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Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions.

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

Stocks were down in late-morning trading Tuesday, as investors continued to look for signs of progre

The outlook cuts profit much more than revenue, and a cost base the company now owns is a big part of why.

Amazon's earnings breakout, accelerating AWS growth and massive AI demand backlog strengthen the case for a post-earnings drift.

SpaceX's earnings beat, easing rate-hike odds and strong tech results point to a backdrop that could support further market gains.

Sea (SE) reported stronger-than-expected second-quarter revenue on Tuesday as the Singapore-based co

Taiwan Semiconductor and Broadcom are expecting strong growth.

Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow

Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

One worker realized they had something many people wish for: hours of free time during the workday. They explained that they finish all of their tasks by around 10 a.m. and then spend the rest of the workday doing nothing...

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

Nvidia and major Wall Street firms are targeting more than $500 billion for AI infrastructure.

Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second quarter, the military conflict between the U.S. and Iran significantly influenced […]

Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.

AWS recently made a deal with WBD to expand their partnership for agentic AI-based ad technology, which creates an entirely new architecture on core AWS solutions.

S&P 500 Gets a Major Boost as JPMorgan Raises 2026 Target to 8,000

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.

New York City is on the verge of passing a law that would upend how Amazon delivers packages, and the company has quietly bankrolled a multimillion-dollar campaign to stop it before voters realize who is actually behind it.

Cloud computing is a major beneficiary of AI spending.

Your 401(k) assets could be fueling the AI boom that could cost you your job. Here’s how you can protect yourself.

Investing.com -- S&P 500 companies are on course for 32% year-on-year EPS growth in the second quarter of 2026, following a 30% jump in Q1. This back-to-back earnings run rivals the strongest on record.

Artificial intelligence has been a major tailwind for this budding cloud company.