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Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.

Amazon is expanding its logistics business, accelerating delivery speeds, and generating stronger profits. But growth does not mean every Amazon warehouse or job remains safe. A newly filed Worker Adjustment and Retraining Notification (WARN) notice shows that Amazon plans to shut down another ...

Will Musk's "dogged determination" help Tesla beat expectations?

Amazon is burning through tens of billions in capex to own the AI backbone while Shopify spends almost nothing and still accelerates growth faster. Which strategy survives contact with a softening consumer and a skeptical market?

For years, Target occupied a unique place in retail. It offered low prices, but shoppers often viewed it as a step above competitors like Walmart. Target was the store where customers could pick up paper towels and laundry detergent but also leave with a stylish lamp, trendy home décor, or a ...

Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.

Amazon.com (NasdaqGS:AMZN) is pushing an affordability drive in its grocery segment, with a focus on broader perishables and expanded same day delivery. The company is cutting prices on more than 13,000 grocery products as part of this effort. A senior vice president at Amazon highlighted these changes as a key priority for the grocery business. For investors watching how Amazon.com uses its retail scale, groceries are becoming an important test case. The company is emphasizing a wider...

Apple and Amazon posted identical revenue growth last quarter, yet the two companies are betting on opposite visions of the future. Which one actually protects your portfolio through a choppy back half of 2026?

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

Every stock in the "Magnificent Seven" has a different outlook.

Amazon's unprecedented $200 billion AI investment looks far less risky once you see the explosive growth behind its Trainium chip business.

Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.

Elon Musk's surprising endorsement of Anthropic could quietly strengthen the long-term investment case for both Amazon and Alphabet.

Investing.com -- A sample of shredded iceberg lettuce supplied by Taylor Farms tested positive for the parasite behind a multistate cyclosporiasis outbreak that has sickened thousands of people, Reuters and The Wall Street Journal reported Saturday.

A viral clip claims collectibles crush the stock market using 20 years of returns, but a financial advisor spotted a flaw in the comparison so fundamental he called it a math crime. The numbers only hold up if you never ask where they came from.

Taylor Farms is a critical supplier to restaurants and retailers, with produce from a single processing facility often distributed to customers across multiple states.

Most people struggle to plan next year’s vacation. Amazon an d Blue Origin founder Jeff Bezos helped build a clock designed to outlive entire civilizations. During an appearance on the "Lex Fridman Podcast" in 2023, Bezos explained why he spent...

Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.

Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.

When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got the story exactly backwards.

Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.

United Parcel Service is in turnaround mode, but Caterpillar is caught up in the AI hype.

A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...

Electrovaya (TSX:ELVA) is in focus after announcing a commercial agreement and warrant transaction with Amazon, linking future Infinity Battery Technology deployments to Amazon purchase volumes and potential equity ownership. See our latest analysis for Electrovaya. The Amazon agreement comes after a period of strong momentum for Electrovaya, with a year to date share price return of 20.93% and a 1 year total shareholder return of 160.59%. However, shorter term 30 day share price performance...

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

Agility is opening a new training center for its Digit robots in Fremont, California.

Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans