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The Contracted Revenue Backlog Microsoft Stock Bears Keep Missing
Trefis35d agobearish
The Contracted Revenue Backlog Microsoft Stock Bears Keep Missing

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.

Tokenmaxxing is out, but companies are still spending on AI. What's changed?
Yahoo Finance Video35d agoneutralVIDEO
Tokenmaxxing is out, but companies are still spending on AI. What's changed?

In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.

Trump Jr.'s 'Amazon of guns' could benefit from proposed firearm rule
Reuters Videos35d agoneutralVIDEO
Trump Jr.'s 'Amazon of guns' could benefit from proposed firearm rule

<body><p>STORY: :: Archive</p><p>Licensed dealers in the U.S. may soon be able to ship firearms directly to people's homes...</p><p>and the shift could reap a windfall for U.S. President Donald Trump's son, Donald Trump Jr., who is a shareholder and board member at&nbsp;online retailer GrabAGun.</p><p>:: Archive</p><p>The proposed rule change at the Bureau of Alcohol, Tobacco, Firearms and Explosives would allow licensed dealers to ship firearms directly to in-state residents.</p><p>That would&nbsp;be after undergoing an online identity verification and background check, along with a seven-day waiting period after notifying local law enforcement.&nbsp;</p><p>Currently, online buyers must pick up firearms at physical stores and undergo in-person background checks unless they have a permit.</p><p>If finalized, the rule would be among the most consequential changes to U.S. gun policy in two decades.</p><p>Some gun shop owners, industry officials and gun control advocates argue it poses significant public safety and security risks.</p><p>The change could benefit Trump Jr., whose shares in GrabAGun are worth around $700,000 – down from more than $5 million last year.</p><p>A spokesperson for the president’s son said he had "zero involvement" in the new proposal.</p><p>ATF chief counsel Robert Leider said that Trump Jr had no influence on the proposed rule, while declining to say whether the White House had any role in the proposal.</p><p>The White House said it had no record or knowledge of any "interaction with the president's son on any of these topics."</p></body>

AI Is Straining Big Tech’s Climate Goals
Barrons.com35d agoneutral
AI Is Straining Big Tech’s Climate Goals

The AI data center buildout is causing carbon emissions to spike, according to the latest environmental reports from tech giants Google and Amazon Both companies have ambitious climate goals, but are now facing higher hurdles to achieve them as they put up data centers around the country. Many new data centers are powered by carbon-emitting sources like natural gas, at least in part. Data centers’ environmental impact is one of the biggest knocks against them.

Bank of America doubles down on Amazon stock after Prime Day
TheStreet35d agoneutral
Bank of America doubles down on Amazon stock after Prime Day

Bank of America isn’t backing away from Amazon (AMZN) stock after Prime Day. For the most part, investors went into the event looking for cracks. The concerns pertained to deal fatigue, softer shopping baskets, and an evolving sales calendar, making Amazon’s retail momentum look less clean ...

Did Amazon’s FTC Identity-Theft Settlement Quietly Reframe Its Data Governance Risk in the AI Era (AMZN)?
Simply Wall St.35d agoneutral
Did Amazon’s FTC Identity-Theft Settlement Quietly Reframe Its Data Governance Risk in the AI Era (AMZN)?

In late June 2026, Amazon agreed to pay a US$2.25 million civil penalty and accept an order tightening its Fair Credit Reporting Act compliance after the FTC and DOJ alleged it failed to provide required transaction records to identity-theft victims and law enforcement in a timely and consistent manner. The case highlights how Amazon’s customer-data and fraud-handling practices are drawing closer regulatory scrutiny just as it leans more heavily on data-rich services like AWS-driven AI,...

Meta just picked a fight with Amazon's cash cow
TheStreet35d agoneutral
Meta just picked a fight with Amazon's cash cow

Wall Street does not punish companies for spending money. It punishes them for spending money without a story. Give investors a believable path from this year's bills to next year's profits and they will forgive almost any number on the capital expenditure line. Take that story away, and every ...