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Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the best stocks to buy in 2026 according to billionaire George Soros. This tech stock is up around 25% over the past month. Amazon reported its Q1 2026 results on April 29, saying companywide revenue increased 17% YoY to $181.5 billion and net income rose 77% to $30.3 billion. […]

Uber (UBER) and Maplebear (CART) (Instacart's parent company) both reported quarterly earnings on Wednesday. BNP Paribas US large-cap internet equity analyst Nick Jones joins Yahoo Finance's Josh Lipton to discuss the key differences between the two companies and why he thinks Uber has much more room to run.

(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

The contract logistics provider lifted its 2026 earnings outlook, with CEO Patrick Kelleher saying the company's bespoke model is built for complexity that Amazon can't replicate.

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

It seems Alphabet can do no wrong right now.

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates

Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar

Amazon and Apple are two great stocks to buy this month.

With an upside potential of 17.42% as of May 3, Amazon.com, Inc. (NASDAQ:AMZN) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Amazon.com, Inc. (NASDAQ:AMZN) provides a broad selection, value, and convenience across a range of customer experiences, including online shopping, cloud computing, streaming entertainment, consumer electronic devices, advertising, healthcare, […]

Anthropic says it will rent all of the compute capacity from SpaceX's massive Colossus 1 data center.

Andy Jassy is going all in. Amazon (NASDAQ:AMZN) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market is pricing in whether that wager pays off. So far, the verdict leans yes. Since Jassy unveiled the $200 billion figure on Feb. 5, AMZN has climbed ... Amazon CEO Andy Jassy Just Made a $200 Billion Bet on AI. Here’s How He’ll Win

Broadcom (AVGO) is up 6.9% over the last five trading days, helped by new VMware product launches and fund rotation back into AI infrastructure plays. Broadcom’s growing role in custom silicon also positions it well for the shift toward inference-focused AI workloads, reinforcing its importance in enterprise AI.

Amazon's success is Nvidia's, too.

Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer explained the reason why the Charitable Trust owns the stock, as he commented: I’m talking about Amazon and its CEO, Andy Jassy. Higher interest rates can fell many a company, but if you want to guess who’d be […]

Strategy Inc. (MSTR) has seen its fundamental identity challenged by the very asset it champions.

SAN FRANCISCO, May 6 () - Artificial intelligence lab Anthropic on Wednesday touted a new ‌feature for its Claude AI, which it ‌calls "dreaming." Available as a research preview, "dreaming" comes with its software for ​managing agents, or AI programs that perform tasks with little human involvement.

Cameco (NYSE:CCJ) stock just earned a fresh vote of confidence from Bay Street. Scotiabank analyst Orest Wowkodaw raised his CCJ stock price target to $175 from $150, keeping an Outperform rating after a quarterly update he characterized as positive given higher estimates. The takeaway for prudent investors: the Western nuclear renaissance is shifting from thesis ... Scotiabank Just Hiked Cameco Price Target to $175 as the Nuclear Renaissance Accelerates

Transport ETFs are lagging as fuel costs rise and Amazon disrupts logistics, while tech and airline-linked ETFs show relative strength.

Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Bloomberg Intelligence senior media analyst Geetha Ranganathan sits down with Yahoo Finance's Julie Hyman to discuss the next catalysts for Disney's stock.

The Amazon Web Services ecosystem now has a chance to get a lot stronger.

Rivian set the stage with Amazon, but Uber will bring it to another level.

GXO Logistics CEO Patrick Kelleher said Amazon’s new supply chain services validate — rather than threaten — the long-term growth opportunity in outsourced logistics. The post GXO raises 2026 outlook, dismisses Amazon logistics threat appeared first on FreightWaves.

Anthropic's $200 Billion Bet on Google Cloud Signals Explosive AI Demand Ahead

Sun Country Airlines is preparing for a late June deployment of two new freighter aircraft provided by Amazon to increase air capacity in its domestic logistics network. The post Amazon partner Sun Country Airlines prepares to deploy 2 new cargo jets appeared first on FreightWaves.

Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech