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Amazon cited AI efficiency when it eliminated 16,000 corporate roles. Microsoft cited AI when it cut more than 15,000 positions. Across Big Tech, the explanation for layoffs has become almost predictable: we are doing more with less, and AI is why. Jensen Huang has a problem with that story. And he ...
The fulfillment provider is betting a unified tech stack and a new AI robotics lab can give independent brands a fighting chance against e-commerce giants.
Centrus gives investors rare exposure to the bottleneck behind nuclear fuel: uranium enrichment. The next hurdle is turning contracts, centrifuge manufacturing, and the Piketon expansion into production capacity.
Broadcom is attracting fresh attention after Duquesne initiated a new AVGO position, while the company’s AI semiconductor revenue continues to accelerate.
Marvell Technology (MRVL) is scheduled to report Q1 results after-market hours on Wednesday, May 27, and expectations are running high following several quarters of explosive AI-driven growth.
Amazon.com stock overview after recent price move Amazon.com (AMZN) stock edged down 0.8% in the latest session, a small move that still leaves investors weighing its recent run, including a 26.4% gain over the past 3 months. See our latest analysis for Amazon.com. While the latest session pullback is modest, it comes after solid momentum, with a 7 day share price return of 2.69% and a 90 day share price return of 26.43%, alongside a 1 year total shareholder return of 29.27%. This reflects...
The Magnificent Seven's first-quarter earnings are in the books, and the seven companies registered their best profit growth in nearly five years. All remain pillars of the S&P 500 index. Collectively, Mag 7 earnings jumped 63.2% year over year, according to a report from FactSet.
Micron (MU) is having its best trading day since 2011, on track to close at a valuation of $1 trillion, which would make its market cap nearly tied with those of Eli Lilly (LLY) and Berkshire Hathaway (BRK-B, BRK-A). Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Micron's market action in the video above.
There is a particular comfort in the idea that the boss and the billionaire agree on the future. It saves you the trouble of picking a side. It saves you the harder trouble of figuring out which one is selling you something. For the past week, American workers got the optimistic version of that ...
Amazon founder Jeff Bezos built a company obsessed with getting paper towels to someone's front porch in under 24 hours and somehow turned shipping speed into a business philosophy. So when Bezos wants to criticize inefficiency, he usually does not...
AAPL's Services hit a record $30.98B in fiscal Q2'26 as TV+, sports and ads grow, with Apple Maps search ads coming later this year.
Snowflake (SNOW) is a "strong" second-derivative player in the artificial intelligence revolution an
Amazon's global scale meets MercadoLibre's rapid Latin American growth as both companies reveal distinct strengths in financials, risk, and valuation.
Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.
While heavily skewed by a rebound from 2022 lows, eBay's (EBAY) net income grew an average of 96.7% over three years, yet its earnings per share surged 101.1%. This gap is the denominator effect in action, where a shrinking share count amplifies shareholder returns. Is this a sign of a flawless machine, or a company buying time.
Dropbox said on Tuesday that CEO and co-founder Andrew Houston will step down after a transition period, promoting insider Ashraf Alkarmi to co-CEO ahead of his succession as the sole chief executive. The file hosting service provider's shares fell more than 1% in early trading. They have fallen over 3% this year.
The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7
Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.
During a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano highlighted a striking proposal from Amazon (NASDAQ:AMZN) founder Jeff Bezos. Bezos believes the bottom 50% of Americans should pay no federal taxes. According to the discussion, the bottom half of earners currently contribute only 3% of the federal budget, which lends credence ... Jeff Bezos Says Bottom 50% of Americans Should Pay No Taxes. The Real Culprit Is Federal Spending
The European commission is set to allocate two thirds of lucrative mobile satellite spectrum to European companies, with the rest available for non-European rivals such as Elon Musk's Starlink and Amazon's low-earth-orbit satellite business Leo, people with direct knowledge of the matter said on Tuesday. The EU executive will next year allocate mobile satellite spectrum currently used by American companies Viasat and EchoStar and which is due to expire in May 2027.
Logistics startup Stord said on Tuesday it raised nearly $250 million in a late-stage funding round at a $3 billion valuation, and launched Stord Labs to advance physical intelligence. The funding highlights investor confidence in platforms that provide independent brands with the technological infrastructure needed to challenge the dominance of e-commerce giants such as Amazon. Here are some details: • Stord Labs will serve as a research base for the company to test agentic AI, robotics and automation against live fulfillment data to improve warehouse operations.
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.
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]
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