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Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle
AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.
Amphenol's AI-driven growth, record orders and rising estimates contrast sharply with Pilgrim's Pride's margin squeeze and earnings decline.
Vmake AI has rebranded to Vmake Labs, transitioning from solely an AI UGC video generator to a comprehensive social video studio. This evolution aims to assist small businesses, e-commerce sellers, and creators in producing tailored social video content that enhances brand presence and supports sales. Vmake Labs introduces a variety of proven social video styles, allowing users to create engaging content that aligns with current trends and platform requirements. This streamlined approach is...
Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.
While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between perception and reality has grown wide enough to matter.
Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.
Elon Musk just told SpaceX employees that Starlink could one day carry 90% of all internet traffic, and the implications for competitors, consumers, and pricing power are far more alarming than the headline suggests.
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.
Jeff Bezos' continued large stake in Amazon signals strong long-term alignment and stability for shareholders, although his planned stock sales may create short-term market pressure.
Editor’s Note: This story has been updated to include a comment from an Amazon.com spokesperson On Monday, New York City Mayor Zohran Mamdani (D) backed legislation to strengthen protections for delivery workers, but Amazon.com, Inc. says the proposal could put...
Despite already being a huge company, Amazon still has tremendous success ahead.
Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.
A valuation this low likely can't last much longer.
A key benefit will keep Berkshire Hathaway in Coca-Cola stock.
Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...
Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as...
North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ’s yearlong investigation reveals how one team infiltrated eight companies in just a few months.
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.
<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>
With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.
While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.
On Monday, Rocket Lab Corp. CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration...
Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS’s own security teams are already using them to find and fix vulnerabilities faster. It’s the latest step […]
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