kohl’s highlighted several developments, including Martha Stewart’s kitchen electrics expanding from Amazon into Kohl’s stores and Kohls.com, a new DoorDash partnership offering rapid delivery from more than 1,100 Kohl’s locations, and the Board declaring a regular quarterly dividend of US$0.125 per share payable on September 23, 2026. These moves collectively underscore Kohl’s push to refresh its merchandise mix and widen distribution, just as investors await the upcoming...

Tech stocks advanced late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF

Cheaper alternatives are testing the limits of AI pricing power

FedEx is IBD Stock Of The Day after streamlining its parcel delivery and logistics businesses. Intraday, FDX stock eased near a buy point. In 2026, the Memphis-based company has shifted away from consumer parcel delivery to target higher-margin, business-to-business segments.

Amazon.com (NasdaqGS:AMZN) is accelerating its proprietary data center chip efforts, with CEO commentary highlighting a fast-growing, multi-billion-dollar semiconductor operation. The company is positioning its in-house AI and data center chips as a key part of Amazon Web Services, with potential implications for long-term margins and supply chain control. Amazon’s chip push is emerging as a direct competitive challenge to Nvidia in AI infrastructure as hyperscalers expand their own...

The market has heavily discounted this social media company's stock, yet its financial engine continues to generate cash at a notable rate.

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

AI data centers are quietly draining a resource that every smartphone, speaker, and streaming stick depends on, and Amazon just started charging customers for the shortage in ways that reveal how deep the supply crisis runs.

President Trump made over 1,000 new stock trades in June, totaling between $78 million and $263 million. Yahoo Finance Washington Correspondent Ben Werschkul outlines the details in the video above.

The software firm looks expensive today, but the real debate is whether its rapid growth can deliver on the valuation discount that patience affords.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Two don't need to be second-guessed, while the other is built more on long-term promises.

Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.

AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.

The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford

The cloud computing giant should continue to benefit from the age of artificial intelligence.

Walmart's stock commands a premium price tag, but its growth and profit numbers look more like they belong in the bargain aisle.

In August 2026, PepsiCo appointed Nidhima M. as Senior Director of HR for India, Bangladesh and Nepal, adding nearly 19 years of global HR and transformation experience from companies including Amazon, Revolut, Unilever and HSBC. At the same time, PepsiCo’s reaffirmed 2026 outlook and growing dependence on its international operations underscore how overseas markets are becoming central to its long-term diversification. With PepsiCo emphasizing international expansion as a key growth...

Amazon is developing an automation initiative, dubbed Project Tetromino, to fully automate its final-mile delivery stations using artificial intelligence and robotics.

The social media giant is delivering elite-level growth and profits, yet its stock commands only a mid-tier valuation. Is the market right to be so cautious, or is this a classic mismatch.

For Netflix shareholders, here is a way to get paid a meaningful income right now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it climbs.

It is trading near its lowest valuation in more than a decade.

XPeng Inc (XPEV) reports a 65% surge in quarterly deliveries and secures over $900 million for its robotics unit, while navigating margin pressures and expanding its global footprint.

Investors are rewarding visible cloud returns while heavily financed AI infrastructure stocks come under pressure.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

IonQ boasts over 200% revenue growth, while Quantum Computing's photonic bet has resulted in a smaller net loss in absolute terms than its rival's.

The GPU giant's earnings report could serve as a bellwether for memory companies.

Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.

While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

TD Cowen just broke from Wall Street consensus with a striking AWS revenue call that puts its forecast far above what most analysts are willing to model, and the reasoning behind that gap reveals how much AI-driven cloud growth the broader market may still be missing.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

The stock looks like a great value on the surface, but the company needs to do more to fully convince investors.

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

Amazon's Zoox Expands Robotaxi War With Waymo in San Francisco

Nvidia Eyes $30 Billion Perplexity Deal: AI Giant Makes Another Big Bet

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

As weak traffic and softer U.S. sales pressure sentiment, Walmart is launching Scenario, a sub-$25 fashion brand, to attract younger shoppers.

Peter Thiel's fund reveals an 8-stock 13F filing dominated by utilities, betting AI needs power more than chips.

Is Einride’s 500-truck Tesla deal the catalyst that could make ENRD stock a wise portfolio addition today?

The investor's concentrated wager could represent a pivot from "pick-and-shovel" AI plays to hyperscaler stocks.

The company is reporting some of its best performance in years.

Anthropic would need to generate roughly $1.2 trillion in annual revenue within a decade to justify a potential $2 trillion valuation, according to NYU finance professor Aswath Damodaran. That target is roughly 18 times Anthropic’s July revenue run rate of...

Expectations for AI stocks appear to be changing.

Amazon's custom chip business is growing in popularity.

