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JPMorgan resets Amazon stock target after AI payoff
TheStreet3d agoneutral
JPMorgan resets Amazon stock target after AI payoff

Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...

Bloomberg3d agoneutral
Loan Investors Are Pushing Back as Fear Rises

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

Google’s Pixel 11 leak exposes a brutal AI paradox
TheStreet3d agoneutral
Google’s Pixel 11 leak exposes a brutal AI paradox

Alphabet’s (GOOGL) upcoming premium smartphone might be concealing a hazardous paradox. Leaked promotional renders of the unannounced Google Pixel 11 Pro Fold appear to show an eight-inch inner display, a slightly revised camera enclosure, and a new illuminated element on the rear of the phone. But ...

Bloomberg4d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Amazon and Apple Deliver the Drama to Close a Turbulent Month
The Wall Street Journal4d agoneutral
Amazon and Apple Deliver the Drama to Close a Turbulent Month

A surge in Amazon stock Friday gave the Nasdaq enough momentum to obscure Apple slump. Beneath the surface of the Nasdaq composite’s 1% gain was a tug of war between Apple stock, which fell 7.4%, and Amazon’s which surged 15%. The post-earnings slide, Apple’s largest since 2014, followed company forecasts for its September quarter that fell short of Wall Street’s expectations.

Bloomberg4d agoneutral
Big Tech Holds $2 Trillion of Spending Commitments for AI Boom

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Hyperscaler Bonds Get Lift From Amazon Earnings
The Wall Street Journal4d agoneutral
Hyperscaler Bonds Get Lift From Amazon Earnings

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

Alliant Energy Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Alliant Energy Q2 Earnings Call Highlights

Alliant Energy (NASDAQ:LNT) said it delivered second-quarter 2026 GAAP earnings of $0.65 per share and reaffirmed its full-year earnings guidance, with management saying results are trending in the upper half of the company’s range despite milder weather during the first half of the year. President

Where Apple is diverging from rest of Mag 7 earnings
Yahoo Finance Video5d agoneutralVIDEO
Where Apple is diverging from rest of Mag 7 earnings

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

Banks in talks to lend $15 billion for Anthropic data center backed by Google, WSJ reports
Reuters5d agoneutral
Banks in talks to lend $15 billion for Anthropic data center backed by Google, WSJ reports

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus ‌tied to Anthropic, with Alphabet's Google offering financial guarantees ‌and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with ​the matter. • A bank group led by Morgan Stanley is discussing ‌financing for the project ⁠in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the ⁠report said. • Google has agreed to guarantee billions of dollars of Anthropic's lease and power-payment commitments if the startup defaults, according to WSJ.

Meta stock poised for a new losing streak: Earnings call takeaways
Yahoo Finance Video5d agoneutralVIDEO
Meta stock poised for a new losing streak: Earnings call takeaways

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

Reuters5d agoneutral
Satellite maker K2 Space secures $6.8 billion valuation in new funding round

K2 Space said on Thursday it raised $500 million in a new funding round that valued the company at $6.8 billion, ‌more than twice the valuation at its December round, as the ‌company prepares to increase production of large, high-power satellites. Kleiner Perkins and ICONIQ led the round, ​and were new investors in the satellite maker along with Alphabet's venture fund CapitalG. • The funding brings K2's total capital raised to more than $1 billion, ​the company ​said.

Even $64 Billion in Quarterly Profit Is a Disappointment for Chip Investors
The Wall Street Journal6d agoneutral
Even $64 Billion in Quarterly Profit Is a Disappointment for Chip Investors

SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.