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Microsoft Should Be Thrown Out Of Magnificent 7
24/7 Wall St.86d agoneutral
Microsoft Should Be Thrown Out Of Magnificent 7

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 Stock’s Simple Path To 20% Upside
Trefis86d agoneutral
Amazon Stock’s Simple Path To 20% Upside

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.

Jeff Bezos Says Bottom 50% of Americans Should Pay No Taxes. The Real Culprit Is Federal Spending
24/7 Wall St.86d agoneutral
Jeff Bezos Says Bottom 50% of Americans Should Pay No Taxes. The Real Culprit Is Federal Spending

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

Reuters86d agobullish
Exclusive-European companies set to receive two thirds of future mobile satellite spectrum, rest for non-EU firms, sources say

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.

Reuters86d agoneutral
Logistics startup Stord raises $250 million at $3 billion valuation

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.

Here’s Artisan Value Fund’s Insights on Amazon.com (AMZN)
Insider Monkey86d agoneutral
Here’s Artisan Value Fund’s Insights on Amazon.com (AMZN)

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 […]

Amazon’s Quantum Bet Deepens While Shares Trade Below Valuation Estimates
Simply Wall St.86d agoneutral
Amazon’s Quantum Bet Deepens While Shares Trade Below Valuation Estimates

Amazon.com (NasdaqGS:AMZN) is expanding its quantum computing push through new Braket features and services. The company has introduced its own Ocelot quantum chip, moving from pure platform provider to active hardware developer. Management is positioning this effort as a "pick and shovel" way to participate in quantum computing progress without relying on any single application. For you as an investor, this sits alongside Amazon's well known e commerce, cloud, and AI efforts, rather than...

Stord raises $250M to harness AI for e-commerce logistics
FreightWaves86d agoneutral
Stord raises $250M to harness AI for e-commerce logistics

Stord investors have provided more funding to accelerate the use of artificial intelligence in the company’s e-commerce fulfillment centers, bringing the total amount raised to nearly $800M over the past decade. The post Stord raises $250M to harness AI for e-commerce logistics appeared first on FreightWaves.

Uber Moves for DoorDash Rival With $11.6 Billion Offer
Barrons.com86d agoneutral
Uber Moves for DoorDash Rival With $11.6 Billion Offer

Uber Technologies is hungry for a deal. The ride-hailing company has offered to buy Germany’s Delivery Hero for around $11.6 billion, but could be forced to go higher as the food-delivery market consolidates around a few big players. Delivery Hero confirmed over the weekend that Uber had made a 33 euros ($38.40)-a-share offer for the entire company.

The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy
24/7 Wall St.87d agoneutral
The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Who owns Amazon? Top executives and institutional investors
TheStreet87d agoneutral
Who owns Amazon? Top executives and institutional investors

Amazon is the biggest online retailer in the world, and its market capitalization of $2.9 trillion makes it the fifth-largest company. Its spectacular stock price gain since its IPO has made founder Jeff Bezos a billionaire many times over and minted millionaires among early investors who held onto ...

JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It
24/7 Wall St.87d agoneutral
JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

If you bought JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for the monthly checks, you probably think you own a Nasdaq-100 portfolio with a covered-call overlay. That is mostly true. The part that gets less airtime is that JEPQ’s option exposure runs through equity-linked notes, which are unsecured debt of the banks that issue them. ... JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953
24/7 Wall St.87d agoneutral
Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953

When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953