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(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug

GlobalFoundries is quietly building the optical backbone hyperscalers may desperately need next.

New Glenn's fourth flight was meant to carry Amazon's Project Kuiper satellites into orbit. Instead, it exploded on the launchpad at Cape Canaveral on the evening of May 28 during a hotfire test. By the time markets opened the following morning, the damage had spread well beyond Blue Origin's ...

The Invesco QQQ Trust (NASDAQ:QQQ) has ripped higher in the spring rally, climbing 10% in the past month and 19% year to date to trade near $727. That rebound from the early-April volatility spike, when the VIX briefly punched above 25, has been powered almost entirely by the same handful of AI infrastructure names that ... QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together

Every technology that mints a new fortune tends to make an enemy somewhere else. The railroads did it. The factory floor did it. Artificial intelligence (AI) is doing it now, and the backlash is showing up in places Wall Street doesn't usually watch. For two years, the only AI story most investors ...

This is one reason out of many.

Wix.com Ltd. delivers cloud-based website creation and business management tools to a global client base through a subscription model.

His hedge fund, Pershing Square Capital Management, bought large quantities of Amazon and Microsoft shares in the first quarter.

Sridhar Ramaswamy predicts that companies reliant on seat-based income will scramble to justify their premiums as employees use AI to accomplish an immense amount of work.

Despite ramping up debt to fund massive AI investments, hyperscalers still carry lower net leverage than the broader S&P 500.

The YieldMax AMZN Option Income Strategy ETF (NYSEARCA:AMZY) is built around a simple promise: turn Amazon shares into a monthly paycheck. AMZY runs a synthetic covered call on Amazon, generating headline distribution yields that frequently print in the 30% to 60% annualized range. The trouble is that Amazon is a compounder, and the option overlay ... The Monthly Income Trap in AMZY That Costs Long-Term Investors Thousands

Wondering how to invest in this AI-fueled power trend? Nvidia, Alphabet, Amazon, Apple and Isaac Newton offer guidelines.

The Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) closed at around $34, capping a roughly 25% gain over the trailing twelve months and a roughly 5% advance in the past month alone. That rally has occurred against an uncomfortable backdrop: the 10-year Treasury yield just touched nearly 4.7%, the highest reading in the past year. For ... The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...

The stock market opens June with a busy week of economic news, earnings reports and other events. Broadcom and Credo Technology report.

The growth of its cloud computing segment continues to accelerate, and that's not even the best part.

On a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano surfaced a notable statement from Amazon (NASDAQ:AMZN) founder Jeff Bezos: the bottom 50% of Americans should pay no federal tax. Pompliano paired that proposal with a data point and a pivot. The data point: that bottom-half cohort currently contributes about ... Jeff Bezos Says Bottom 50% of Americans Should Pay No Tax. The Real Culprit Is Federal Spending

Dow Jones giants Amazon and Caterpillar are setting up in short consolidations. The AI stocks lead five names near buy points.

The tech giant sees $3 trillion to $4 trillion in global AI infrastructure spending by the end of the decade.

Blue Origin faces a months-long setback after the explosion of a rocket damaged its launch pad, company and industry sources said, scrambling schedules for Amazon satellite launches and bolstering SpaceX's dominance in the commercial launch market. The mishap, ‌which occurred during a test fire of the engines for the New Glenn rocket's launch next week, comes at a critical time ‌for Jeff Bezos' business empire. A Blue Origin booster called "No, It's Necessary" - a nod to a line from the film Interstellar - was wrecked in the incident on Thursday.

Trendy Erewhon, the reigning Rolls-Royce of grocery stores, has fallen behind in rent payments for its Culver City outpost, its landlord says.

Those who bet against the iPhone maker usually lose.

The market may be overlooking attractive opportunities, here.

Investing.com -- The Strait of Hormuz has emerged as a potential vulnerability for global internet infrastructure, with threats to undersea fiber-optic cables raising concerns among major technology companies and investors, according to a note from Yardeni Research.

Amazon’s seasonal surges contrast with Microsoft’s steady upward trend, as both tech giants navigate new services and shifting profit margins.

The pitch behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) is intuitive: own all seven Magnificent Seven names through a single ticker, collect a fat weekly distribution, and let YieldMax run synthetic covered calls in the background. YMAG bundles seven single-stock YieldMax sleeves on Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla into ... YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven

Mattel is a global toy and entertainment company behind brands like Barbie, Hot Wheels, and Fisher-Price, serving families worldwide.

<body><p>STORY: :: NASASpaceflight.com</p><p>An uncrewed rocket from space company Blue Origin was swallowed by a fireball on its Florida launchpad on Thursday.</p><p>No one was hurt when the New Glenn rocket exploded during a hot-fire test – but it's a major blow to Jeff Bezos as he chases Elon Musk's SpaceX.</p><p>:: Cape Canaveral, Florida / January 16, 2025</p><p>The rocket was being prepped for a fourth launch, due to carry 48 Amazon broadband satellites to build a rival constellation to Musk's Starlink.</p><p>:: NASASpaceflight.com</p><p>Blue Origin called the failure an "anomaly." Meanwhile, SpaceX presses on with its own Starship rockets.</p><p>So what's the next step for Blue Origin? Here's investor and former Virgin Galactic president Will Whitehorn:</p><p>"They have destroyed their launch pad, which they've got to rebuild. They've got to find out exactly what the anomaly was and make sure it doesn't happen again. And they need to get a successful launch under their belt after this one. But they are capable of doing all of that."</p><p>:: July 20, 2021</p><p>Bezos has vowed to rebuild.&nbsp;But does the explosion set back the wider space sector? Whitehorn says no.</p><p>"The industry, I believe for the space economy as a whole, is in a Jevon's paradox now. The cost of the technology in terms of launching and the cost of the technologies you're putting into space has come down so much. There are literally thousands of new uses coming forward and new demand curves for space launch every day. // This setback is for the company and its ability to compete with Elon Musk. It's not a setback to the industry.”</p><p>The stakes are high: just two days before the blast, NASA awarded Blue Origin a $188 million contract to land rovers on the moon, and its New Glenn rocket is meant to be central to the Artemis program.</p><p>Both Musk and Bezos are racing to return people to the moon ahead of China's planned crewed mission in 2030.</p><p>Blue Origin has poured billions of dollars and roughly a decade into New Glenn, built to rival SpaceX's Falcon fleet and its more powerful Starship.</p><p>:: SpaceX handout</p><p>:: May 22, 2026</p><p>SpaceX has also seen recent failures.</p><p>Its Starship exploded in testing last June, and last week a flight ended with its booster tumbling into the Gulf of Mexico.</p><p>Musk reacted to Thursday's New Glenn explosion on X, saying "Most unfortunate. Rockets are hard."</p></body>

Wall Street traders are increasingly hedging exposure to Big Tech credit as hedging activity tied to AI-era borrowing surges, pushing outstanding credit default swap (CDS) volume to record levels. In a Wednesday post on X, The Kobeissi Letter stated that...

The cloud leader is pruning its most profitable business.