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A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.

In the closing of the recent trading day, Amazon (AMZN) stood at $244.85, denoting a -1.09% move from the preceding trading day.

The reductions follow January's company-wide layoffs

Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.

The company is narrowing its AI focus while continuing a broader cost-reduction push.

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

A majority of US residents object to artificial intelligence data centers being built near their hom

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Amazon.com Inc (NASDAQ:AMZN) reports second-quarter earnings on July 30, and Bank of America is raising the bar ahead of the print, arguing AWS is accelerating faster than the Street expects. BofA now projects second-quarter revenue of $198.8 billion and operating profit of $24.1 billion,...

Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

AMD is investing up to $5 billion in Anthropic, contingent on milestones

Google is doing a great job of converting AI Overview and AI Mode traffic into Search revenue, Gene Munster said in a post on X.

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity? Amazon guided to roughly $200 billion in 2026 capex, while Microsoft is pacing toward roughly $190 billion this calendar year. Same bottleneck. Very different playbooks. AWS Hits a 15-Quarter High as Azure Runs Into Its Own ... Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.

Amazon has eliminated positions within its Artificial General Intelligence group as part of an ongoing effort to focus resources on core customer priorities.

The tech giant is showing strength in a weak market, but a closer look reveals it may be adding more of the same risk you already own.

Amazon.com's (AMZN) second-quarter revenue and core profitability will likely exceed Wall Street's e

Today, July 22, 2026, WTI crude oil jumped above $86 per barrel on Middle East tensions, sparking inflation fears.

Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.

Artificial intelligence has become an arms race where spending is beginning to matter as much as innovation. The companies building the largest AI models now compete not only for engineering talent, but also for electricity, data centers, advanced chips, and financing. Every new generation of AI demands more computing power than the last, pushing infrastructure ... OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?

Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.

Amazon said it remains committed to investing in AI, describing the layoffs as part of an effort to prioritize the initiatives it believes will have the greatest impact for customers.

Netflix management is telling a new, more complex growth story, and on its latest call, analysts pressed to see if the numbers back it up.

The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.

AWS growth is likely to exceed expectations.

Amazon.com (AMZN) is expected to report Q2 revenue and earnings before interest and taxes above Wall

Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.