The WSJ reported the hiring plan just as Meta had indicated that it plans to build a cloud business.
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Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
This company aims to rival AI chip giant Nvidia.
It's underperforming the market right now.
KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that
The maker of Trainium chips now runs one of the top three data center chip businesses in the world, according to its CEO.
Earlier this month, Amazon.com completed a multi-tranche bond issuance totaling about US$25.46 billion, including fixed- and floating-rate senior unsecured notes maturing between 2029 and 2066, with coupons ranging from 4.60% to 6.25% to fund general corporate purposes. The scale and long maturities of this funding underscore how Amazon is tapping credit markets to support large, long-lived investments in areas such as cloud, AI infrastructure, and logistics. Next, we'll examine how this...
The latest trading day saw Amazon (AMZN) settling at $249.89, representing a -1.99% change from its previous close.
Amazon Web Services is the star of the show, but investors shouldn't ignore the details.
Tech meant to be complementary posed some issues on facility floors, but the company says it has worked out the kinks.
The AI boom has been one of the biggest investing stories of the past few years. Nvidia became one of the most valuable companies on earth. Microsoft, Google, and Amazon poured hundreds of billions into infrastructure. But the companies actually building the models at the center of it all have ...
Google Search and YouTube and Meta's Instagram experienced slower ad-spend growth in Q2 2026 in the U.S. vs. a year ago, while Meta's Facebook rebounded from a relatively weak start to the year according to data released this week.
The firm sees more room for GPU sales growth as AMD prepares to outline its next AI products.
Amazon.com Inc (NASDAQ:AMZN) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts are projecting more than 32% upside to Amazon stock at the current level. Amazon remains hugely popular with elite investors, with some 353 hedge funds having stakes in the stock. On July 10, Amazon […]
Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.
A breakout month by the company's newly acquired investment banking subsidiary, BTIG, added nearly $100 million of revenue during the second quarter.
Alphabet (GOOG, GOOGL) is likely to deliver strong second-quarter results amid strength in its cloud
Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.
Amazon stock and Google are buys because of massive AI distribution while Meta has to prove its strategy, Wedbush says.
These two retail giants' stock returns haven't been all that different over the past three years, but one has more upside potential.
I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback authorization on top of the roughly $39 billion still remaining is the single clearest signal a management team ... This Single Nvidia Policy Keeps Me Hitting The Buy Button
(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula

SpaceX (SPCX) stock dipped below its $135 IPO price for the first time since its debut. This comes as the company prepares for its 13th Starship test flight. Laffer Tengler Investments CEO and CIO, Nancy Tengler, explains why her confidence in the company hasn't shaken.