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$1 Trillion in Spending Has Been Defeated by an Almond
24/7 Wall St.80d agoneutral
$1 Trillion in Spending Has Been Defeated by an Almond

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

Does Amazon.com (AMZN) Have More Upside?
Insider Monkey80d agoneutral
Does Amazon.com (AMZN) Have More Upside?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Amazon.com, Inc. (NASDAQ:AMZN) ranks #3 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1% Amazon Web Services was already a leader in the cloud market when the AI revolution started, […]

Three S&P 500 Value ETFs Beating Some Growth Rivals in 2026 and Most Investors Are Still Looking the Other Way
24/7 Wall St.80d agobullish
Three S&P 500 Value ETFs Beating Some Growth Rivals in 2026 and Most Investors Are Still Looking the Other Way

The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several large-cap growth peers for the first sustained stretch in years, and the three cleanest vehicles for capturing it are Vanguard S&P 500 Value ... Three S&P 500 Value ETFs Beating Some Growth Rivals in 2026 and Most Investors Are Still Looking the Other Way

How Investors May Respond To Berkshire Hathaway (BRK.A) Portfolio Overhaul Under New CEO Greg Abel
Simply Wall St.80d agoneutral
How Investors May Respond To Berkshire Hathaway (BRK.A) Portfolio Overhaul Under New CEO Greg Abel

Berkshire Hathaway’s board has updated its by-laws and, under new CEO Greg Abel, reshaped the equity portfolio by exiting long-held positions such as Visa, Mastercard, UnitedHealth, and Amazon while adding or expanding stakes in Alphabet, Delta Air Lines, and Macy’s. These moves, alongside the departure of portfolio manager Todd Combs, highlight a refreshed capital allocation approach that still preserves Berkshire’s core long-term holdings and culture. We’ll now examine how this major...

Is Walmart stock beginning to crack under stretched consumers?
Yahoo Finance Video80d agoneutralVIDEO
Is Walmart stock beginning to crack under stretched consumers?

Walmart (WMT) is in focus on Thursday after the chain retailer's adjusted earnings ($0.66 per share) and revenue ($177.8 billion) came in line with Wall Street estimates. The stock is dropping after maintaining its full-year outlook and reporting a 4.1% increase in US same-store sales. Yahoo Finance Executive Editor Brian Sozzi leads a panel discussion with Senior Markets Reporter Ines Ferré, Markets and Data Editor Jared Blikre, and Freedom Capital Markets managing director Paul Meeks over whether Walmart should be worried about pressured consumers and the store's second quarter outlook.

Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Human Contest Dropped a Hint on What Might Come Next.
24/7 Wall St.80d agobearish
Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Human Contest Dropped a Hint on What Might Come Next.

Amazon (NASDAQ:AMZN) is starting to look like a real frontrunner in physical AI. Now, it’s no mystery that Amazon has been putting robots to work at its warehouse, behind the scenes, to help out humans with all those packages. But until you’ve seen the robots at work, it’s difficult to even begin to fathom what ... Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Human Contest Dropped a Hint on What Might Come Next.

Wall Street is About to Fund the First City on Mars. Here are the Craziest Details from the SpaceX S-1.
24/7 Wall St.80d agoneutral
Wall Street is About to Fund the First City on Mars. Here are the Craziest Details from the SpaceX S-1.

Imagine looking at your retirement account and seeing that your money is helping build a city on Mars. That scenario is no longer science fiction. SpaceX has officially filed its S-1 paperwork to go public, opening its doors to Wall Street and retail investors alike. An S-1 is a formal document a company must file ... Wall Street is About to Fund the First City on Mars. Here are the Craziest Details from the SpaceX S-1.

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg80d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
24/7 Wall St.80d agoneutral
Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February ... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Delta Bets On Amazon Leo Wi Fi As Valuation Signals Draw Attention
Simply Wall St.80d agoneutral
Delta Bets On Amazon Leo Wi Fi As Valuation Signals Draw Attention

Delta Air Lines selected Amazon Leo as its in-flight Wi-Fi provider instead of SpaceX's Starlink. CEO Ed Bastian publicly backed the decision after Elon Musk criticized the move. The Amazon partnership focuses on cost-effective, feature-rich connectivity to support in-flight services and loyalty programs. For investors watching NYSE:DAL, this decision sits alongside a share price of $74.12 and a value score of 4. The stock has delivered a 7.3% return year to date and is up 55.4% over the...

MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains
24/7 Wall St.80d agoneutral
MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure to U.S. mega-cap growth, and the math has worked. MGK returned 28% over the past year against 25% for the S&P 500. The ... MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

Major takeaways from Magnificent Seven's AI-fueled earnings
Reuters80d agoneutral
Major takeaways from Magnificent Seven's AI-fueled earnings

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

This Week In E-Commerce - AI Collaboration Boosts Team Efficiency and Customer Experience
Simply Wall St.80d agoneutral
This Week In E-Commerce - AI Collaboration Boosts Team Efficiency and Customer Experience

Cint has announced an expanded collaboration with Salesforce to enhance AI-powered support through Slack, their cloud-based team communication platform. This development is part of a broader strategic initiative that integrates Salesforce's AI CRM capabilities with Cint's custom product configuration engine. The collaboration aims to streamline operations by enabling teams to manage accounts and conduct go-to-market activities directly within Slack. The first phase has introduced an AI suite...

AMZY Caps Amazon’s Upside While Capturing Every Drop, And the Math Is Brutal
24/7 Wall St.81d agobearish
AMZY Caps Amazon’s Upside While Capturing Every Drop, And the Math Is Brutal

If you bought AMZY at inception hoping to clip Amazon-sized income checks while still riding Amazon’s run, the numbers since October 2023 force an honest conversation. The YieldMax AMZN Option Income Strategy ETF (NYSEARCA:AMZY) has delivered the monthly distributions it promised. It has also trailed Amazon stock on total return, and the mechanics that produced ... AMZY Caps Amazon’s Upside While Capturing Every Drop, And the Math Is Brutal

What layoffs hide about the real problem with the job market
Washington Post81d agobearish
What layoffs hide about the real problem with the job market

Jobs can feel precarious right now as well-known companies keep slashing workers. The latest is Meta, which promised it would cut jobs this month and on Wednesday sent layoff notices to about 10 percent of its staff, nearly 8,000 people, according to news reports.Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Like some other technology companies, Meta has attributed the layoffs partly to the effects of artificial intelligence. They

Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides
Insider Monkey81d agoneutral
Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides

Amazon.com Inc. (NASDAQ:AMZN) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 13, Amazon.com Inc. (NASDAQ:AMZN) unveiled Alexa for shopping, a new personalized agentic AI assistant. By combining deep product knowledge with comprehensive information across the web, the tech giant is offering one of the most personalized AI shopping assistants. […]

Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
Bloomberg81d agobearish
Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst