News

Menlo has created a solid rep for itself as an AI investor, all based on one gutsy $750 million move in 2024.

Retail investors have spent decades watching Bill Ackman make concentrated bets from the outside, The Motley Fool noted, piecing together his moves through quarterly filings that arrive months after the trades close. That dynamic changed when Pershing Square USA (PSUS) began trading on the New York ...

Consumer stocks were mixed late Tuesday afternoon, with the State Street Consumer Staples Select Sec

Amazon plans to appeal after a judge ordered bargaining with San Francisco delivery workers backed by Teamsters.

Alphabet Selloff Deepens as Market Demands Proof on AI Returns

It wouldn't be wrong to at least consider the possibility that recent weakness from the market's leading artificial intelligence stocks could mark the beginning of something more serious.

Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.

Amazon (NASDAQ:AMZN) is a stock worth owning for the next two decades because three high-margin engines, AWS, advertising, and Prime subscriptions, now compound on top of a retail base that has finally turned profitable. Amazon is an infrastructure-grade holding built to outlast tariff headlines, quarterly free cash flow noise, and even its owner. Pillar One: ... Wall Street Is Fixated on the Wrong Numbers: Why This Trillion-Dollar Cash Machine Is a No-Brainer Buy Right Now

Saturna Capital Chief Investment Officer Scott Klimo joined Steve Darling from Proactive to discuss the Saturna Global Equity ETF, the principles of Shariah-compliant investing, and how the rapid growth of artificial intelligence is reshaping valuations and opportunities across global markets. Klimo explained that the actively managed ETF applies Islamic investment guidelines that exclude sectors such as conventional banking, insurance, gambling, tobacco, alcohol, and weapons. In addition to those sector screens, the strategy also emphasizes companies with low debt levels, a factor Klimo said can signal strong cash generation, disciplined capital allocation, and durable business models. The conversation also focused on the impact of AI on technology investing. Klimo noted that major technology companies such as Alphabet, Amazon, and Microsoft are evolving from traditionally asset-light businesses into far more capital-intensive operators as they commit massive sums to AI infrastructure, data centers, and compute capacity. Beyond the large-cap AI leaders, Klimo highlighted a broader group of companies benefiting from the AI buildout, including ASML, Taiwan Semiconductor, Samsung Electronics, and Japan’s Fujikura, all of which play important roles in chip manufacturing, semiconductor equipment, and data-center connectivity. The discussion also touched on the pharmaceutical sector, where Klimo sees long-term value despite recent market weakness. He said healthcare companies can provide portfolio balance and defensive characteristics, even as investors continue to weigh regulatory uncertainty and shifting sentiment toward the sector. Looking at the broader market backdrop, Klimo pointed to continued geopolitical uncertainty, inflation trends, and energy prices as important factors to monitor. At the same time, he said he remains generally constructive on the market outlook, supported by resilient corporate earnings and the long-term productivity gains expected from AI adoption. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #SaturnaCapital #ShariahInvesting #ArtificialIntelligence #ETFInvesting #GlobalEquities #TechInvesting #AIInfrastructure #Semiconductors #HealthcareStocks #MarketOutlook

The company is spending at an unprecedented scale to win in AI, but for investors, the path to a payoff is less clear than the price tag.

(Updates with details from the labor judge's decision and Teamsters' comment in the last paragraph.)

FedEx prepares to release earnings for its fiscal fourth quarter after Tuesday's market close, its first report after executing a momentous structural transformation. FedEx stock dropped near a buy point, and rival UPS also lost grund. The restructuring included spinning off FedEx Freight, its less-than-truckload business, earlier this month.

The Nasdaq Composite and S&P 500 Index were down in late-morning trading Tuesday, while the Dow Jone

SPCX's 16.4% plunge wiped out $400.8 billion as note issuance, AI deals and dilution fears tested confidence after its blockbuster IPO.

Amazon (NASDAQ:AMZN) just delivered its fastest AWS growth in 15 quarters, yet shares have pulled back from recent highs. With analyst consensus overwhelmingly bullish, our proprietary model offers a clear read on whether this dip is a gift or a warning. The 24/7 Wall St. Price Target for Amazon Our 24/7 Wall St. price ... Is Amazon a Buy? Nearly Every Analyst Says Yes

Amazon.com Inc (NASDAQ:AMZN)'s annual Prime Day sales event is expected to generate a record wave of online shopping this week, with US consumers projected to spend more than $26 billion across online retailers during the four-day promotional event. According to data from Adobe, spending...

SpaceX (SPCX) stock is falling from its initial hype, coming off three straight days of losses amid the wider tech sector sell-off. Yahoo Finance Markets and Data Editor Jared Blikre, Mariner Wealth Advisors chief investment strategist and head of equities Jeff Krumpelman, and Yahoo Finance Senior Business Reporter Ines Ferré take a look at the market action and long-term outlook.

Tractor Supply Company (NASDAQ:TSCO) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Noting that the stock is down over 50% from its high, a caller asked if they should start a position in it. Cramer replied: […]

Amazon Prime Day (AMZN) is finally here as the 2026 consumer event kicks off on Tuesday and will run through Friday, June 26. Adobe Analytics predicts consumers could spend up to $26 billion in online shopping across this year's Prime Day. Amazon Prime vice president Jamil Ghani discusses the deals and value savings being offered, as well as the e-commerce outlet's practice of dynamic price matching.

Omni Pet said the money will also help the fledgling business expand into bricks-and-mortar retail.

CRWV's AI cloud surge, massive backlog and NVIDIA ties face off against a fast-scaling rival NBIS. Let's see which stock may offer more upside.

SpaceX (SPCX) 30% drop over the last three trading days looks dramatic.

Oracle disclosed a 2026 headcount of 141,000, down by 21,000 from a year earlier, after a round of AI-related layoffs.

The run the company has enjoyed in recent years may not be over.

Eddy Cue said Apple chose originals over buying a large back catalog.

US stocks looked set for a sharply weaker open on Tuesday as a sell-off in technology shares deepens across global markets. Futures point to losses for the Nasdaq 100 of around 849 points, or 2.8%, while the S&P 500 is set to shed 1.3% and the Dow Jones to drop 0.4%. The weakness...

Amazon Falls as Wall Street Questions $200 Billion AI Bet Before Prime Day

That recent dip was a tremor. A real market shock hits this stock hard, and the climb back can take years.

Hot AI leaders such as Micron and Sandisk dived early Tuesday as South Korea led a global stock market rout.

B-Stock sees excess inventory piling up in warehouses.