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Anthropic's $200 Billion Bet on Google Cloud Signals Explosive AI Demand Ahead

Sun Country Airlines is preparing for a late June deployment of two new freighter aircraft provided by Amazon to increase air capacity in its domestic logistics network. The post Amazon partner Sun Country Airlines prepares to deploy 2 new cargo jets appeared first on FreightWaves.

Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

Amazon (NASDAQ:AMZN) just delivered its fifth consecutive quarter beating Wall Street’s EPS bar, and the trailing P/E of 33x is doing something that should not be possible for a business growing the way this one is. The thesis is simple. Amazon owns the rails of two enormous businesses, cloud computing and online retail, and is ... 60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.

In early May 2026, Amazon launched Amazon Supply Chain Services, opening its freight, distribution, fulfillment, and parcel delivery network to external businesses across sectors including healthcare, automotive, manufacturing, and retail, with early customers such as Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters. This move extends logistics capabilities first built for Amazon’s own operations into a standalone third-party offering, directly challenging incumbents like UPS...

Massive deal shows scale of AI demand

Most people don't miss the strategy. They miss the patience. Amazon founder Jeff Bezos made that clear while recounting a conversation with Berkshire Hathaway Chair Warren Buffett. "I once asked Warren Buffett, why don't more people copy your investment strategy?...

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

From Big-Box King to Omnichannel Powerhouse A decade ago, Walmart (NYSE: WMT) was widely viewed as the cautionary tale of physical retail. Amazon was eating its lunch, eCommerce was an afterthought, and the stock traded sideways for years. What followed was one of the more underappreciated turnarounds in large-cap retail. The pivot started with the ... Walmart Has Rewarded Patient Investors: A Prospective Dividend King’s Long-Term Payoff

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1% and the actively traded

EVE (NYSE:EVEX) executives on the company’s first-quarter 2026 earnings call highlighted progress in flight testing for its full-scale engineering prototype, ongoing certification work with regulators, and a strengthened liquidity position that management said should fund operations through 2028. E

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

There's no stopping the AI train, and the VanEck Semiconductor ETF is among the best ways to buy a ticket.

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's ​data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

Rivian shares have lost about a quarter of their value this year.

CoreWeave emerges as a key AI infrastructure play, powering Big Tech's LLM race with surging demand, rapid growth, and billions in fresh funding.

It’s hard to resist a really good sale, and MercadoLibre stock looks too cheap right now. Forget Amazon.com In the Amazon River’s home turf and beyond, MercadoLibre is king. It’s the dominant e‑commerce and fintech platform in Latin America, serving more than 650 million people in 18 countries, though most of its revenue comes from Brazil—where it’s reached a staggering 90% of all adults—Mexico, and Argentina.

As part of the expansion, Amazon intends to open four new distribution centres and extend its existing network across the country.

Amazon will soon add another growth driver that will literally be astronomical.

Amazon’s decision to extend its price history feature to a full year is reshaping how consumers assess value online.

Motley Fool CEO Tom Gardner breaks down the changing dynamics behind earnings from four of the Magnificent Seven companies.

Scott Galloway says the public keeps buying into a familiar story: that a powerful tech leader will step up, ask to be taxed and help fix inequality. In reality, he says, that outcome almost never materializes. Speaking on his “Prof...

Upbound Group's Rent-A-Center unit has entered into a partnership with Amazon to provide nationwide in-store pickup and return services. The agreement allows thousands of Rent-A-Center locations to act as Amazon pickup and return points across the US. The move is focused on operations and customer reach, rather than financial guidance or earnings results. For investors tracking NasdaqGS:UPBD, this development sits alongside a share price of $18.73 and mixed recent returns. The stock is up...

Watch The Sports Business Minute of the Week: This week of Sports Business Minute with “The Sports Professor” Rick Horrow features the WNBA entering its 30th season with a healthy Caitlin Clark on national TV all 44 games and under the new CBA Agreement with a new salary cap of $7 million compared to the […] The post Sports Business Minute – Caitlin Clark Kicking Off the 30th WNBA Season appeared first on CorpGov.

Amazon.com now sits against an updated fair value estimate of US$307.81, compared with the prior US$281.18, putting the recent price target debate front and center for investors. That shift reflects a tug of war in analyst commentary, with higher targets of US$5 to US$95 linked to stronger growth assumptions and lower targets of US$6 to US$65 tied to concerns over execution, capital intensity and competition. Read on to see how these cross currents are shaping the evolving narrative around...

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from