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REVIEW PREVIEW NEWSLETTER Fresh Record. Markets kicked off the first trading day of August on a strong note, with the Dow Jones Industrial Average closing at a new high on Monday. The pullback in oil prices held despite Iran’s denial of any peace talks taking place, allowing markets to look through the latest geopolitical back-and-forth and focus on a Magnificent 7 rally.
Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.
Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.
Tom Lee says 2027 could be one of the best years for stocks, while Jim Cramer backs Amazon on any dip. What to know.
Amazon reached the milestone after accelerating cloud growth strengthened confidence in its artificial-intelligence investments.
Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.
Amazon's cloud acceleration strengthened confidence that Alphabet's own infrastructure investments could generate measurable revenue growth.
Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.
Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.
Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.
The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow.
Amazon just handed investors a historic earnings blowout, and three ETFs built on top of the stock are racing higher in completely different directions. Which one you held this week made all the difference.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
Investing.com -- Amazon.com Inc.'s cloud division is seeing customers move from training AI models to integrating them into business operations through a process called inference, according to the unit's chief executive.
The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge on which platform corporations trust with their future.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.