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In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.

Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

GLW inks a multibillion-dollar, long-term Amazon deal to supply optical fiber and connectivity for U.S. data centers while expanding its North Carolina production and creating jobs.

Investing.com -- Wolfe Research has sharply raised its revenue, capital expenditure, and earnings estimates for Alphabet and Amazon, arguing that growth at both companies’ cloud units is significantly underappreciated by the Street.

SHOP's AI, payments and enterprise growth remain strong, but can execution and rising earnings expectations justify its premium valuation?

Amazon ramps up AI robotics with new Proteus and DeepFleet, targeting faster fulfillment as billions in investments raise questions about near-term margins.

At $211.82, Oracle (ORCL) looks set up for roughly 34% 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; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy in June. On June 7, Investing.com reported that UBS maintained Buy ratings on three major cloud providers, including Microsoft, driven by their revenue growth. The analyst noted that the combined cloud revenues of Microsoft, Amazon, and Oracle totaled $84.8 billion in the […]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best AI Stocks to Buy in June. On June 6, Investing.com reported that BofA Securities reiterated its $310 price target and Buy rating on Amazon, driven by developments in the company’s Leo satellite internet project. The analyst noted that Amazon is approaching an operational tipping point in […]

The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.

BOOT boosts brand visibility through its Stagecoach partnership, expanding awareness and reaching customers beyond the festival.

Amazon must still deploy all 3,232 Gen 1 satellites by July 2029, but satellites launched after the waived deadline will temporarily lose spectrum priority status

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.

Monika Joshi explains how Amazon Relay’s web portal and mobile app’s fraud protections, safety rewards program, and Prime Day volume create a differentiated value proposition for carriers. The post Amazon Relay Is Tackling Freight Fraud, Incentivizing Safety, and Gearing up for Prime Day appeared first on FreightWaves.

The company's stock surge had a secret ingredient beyond AI hype: a clever way to get someone else to pay for it.

CoreWeave Inc. (NASDAQ:CRWV) is engaging with European high-yield investors as it considers new financing options that could include both U.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

FEATURE SpaceX’s Starlink is, well, miles above its competition. That doesn’t mean competitors have given up. Jeff Bezos appears set on taking a slice of Elon Musk’s space pie. Amazon.com has selected Kenya to host its inaugural satellite ground station in Africa, according to reports.

While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There are no analyst price targets, no consensus multiples, and no shares to buy in a brokerage account. What exists are prediction-market ... Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?

Stock Market Today: The Dow Jones index rose Tuesday after Trump said a U.S.-Iran deal could be reached in "two or three days."

Investing.com -- CoreWeave Inc. is holding calls with European high-yield investors on Tuesday as the AI infrastructure provider evaluates financing transactions that may include dollar and euro bonds, Bloomberg reported Tuesday.

IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.

​📈 Follow our live markets data and coverage. Warren Buffett once quipped that you should “put all your eggs in one basket and watch that basket.” The line probably originated with steel magnate Andrew Carnegie, once the richest man in America.

Global airlines' push to attract premium customers is making fast in-flight Wi-Fi an increasingly important perk, turning a once-patchy paid service into an emerging battleground between Elon Musk's Starlink and Jeff Bezos' Amazon Leo satellite network. Starlink, which operates around two-thirds of all satellites in space and is the ‌major driver of revenue for SpaceX, has signed up 11 new airline customers globally so far in 2026, after 22 in 2025 and eight in 2024, compared with three ‌in 2022, according to Valour Consultancy, an aviation intelligence firm. Amazon, which is still building out its Leo satellite constellation, faces a potential setback after a Blue Origin rocket failure last month.

Investor Jim Chanos challenged the prevailing narrative comparing SpaceX‘s initial public offering (IPO) valuation to early tech giants like Amazon.com, Google, and Meta Platforms. Chanos took to X on Saturday to respond to a user, The_Real_Fly, stating SpaceX, OpenAI and...

This particular company offers investors safety and potential for explosive growth.

Earlier this week, Amazon announced a multiyear, multibillion-dollar agreement for Corning to supply optical fiber, cable, and connectivity components for its expanding U.S. data center infrastructure, alongside plans to add about 1,000 manufacturing jobs at Corning’s North Carolina facilities and expand a fiber technician training program. This partnership deepens Corning’s role in AI and cloud infrastructure buildouts, reinforcing its position in U.S.-based optical communications...

Amazon.com (NasdaqGS:AMZN) has signed a multibillion dollar fiber optics supply agreement with Corning. The deal focuses on expanding Amazon's U.S. data center infrastructure and supporting American manufacturing. The agreement includes workforce training initiatives linked to the build out of Amazon's cloud and AI infrastructure. For readers watching cloud and AI infrastructure, this move relates to how Amazon.com (NasdaqGS:AMZN) is building the physical backbone behind Amazon Web Services...

Zepto's advertising revenue jumped 151%, outpacing the company's 104% growth in operating revenue.