Earlier this month, Airbnb reported stronger-than-expected second-quarter results and raised its full-year revenue outlook, crediting AI-powered tools for cost efficiencies and faster feature rollouts as it pursues a broader “super app” vision for travel. This push to use artificial intelligence to streamline operations while expanding into more services suggests Airbnb is working to become a larger, more integrated travel platform within the next year or so. We’ll now examine how Airbnb’s...

Home Depot's earnings beat looked great on paper, but analysts on the call kept circling one large one-time gain to see if the company's core profitability is really holding up.

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.

Here’s what could be next for Nvidia stock.

Apple's stock commands a premium price among its peers, but its growth and profit metrics tell a different story. Is the market paying for the past or the future.

Investing.com -- Anthropic (NASDAQ:ANTP) has hired former Google executive Amir Salek to join its compute team as the artificial intelligence lab lays the groundwork for an in-house semiconductor initiative, according to a report from Bloomberg. Salek, who previously led Alphabet Inc.’s custom silicon efforts and delivered seven generations of Tensor Processing Units, will report directly to Anthropic compute lead James Bradbury. The executive recruitment underscores Anthropic’s ambition to secu

Nvidia (NVDA) is set to report second quarter earnings results on Wednesday, Aug. 26, after markets close. Yahoo Finance Technology Editor Dan Howley discusses his expectations for the earnings print, highlighting what investors will be keeping an eye on.

Lower-cost AI models could reshape industry economics fast

The retail giant is caught between weaker discretionary demand and an unprecedented AI infrastructure bill.

Cathie Wood is betting Tesla will become more than an automaker.

The per-unit delivery cost that management once led with is now the CFO's line, and the comparison it rests on carries a fuel and line haul exclusion, while the top of the story belongs to the cloud.

The options market expects this stock to move less than it actually has, and the range it still marks out is wide enough to reshape a holding in either direction.

Download the Complete Report Here Einride AB (ENRD) Signed Demand Starts Converting; 2H26 Growth Acceleration and Fleet Scale Advance Path to 2028 Cash Flow Breakeven Key Takeaways: H1 constant-currency revenue grew 26% to $27 million, with H2 growth guided to 60%-73% as signed capacity moves into deployment. Amazon’s 75-truck rollout and 500-truck Tesla Semi program […] The post Einride AB Reports Growth Acceleration & Fleet Scale Moves Towards 2028 – Quarterly Update Report appeared first on E

AAPL's 33.54X forward P/E tops its sector and peers, even as iPhone, Services and AI momentum support growth amid supply and currency headwinds.

META's 17% YTD drop reflects rising AI costs, weaker cash flow and higher debt, even as AI lifts engagement and ad efficiency across its platforms.

Suddenly the Nasdaq couldn’t hold onto early gains, and you can probably guess which stocks are to blame. The Nasdaq Composite was hovering around breakeven after a wave of selling hit chips and AI infrastructure stocks. The S&P 500 was still up 0.3%.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 6.3% return over the past six months has trailed the S&P 500 by 6.4 percentage points.

Here is how BJ's Restaurants (BJRI) and Amazon (AMZN) have performed compared to their sector so far this year.

Based on the average brokerage recommendation (ABR), Amazon (AMZN) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Savers Value (SVV) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Anthropic would need to generate roughly $1.2 trillion in annual revenue within a decade to justify a potential $2 trillion valuation, according to NYU finance professor Aswath Damodaran.That target is roughly 18 times Anthropic’s July revenue run rate of more...

OAKLAND, Calif., Aug. 21, 2026 (GLOBE NEWSWIRE) -- ContextLogic Holdings Inc. (OTCQB: LOGC) (“ContextLogic,” the “Company,” “we” or “our”) today published a Q&A document to its website following the release of its second quarter 2026 financial results. In connection with its second quarter 2026 earnings release, the Company invited shareholders and other interested parties to submit written questions to its investor relations inbox. The Company received a thoughtful range of questions and has en

JPMorgan layoffs hit highest since 2015, Amazon expands drone delivery, Chinese tech IPOs outshine U.S. rivals, and more news to start your day.

CAVA Group, Inc. recently reported past second-quarter 2026 results, with sales rising to US$368.44 million and net income reaching US$23.02 million, alongside higher diluted earnings per share from continuing operations of US$0.19. Across the first six months of 2026, CAVA’s sales increased to US$806.71 million while net income edged up to US$46.58 million, suggesting its expansion efforts are supporting both topline growth and continued profitability. With CAVA’s latest quarter showing...

Shares of online home goods retailer Wayfair (NYSE:W) fell 5% in the afternoon session after Walmart’s disappointing print spilled into discretionary and home-related names. According to CNBC, Walmart shares tumbled nearly 10% on August 20, 2026 even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance looked light, reinforcing fears that shoppers are pulling back. That sec

Walmart stock tumbled on weak comp sales. Is the stock in trouble?

A one-off tariff refund is expected to be consumed by cost inflation the company had not planned for, which is why a quarter that beat on earnings left the full-year outlook untouched.

A legendary value investor just made a massive bet on Big Tech.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

AppLovin Corp (NASDAQ:APP) faces a mostly negative investor mood heading into the back half of the year, with few able to make a clear bullish case, according to a new Jefferies note summarizing recent investor conversations and a debate the firm hosted on the stock. Jefferies said questions...

The latest 13F filings for the second quarter show that both Cathie Wood’s ARK Investment Management and Stanley Druckenmiller’s Duquesne Family Office hold Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL), and both were buying in the quarter. Duquesne Family Office raised its stake by 1,083% in AMZN to 541,600 shares worth $129 million. Wood increased […]

Amazon.com Inc (NASDAQ:AMZN) shares are falling Thursday, even after Rosenblatt initiated coverage on the stock with a Buy rating and $335 price target. Here’s what you should know. Amazon.com stock is facing resistance. Why is AMZN stock trading lower? Rosenblatt Starts Amazon at Buy, Cites Underappreciated AI Position Rosenblatt analyst Scott Devitt began coverage of Amazon, initiating a Buy rating and a $335 price target that implies roughly 26% upside from the stock’s current price of around

Anthropic's rising valuation supercharged reported earnings, but investors remain focused on underlying cash generation.

Two bullish targets kept the AI leader stable while rising yields punished other mega-cap growth stocks.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Spotify shares have risen 12.5% in four weeks as record margins, subscriber growth and pricing gains offset valuation and reinvestment risks.

AWS is Amazon's most important segment.

SPOT's earnings growth, cash flow and expanding monetization support the bull case, but its premium valuation raises the bar for execution.

Walmart raised guidance for the full year early Thursday after beating earnings and revenue estimates for its second quarter. But WMT stock plunged to a nine-month low. Walmart is the world's largest retailer by 2025 sales, according to the National Retail Federation.

Just like individual investors, companies hold stock in other companies, and unrealized gains in these stocks can boost earnings numbers.

Stock Market Today: The Dow Jones index drops Thursday on Trump's "Economic D-Day" threat on Iran. Walmart dives on earnings.

ORLANDO, Fla., August 20, 2026--Hilton Grand Vacations Inc. (NYSE:HGV) ("HGV" or "the Company") today announced that its Board of Directors has approved a two-year share repurchase plan authorizing the Company to repurchase up to an aggregate of $600 million of its outstanding shares of common stock.

Walmart earnings beat, but U.S. same-store sales were the weakest in six years while the Dow retail giant guided lower. WMT stock tumbled.

The agency helped COCOSOLIS build its Amazon channel through catalog architecture, listing optimization, PPC management and year-round marketplace execution.Grand Island, New York--(Newsfile Corp. - August 20, 2026) - Olifant Digital helped premium beauty brand COCOSOLIS reach $1,098,692 in monthly Amazon revenue, scaling the brand to eight figures and supporting its expansion into six new international markets.Olifant Digital announces Amazon growth for COCOSOLIS.To view an enhanced version of.

Amazon Picks Austin for New Robotics Facility, Adding Up to 500 Jobs

Musk's 2030 revenue prediction for SpaceX may be too optimistic.

Early in its life as a publicly traded company, SpaceX stock has shown little correlation with other large tech stocks.

Anthropic's revenue is exploding -- and Amazon and SpaceX are cashing in on the AI boom before any IPO even happens.

Amazon invested just $13 billion in Anthropic.

Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.

Nebius just announced its third major debt issue in a year to support its massive AI infrastructure expansion.

The subscription model for smart home AI just hit a significant roadblock. On August 19, 2026, Amazon announced it is dropping the $19.99 monthly fee for its advanced AI assistant, Alexa+, specifically for users on compatible Fire TV devices. As reported by TechCrunch and The Verge, the upgrade is automatic, requiring no app download or […]

Billionaire Peter Thiel disclosed a roughly 1% stake in Vista Energy, spending about $76 million to acquire 1.2 million American depositary shares through Thiel Macro LLC.

In recent days, Amazon reported a past quarter in which AWS delivered its fastest growth in over four years, AI-related services inside AWS surpassed a US$25.00 billion annual revenue run rate, and management outlined around US$220.00 billion of 2026 capital spending focused on AI data centers and supporting infrastructure. These updates suggest AWS’s profitability and scale are becoming even more central to Amazon’s overall business mix, while massive AI-driven capex commitments are...

Shares of fast-food chain Wendy’s (NASDAQ:WEN) jumped 5% in the afternoon session after Yahoo Finance reported that Nelson Peltz’s Trian Fund Management is assembling a group to take the company private. The burger chain also confirmed it is reviving its chief operating officer role as part of a wider management reset. The stock's rally reflects investor speculation about a potential buyout rather than a fundamental change in the company's day-to-day business, with the market treating the news a

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

If humanoid robots are the future, and they appear to be based on what investors are willing to pay, then Elon Musk faces a formidable Chinese rival. Unitree Robotics surged 460% on Wednesday in its trading debut in Shanghai, giving the company a market capitalization of about $51 billion. Figure AI, which posts videos of its robots working in factories, has been valued at almost $40 billion.

The company's cloud computing investments are starting to pay off.

If humanoid robots are the future, and they appear to be based on what investors are willing to pay, then Elon Musk faces a formidable Chinese rival. Unitree Robotics surged 460% on Wednesday in its trading debut in Shanghai, giving the company a market capitalization of about $51 billion. Figure AI, which posts videos of its robots working in factories, has been valued at almost $40 billion.

Walmart earnings are due early Thursday after a summer promotional pricing blitz to lure inflation-weary consumers. On Wednesday, WMT stock edged lower, testing a key level. The big Dow Jones stock is the nation's and world's largest retailer by 2025 sales, according to the National Retail Federation.

If humanoid robots are the future, and they appear to be based on what investors are willing to pay, then Elon Musk faces a formidable Chinese rival. Unitree Robotics surged 460% on Wednesday in its trading debut in Shanghai, giving the company a market capitalization of about $51 billion. Figure AI, which posts videos of its robots working in factories, has been valued at valued at almost $40 billion.

A retreat in yields returned the spotlight to Amazon's 37% cloud expansion.

Tesla recently teased a Cybercab launch event, which could be a catalyst to send shares higher. Monday evening, Tesla teased the coming launch event on X, saying that customers riding a Tesla robo-taxi through Aug. 23 would have a chance to be invited to a Cybercab launch event. Tesla launched an AI-trained robo-taxi service in Austin, Texas, in June 2025 using Model Y vehicles running the company’s Full-Self Driving software.

While rivals commit hundreds of billions to AI infrastructure, Apple's restrained capital approach has made its stock a hedge against volatility

Walmart (WMT) reports second quarter earnings on Thursday before the opening bell. CFRA Research senior vice president of equity research Arun Sundaram shares his expectations for the earnings print.

The average of price targets set by Wall Street analysts indicates a potential upside of 25.6% in Amazon (AMZN). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Walmart (WMT) reports second quarter earnings on Thursday before the opening bell. CFRA Research senior vice president of equity research Arun Sundaram shares his expectations for the earnings print.

SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

AWS just posted its fastest growth in over four years, and the numbers behind the reacceleration suggest Amazon's cloud story is only getting started. Here is what the bull case, the bear case, and a five-year price roadmap reveal about where shares go from here.

Humans, mainly thanks to SpaceX are putting more things into orbit—and that can lead to some interesting events. On Aug. 5, a day after SpaceX reported second-quarter earnings, a SpaceX Falcon 9 upper stage hit the moon, creating an impact crater (and media buzz). On Tuesday, NASA released images of a 60-foot-wide, 10-foot-deep crater.

If humanoid robots are the future, then Elon Musk faces a formidable Chinese rival. China’s Unitree Robotics surged 460% on its trading debut in Shanghai Wednesday, giving the company a market capitalization of around $51 billion. Robots, of course, have been around for decades.

NEW YORK, August 19, 2026--Lincoln Property Company ("Lincoln"), Saber-Hightower ("Saber") and Waterfall Asset Management ("Waterfall") today announced their acquisition of the $450 million Tri-State portfolio spanning 4 million square feet of existing properties and prime development sites across 300 acres in New York, New Jersey, and Connecticut.

(Updates with Nexus Data Centers' response to a request for comment in the penultimate paragraph.)

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

Boeing and Lockheed's ULA Expands Debt Deal to $1.5 Billion

Estée Lauder Cos. posted quarterly results that beat estimates and ended a run of three straight declines in annual revenue, a sign the beauty conglomerate's turnaround efforts are gaining momentum.

Humans, mainly thanks to SpaceX are putting more things into orbit—and that can lead to some interesting events. On Aug. 5, a day after SpaceX reported second-quarter earnings, a SpaceX Falcon 9 upper stage hit the moon. On Tuesday, NASA released images of a 60-foot-wide, 10-foot-deep crater.

If humanoid robots are the future, then Elon Musk faces a formidable Chinese rival. China’s Unitree Robotics surged 460% on its trading debut in Shanghai Wednesday, giving the company a market capitalization of around $51 billion. Unitree’s new humanoid robot has gone viral recently, appearing to beat Usain Bolt’s fastest speed and jump higher than a human.

