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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

Nvidia bets on new data center chips as sales outlook tops estimates
Reuters Videos81d agobullishVIDEO
Nvidia bets on new data center chips as sales outlook tops estimates

<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth.&nbsp;</p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications.&nbsp;</p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>

Amazon Now Puts Ultra Fast Delivery And Margins To The Test
Simply Wall St.81d agoneutral
Amazon Now Puts Ultra Fast Delivery And Margins To The Test

Amazon.com (NasdaqGS:AMZN) has launched "Amazon Now", a 30-minute delivery service for groceries and essentials, to millions of U.S. customers. The service is rolling out across dozens of major U.S. cities, supported by a rapidly expanding grocery and essentials fulfillment network. The move adds a new ultra-fast delivery tier to Amazon's existing e-commerce and logistics offerings. For investors watching NasdaqGS:AMZN, the launch of Amazon Now lands on top of a share price of $265.01 and a...

The Real Winner of SpaceX’s IPO: Mark Zuckerberg
24/7 Wall St.81d agoneutral
The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Wall Street has spent the last six months questioning Mark Zuckerberg’s aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out ... The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Should Amazon’s Tariff Lawsuit And Amazon Now AI Push Require Action From Amazon.com (AMZN) Investors?
Simply Wall St.81d agobearish
Should Amazon’s Tariff Lawsuit And Amazon Now AI Push Require Action From Amazon.com (AMZN) Investors?

In mid-May 2026, a proposed class-action lawsuit was filed in federal court in Seattle alleging Amazon unlawfully passed on later-invalidated IEEPA tariffs to customers on imported goods bought between February 2025 and February 2026, while separate investor advocates urged votes against four Amazon directors over the exclusion of shareholder proposals on issues including AI governance. At the same time, Amazon is pushing deeper into AI-enabled cloud and logistics with rapid expansion of its...

Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg81d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research
24/7 Wall St.81d agoneutral
After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the index keeps expanding. Three growth ETFs consistently top my research: Vanguard Mega Cap Growth ETF (NYSEARCA:MGK), Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and ... After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost
24/7 Wall St.81d agoneutral
JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Is Amazon.com (AMZN) One Of The Best Cloud Stocks To Buy As Azure Growth Hits 40%?
Insider Monkey81d agobullish
Is Amazon.com (AMZN) One Of The Best Cloud Stocks To Buy As Azure Growth Hits 40%?

Amazon.com, Inc. (NASDAQ:AMZN), featuring a short float of 0.93% and upside potential of 17.90%, earns a spot on our list of the best cloud stocks to buy as Azure growth hits 40%. AWS grew 28% year-over-year to $37.6 billion in the first quarter of 2026, well ahead of the 25% analysts had forecasted. Consolidated net […]

How To Buy Chewy Stock At $15
Trefis81d agobullish
How To Buy Chewy Stock At $15

Chewy (CHWY) stock recently retreated to near $20, down from its 52-week high of $48.62. Missed the pet e-commerce boom? Do not worry. There is still a strategic way to profit from Chewy's long-term growth, with a potential margin of safety. Investors may be pricing in too much pessimism. But what if you could initiate a position at over 20% discount, securing shares at $15 each? Now we are talking.

For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding
24/7 Wall St.81d agoneutral
For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding