GuruFocus.com45d agoneutral
Cerebras Stock Gets Major Vote of Confidence as Key Earnings Test NearsThis AI Infrastructure Stock Could Be Poised for Another Breakout
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Yahoo Finance45d agoneutral
SpaceX stock down again, shaving off some IPO gains; confirms debt offeringSpaceX stock fell again on Monday, now poised for three straight down days after a massive run up following its IPO earlier this month. SpaceX also confirmed its first ever bond issuance in filing.
Reuters45d agoneutral
Amazon Prime Day to gauge US consumer strain as focus shifts to basicsAmazon Prime Day starting on Tuesday will be a litmus test of U.S. shoppers' spending power, with the earlier-than-usual sales event increasingly centered on perishable groceries, household basics and back-to-school needs rather than carefree splurges. The four-day blitz running June 23 to 26, comes after Amazon shifted it from July, citing a calendar crowded by the FIFA World Cup and the 250th anniversary of U.S. independence. What shoppers add to their carts is as important as how much they spend, helping gauge whether recent U.S. consumer resilience is holding or beginning to crack.
Motley Fool45d agoneutral
Should Amazon Investors Be Concerned That New Fed Chair Kevin Warsh Isn't Cutting Interest Rates?Elevated inflation is forcing the central bank's hand.
Motley Fool45d agoneutral
3 Stocks That Look Like Far Better Long-Term Investments Than the SpaceX IPOCloud computing has major upside, with huge growth coming over the next few years.
TheStreet46d agoneutral
Amazon quietly building a moat to outlast the AI boomThe AI surge has already transformed the way investors see Amazon. The company was no longer an e-commerce powerhouse with a cloud business attached. For many investors, Amazon's (AMZN) earnings engine is Amazon Web Services, and that business still has some upside. But the next AWS story may not ...
TheStreet47d agoneutral
Target makes its smartest $1 billion investment yetTarget has faced no shortage of challenges over the past few years. Like many retailers, the company has had to navigate shifting consumer spending habits, inflationary pressures, and a retail environment where shoppers have become more selective about where they spend their money. Plus, as Target ...
Investing.com47d agoneutral
Is any other "affordability" policy coming before the midterms?Investing.com -- Investors are closely watching Federal Reserve Chair Kevin Warsh’s first FOMC meeting and the outlook for crypto legislation in Congress, according to Wolfe Research.
TheStreet47d agoneutral
Bank of America spots Prime Day signal for Amazon investorsOn June 18, just days before Amazon’s (AMZN) Prime Day kickoff, Bank of America pointed investors to a part of the event that could matter a lot more than the discounts. Prime Day is typically treated as a read on consumer demand, delivery speed, and Amazon’s ability to pull shoppers away from ...
TheStreet48d agoneutral
SpaceX stock joins AI bond frenzyWall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...
TheStreet48d agoneutral
Allbirds exposes a new test for the AI tradeAllbirds is not big enough to define the artificial intelligence market. That’s exactly why investors need to pay attention. The sneaker maker’s transition into Smartbird (BIRD) is more than just another strange corporate rebranding. It could be a good sign for where the AI trade has gone following ...
Reuters Videos48d agoneutralVIDEO
The Week in Numbers: SpaceX's colossal climb, Pizza Hut's price tag<body><p>STORY: From SpaceX's colossal climb up the market...to Pizza Hut's price tag</p><p>This is the week in numbers.</p><p>:: The Week In Numbers</p><p>:: $2.52 trln</p><p>$2.52 trillion was the market cap given to SpaceX as shares of the rocket maker soared this week.</p><p>Elon Musk's company's value catapulted past Amazon's and briefly above Microsoft's.</p><p>Towards the end of the week though, shares dropped more than 6%...</p><p>as the post-IPO frenzy that briefly placed Elon Musk's rockets-to-AI firm...</p><p>among the world's top five most valuable companies, appeared to fizzle out.</p><p>:: 30%</p><p>30% is how much Allbirds shares soared by after the former footwear company changed its name to Smartbird.</p><p>The move cemented its months-long transformation from shoemaker to AI infrastructure firm, shifting its focus to offer cloud computing capacity.</p><p>The company also appointed former Amazon executive Nadia Carlsten as its new CEO. </p><p>:: 7%</p><p>More than 7% is the hit BMW's shares took after the German automaker issued a profit warning.</p><p>The premium carmaker blamed ongoing weakness in the world's largest auto market China, and the impact of the Iran war on prices and customer sentiment.</p><p>Analysts said the outlook cut was significantly larger than expected.</p><p>BMW shares dipped to their lowest level since 2020.</p><p>:: $22 bln </p><p>$22 billion is the amount media giant Fox is spending on buying streaming platform Roku.</p><p>The deal gives the parent company of Fox News access to Roku's more than 100 million households.</p><p>Potentially helping the legacy cable and broadcast company better compete for eyeballs, target its ads and reduce reliance on traditional distribution. </p><p>:: $2.7 bln</p><p>$2.7 billion is the price tag Yum brands set for Pizza Hut as the fast-food business struggles with stiff competition and cautious consumer spending.</p><p>Rising inflation and higher commodity costs have weighed on U.S. pizza chains facing weak demand.</p><p>Growing use of weight-loss drugs is nudging consumers toward healthier options.</p></body>
Reuters48d agoneutral
AI-generated ads should be exempt from EU transparency rules, retail association saysBy Helen Reid LONDON, June 19 (Reuters) - Eurocommerce, the European retail association whose members include Amazon, H&M, Inditex, and Ikea, is asking EU tech chief Henna Virkkunen to exempt AI-
Reuters48d agoneutral
Amazon points to water conservation steps in India amid data centre scrutinyAmazon said on Friday its Indian operations had reached a major milestone in water conservation, at a time when global tech giants face increasing pressure over their expansion of resource-hungry AI data centres. The U.S.-based company announced it had turned "water positive" in India this year - meaning it returns more water to communities than it uses across its operations, which include data centres, corporate offices and warehouses. Amazon, Microsoft and Alphabet's Google are among companies that are facing shareholder and activist pushback over the environmental impact of data centre projects, Reuters reported earlier this year.
