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Amazon's $595 titanium luxury watch is a Seiko on the inside
TheStreet16d agoneutral
Amazon's $595 titanium luxury watch is a Seiko on the inside

Luxury watches seem to remain popular, even during times of financial crisis and tumult. That's probably because watches are often purchased as the representation of a personal or professional milestone. Those moments don't simply stop happening because the job market is slow or because inflation ...

The 3 Ways Amazon’s Trainium Chips Erode Nvidia’s Dominance Into Early 2027
24/7 Wall St.16d agoneutral
The 3 Ways Amazon’s Trainium Chips Erode Nvidia’s Dominance Into Early 2027

Amazon (NASDAQ:AMZN) and NVIDIA (NASDAQ:NVDA) just closed earnings on opposite sides of the AI infrastructure trade. Amazon reported Q1 FY2026 on April 29, 2026, with AWS growing 28% and custom silicon crossing a $20 billion annual run rate. NVIDIA followed with Q1 FY2027 revenue of $81.62 billion, up 85.2%. Trainium is the reason to compare ... The 3 Ways Amazon’s Trainium Chips Erode Nvidia’s Dominance Into Early 2027

Is Amazon.com (AMZN) Undervalued Following Its $200b AI Infrastructure Push?
Simply Wall St.16d agoneutral
Is Amazon.com (AMZN) Undervalued Following Its $200b AI Infrastructure Push?

Recent enthusiasm around Amazon.com (AMZN) is tied to its push into artificial intelligence infrastructure, including a planned US$200 b capital spend, rapid growth in Trainium chip revenue, and a sizable stake in AI start up Anthropic. See our latest analysis for Amazon.com. Against this backdrop, Amazon.com’s share price return of 10.37% year to date and three year total shareholder return of 94.09% suggest momentum has been rebuilding as investors weigh its AI driven capex plans and AWS...

Amazon may be losing its biggest competitive edge
TheStreet16d agoneutral
Amazon may be losing its biggest competitive edge

As a longtime Amazon Prime member, I've come to expect my orders to arrive fairly quickly. Sometimes, though, Amazon exceeds my expectations. Not long ago, I placed an order for some first-aid supplies, expecting them to show up the next day. Roughly two hours later, my dogs started barking ...

Behind the Ticker: RISE Ditches the Usual EM Playbook
etf.com16d agoneutral
Behind the Ticker: RISE Ditches the Usual EM Playbook

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

Why Nvidia Stock is Flat Since November Despite Tripling Its Net Income
Insider Monkey16d agoneutral
Why Nvidia Stock is Flat Since November Despite Tripling Its Net Income

In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]

Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically
Investor's Business Daily17d agoneutral
Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Is Intel (INTC) Stock a Buy Before Q2 Earnings?
Insider Monkey17d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]