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Two high-growth names at good valuations.

Space Force taps Rocket Lab, Amazon, Lockheed Martin and more for communications contracts. SpaceX closes $60 billion Cursor deal.

Baupost is leaning harder into a costly AI buildout

The billionaire is part of a consortium buying a minority stake in the storied Premier League soccer team.

Fenway Sports Group sold a minority stake in Liverpool FC, with Amazon.com Inc. co-founder Jeff Bezos joining the ownership of one of the world’s most famous sports teams.

EY-Parthenon economists said the strong spending seen this spring “is unlikely to be sustained,” although consumers won’t outright pull back.

PETS' fiscal first-quarter 2027 sales decline year over year, but lower costs, stronger recurring sales and new partnerships offer signs of progress.

A low correlation to the index says the return is genuinely its own, while its behavior on the market's down days says it has not softened them.

Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building.

When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

ORCL expands its AWS database partnership to 22 regions, bringing Exadata-class performance to AI-ready workloads while advancing its multicloud strategy.

The Federal Reserve now looks somewhat unlikely to raise interest rates at either of the next two meetings after a weak July retail sales report further assuaged concerns that the economy may be overheating. Last Friday's weak jobs report and the even weaker retail sales report "are bad news for workers and consumers, but potentially good news for the stock market, because it reduces the urgency at the Fed to raise rates to fight too-high inflation," wrote Chris Zaccarelli, chief investment officer at Northlight Asset Management.

Joshua Kushner’s Thrive Capital has bought up roughly $215 million worth of shares in Amazon.com Inc., building on the venture firm’s push to invest in public companies.

The surprising dip may be due more to one-time factors than a signal that consumer spending is substantially weakening.

Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.

Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term wealth.

Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.

Andrew Boone values Alphabet at 32x 2027 earnings against 29x for Amazon

WASHINGTON, Aug 14 (Reuters) - U.S. retail sales unexpectedly fell in July after recent strong gains that were fueled by large tax refunds, but consumer spending is likely to remain supported by

Steve Eisman says OpenAI and Anthropic drive 70% of Big Tech AI revenue, and cheap Chinese models could threaten it.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

Gains on investments in companies like Anthropic are inflating earnings at some of the biggest technology companies.

The Magnificent Seven have been mostly poor performers this year.

Nvidia and Micron are making a ton of money from the AI build-out.

These new futures contracts would allow investors to hedge and speculate on the cost of renting chips that machines need to train and run AI models.

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

Its stock is down, but investors shouldn’t overreact to worries about the autonomous-vehicle business.

A flood of foreign currency bond issuance by Big Tech groups is shaking up the world’s smaller credit markets, pushing borrowing costs higher...

Sequential revenue growth returns as platform migrations complete and profitability improves.

If Wendy's offers a $5 value meal that includes a sandwich, chicken nuggets, fries, and a soda, Burger King and McDonald's run the risk of losing value-based customers, even if those people prefer eating at the other two chains. Cash-strapped consumers are cutting back on spending, and that has ...