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Amazon.com (AMZN) is in discussions to sell its custom AI chips for use in other firms' data centers

The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

Investing.com -- Shares of Space Exploration Technologies Corp fell nearly 7% in morning trading on Thursday, as profit-taking accelerated into the stock’s second consecutive down session following an extraordinary post-IPO surge.

For an investor in Oracle (ORCL), the headlines are dizzying. The company is signing AI infrastructure contracts by the tens of billions and has built a backlog of future business that seems to defy gravity. Yet the stock has been under pressure, down 12.2% over the past year, suggesting the market sees more to the story.

SpaceX (NASDAQ:SPCX) stock is down 8% on Thursday, June 18, sliding to $176 a day after the Federal Reserve’s latest policy decision. The pullback broke a three-day winning streak, the first losing session since the company’s IPO on June 12. SPCX stock touched a session high of $188.40 and then dropped quickly. That volatility, following ... SpaceX Drops 8% as the Post-IPO Cooldown Deepens: Profit-Taking or Fading Hype?

The brand, said to "deliver clean, refreshing energy", is being sold online through Amazon and BrewDog's website.

Everyone sees the massive AI spending, but the real story for Amazon may be the hardware it is building for itself.

Waymo is recalling 3,871 robo-taxis to correct software that might allow a vehicle to enter a freeway construction zone, according to a National Highway Traffic Safety Administration notice. For starters, it illustrates the size of the Waymo robo-taxi fleet. The Alphabet -owned ride-hailing network operator is expanding across the country, along with other companies, including Tesla Amazon.com -backed Zoox, and others.

Apple Inc (NASDAQ:AAPL, XETRA:APC) plans to raise prices on some of its products as surging memory and storage chip costs pressure its supply chain, CEO Tim Cook told The Wall Street Journal in an interview. "Unfortunately, price increases are unavoidable," Cook told the publication. "We're...

SpaceX initiated, Salesforce upgraded: Wall Street's top analyst calls

CRWV's $31-$35 billion 2026 capex plan reflects surging AI demand, massive backlog visibility and execution risks tied to pricing and supply chains.

According to the average brokerage recommendation (ABR), one should invest in Amazon (AMZN). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

By Max A.

The once-hot nuclear fission stock Oklo climbed 3.5% on Thursday. Meanwhile, Centrus Energy rose about 8.5% after news of the deal broke.

SpaceX opened lower on Thursday, extending losses from the prior session.

SpaceX was set to open lower on Thursday, extending losses from the prior session.

SpaceX is chock-full of upside potential, but the market is already pricing that in.

Shopify recently concluded its 2026 annual meeting of shareholders with several key outcomes that reflect its ongoing governance and operational strategies within the e-commerce sector. All director nominees were successfully elected to the board, and PricewaterhouseCoopers LLP was reappointed as the company's auditors. Shareholders approved, on a non-binding basis, the company's approach to executive compensation, though a shareholder proposal regarding an artificial intelligence policy did...

Elon Musk's SpaceX pulled off the biggest IPO ever. For investors, there are still issues to sort out. For one, is SPCX a meme stock?

Technology could solve problems beyond classical computers

SpaceX has quickly become a trillion-dollar company.

A surge in AI-driven demand for memory chips has made it impossible to shield customers from rising costs, the outgoing CEO said

Stocks like Nvidia, Alphabet, and Apple are significantly cheaper than SpaceX by one widely used valuation metric.

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

SpaceX (NASDAQ:SPCX) shares edged higher in premarket trading on Thursday after posting their first daily decline since the company’s record-breaking stock market debut, following a remarkable rally that briefly propelled the aerospace group above some of the world’s largest technology companies by market value. SPCX rose 1.

The top ten US technology stocks now account for nearly 40% of the S&P 500's total market capitalisation, marking the highest concentration since the late 1990s tech bubble and well above the 25% recorded during the dotcom crash itself. That figure underscores how completely artificial...

<body><p>STORY: From sneakers to SpaceX... This is AI Weekly.</p><p>:: AI Weekly</p><p>Another AI company is off and running... and, this time, it's coming from former sneaker brand Allbirds.</p><p>Allbirds&nbsp;officially changed its name to Smartbird, cementing its months-long transformation from shoemaker&nbsp;to AI infrastructure firm.</p><p>And sending its shares up more than 30%.</p><p>The move comes after the company in April said it was shifting its focus to offer cloud computing capacity...</p><p>and AI services, leading to a more than five-fold jump in its shares.&nbsp;</p><p>The newly-named Smartbird also announced the appointment of former Amazon executive Nadia Carlsten as its new CEO.</p><p>G7 leaders discussed artificial intelligence over lunch, including the liability of bots and agents...</p><p>and how AI presents truth and falsehood, on the last day of a summit of the Group of Seven.</p><p>OpenAI founder Sam Altman and Anthropic CEO Dario Amodei attended the meeting in the lakeside resort town in France.&nbsp;</p><p>U.S. President Donald Trump said negotiations with artificial intelligence company Anthropic are, quote, "going fine."</p><p>Trump made the comment to reporters at the G7 summit after the meeting between leaders and tech bosses.</p><p>Anthropic is in a dispute with the Trump administration over foreign access to its most advanced AI models.</p><p>The company had disabled access for all users to those models after Trump ordered Anthropic to block foreign ​nationals from accessing them.</p><p>Chinese AI startup DeepSeek has avoided being added to a U.S. trade blacklist.</p><p>Sources have told Reuters that Washington has held off updating the so-called Entity List.</p><p>DeepSeek, and more than 100 other Chinese companies including chipmaker CXMT, had been approved for addition to the list last year by an interagency committee.</p><p>That’s according to exclusive new reporting by Reuters.</p><p>DeepSeek has been in Washington’s crosshairs for some time.</p><p>Last year, the U.S. State Department said the firm was aiding Beijing’s military and intelligence operations.</p><p>Shares of rocket maker SpaceX soared as much as 17% this weeek...</p><p>catapulting the company's market value past Amazon's and briefly above Microsoft's.</p><p>That makes SpaceX the fifth most valuable company in the world... just days after its blockbuster public debut.</p><p>If the gains hold it will give SpaceX a market cap of around $2.6 trillion.&nbsp;</p><p>Investors piled into the world's largest IPO and bet on Elon Musk's sprawling empire spanning rockets, internet service and AI.</p><p>Anna Rathbun is&nbsp;founder and CEO of Grenadilla Advisory.</p><p>"When the multiples go up, they want to IPO. And when multiples are up, we're all very excited. So I think it's not so much about SpaceX, but just the excitement about AI and SpaceX, as much as the word has space in it, it's an AI company at the end of the day,"&nbsp;</p></body>

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Over the past six months, Synchrony Financial’s shares (currently trading at $74.51) have posted a disappointing 11% loss, well below the S&P 500’s 10.9% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

The artificial intelligence (AI) hyperscalers aren't terribly expensive for their strong growth.