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Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
24/7 Wall St.46d agoneutral
Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

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The Magnificent 7 Selloff Is a Rare Buying Opportunity
Barrons.com46d agoneutral
The Magnificent 7 Selloff Is a Rare Buying Opportunity

Each of these stocks— Nvidia Tesla Apple Meta Platforms Alphabet Amazon.com and Microsoft —is down this month, but many indicators show that dip-buyers should come in soon. Nvidia has underperformed the rest of the chip universe since mid May, partly because other chip makers are selling general purpose artificial intelligence chips for companies’ data centers, threatening Nvidia’s market share. Apple is trying to prove it can maintain respectable sales growth (maybe its new AI strategy can help).

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CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
24/7 Wall St.46d agobearish
CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

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Where Will Amazon Stock Be In 2 Years?
24/7 Wall St.46d agoneutral
Where Will Amazon Stock Be In 2 Years?

Amazon (NASDAQ:AMZN) just posted a blowout quarter Q1 2026 EPS of $2.78 beat consensus by 60.69%, AWS reaccelerated to 28% growth, the fastest in 15 quarters, and chips business crossed a $20 billion annual run rate growing triple digits. Yet shares trade at $244.39, flat for the year. Can this stock reach $400 by 2028, ... Where Will Amazon Stock Be In 2 Years?

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Amazon Prime Day to gauge US consumer strain as focus shifts to basics
Reuters Videos46d agoneutralVIDEO
Amazon Prime Day to gauge US consumer strain as focus shifts to basics

<body><p>STORY: This week's Amazon Prime Day - which is actually a four-day shopping blitz - will be a litmus test for the spending power of American consumers, who have been squeezed by elevated inflation driven by high gas prices.</p><p>:: Amazon.com</p><p>With that in mind, what shoppers buy will be just as important as how much they spend.</p><p>This year, Amazon is featuring deals on groceries, household goods, travel and school items over carefree splurges on bigger-ticket items.</p><p>Or, as the CEO of small business lender Cardiff put it, quote, "People just don't have the cash right now. Prime Day isn't going to be about buying big TVs or fun stuff this year. It's for buying toilet paper and garbage bags on sale. Families are literally waiting for these discounts just to buy regular everyday things because their bank accounts are empty."</p><p>:: Amazon.com</p><p>The event, which kicks off Tuesday, was shifted to June from July for the first time in five years, in part to avoid competing with World Cup matches and the country's 250th birthday.</p><p>While rivals Walmart and Target have shadowed Prime Day for years, the overlap has turned it into a synchronized industry event, intensifying price competition.</p><p>Walmart's seven-day sale started Monday, while Target Circle Deal Days align exactly with Prime Day.</p><p>:: Amazon.com</p><p>But Amazon is expected to capture more than 60% of all U.S. online retail spending during the four-day Prime Day period, according to market research firm eMarketer.</p></body>

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Prime Day Is Almost Here. It’s a Test of Amazon’s AI Strategy.
Barrons.com46d agoneutral
Prime Day Is Almost Here. It’s a Test of Amazon’s AI Strategy.

Amazon.com’s upcoming Prime Day will be a litmus test for the kind of boost agentic shopping tools can have on the e-commerce company moving forward. Prime Day is a sales event for Amazon Prime members. This year, Prime Day will run from June 23 to June 26, giving members four days to check out deals on a laundry list of items, including clothes, electronics, beauty products, and more.

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Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline
24/7 Wall St.46d agoneutral
Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL), a position valued at approximately $2.65 billion. The disclosure landed alongside full exits from Amazon (NASDAQ:AMZN), UnitedHealth (NYSE:UNH), and Domino’s Pizza (NASDAQ:DPZ), which makes the airline buy the loudest signal of a ... Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

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U.S. tech megacaps slide as SpaceX extends slump, AI expense concerns grow
Reuters46d agobearish
U.S. tech megacaps slide as SpaceX extends slump, AI expense concerns grow

Shares of U.S. technology megacaps tumbled on Monday as SpaceX fell for the third straight session and hyperscalers Alphabet ‌and Amazon looked set to lose billions of dollars in market value, ‌driven by AI spending concerns. SpaceX slid over 10% after last week's blistering post-IPO rally. Alphabet dropped 6%, set for its biggest one-day fall since May 2025 and on pace to erase more than $256 billion in market capitalization.

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David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
24/7 Wall St.46d agoneutral
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

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Bloomberg46d agobearish
Alphabet Shares Drop After Second AI Star Departs for Rival

(Bloomberg) -- Alphabet Inc. shares tumbled on Monday following the departure of another high-profile artificial intelligence leader to a rival.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentIran Cites ‘Major Progress’ After All-Night Talks With USThe stock fell as much as 7.2%, t

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Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers
24/7 Wall St.46d agoneutral
Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

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Berkshire Hathaway (BRK.A) Backs Greg Abel As Alphabet Bet And Deals Reshape Berkshire
Simply Wall St.46d agoneutral
Berkshire Hathaway (BRK.A) Backs Greg Abel As Alphabet Bet And Deals Reshape Berkshire

Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.A), has reshaped the equity portfolio with a larger position in Alphabet and fewer total holdings. The company has exited Amazon and several smaller stock positions as part of this shift. Berkshire has agreed to acquire homebuilder Taylor Morrison, adding another operating business to its collection. Abel has bought Berkshire shares personally and pledged his salary toward share buybacks, aligning closely with shareholders. Warren Buffett...

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Could Commercially Useful Quantum Computers Really Be 5-7 Years Away?
24/7 Wall St.46d agoneutral
Could Commercially Useful Quantum Computers Really Be 5-7 Years Away?

It’s hard to know what to make of quantum computers. On the one hand, it may very well be like where AI was five or seven years ago. And, if that’s the case, perhaps the quantum plays, many of which have fallen out of favor in recent quarters, might be worth more attention than some ... Could Commercially Useful Quantum Computers Really Be 5-7 Years Away?

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Robots Will Replace 700,000 Workers
24/7 Wall St.46d agoneutral
Robots Will Replace 700,000 Workers

It really doesn’t matter who made the statement if he or she really, really knows what they are talking about. Richard Liu, founder and chair of JD.com, said that “sooner or later” robots would replace 700,000 delivery workers in China. Early experimental versions of this business model are already in place in China, the FT ... Robots Will Replace 700,000 Workers

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