GuruFocus.com49d agoneutral
FERC Set To Issue Long-Awaited AI Data Center Grid GuidanceRegulators may outline who pays for grid upgrades needed to support surging AI power demand.
Quartz49d agoneutral
SpaceX stock sinks 7%. The IPO honeymoon is overThe post-IPO run-up had drawn scrutiny from analysts concerned about whether SpaceX's fundamentals could eventually support its valuation
TheStreet49d agoneutral
Jeff Bezos breaks ranks on what AI will do to your jobEvery wave of new technology arrives with a rich man telling everyone else to relax. The machine will lift you up, not push you out, he says. He is usually right about what the machine can do, and wrong about how it feels to be the person standing closest to it. The argument over artificial ...
The Wall Street Journal49d agoneutral
The Catch to the Turbocharged Earnings Powering Stocks$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.
Yahoo Finance49d agoneutral
SpaceX stock sinks after breaking three-day winning streakSpaceX was set to open lower on Thursday, extending losses from the prior session.
InvestorsHub49d agoneutral
SpaceX Rebounds in Premarket Trading After First Post-IPO Decline (SPCX)SpaceX (NASDAQ:SPCX) shares edged higher in premarket trading on Thursday after posting their first daily decline since the company’s record-breaking stock market debut, following a remarkable rally that briefly propelled the aerospace group above some of the world’s largest technology companies by market value. SPCX rose 1.
The Wall Street Journal49d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.
Barchart50d agoneutral
The Biggest IPO in History Just Put Space Stocks on the Map. Here Are the Ones Built to Win.SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.
Barchart50d agoneutral
Stocks Retreat as Fed Signals Possible Higher Interest RatesThe S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
Yahoo Finance Video50d agoneutralVIDEO
Nasdaq, US stocks slide as Fed forecasts possible rate hikeUS stocks (^DJI, ^IXIC, ^GSPC) ended Wednesday's session in negative territory after Federal Reserve officials unanimously voted to hold interest rates at their June FOMC meeting today, while also forecasting at least one possible rate hike ahead. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the trading day's market reactions to the Fed's big decision. This was Kevin Warsh's first FOMC meeting he presided over as the new chairman of the Fed.
Reuters50d agoneutral
AI lab Odyssey valued at $1.45 billion in latest funding roundAI lab Odyssey on Wednesday said it has raised $310 million in a Series B round valuing it at $1.45 billion, and struck a deal with Amazon Web Services that gives it access to specialized chips designed for high‑performance machine-learning workloads. The round, led by Natural Capital, saw participation from Amazon, AMD Ventures, Google Ventures, EQT and In-Q-Tel, alongside prominent individual investors including Google’s chief scientist Jeff Dean and Garry Tan, president and CEO of Y Combinator. Odyssey is building models that can simulate the real world and act without human input.
TheStreet50d agoneutral
Rivian has bad news for hundreds of its workersShipping a product people love and running a company that makes money are two different jobs. One earns applause. The other earns a line on the balance sheet, and the two rarely arrive in the same week. Rivian spent years selling the idea that it could become the next great American carmaker. Its ...
Reuters50d agoneutral
AI lab Odyssey valued at $1.45 billion in latest funding roundAI lab Odyssey said on Wednesday it has raised $310 million in a funding round that valued it at $1.45 billion. The Series B round was led by Natural Capital, with participation from Amazon, AMD Ventures, GV, EQT, IQT and others. The last few years have seen major breakthroughs in scaling, interactivity, multimodality and physics accuracy, and the field is now advancing extremely quickly,” said Oliver Cameron, Co-founder and CEO of Odyssey.