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The biggest fear surrounding artificial intelligence is that it will replace workers. Amazon and Blue Origin founder Jeff Bezos thinks it could do the opposite. Bezos pushed back against growing concerns over AI-driven job losses during a CNBC interview in...
Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.
On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
Amazon dominates in absolute scale, yet Shopify's faster growth rate tells a different story. See how seasonality shapes both companies' revenue trajectories.
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 1, 2026, Check Point Software Technologies launched its Cloud Firewall on the new AWS European Sovereign Cloud, expanding its partnership with Amazon.com, Inc. (NASDAQ:AMZN)’s Amazon Web Services (AWS). The AWS European Sovereign Cloud is an […]
Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky comes on Market Domination Overtime to comment on what this signifies in capital market conditions and AI spending "intentions" for 2027.
If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.
SpaceX is not the only space stock out there right now.
Bath & Body Works (NYSE:BBWI) shares dropped 4. 1% in pre-market trading on Wednesday after Goldman Sachs downgraded the specialty retailer to Sell, citing concerns over weakening consumer sentiment, brand perception and the risks associated with its evolving distribution strategy.
Former Senior White House Policy Advisor on Artificial Intelligence Sriram Krishnan said the White House will not create a centralized AI licensing body akin to the Food and Drug Administration. Krishnan Rules Out AI Licensing “This administration… has been against...
Micron stock is in a technical bear market, meaning it is more than 20% down from its recent closing high.
AMZN, WMT, AXP, NGVC and AP headline the latest analyst reports, highlighting growth drivers, competitive strengths and key risks shaping their outlooks.
The expanded product line-up features a marked increase in the number of available fruit and vegetable items.
(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences
Meta wants to sell excess AI compute to offset heavy spending.
Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft, Amazon and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.
The flood of new bonds to fund the artificial-intelligence build-out seems to finally be getting a little bit much for investors. The extra yield, or spread, investors demand to hold bonds backed by AI hyperscalers moved broadly higher on Tuesday as Amazon issued $25 billion of bonds, returning to the U.S. debt market just four months after it completed a $37 billion bond sale. The spread on Amazon’s 5.8% notes due in 2036 jumped to 0.7 percentage point from 0.63 percentage point on Monday, according to MarketAxess.
The U.S. Treasury Department revoked a license allowing Iran to sell its oil worldwide following an attack on a Qatari natural gas shipment.
Major growth is expected for Amazon Web Services.
Amazon.com's AI push, global expansion and diversified businesses support growth, but rising AI spending, debt and competition pose challenges.
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