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What Lucid, SpaceX, and Amazon All Have In Common. (Hint: Think Cash.)
Barrons.com20d agoneutral
What Lucid, SpaceX, and Amazon All Have In Common. (Hint: Think Cash.)

In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when it is selling about 150,000 cars a year.

Amazon or Meta: Wedbush Chooses the Superior AI Hyperscaler Stock to Buy
TipRanks20d agobullish
Amazon or Meta: Wedbush Chooses the Superior AI Hyperscaler Stock to Buy

AI is no longer just an emerging technology. In just a few years, it has become one of the biggest forces shaping how people search for information, shop online, create content, and get work done. Since ChatGPT brought generative AI into the mainstream, businesses have been racing to weave AI into their products, while consumers continue finding new ways to use it in everyday life.TipRanks Welcomes a New ETF – NYSE:RANK TipRanks has entered a new arena in the investing world, powering the index

Here are Updates on Amazon’s (AMZN) Rational FCF Reinvestment
Insider Monkey20d agoneutral
Here are Updates on Amazon’s (AMZN) Rational FCF Reinvestment

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]

Stocks slide, oil prices jump as tech, Mideast war in focus
AFP20d agoneutral
Stocks slide, oil prices jump as tech, Mideast war in focus

Tokyo and Taipei stock markets led a fresh selloff for technology shares Friday, as concerns that the sector had been overbought in recent months intensified."The technology selloff is not the only reason markets are in a sour mood," noted Ipek Ozkardeskaya, senior analyst at Swissquote bank.  

Investing.com20d agobullish
Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trillion-parameter system that has triggered intense discussion across global markets. By matching—and in some developer arenas, beating—flagship American models on key leaderboards, K3 has forced Wall Street to radically rethink how fast domestic Chinese labs are closing the capability gap with the West.

Bloomberg20d agobullish
Apple Upgraded to Buy by HSBC on Agentic AI, Hardware Pipeline

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Bloomberg20d agoneutral
Hyperscalers Are Dragging Down Bond Gauges Across Global Markets

(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa