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Procter & Gamble, 3M, Lands' End, and American Eagle Outfitters are among the first companies to sign up

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

The new service, called Amazon Supply Chain Services, pits the e-commerce giant directly against UPS and FedEx.

Investing.com -- First-quarter earnings have come in “exceptionally strong,” providing the primary fuel behind the U.S. stock market's recent rally even as elevated energy prices and geopolitical uncertainty cloud the outlook, according to Goldman Sachs.

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

Shares of eBay are soaring before the opening bell Monday as Ryan Cohen's GameStop pursues an approximately $56 billion takeover of company, seeing it as a vehicle to compete with online retail giant Amazon. One proposal includes live sales broadcasts from GameStop locations featuring eBay products. “EBay has the second largest commerce franchise and there’s a big opportunity to do something much larger,” Cohen said in a CNBC interview Monday.

Amazon.com said ‌on Monday ‌it was rolling ​out "Amazon Supply Chain Services", opening up its ‌logistics ⁠network for other businesses ⁠to use. The company said ​businesses ​of ​all types ‌and sizes can now move, store and deliver everything ‌from ​raw ​materials ​to final ‌products using Amazon's ​own ​supply-chain network.

The e-commerce giant is opening its global logistics network to all businesses, betting it can turn its supply chain into the next AWS.

Investors are bidding up eBay shares. That's after GameStop CEO Ryan Cohen told The Wall Street Journal that he had made an unsolicited offer to buy the e-commerce platform, and that he saw a path to make it a much bigger competitor to Amazon.

Amazon-backed Anthropic (AMZN) is close to setting up a joint venture with Blackstone (BX), Goldman

Cohen said GameStop has built a roughly 5% stake in eBay and was offering $125 a share in cash and stock, a roughly 20% premium to its closing price on Friday.

GameStop said on Sunday that it has proposed to buy all common shares of eBay Inc for about $56 billion. CEO Ryan Cohen, GameStop's largest investor, said the offer price ‌is $125 a share in a 50-50 mix of cash and stock. Based on eBay's Friday close, ‌the bid represents a premium of about 20%.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Amazon just posted what may be its best quarter ever. Revenue beat. Earnings nearly doubled the estimate. AWS hit its fastest growth rate in 15 quarters. And operating margins reached a level the company had never seen before. Wall Street responded quickly. Five major firms raised their Amazon ...

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...

Nvidia's shareholders should be celebrating.

Consumer discretionary names live or die on whether households feel comfortable opening their wallets, and right now those signals are flashing in opposite directions. Right now those signals are crossing in unusual directions: the University of Michigan Consumer Sentiment Index sits at 53.3 in March 2026, deep in what economists treat as recessionary territory, yet ... Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

When analysts and investors talk about a potential SpaceX IPO, they are, in large part, talking about Starlink. 

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.