Institutional investors added more than 70 million shares of EV maker Rivian Automotive Inc. (NASDAQ:RIVN) in the second quarter of 2026. Amazon, Uber in the Mix According to a report by Electric Vehicles on Tuesday, 417 holders raised their positions in the EV maker by a combined 106,424,812 shares, while 318 investors cut back on Rivian by 31,005,657 shares. 85 investors exited their position in the automaker, opening up 4.9 million shares, the report said. Read Also: North American EV Sales F

One of the fastest-growing businesses inside the company more than doubled over the past year. What does five more years of that do to a $2.8 trillion valuation?

Viva Leisure Ltd (ASX:VVA) exceeds all FY26 targets with NPAT up 144.5%, declares first dividend, and explores value-unlocking options for its high-growth tech business.

Dividend announcement puts Boyd Gaming in focus Boyd Gaming (BYD) drew investor attention after its board declared a quarterly cash dividend of $0.20 per share, payable on October 15, 2026, to shareholders of record on September 15. See our latest analysis for Boyd Gaming. At a share price of US$82.48, Boyd Gaming has seen its 30 day share price return fall 5.97%, while its 90 day share price return is up 4.05% and its 5 year total shareholder return is 43.53%. This suggests momentum has...

While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.

Tuesday was wild for Einride The small-cap stock soared, then dropped after the Swedish trucking firm announced plans for “the world’s largest Tesla Semi deployment.” The Tesla Semi truck was introduced in 2017. Hundreds have been built, with mass production starting this year.

Financial stocks were mixed Tuesday with the NYSE Financial Index little changed, erasing earlier ga

Morgan Stanley sees extraordinary upside if Amazon converts AI capacity into a trillion-dollar cloud business.

S&P 500 earnings per share are on pace to climb more than 50% in the second quarter. Combining reported and yet-to-be-reported results, S&P 500 earnings are up 50.4%, according to the most recent data from FactSet. Profit growth is broad, too, with 10 of the 11 S&P 500 sectors posting year-over-year earnings growth.

On Tuesday, Swedish logistics company Einride bought several hundred Tesla Semi trucks that will be used by Amazon and other customers in North America. Einride stock shot up, before falling about 4%.

Sonos expects Q4 revenue growth to stay intact, but a $35 million memory-cost hit could sharply pressure gross profit and adjusted EBITDA.

Amazon's $10 billion data center campus near Houston is drawing scrutiny over its secrecy and Texas's tightening data center rules.

Nvidia dropped Tuesday in a broader slide on Wall Street as bond yields climbed. Shares of the artificial intelligence chipmaker were on course for a third consecutive decline, with the company's next earnings report coming due soon. The recent IBD Stock Of The Day has formed a clear base and had hit early entry point amid earnings reports from key AI-related companies such as Advanced Micro Devices , Alphabet, Amazon and Microsoft.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

Amazon's Zoox is moving fast into two cities where Tesla has staked its autonomous future, and the gap between their timelines is closing in ways that should alarm anyone holding TSLA stock.

NASA selects Blue Origin, Firefly Aerospace, more for prelaunch services contracts. SpaceX readies for next Starlink mission, SPCX hits resistance.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

FEATURE Shares of small-capitalization, Swedish trucking firm Einride soared early Tuesday after the company announced plans for “the world’s largest Tesla Semi deployment.” The Tesla Semi truck was introduced back in 2017.

Shareholders of Lucid would probably like to forget the past six months even happened. The stock dropped 36.7% and now trades at $6.21. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

On Tuesday, Swedish logistics company Einride bought several hundred Tesla Semi trucks that will be used by Amazon and other customers in North America. Einride stock shot up 8%, while Tesla slipped about 1%.

Einride AB (NASDAQ:ENRD) shares jumped more than 27% in early pre-market trading on Tuesday after the Swedish technology company announced a partnership with Tesla (NASDAQ:TSLA) to deploy 500 Tesla Semi trucks across North America for Amazon. Einride said the programme will represent the largest deployment of its kind globally, with the electric trucks managed through the company’s Saga AI fleet intelligence platform.

Einride to deploy 500 Tesla Semis on its Saga AI platform for Amazon and other customers, converting signed contracts into revenue-generating freight capacity.The deployments will triple Einride's deployed fleet of electric trucks, and further accelerate the Company’s US expansion, adding to North America's largest electric freight networks. STOCKHOLM, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Einride AB (Nasdaq: ENRD) ("Einride" or the "Company"), a technology company driving the transition to cost-eff

Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...

When an AI agent deletes hundreds of emails from a senior executive’s inbox, the fallout is immediate. In February 2026, that exact scenario involving Summer Yue, Director of Alignment at Meta Superintelligence Labs, triggered an industry-wide blacklist of the OpenClaw framework by Meta, Google, Microsoft, and Amazon. The failure, which occurred during context window compaction […]

LAKE OSWEGO, Ore., Aug. 17, 2026 (GLOBE NEWSWIRE) -- Functional Brands Inc. (OTC Markets: MEHA), a leading innovator in wellness and performance products, today announced financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Revenue grew to $1.87 million, up 2% from $1.83 million in the prior year period, reflecting continued demand from the Company's direct-to-consumer sales channel and contract manufacturing sales.Gross profit increased to $1.12

Apple is firing on all cylinders, yet its stock has stumbled. Here’s how to decide if this is a buying opportunity or a warning sign.

