Actualités
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 (NasdaqGS:AMZN) is ramping up an ultra-fast delivery service in India as part of a broader push into rapid e-commerce fulfillment. The company is committing significant spending to AI and cloud infrastructure in India to support this expansion. Amazon has begun commercial rollout of its Leo satellite broadband service, following progress in deploying its satellite constellation. The new Leo offering is set to compete directly with existing satellite internet providers such as...
Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.
A $50,000 check can buy plenty of things. In 1995, it could have bought a sliver of an online bookstore that many people did not yet understand because they were still asking one very fair question: What’s the internet? Amazon...
Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.
Tesla (TSLA) is bringing its robotaxi pitch to another major U.S. city. The electric-vehicle maker said Friday its robotaxi service is now available in Miami, another move in Elon Musk’s effort to turn Tesla’s self-driving software into a broader ride-hailing business. The move is important because ...
Let's assess Amazon stock as it falls into correction territory.
We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Snowflake Inc. (NYSE:SNOW) is one of the stocks discussed by Jim Cramer. Data warehousing firm Snowflake Inc. (NYSE:SNOW)’s shares are up by 17.5% over the past year and by 20% year-to-date. Since Cramer’s remarks, they […]
Nearly 22% of U.S. workers still worked from home at least part of the time in 2025, just one percentage point less than in 2024.
Pepsi and Delta will share their second-quarter results with investors this week as investors get an early look at second-quarter corporate financial results.
(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe
Billionaire Bill Ackman isn’t backing away from Big Tech at a point when Wall Street questions how much money the industry is pouring into AI. During a Forbes Iconoclast sit-down, Ackman discussed his IPO, Howard Hughes plan, and Big Tech-heavy portfolio. The surprising comments at a point when the ...
The REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is one of the most aggressive volatility-income products on the market, selling calls against a concentrated basket of AI and mega-cap tech names to fund weekly cash distributions. Recent payouts have run roughly $0.21 per week against a share price of about $42, which annualizes ... FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income
Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.
Sprouts Farmers Market is taking over a never-opened Amazon Fresh grocery store in Pennsylvania. The site is a fully renovated, fitted grocery location that Amazon exited before opening to the public. The transfer bypasses typical restrictive covenants that often limit successor grocery operators. This marks the first time Sprouts has directly benefited from Amazon stepping back from physical grocery. Sprouts Farmers Market, traded as NasdaqGS:SFM, is using this Amazon Fresh exit to...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI and Technology Stocks to Buy Now. On June 22, the company announced NVIDIA Halos for Robotics, which is the industry’s first full-stack, comprehensive safety system for robotics and physical AI, unifying AI compute and safety. Agility is the first to use this in order to build […]
AI is no longer a tide that lifts all boats. Instead, only a few stocks may win.
Amazon.com Inc (NASDAQ:AMZN) is one of Peconic Partners’ top stock picks. The William Harnisch-led hedge fund increased its position in Amazon stock by 214% in Q1 2026. Some 353 hedge funds back Amazon stock, and analysts see a more than 37% upside potential in the stock from the current price. On June 29, Bloomberg reported that Amazon.com […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI and Technology Stocks to Buy Now. On June 18, Bloomberg reported that the company plans to sell its custom-made AI chips for use in other companies’ data centers. This is a critical expansion of its efforts to cut into AI-giant Nvidia’s dominance. Peter DeSantis, Amazon.com, Inc. (NASDAQ:AMZN)’s AI chief, […]
The recent Big Tech correction is a healthy reset, not a market crash. Big Tech capex remains the S&P 500's core engine. With falling gas prices driving down headline CPI and an impending dovish Fed pivot, current market levels offer an ideal entry point for a new historic rally.
The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover
New Jersey will begin charging companies whose workers rely on Medicaid, as Democratic-led states look for new ways to fund the growing cost of public healthcare amid tightening federal rules, according to the Associated Press. Governor Mikie Sherrill (D-NJ) signed...
Businesses and governments are struggling to determine who will shoulder the costs of protecting critical infrastructure.
On June 12, Amazon engineers handed a report to the U.S. Commerce Department. Within hours, two of Anthropic's newest AI models went offline for every user on the planet. Nineteen days later, Anthropic got them back. The return of Claude Fable 5 to global availability on July 1 is the result of two ...
Synchrony provides card services to retailers, which can leave the company exposed to riskier consumers.
Investing.com -- Delivery speed is emerging as a key competitive advantage for retailers as AI-powered shopping assistants become more common, with Morgan Stanley’s latest analysis finding Walmart offers the strongest overall fulfillment model. At the same time, Amazon Now leads on raw delivery speed.
Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...
Finding stocks you can comfortably buy and hold for two decades isn't easy.