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Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.

Two stocks that are lagging the market over past year are ready to fly high again.

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street with a target that towers above the crowd. Here is what the numbers actually say about whether the bull case survives.

Last-mile delivery of big items is slowing down as fewer houses change hands in a difficult real estate market. Carriers are trying to beat competitors in a slowing market with top-notch service and technology, but also need more scale to deal with vertically integrated retailers. The post Weak housing market hurts big and bulky last-mile delivery appeared first on FreightWaves.

If you hold shares in the AI software firm, you're already carrying the full weight of a market pricing an exceptionally broad range of futures for the company.

The new CEO has shown a willingness to go in his own direction, but you shouldn't necessarily follow blindly.

Amazon (AMZN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.

Investing.com -- Yelp Inc. (NYSE: YELP) shares surged 8% Thursday following an Axios report that the local search pioneer has struck a strategic content-licensing deal with OpenAI. The partnership embeds Yelp’s massive database of reviews, ratings, photos, and business details directly into ChatGPT responses for local queries. Under the agreement, ChatGPT users will see official Yelp branding, back-links, and access to Yelp’s high-margin "Request a Quote" feature—allowing users to message local

With the stock already under pressure, the biggest risk for investors is a fundamental shift in how the company measures success, just as its growth is visibly slowing.

NEW DELHI, July 23 (Reuters) - India's government on Thursday eased foreign investment rules to allow e-commerce companies to buy products directly from Indian sellers and then sell them to overseas

The global e-commerce fulfillment services market is projected to grow from USD 154.11 billion in 2026 to USD 304.04 billion by 2032, reflecting a compound annual growth rate (CAGR) of 11.73%. Key drivers of this growth include advancements in artificial intelligence, warehouse automation, and distributed omnichannel networks, which enhance delivery speed, cost management, and customer service. The market is evolving with a focus on balancing factors such as delivery resilience, regulatory...

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

Boosted by big AI demand and partnership with AWS, Microsoft Azure and Google, Datadog is tracking the scent of a breakout.

Stocks are facing their first major test of the summer on Thursday following another surge in global crude prices and a big bump higher in spending plans from Google parent Alphabet. Alphabet topped Wall Street’s heady earnings forecasts, with revenue rising firmly to just under $120 billion, but said its 2026 capex would rise to $205 billion, more than double last year’s tally. Shares in the company, which carries a market cap of more than $4.1 trillion, are set to open lower along with fellow Magnificent Seven peer Tesla, which posted its first negative free cash flow in more than two years.

Amazon's stock is in correction territory despite record profitability and accelerating AWS growth. Is Wall Street overlooking one of the market's most compelling AI investment opportunities?

This key source of income accounts for a huge amount of earnings for the entire S&P 500.

While stocks shrug off oil shocks and global tariff turmoil, businesses are transforming to prepare for a more volatile world.

Amazon is scheduled to report second-quarter earnings on July 30.

A new Government Accountability Office report commissioned by Sen. Bernie Sanders finds the number of Amazon (NASDAQ:AMZN) workers relying on federal food and health assistance has nearly tripled since 2020, even as the company disclosed plans to spend $200 billion on artificial intelligence infrastructure in 2026. The GAO reviewed enrollment data from 11 states representing ... Amazon Workers on Food Stamps Nearly Tripled, While Company Spends $200 Billion on AI

Amazon and Meta are two of my favorite stocks to buy ahead of their earnings.

(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US

Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.

A U.S. Senate panel has launched an investigation into Amazon regarding alleged negligence and Chinese influence within its online platform.

Alphabet hiked its 2026 capex spending outlook in its earnings call shortly after market close.

(Bloomberg) -- Amazon.com Inc. is being investigated by the Senate Small Business Committee for allegedly letting China influence the company’s online marketplace, according to a document reviewed by Bloomberg and two people interviewed as part of the investigation.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’