Amazon and Alphabet are benefiting from their massive investments in AI and space companies, but those investments come with greater exposure to private-market valuations and liquidity constraints.

Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could change how you think about the AI trade.

Independent agency expands commerce capabilities across Amazon, TikTok Shop and global ecommerce markets NEW YORK, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Chief Media, an independent performance media and data science agency, today announced that it has acquired AMZ Advisers, an ecommerce and digital marketing consultancy, and, with it, AMZ Advisers’ stake in Reach Social, a creator-led social commerce agency. The acquisitions expand Chief Media’s commerce capabilities across Amazon, TikTok Shop and o

The Claude maker just crossed a critical financial threshold

Rivian raised its delivery outlook and posted improving margins, yet a quiet detail buried in the CFO's remarks on the last earnings call could make the second half look far worse than the headline numbers suggest.

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

Amazon (NASDAQ:AMZN) is among the top holdings of three famous billionaire investors as of the end of the second quarter, according to the latest 13F filings. Stanley Druckenmiller’s Duquesne Family Office raised its Amazon stake over 1,000% in the second quarter. David Tepper’s Appaloosa Management made Amazon its single largest position at $1.19 billion, up […]

NEXGEL (NASDAQ:NXGL) reported second-quarter 2026 revenue of $3. 69 million and a net loss of $2.

Morgan Stanley said if AWS meets its revenue forecast, it could generate roughly $500 billion in earnings before interest and tax, according to The Fly

Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...

While Micron Technology (MU) and Sandisk (SNDK) stock both get a lift Monday morning, Zacks Investment Research stock strategist Ethan Feller takes a closer look at whether memory chipmakers or AI hyperscalers are the better investment in this market environment.

Netflix's revenue growth is cooling, and the line that actually compounds for shareholders has been running far ahead of it.

Amazon.com stock could be worth $500 a share by the end of 2027 if the company successfully grows its AWS revenue, according to Morgan Stanley.

Thiel Macro LLC disclosed owning nearly 1.2 million Vista Energy ADS as of June 30, sending the stock up more than 5% in premarket trading Monday

While Wall Street obsesses over AI darlings, four familiar dividend stocks have quietly built yields as high as 6.8% and sit at entry points that income investors may soon regret ignoring.

Amazon and Meta both burned through tens of billions on AI infrastructure last quarter, but one of them is doing it without a paying tenant to recover the bill. The math behind each strategy points to a very different kind of squeeze.

The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital, has matched that pace with about 13% annually over the same stretch. Impressive numbers for most investors. Yet both look like amateur hour next to the woman still serving out her final term in Congress: Nancy Pelosi.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Taiwan Semiconductor has its fingerprints all over the modern data center.

Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with ...

Thiel Macro put $76 million into Vista Energy, making the Argentine oil producer its second-largest position after Amazon.

On August 5, NiSource Inc. (NYSE:NI) held its second-quarter earnings call, and the numbers told two different stories at once. Adjusted EPS fell to $0.16 from $0.22 a year earlier, yet management walked away reaffirming every long-term target on the books. That gap between a rough quarter and an unshaken outlook is the story here, […]

Analysts have been nudging up price targets for Amazon.com, with some research now clustering in the US$320 to US$365 range. Much of this shift is tied to AI driven demand in Amazon Web Services, a growing AI and cloud backlog, and updated views on how capital expenditure intensive infrastructure could support future returns, even as some analysts stay cautious on spending and competition. As you read on, you will see how these moving pieces shape the evolving narrative around Amazon.com and...

Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about which one belongs in your portfolio.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.

Musk's bold claim suggests SpaceX could spend huge sums on data centers.

Is the recent sale a sign that Amazon could be near its peak?

The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

The home improvement giant showered its owners with cash, yet the stock fell far behind the market. Here is the accounting of what investors actually got, and what the trade-off cost them.

Amazon's $77.7 billion net income and 10.8% margin showcase profitability at scale, while StubHub's $191 million free cash flow points to a path back from recent losses.

One company is accelerating across every major division, while the other is managing a complicated restructuring.

The Q2 earnings season is winding down, but many retail companies, including Walmart, have still yet to report. It and other big-box retailers have faced a difficult operating environment, with elevated fuel costs adding to consumers' financial burdens and increasing retailers' expenses.

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of ‌the end of June, a regulatory filing showed ‌on Friday, adding to the venture capital firm's list of ​tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has ‌been looking for ⁠opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon ⁠s

Two high-growth names at good valuations.

