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Bloomberg79d agoneutral
Nvidia Says Anthropic, OpenAI Among Users of New Vera Chip

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

Microsoft Tightens AI Tools As Investors Focus On Outcome Based Adoption
Simply Wall St.79d agoneutral
Microsoft Tightens AI Tools As Investors Focus On Outcome Based Adoption

Microsoft (NasdaqGS:MSFT) has reportedly tightened internal AI tool spending, canceling licenses for external AI coding assistants such as Claude Code. Engineers are being directed toward the company’s own Copilot CLI as part of a broader focus on internal AI products and cost control. Across the sector, AI evaluation is shifting toward outcome based metrics, highlighted by Amazon discontinuing its AI leaderboard in favor of impact focused measures. For you as an investor, this points to a...

Amazon joins Microsoft in sending shocking message to employees
TheStreet79d agoneutral
Amazon joins Microsoft in sending shocking message to employees

For the past two years, the message from Big Tech to its employees was simple: use more AI. The companies that used it most would win. The numbers would follow. The numbers have not followed. And now the message is changing. Amazon (AMZN) shut down an internal AI leaderboard called KiroRank on May ...

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg79d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.
24/7 Wall St.79d agoneutral
S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial equivalent of finding out the well in the backyard has gone dry while the water bill keeps climbing. I’ve been writing ... S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

Bank of America Reiterates Buy Rating on Amazon.com (AMZN) Stock
Insider Monkey79d agobullish
Bank of America Reiterates Buy Rating on Amazon.com (AMZN) Stock

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Wide Moat Stocks to Buy According to Wall Street Analysts. On May 21, Bank of America analyst Justin Post reiterated a “Buy” rating on the company’s stock with a price objective of $310. As per the analyst, the company’s cloud business continues to demonstrate healthier momentum, thanks […]

Amazon.com (AMZN): The Best Data Center Stock with Huge Upside Potential
Insider Monkey79d agoneutral
Amazon.com (AMZN): The Best Data Center Stock with Huge Upside Potential

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 27, 2026, Amazon.com, Inc. (NASDAQ:AMZN) shared a leadership update saying Neil Lindsay will step back from his Amazon role after more than 15 years at the company and five years helping establish its healthcare business. Amazon said […]

SpaceX, OpenAI Windfall Fuels Bets on Next-Wave Asian AI Winners
Bloomberg80d agobearish
SpaceX, OpenAI Windfall Fuels Bets on Next-Wave Asian AI Winners

(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug

Jeff Bezos' Blue Origin rocket explodes as space tech stocks tank
TheStreet80d agoneutral
Jeff Bezos' Blue Origin rocket explodes as space tech stocks tank

New Glenn's fourth flight was meant to carry Amazon's Project Kuiper satellites into orbit. Instead, it exploded on the launchpad at Cape Canaveral on the evening of May 28 during a hotfire test. By the time markets opened the following morning, the damage had spread well beyond Blue Origin's ...

QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together
24/7 Wall St.80d agoneutral
QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together

The Invesco QQQ Trust (NASDAQ:QQQ) has ripped higher in the spring rally, climbing 10% in the past month and 19% year to date to trade near $727. That rebound from the early-April volatility spike, when the VIX briefly punched above 25, has been powered almost entirely by the same handful of AI infrastructure names that ... QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together