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Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
United Parcel Service (UPS) lifted its full-year revenue outlook on Tuesday after delivering second-
The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?
Investors want to see that the cloud giants are justifying their massive capex. Google just did that.
This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.
Fortune editor-in-chief Alyson Shontell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the 2025 Fortune Global 500, the annual ranking of the world's largest companies by revenue. This year, Amazon (AMZN) claimed the No. 1 spot, ending Walmart's (WMT) 12-year run at the top.
United Parcel Service Inc (NYSE:UPS) shares fell 6% following its second quarter 2026 earnings report as investors focused on weaker near-term domestic expectations, lower international operating profit and significant restructuring charges despite the company beating quarterly estimates and...
Uber Freight has named logistics technology veteran Amir Pelleg as chief product officer. The post Uber Freight elevates AI ambitions with hiring of logistics technology veteran appeared first on FreightWaves.
Amazon (NASDAQ:AMZN) and MercadoLibre (NASDAQ:MELI) both posted Q1 2026 results that crystallize an old debate. Amazon delivered $181.52 billion in revenue with expanding operating leverage, while MercadoLibre grew sales 49.03% to $8.845 billion and let margins compress on purpose. Two very different bets on what wins into 2027. AWS Prints Cash. MELI Spends to Own ... Does Amazon or MercadoLibre Offer The Superior Growth Vs Profitability Story Into 2027?
I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
Corning (NYSE:GLW) reported strong Q2 2026 results, with solid contributions from its Optical Communications and Solar segments. The company announced new supply agreements with Amazon and NVIDIA that support expansion of U.S. optical fiber capacity. Despite the positive operational update, shares declined after the company issued Q3 guidance that did not meet analyst expectations. Corning enters this news cycle with a share price of $143.36 and a very large 3‑year gain of about 7x. The...
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
Fundstrat's Tom Lee recently made similar points about Ethereum's long-term growth potential, expanding the Amazon analogy beyond Bitcoin.
(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China
AWS tools will power scheduling, websites and crew workflows
One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.
Amazon.com stock has pulled back recently but still sits on a strong 73.1% gain over the past three years, while the current valuation checks suggest the shares screen as attractively priced on several metrics. With earnings in focus again and big spending plans in areas like AI and logistics, investors are weighing how much of Amazon.com's growth story is already reflected in the share price. Over the last three years, Amazon.com has delivered a 73.1% return, which puts recent short term...
Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.
Microsoft reported its Q4 earnings on Wednesday.
Microsoft will report its Q4 earnings after the bell on Wednesday.
Amazon (AMZN) and Meta (META) are both set to report quarterly earnings this week. Wedbush managing director of equity research, Ygal Arounian, shares his expectations for the earnings results.
United Parcel Service reports adjusted second-quarter earnings per share of $1.76. Wall Street was looking for $1.66.
Amazon is shifting resources away from most of its flagship Nova AI models and prioritizing a new foundation model under development, according to a Business Insider report.
Nvidia's net margin tops 55%, but Marvell's revenue growth rate nearly matches its GPU rival, revealing a valuation gap that favors one over the other.
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