The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.
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The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.
Morgan Stanley analysts on Wednesday reiterated their endorsement of hyperscaler stocks, which they argue offer investors exceptional earnings growth at "undemanding" prices.
Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...

Cathie Wood, CEO of Ark Investment Management, is facing criticism online over Ark Innovation ETF's (ARKK) recent losses. Bullseye American Ingenuity Fund portfolio manager Adam Johnson shares his thoughts with Yahoo Finance's Josh Lipton.
Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson joins Josh Lipton on Market Domination to discuss the key drivers behind the market’s record highs and continued growth momentum.
Amazon is replacing Rufus with Alexa for Shopping as the company pushes further into agentic AI commerce.
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Amazon.com, Inc. (NASDAQ:AMZN) ranks 3rd on this list. Amazon.com, Inc. (NASDAQ:AMZN) has been a staple in the 13F portfolio of Rokos Capital Management since the fourth quarter of 2020. Back then, this position comprised 2.3 million shares. By the following quarter, the […]
Investing.com -- SAP shares are down 4.7% on Wednesday to their lowest level in over two years, even as the German software giant used its annual Sapphire conference to lay out an ambitious artificial intelligence roadmap, with investors apparently wanting more immediate evidence of monetization.
Two cloud giants just delivered some of their strongest quarters in years, but their valuations are catching up with the story.
Apple stock was on pace for a record close on Wednesday, up nearly 2% to just under $300 per share as tech stocks rebounded from a selloff the previous day.
JPMorgan Chase & Co (NYSE:JPM) stock is one of the most undervalued blockchain stocks to buy now. On May 4, Reuters reported that Meta Platforms is working with Morgan Stanley and JPMorgan Chase & Co (NYSE:JPM) on a financing package worth about $13 billion for a new data center in El Paso, Texas. Bloomberg, which […]
Both companies are steadily growing their revenue, but Amazon consistently posts higher growth and margins than Walmart.
Alibaba's stock is up even though the company's profits sank.
MELI's Q1 growth gets overshadowed by margin pressure, rising credit risks and aggressive spending, driving MELI shares sharply downward.

Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland sit down to talk about the Financial Times' coverage of Big Tech employees — such as at Amazon (AMZN) — engaging in the latest trend: AI tokenmaxxing, or excessively using AI to inflate AI usage on internal leaderboards.
Amazon is shaking up its personalized shopping assistant branding: Alexa for Shopping is in, the Rufus AI bot is out. Amazon stock was trading roughly flat Wednesday after the tech giant announced its new shopping agent. The combined tool will offer a "more personal, helpful shopping experience across a wide range of surfaces and devices," including Amazon.com, its app and Echo devices, the company said Wednesday.
Raj Subramaniam downplays fears around logistics expansion push
Japan megabanks reportedly gaining access to Mythos model
Is SOUN still a strong AI play after its Q1 selloff, despite 52% revenue growth, and can OASYS and the LivePerson deal outweigh margin pressure and valuation concerns?
The retailer is streamlining technology teams as it races to improve efficiency and compete with Amazon.
Claude maker reportedly explores huge new funding round
Rigetti's Cepheus-1-108Q launch and expanding cloud reach highlight progress, but limited commercial adoption keeps RGTI in hold territory.
TTD's surging JBP deals and rising ad spend commitments highlight strong demand for data-driven ads, even as competition and macro pressures linger.
One firm is doubling down on its bull case for the online marketplace. Citi analyst Ronald Josey raised his price target on eBay (NASDAQ:EBAY) stock to $127 from $114, maintaining a Buy rating. The price target raise reflects what Citi describes as improving operational execution and continued momentum across the company’s targeted growth categories. For ... Citi Hikes eBay Price Target to $127: Better Execution Drives Q1 Beat
AI data centers in space are looking like a thing after all. Tuesday, The Wall Street Journal reported that Alphabet’s Google and SpaceX were in talks to launch Google’s orbital data centers in space.
Shopify (NASDAQ: SHOP) provides the e-commerce infrastructure for a diverse merchant base, including brands such as Skullcandy, Daily Harvest, and Carrier. Despite this established market position, the stock has faced significant selling pressure recently, declining 38% year-to-date and reaching a 52-week low of $97 in May 2026.
The service is currently available across Atlanta, Dallas–Fort Worth, Philadelphia and Seattle.
For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s