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The music streaming giant has quietly transformed its earnings power, but investors seem to be listening to an old, less profitable playlist.

In a group of tech giants, one company is posting top-tier growth for a bargain price, forcing investors to ask if it's a deal or a trap.

Higher-rated tech debt is rising, but investors are questioning whether AI spending will deliver expected returns.

Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You haven’t. Over the past 12 months, while the S&P 500 gained a respectable 21%, Alphabet left it in the dust. It also trounced its mega-cap peers; Microsoft (MSFT) stock returned -21.9%, and Meta Platforms (META) returned -16.2% over the same period.

What looks like another AI product is actually a fundamental and potentially lucrative shift in how the company makes its money.

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

Cerebras Systems (CBRS) is back in focus after its Q1 2026 earnings release and call on June 23, where the AI infrastructure company paired sharp year-over-year revenue growth with a narrower net loss. See our latest analysis for Cerebras Systems. Despite the strong Q1 revenue update and high profile partnerships with OpenAI and Amazon, Cerebras Systems’ share price return is under pressure, with a 1 day move down of 6.27%, a 7 day share price return down 11.17%, a 30 day share price return...

(Bloomberg) -- When Michaels Cos. tapped a new CEO in early 2025, the company’s chairman, 25-year Apollo Global Management Inc. veteran Andrew Jhawar heralded the moment as “an exciting period of opportunity” for the retailer.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Mar

Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence. These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the Nasdaq-100, one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Amazon.com (AMZN) is back in the regulatory spotlight after agreeing to pay a US$2.25 million civil penalty to settle Federal Trade Commission allegations of Fair Credit Reporting Act violations tied to identity theft record requests. See our latest analysis for Amazon.com. The latest regulatory headlines arrive while Amazon.com’s share price has been relatively firm, with a 90 day share price return of 14.22% and a 1 year total shareholder return of 9.26%, hinting that longer term momentum...

Amazon delivered a blowout first quarter in April, with net income nearly doubling and earnings per share crushing Wall Street forecasts by a wide margin, The Motley Fool reported. A closer look at the results reveals an unusual driver behind much of that outperformance, one that has nothing to do ...

Amazon Web Services announced that it will be investing $1 billion to implement forward deployed engineers in customer environments.

You might think you know how this retail giant makes its money, but a look under the hood reveals a powerful new profit engine is taking over.

You don't have to trade Alphabet and Amazon to make money.

AMZN stock should get a huge boost from the company's AI and satellite businesses.

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

The options market is pricing a sizable two-way swing for the streaming giant, and if you hold the shares, you are already carrying that full spectrum of risk.

Jeff Bezos says AI is a bulldozer, not a job killer. It boosts productivity, reshapes work, and even if an AI bubble bursts, lasting innovation and investment will remain.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Data from Placer.ai showed the strength of deal-driven consumers.

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Trip Chowdhry of Global Equities Research is calling for massive upside in Intel stock.

Amazon could start selling its Trainium chips to third-party customers in the near future.

The e-commerce giant's growth story is impressive, but its biggest vulnerability may be a profitability metric that has soared far above its own history.

Meta wants to become more like its hyperscaler peers.

NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.

Excitement has cooled this year around some of the biggest names in tech.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner