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The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

Boosted by big AI demand and partnership with AWS, Microsoft Azure and Google, Datadog is tracking the scent of a breakout.

Stocks are facing their first major test of the summer on Thursday following another surge in global crude prices and a big bump higher in spending plans from Google parent Alphabet. Alphabet topped Wall Street’s heady earnings forecasts, with revenue rising firmly to just under $120 billion, but said its 2026 capex would rise to $205 billion, more than double last year’s tally. Shares in the company, which carries a market cap of more than $4.1 trillion, are set to open lower along with fellow Magnificent Seven peer Tesla, which posted its first negative free cash flow in more than two years.

Amazon's stock is in correction territory despite record profitability and accelerating AWS growth. Is Wall Street overlooking one of the market's most compelling AI investment opportunities?

This key source of income accounts for a huge amount of earnings for the entire S&P 500.

While stocks shrug off oil shocks and global tariff turmoil, businesses are transforming to prepare for a more volatile world.

Amazon is scheduled to report second-quarter earnings on July 30.

A new Government Accountability Office report commissioned by Sen. Bernie Sanders finds the number of Amazon (NASDAQ:AMZN) workers relying on federal food and health assistance has nearly tripled since 2020, even as the company disclosed plans to spend $200 billion on artificial intelligence infrastructure in 2026. The GAO reviewed enrollment data from 11 states representing ... Amazon Workers on Food Stamps Nearly Tripled, While Company Spends $200 Billion on AI

Amazon and Meta are two of my favorite stocks to buy ahead of their earnings.

(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US

Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.

A U.S. Senate panel has launched an investigation into Amazon regarding alleged negligence and Chinese influence within its online platform.

Alphabet hiked its 2026 capex spending outlook in its earnings call shortly after market close.

(Bloomberg) -- Amazon.com Inc. is being investigated by the Senate Small Business Committee for allegedly letting China influence the company’s online marketplace, according to a document reviewed by Bloomberg and two people interviewed as part of the investigation.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’

A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.

In the closing of the recent trading day, Amazon (AMZN) stood at $244.85, denoting a -1.09% move from the preceding trading day.

The reductions follow January's company-wide layoffs

Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.

The company is narrowing its AI focus while continuing a broader cost-reduction push.

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

A majority of US residents object to artificial intelligence data centers being built near their hom

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Amazon.com Inc (NASDAQ:AMZN) reports second-quarter earnings on July 30, and Bank of America is raising the bar ahead of the print, arguing AWS is accelerating faster than the Street expects. BofA now projects second-quarter revenue of $198.8 billion and operating profit of $24.1 billion,...

Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

AMD is investing up to $5 billion in Anthropic, contingent on milestones

Google is doing a great job of converting AI Overview and AI Mode traffic into Search revenue, Gene Munster said in a post on X.

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity? Amazon guided to roughly $200 billion in 2026 capex, while Microsoft is pacing toward roughly $190 billion this calendar year. Same bottleneck. Very different playbooks. AWS Hits a 15-Quarter High as Azure Runs Into Its Own ... Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US