Joshua Kushner’s Thrive Capital has bought up roughly $215 million worth of shares in Amazon.com Inc., building on the venture firm’s push to invest in public companies.

The Federal Reserve now looks somewhat unlikely to raise interest rates at either of the next two meetings after a weak July retail sales report further assuaged concerns that the economy may be overheating. Last Friday's weak jobs report and the even weaker retail sales report "are bad news for workers and consumers, but potentially good news for the stock market, because it reduces the urgency at the Fed to raise rates to fight too-high inflation," wrote Chris Zaccarelli, chief investment off

Fort recently signs agreements for the acquisition of Logia USA - fuel integrity solutions for data centers company Tel Aviv, Israel, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Nexera Technologies Ltd (“Nexera” or the “Company”) (Nasdaq: NEXR, NEXRW), a data-driven company operating on the Amazon Marketplace expanding into the global homeland security sector through advanced artificial intelligence (“AI”)-driven solutions, today announced that its majority-owned subsidiary, Fort Technology Inc. (Nasdaq:

The Magnificent Seven have been mostly poor performers this year.

A flood of foreign currency bond issuance by Big Tech groups is shaking up the world’s smaller credit markets, pushing borrowing costs higher...

Nvidia and Micron are making a ton of money from the AI build-out.

Its stock is down, but investors shouldn’t overreact to worries about the autonomous-vehicle business.

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

Sequential revenue growth returns as platform migrations complete and profitability improves.

FitLife Brands (NASDAQ:FTLF) reported second-quarter 2026 revenue of $26.5 million, up 65% from a year earlier, as the company’s acquisition of Irwin Naturals more than offset declines in its Legacy FitLife business. Net income rose to $2.0 million from $1.7 million in the prior-year quarter, while

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today reported its second quarter results for the three months ended June 30, 2026.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

SHOP's premium valuation, margin pressures and rising credit losses weigh on the stock despite strong growth, payments gains and AI opportunities.

Costco's stock is priced like the top item on the shelf, but its performance numbers are a split decision: strong on growth, weak on margin.

Pershing Square argues that cloud acceleration and faster retail volumes provide financial support for Amazon's elevated data-center investment.

Alphabet's 19% pullback reflects surging AI spending and cash-flow pressure, even as Cloud growth and a $514 billion backlog signal strong demand.

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

Amazon Shares Fall as Twitch Privacy Fight Escalates Over AI Training

Nexxus Capital, LLC ("Nexxus" or the "Company"), a leading ecommerce acquirer and operations company, announces the closing of Nexxus Capital Fund I Series 4 (IV) asset acquisition which completed in October 2025 of 5 highly competitive brands from a Top Amazon Aggregator.

Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.

Analysts don't see MercadoLibre hitting $100 billion in revenue until 2030, but there's a problem with that forecast.

Jeff Bezos filed a Form 144 with the Securities and Exchange Commission on Aug. 3, proposing to sell up to 15 million Amazon shares worth approximately $4.07 billion. Within the same week, Sky Sports reported that Bezos had joined a consortium closing in on a deal for a roughly one-third ...

The online marketplace is doubling down on its core strategy, and history has been kind to dip-buyers here, but a new acquisition adds a twist.

Kornit Digital's (KRNT) Q2 financial results show that momentum is building, although greater proof

Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire thesis faster than anyone is pricing in.

Southfield, Michigan, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Credit Acceptance Corporation (Nasdaq: CACC) (referred to as the “Company”, “Credit Acceptance”, “we”, “our”, or “us”) today announced that Jeetu Mirchandani, a veteran technology and AI executive with more than two decades of leadership experience at Amazon, will join the Company as Chief Technology Officer on August 27, 2026. In this role, he will lead Credit Acceptance’s Engineering organization and technology strategy, helping accelerat

AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.

Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Jeff Bezos' continued large stake in Amazon signals strong long-term alignment and stability for shareholders, although his planned stock sales may create short-term market pressure.

A key benefit will keep Berkshire Hathaway in Coca-Cola stock.

Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.

Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...

Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as...

With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.

Home Depot sent its owners a torrent of cash, yet the stock trailed the market. Here is the accounting of what that trade-off actually bought, and what it means now.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.

Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS’s own security teams are already using them to find and fix vulnerabilities faster. It’s the latest step […]

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

The upside case rests less on order counts than on what a mass-market ramp does to the cost of every vehicle leaving its Illinois plant.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

NEW YORK & LONDON, August 12, 2026--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape with investors trimming borrowed risk rather than exiting AI exposure entirely. For global he

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

Not all hyperscalers are created equal.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

The George Washington University recently sold its Virginia campus to Amazon, and The University of Michigan proposed a new $1.2 billion data center development.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop

The cost of Amazon's AI pivot may be weighing on the stock.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Owlet Inc (OWLT) posts 29.9% revenue growth and record subscription income, while navigating aggressive competitor discounting and planning AI-driven product enhancements.

Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

Amazon's 10.8% net margin and fortress balance sheet contrast sharply with Coupang's razor-thin 0.6% profitability and data-breach fallout.

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street’s revenue estimates this week, but investors could not have reacted more differently. Amazon’s stock surged as much as 15%, while Apple’s fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon’s cloud unit, […]

Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

The tech giant's founder made a major stock sale last week, but that shouldn't discourage investors from buying.

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million ‌to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for ‌artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their ​own energy sources rather than wait for grid connections. Pennsylvania -- with its abundance

Amazon.com stock has nearly doubled over the past three years, and current checks suggest the market price still sits below what intrinsic value estimates and earnings multiples imply. Both the Discounted Cash Flow (DCF) estimate and the market multiple read point to an undervalued setup at recent levels. Amazon.com has delivered a 97.8% return over the past three years, which puts extra focus on whether the current share price still offers a margin between market value and underlying...

Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions.

Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow

Sea (SE) reported stronger-than-expected second-quarter revenue on Tuesday as the Singapore-based co

Amazon's earnings breakout, accelerating AWS growth and massive AI demand backlog strengthen the case for a post-earnings drift.

GLASGOW, Scotland, August 11, 2026--Kodamai, a pioneer in mathematically rigorous agentic AI infrastructure that gives enterprises grounds to trust autonomous agents with their most consequential work, today announced that Mike Spertus has joined the company as Chief Product Officer, where he will lead product and engineering. Spertus joins as that trust becomes urgent, bringing three decades of driving enterprise-class software at Amazon, Symantec, VERITAS, and the ANSI C++ Standards Committee,

Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. (NASDAQ:AMZN) subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin "I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. We need to be regulated," Evans told Fox Business on Monday, referring to Nation

Plug Power’s second-quarter earnings and a boost to expectations for full-year revenue growth reveal a company heading toward profitability, say analysts.

S&P 500 Gets a Major Boost as JPMorgan Raises 2026 Target to 8,000

Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.

For those seeking a pick-and-shovel approach to the AI wave, here's a guide to utilities, grid hardware, cooling firms, and refinery stocks.

Artificial intelligence has been a major tailwind for this budding cloud company.

Cryptocurrency bettors are skeptical that Amazon.com Inc (NASDAQ: AMZN) will reach $300 or higher by the end of August, despite the stock’s steady start to the month. What is Polymarket Upto? The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently...

Nvidia and major Wall Street firms plan to mobilize at least $500 billion to invest in artificial intelligence (AI) infrastructure, seeking to attract large amounts of investor capital for funds financing data centres equipped with Nvidia chips. The partnership includes Goldman Sachs and investment firms Apollo, BlackRock and KKR, Nvidia said on Monday, without providing details on the timeframe for raising more than $500 billion.

FedEx has already begun deploying Dexterity’s dual-armed Mech trailer loading robots at its Hagerstown, Maryland hub, automating physically demanding trailer-loading tasks to enhance efficiency in its ground operations. This move underlines FedEx’s push to embed advanced robotics into its network, aligning its automation efforts more closely with logistics peers such as Amazon that are scaling similar technologies. We’ll now explore how FedEx’s rollout of robotic trailer loading systems fits...

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

Amazon's profit margin towers over Chewy's 1.8%, but valuation metrics tell a starkly different story.

Invesco sells you the same 100 stocks through two different funds at two different prices, and most investors buying the pricier one have no idea the cheaper version even exists.

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

By M. Marin NASDAQ: SNES READ THE FULL SNES RESEARCH REPORT Believe 2Q26 illustrates strong momentum on benefits of growth initiatives SenesTech, Inc. (NASDAQ: SNES), a leader in rodent birth control solutions with patented products that provide proven long-term and sustainable rodent population management, reported record 1H26 revenue, which we believe illustrates the strong momentum in the

Amazon's recent earnings breakout is likely just beginning as AWS experiences renewed growth and AI demand soars.

Netflix said Monday it has closed its upfront sales process, hitting its target of nearly doubling its ad commitments. In reporting quarterly earnings last month, Netflix execs reaffirmed their expectation that ad revenue will hit $3 billion in 2026, twice the 2025 level. The streaming giant is in the fourth year of its exploration of …

The future of artificial intelligence may be built on servers, but those servers need something far more basic to run: electricity. Amazon is now moving deeper into the energy business to secure the power needed for its next generation of AI infrastructure. The company has confirmed its purchase of a Pecos County, Texas, site for a planned data center campus and its intention to purchase electricity from Pacifico Energy’s GW Ranch project, a proposed natural gas facility capable of producing 7.6

Amazon's accelerating cloud revenue could keep pushing the stock higher.