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(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

Billionaire Bill Ackman isn’t backing away from Big Tech at a point when Wall Street questions how much money the industry is pouring into AI. During a Forbes Iconoclast sit-down, Ackman discussed his IPO, Howard Hughes plan, and Big Tech-heavy portfolio. The surprising comments at a point when the ...

The REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is one of the most aggressive volatility-income products on the market, selling calls against a concentrated basket of AI and mega-cap tech names to fund weekly cash distributions. Recent payouts have run roughly $0.21 per week against a share price of about $42, which annualizes ... FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.

Sprouts Farmers Market is taking over a never-opened Amazon Fresh grocery store in Pennsylvania. The site is a fully renovated, fitted grocery location that Amazon exited before opening to the public. The transfer bypasses typical restrictive covenants that often limit successor grocery operators. This marks the first time Sprouts has directly benefited from Amazon stepping back from physical grocery. Sprouts Farmers Market, traded as NasdaqGS:SFM, is using this Amazon Fresh exit to...

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI and Technology Stocks to Buy Now. On June 22, the company announced NVIDIA Halos for Robotics, which is the industry’s first full-stack, comprehensive safety system for robotics and physical AI, unifying AI compute and safety. Agility is the first to use this in order to build […]

AI is no longer a tide that lifts all boats. Instead, only a few stocks may win.

Amazon.com Inc (NASDAQ:AMZN) is one of Peconic Partners’ top stock picks. The William Harnisch-led hedge fund increased its position in Amazon stock by 214% in Q1 2026. Some 353 hedge funds back Amazon stock, and analysts see a more than 37% upside potential in the stock from the current price. On June 29, Bloomberg reported that Amazon.com […]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI and Technology Stocks to Buy Now. On June 18, Bloomberg reported that the company plans to sell its custom-made AI chips for use in other companies’ data centers. This is a critical expansion of its efforts to cut into AI-giant Nvidia’s dominance. Peter DeSantis, Amazon.com, Inc. (NASDAQ:AMZN)’s AI chief, […]

The recent Big Tech correction is a healthy reset, not a market crash. Big Tech capex remains the S&P 500's core engine. With falling gas prices driving down headline CPI and an impending dovish Fed pivot, current market levels offer an ideal entry point for a new historic rally.

The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover

New Jersey will begin charging companies whose workers rely on Medicaid, as Democratic-led states look for new ways to fund the growing cost of public healthcare amid tightening federal rules, according to the Associated Press. Governor Mikie Sherrill (D-NJ) signed...

Businesses and governments are struggling to determine who will shoulder the costs of protecting critical infrastructure.

On June 12, Amazon engineers handed a report to the U.S. Commerce Department. Within hours, two of Anthropic's newest AI models went offline for every user on the planet. Nineteen days later, Anthropic got them back. The return of Claude Fable 5 to global availability on July 1 is the result of two ...

Synchrony provides card services to retailers, which can leave the company exposed to riskier consumers.

Investing.com -- Delivery speed is emerging as a key competitive advantage for retailers as AI-powered shopping assistants become more common, with Morgan Stanley’s latest analysis finding Walmart offers the strongest overall fulfillment model. At the same time, Amazon Now leads on raw delivery speed.

Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...

Finding stocks you can comfortably buy and hold for two decades isn't easy.

Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4 print landed into a nervous SaaS tape. The recovery accelerated after May, when management delivered a quarter that changed the conversation from “consumption ... Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Every monopoly looks permanent right up until it isn't. Standard Oil looked untouchable. AT&T (T) owned the telephone for most of a century. In markets, dominance is usually a lease rather than a deed, and the rent comes due the moment a competitor with deeper pockets decides the prize is worth ...

In recent months, Airbnb has moved beyond its core home-sharing business by adding independent hotels, car rentals, grocery delivery, and luggage storage, while rolling out AI review summaries and a voice-enabled chatbot aimed at improving user experience and resolving booking issues. This push toward becoming an “Amazon for services,” underpinned by new AI capabilities, signals an effort to deepen engagement across many everyday service categories, not just travel. We’ll now examine how...

Tesla said on Friday its robotaxi was available in Miami, ‌as the electric vehicle maker looks ‌to expand its autonomous ride-hailing operations. The expansion highlights ​Tesla's efforts to increase adoption of its self-driving software, a version of which it uses in the robotaxis and a key ‌part of CEO ⁠Elon Musk's shift from EVs to AI and robotics. Tesla's move comes ​as the ​robotaxi sector gains ​momentum, with competitors ‌such as Alphabet's Waymo and Amazon's Zoox accelerating their expansion efforts.

Zacks.com users have recently been watching Amazon (AMZN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

SpaceX (SPCX) stock trades like a monopoly. A $1.75 trillion valuation. Over 100x trailing revenue. Numbers like that only make sense if the market believes SpaceX has no real competition for years to come. However, investors shouldn't count on that lasting forever. SpaceX is a truly long-horizon stock, and that cuts both ways: it also means smaller, distant competitors deserve more credence than their current market share suggests. There are few credible challengers to SpaceX today. Jeff Bezos'

Everyone is watching the slowdown in new sign-ups, but the real power is coming from a much more valuable group of shoppers.

The data-analytics firm is on a tear, but its real value to your portfolio is more complicated than just chasing momentum.

Before the online marketplace rocketed higher, it was running a successful turnaround experiment in plain sight, and the results were already in.

Nvidia is losing ground to Apple in the competition to be the world's largest company by market value.

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.