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NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing
24/7 Wall St.86d agobullish
NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing

Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK Act, while the VanEck Social Sentiment ETF (NYSEARCA:BUZZ) uses natural language processing to score social media chatter around large-cap US stocks. Both test ... NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing

The Staggering Number Jensen Huang Just Revealed Changes Everything About AI
24/7 Wall St.86d agoneutral
The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers. Then came AI. And now, if Nvidia (NASDAQ:NVDA) CEO Jensen Huang is right, we haven’t seen anything yet. So here’s the ... The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

How The Globalstar (GSAT) Story Is Evolving With The Amazon Deal And Spectrum Rethink
Simply Wall St.86d agoneutral
How The Globalstar (GSAT) Story Is Evolving With The Amazon Deal And Spectrum Rethink

Analysts recently lifted their fair value price target for Globalstar from US$69.33 to US$90.00, a change of roughly 30% that sharply reshapes the conversation around the stock. The shift reflects fresh sector research on satellite spectrum and direct to device connectivity, where themes like spectrum rights, capital intensity, and competition from larger technology platforms are being applied directly to how Globalstar is assessed. As you read on, you will see how these evolving views may...

Here is why Amazon (AMZN) Is Among the Top Stocks to Benefit From AI
Insider Monkey86d agoneutral
Here is why Amazon (AMZN) Is Among the Top Stocks to Benefit From AI

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Top 10 Stocks That Will Profit from AI. In addition to developing its own AI microchips to scale models cost-effectively, the company has been investing heavily in partnerships to integrate AI models such as Claude into AWS. On May 12, 2026, Amazon.com, Inc. (NASDAQ:AMZN) announced the nationwide rollout […]

Walmart and Amazon race to win over rural America with speedier deliveries
Associated Press86d agoneutral
Walmart and Amazon race to win over rural America with speedier deliveries

Walmart and Amazon are racing to speed up online order deliveries in rural areas of the U.S., a rich source of untapped sales that major retailers long wrote off as too sparsely inhabited, too remote or too impoverished to serve profitably. Walmart has a running start in the contest to build a loyal customer base in rural America. Roughly 90% of U.S. residents live within 10 miles of a Walmart store, and 45% of the company’s full-service Supercenters are in places with populations under 20,000, according to a report by investment bank Morgan Stanley.

Netflix (NFLX) Stock Is Up, What You Need To Know
StockStory86d agoneutral
Netflix (NFLX) Stock Is Up, What You Need To Know

Shares of streaming video giant Netflix (NASDAQ: NFLX) jumped 2.4% in the afternoon session after reports revealed the company's advertising business is scaling faster than Wall Street had expected, with confidence building ahead of presentation to advertisers on May 14.

Investing.com86d agoneutral
Consumers sue Amazon for failing to refund unlawful Trump tariff costs

Investing.com -- Amazon.com Inc (NASDAQ:AMZN) has been hit with a proposed class-action lawsuit by consumers seeking refunds for inflated product costs passed down from tariffs that the U.S. Supreme Court later ruled were unlawfully imposed by President Donald Trump, according to a Reuters report.

Amazon AI Governance Backlash Puts Spotlight On Valuation And Risk Outlook
Simply Wall St.86d agoneutral
Amazon AI Governance Backlash Puts Spotlight On Valuation And Risk Outlook

On May 15, 2026, investor advocates said they would vote against four Amazon (NasdaqGS:AMZN) board members. The backlash stems from Amazon’s decision to exclude three new shareholder proposals from its ballot. One excluded proposal focused on aligning Amazon’s AI sales and deployment with its stated Responsible AI Approach. The dispute highlights rising ESG and governance scrutiny on how large tech companies manage AI risks and oversight. For investors watching Amazon, the flashpoint around...

Berkshire Hathaway triples Alphabet stake and invests in Delta and Macy's under new CEO
Associated Press86d agoneutral
Berkshire Hathaway triples Alphabet stake and invests in Delta and Macy's under new CEO

Berkshire Hathaway more than tripled the size of its investment in Google's parent company and bought over $2.6 billion worth of Delta Airlines stock as Greg Abel settled into the CEO job after taking over from Warren Buffett at the start of the year. The conglomerate also dumped a number of other stocks, including Visa, Mastercard, Domino's Pizza, Amazon and United Healthcare after the departure late last year of Todd Combs, who was one of the two investment mangers Buffett hired to help manage the portfolio. Buffett was always reluctant to invest in tech companies because he said he didn't understand them well enough to predict the long-term winners.

Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter
Barrons.com86d agoneutral
Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.

Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%
24/7 Wall St.87d agoneutral
Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%

Two stocks both labeled “delivery” have produced opposite results this year. DoorDash (NASDAQ:DASH) stock is down 30% year to date (YTD), while Amazon (NASDAQ:AMZN) stock is up 14% YTD. The gap is real and persistent. Over the past year, DoorDash stock is down 20%, while Amazon stock is up 28%. So, what’s behind the delivery-stock ... Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%