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Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.
The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
Goldman Sachs just made a bold call that the biggest AI profits are no longer coming from chips and data centers, and one software giant sits at the center of that shift.
The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge on which platform corporations trust with their future.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
Microsoft stock rallies as Azure growth proves its AI gamble is working
Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.
Industrial analog demand could grow 30% to 35% year over year.
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.
Amazon shares jumped 5.3% to $285.73 Monday and were on pace for a new all-time closing high, according to Dow Jones Market Data. Amazon also hit a market value of $3 trillion for the first time ever on Monday. It’s the fifth company to reach this milestone, after Apple Microsoft Nvidia and Alphabet Amazon first closed above a $1 trillion market cap on Feb. 4, 2020 and notched a $2 trillion market cap on June 26, 2024.
Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?
Microsoft soundly beat expectations when it posted its Q4 numbers last week.
The charge would apply to advertising revenue for companies earning more than A$250 million locally.
Microsoft stock broke out of a cup base on Monday following its beat-and-raise earnings report last week.
Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.
Warren Buffett built his fortune spotting dominant franchises punished by short-term fear, and right now one mega-cap tech giant fits that pattern almost perfectly while the crowd runs the other way.
A hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal reveals something unsettling about where AI's real power is shifting.
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