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While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.101d agoneutral
While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

Amazon opens up its logistics network to other businesses
Reuters101d agoneutral
Amazon opens up its logistics network to other businesses

Amazon.com said ‌on Monday ‌it was rolling ​out "Amazon Supply Chain Services", opening up its ‌logistics ⁠network for other businesses ⁠to use. The company said ​businesses ​of ​all types ‌and sizes can now move, store and deliver everything ‌from ​raw ​materials ​to final ‌products using Amazon's ​own ​supply-chain network.

GameStop offers to buy eBay for about $56 billion
Reuters102d agoneutral
GameStop offers to buy eBay for about $56 billion

GameStop said on Sunday that it has proposed to buy all common shares of eBay Inc for about $56 billion. CEO Ryan Cohen, GameStop's largest investor, said the offer price ‌is $125 a share in a 50-50 mix of cash and stock. Based on eBay's Friday close, ‌the bid represents a premium of about 20%.

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg102d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

JPMorgan resets Amazon stock price target after earnings
TheStreet102d agoneutral
JPMorgan resets Amazon stock price target after earnings

Amazon just posted what may be its best quarter ever. Revenue beat. Earnings nearly doubled the estimate. AWS hit its fastest growth rate in 15 quarters. And operating margins reached a level the company had never seen before. Wall Street responded quickly. Five major firms raised their Amazon ...

Investing.com102d agoneutral
AI could take capex to $1Tn in CY27

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Bank of America revamps Amazon stock target after earnings
TheStreet103d agoneutral
Bank of America revamps Amazon stock target after earnings

Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...