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(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App

Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.

'There is no other market right now that is anywhere close in terms of their investment and scale'

This is nothing to fret over.

DAKAR, July 14 (Reuters) - No bank card. Shoppers in Africa increasingly are buying online from big brands such as Amazon or Walmart even though they have no physical presence on much of the continent.

(Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said that in the not-so-distant future, nuclear fusion technology will offer the most realistic solution for powering AI data centers’ ballooning needs. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route

Mohamed El-Erian says a structural mismatch between borrowers and buyers has pushed the bond market to a breaking point, and Amazon's latest debt deal may have just revealed the first crack.

Amazon.com stock has delivered an 85.2% return over the past three years, yet current valuation checks and intrinsic value estimates both still point to the shares trading below what the cash flows and market multiples imply. Over the last three years Amazon.com returned 85.2%, which puts extra focus on whether that gain already reflects its fundamentals or still leaves a gap to intrinsic value. Heavy investment in AI infrastructure, cloud and logistics can support long term cash generation...

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

This stock thrives on volatility.

Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.

Jim Cramer is bullish on SK Hynix after its ADR listing.

Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.

Oh, how the mighty have fallen.

Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

Amazon's P/E ratio is near multiyear lows.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.

Microsoft's stock has fallen to a price level where buyers have repeatedly stepped in, but this time it arrives with an unprecedented spending plan that will define the battle.

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.

CVS Health Corporation (NYSE:CVS) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Noting that healthcare stocks have been out of favor for some time, a caller asked if the stock is a buy, sell, or hold. Cramer stated: It’s a […]

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]

The online marketplace sent owners a fortune in cash, yet the stock itself went nowhere fast. Here’s what that trade-off bought, and what it means for holding on now.

Chip players are churning out cash while hyperscalers spend big on the AI build-out.

Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.

SPCX has fallen 35% from its peak, but Starlink profits, Starship progress and AI ambitions support a hold-and-watch approach.

Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects, and corporate silence about real returns are raising questions the industry does not yet have answers for.

Jeff Bezos just told a Paris crowd that AI will cause a labor shortage, five months after his own company cited AI to justify cutting thousands of jobs. The contradiction runs deeper than it looks.