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Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.
The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow.
Amazon just handed investors a historic earnings blowout, and three ETFs built on top of the stock are racing higher in completely different directions. Which one you held this week made all the difference.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
Investing.com -- Amazon.com Inc.'s cloud division is seeing customers move from training AI models to integrating them into business operations through a process called inference, according to the unit's chief executive.
The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge on which platform corporations trust with their future.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
It's time to double down on the stock.
Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.
Amazon Web Services posted $42.2 billion in second-quarter revenue, topping analyst expectations by more than $1.6 billion
Investing.com -- Amazon Web Services (AWS) is recording its fastest growth rate in nearly five years, powered by a massive surge in artificial intelligence workloads across both frontier research labs and traditional enterprise sectors, AWS CEO Matt Garman revealed in an interview on Bloomberg TV’s Bloomberg Tech. Speaking with Bloomberg host Ed, Garman outlined how the cloud computing giant is navigating unprecedented demand, expanding its custom silicon offerings, and making multi-billion-doll
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.
Amazon shares jumped 5.3% to $285.73 Monday and were on pace for a new all-time closing high, according to Dow Jones Market Data. Amazon also hit a market value of $3 trillion for the first time ever on Monday. It’s the fifth company to reach this milestone, after Apple Microsoft Nvidia and Alphabet Amazon first closed above a $1 trillion market cap on Feb. 4, 2020 and notched a $2 trillion market cap on June 26, 2024.
In 2018, Jeff Bezos stood in front of Amazon employees at an all-hands meeting in Seattle and told them the company would one day go bankrupt. That quote resurfaced widely in late July 2026, almost exactly as Bezos appeared in a Fortune interview telling investors that Amazon's chip business is on ...
Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?
Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.
Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr
Meta missed earnings, Apple beat and still sold off, and Amazon rallied on its strongest cloud growth in years. Three very different post-earnings stories now point to three very different decisions for investors sitting on the sidelines.
Cloud computing is the main story for Amazon's Q2 earnings, but there are also a bunch of smaller stories that can drive meaningful growth in the future.
Look no further than Big Tech's free cash flow concerns.
Investing.com -- Shares of Amazon.com Inc. climbed past a historic milestone on Monday, surpassing $3 trillion in market value as investors cheered a blowout second-quarter earnings report that underscored the company’s accelerating dominance in cloud computing and artificial intelligence. The stock surged 5% in morning trading to touch a new 52-week high of $287.20. The rally, buoyed by a wave of Wall Street upgrades, vaults the Seattle-based e-commerce and technology giant deeper into the elit
A $2,000 bet on a then-unknown electric car company grew into a nearly $10 million fortune for a Colorado couple in their fifties. Now the same grip that built their wealth may be the thing that unravels it.
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