Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Amazon.com Inc (NASDAQ:AMZN) is well-positioned heading into its second-quarter earnings report, according to Jefferies, which reiterated the e-commerce and cloud computing giant as a top pick, citing resilient consumer spending during Prime Day, accelerating Amazon Web Services (AWS) growth and...
Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...
New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.
SHOP's 22.5% YTD slide reflects slowing growth and AI costs, but rising payments, AI commerce and global expansion may support a rebound.
META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.
SpaceX stock fell 38% from its peak, cutting Elon Musk's fortune by $500 billion. Analysts still see a rebound ahead.
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest $2.5 billion in a new group. This group focuses on assisting clients with AI implementations. With this, Microsoft Corporation (NASDAQ:MSFT) is the latest tech giant that is committing significant resources […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, Wells Fargo raised its price objective for the company’s stock to $313 from $312, while maintaining an “Overweight” rating. The firm expects a healthy Q2 amidst continued acceleration in AWS. That being said, while the firm anticipates […]
Amazon.com (NasdaqGS:AMZN) is building a large, highly automated robotic fulfillment center in Texas to increase efficiency in its logistics network. The company is also expanding access to its in-house Trainium AI chips to external customers through AWS. These moves indicate a push to deepen control of both physical fulfillment and underlying AI infrastructure. Amazon.com, trading at $247.31, continues to lean on logistics and cloud infrastructure as core parts of its business model. The...
For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.
Andy Jassy just put a staggering number on Amazon's AI ambitions, and it raises a question every shareholder needs to answer before the next earnings call.
Investing.com -- Frontier Airlines Inc. announced Tuesday it will install SpaceX's Starlink on its aircraft by early 2027, joining a growing number of carriers choosing Elon Musk's company for inflight Wi-Fi service.
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Starship is the key to the SpaceX (SPCX) investment thesis, and the next proof point is coming fast. Without Starship, Will SpaceX Stock Fall Apart.
Frontier Airlines said on Tuesday it will launch in-flight Wi-Fi using SpaceX's Starlink satellite internet and start installing it across its fleet in early 2027. The Denver-based airline is the first ultra-low-cost U.S. carrier to sign on with Elon Musk's Starlink as the company competes with Amazon's Kuiper for airline customers to provide in-flight Wi-Fi. Frontier's Starlink rollout follows the airline's introduction of first-class seating and loyalty program changes aimed at winning over higher spenders.
Zacks.com users have recently been watching Amazon (AMZN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.
Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason has Wall Street questioning whether the company can survive the AI arms race at all.
Blue Origin has a new plan for New Glenn after a major launchpad setback, but investors should look closely at what still needs to go right.
Amazon is reportedly considering selling its Trainium chip to external companies.
(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
