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Amazon Freight Expansion Adds New Angle To NasdaqGS AMZN Valuation Story
Simply Wall St.59d agoneutral
Amazon Freight Expansion Adds New Angle To NasdaqGS AMZN Valuation Story

Amazon.com (NasdaqGS:AMZN) has opened its less than truckload freight service to all U.S. businesses. The service offers nationwide door to door pallet shipping for third party warehouses, distribution centers, and retail locations. This move places Amazon in direct competition with traditional LTL carriers by using its existing logistics network. For investors watching Amazon, this expansion into LTL freight adds another piece to the broader logistics and services story around...

Saia, Old Dominion and FedEx Freight Slide After Amazon Expands Nationwide LTL Service
InvestorsHub59d agoneutral
Saia, Old Dominion and FedEx Freight Slide After Amazon Expands Nationwide LTL Service

Amazon Broadens Freight Offering Across the United StatesShares of Saia (NASDAQ:SAIA), Old Dominion Freight Line (NASDAQ:ODFL) and FedEx Freight (NYSE:FDXF) came under pressure in premarket trading after Amazon (NASDAQ:AMZN) unveiled a significant expansion of its less-than-truckload (LTL) freight business. Saia and Old Dominion shares fell approximately 7%, while FedEx Freight declined around 6%, as investors assessed the competitive implications of Amazon’s move deeper into the freight transpo

Forget the Headlines. This Is Where Bezos Is Actually Putting His Money.
24/7 Wall St.59d agoneutral
Forget the Headlines. This Is Where Bezos Is Actually Putting His Money.

Jeff Bezos disposed of more than 1.25 million Amazon shares in early May 2026 through scheduled trading plans, with Form 4 filings showing a 1,033,597 share disposal on May 1 and a 220,200 share disposal on May 4. The capital story worth your attention sits inside a private company he has been quietly funding for ... Forget the Headlines. This Is Where Bezos Is Actually Putting His Money.

Amazon opens full-scale, less-than-truckload network to all businesses
FreightWaves59d agoneutral
Amazon opens full-scale, less-than-truckload network to all businesses

Amazon said it has opened up its trucking network to partial-load shippers who need pallets delivered to their door, as part of a full suite of supply chain services available to third-party businesses. The post Amazon opens full-scale, less-than-truckload network to all businesses appeared first on FreightWaves.

Amazon Broadens Freight Network to Support Businesses Across the U.S. (AMZN)
InvestorsHub59d agoneutral
Amazon Broadens Freight Network to Support Businesses Across the U.S. (AMZN)

Amazon (NASDAQ:AMZN) has expanded its less-than-truckload (LTL) freight offering, making the service available to businesses nationwide regardless of destination. Previously focused on shipments bound for Amazon facilities, the platform can now be used to transport freight to third-party warehouses, distribution hubs and retail locations across the United States.

Global AI debt issuance to top $500 billion in 2026, Morgan Stanley says
Reuters59d agoneutral
Global AI debt issuance to top $500 billion in 2026, Morgan Stanley says

Morgan Stanley forecasts AI-related global debt issuance to more than double ‌to nearly $570 billion in 2026, pointing to ‌rising bond supply and credit market activity as hyperscalers turn ​to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are ‌increasingly turning to ⁠debt financing as investment needs surge • Morgan Stanley estimates AI-related global debt issuance ⁠stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last ​year • Hyperscalers ​Alphabet, Amazon, Microsoft and ​Meta are expected to ‌spend $700 billion in outlays this year • Morgan Stanley ex...

Bloomberg60d agoneutral
TSMC’s Monthly Sales Rise 30% Thanks to Sustained AI Chip Demand

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

Meta deepens partnership with Ambani's Reliance with AI data centre
Reuters60d agobullish
Meta deepens partnership with Ambani's Reliance with AI data centre

Meta Platforms will lease an AI-ready data centre to be built by billionaire Mukesh Ambani's Reliance Industries, ‌the U.S. tech major said on Wednesday, deepening ties with the Indian ‌conglomerate. The deal comes at a time when India has seen a surge in hyperscale data centre ​builds led by U.S. cloud majors such as Amazon, Microsoft and Alphabet's Google, as New Delhi seeks to draw in investment in AI. In February, Reliance committed about $110 billion and Adani outlined $100 billion in investments to position India as an AI ‌hub.

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.60d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Assessing Amazon.com (AMZN) Valuation After Recent Share Price Pullback And Long Term Return Strength
Simply Wall St.60d agoneutral
Assessing Amazon.com (AMZN) Valuation After Recent Share Price Pullback And Long Term Return Strength

Amazon.com stock moves after recent performance shifts Amazon.com (AMZN) is drawing fresh attention as the stock has fallen 10.4% over the past month, even though it remains higher over the past 3 months. This is raising questions about how recent performance lines up with its fundamentals. See our latest analysis for Amazon.com. Recent trading shows momentum fading in the short term, with the share price down 4.8% over the past week and 10.5% over the past month, even though the 3 year total...

Amazon sparks major surge in overlooked 175-year-old tech stock
TheStreet60d agobullish
Amazon sparks major surge in overlooked 175-year-old tech stock

Most people think of Amazon as a retailer, a cloud provider, a streaming service. Very few think of it as the company that just sent an overlooked 175-year-old glassmaker soaring in a single session, on the day of a partnership. On June 8, 2026, Amazon (AMZN) announced a multiyear, ...

Is Rigetti Computing, Inc. (RGTI) Among the Best Quantum Computing Stocks to Invest In According to Hedge Funds?
Insider Monkey60d agoneutral
Is Rigetti Computing, Inc. (RGTI) Among the Best Quantum Computing Stocks to Invest In According to Hedge Funds?

Rigetti Computing, Inc. (NASDAQ:RGTI) is one of the 8 Best Quantum Computing Stocks to Invest In According to Hedge Funds. On May 11, 2026, Rigetti Computing, Inc. (NASDAQ:RGTI) reported Q1 revenue of $4.4 million. It had an operating loss of $26.0 million as it continued execution on its quantum classical computing roadmap. The firm disclosed […]

The Capex Signal That Will Make or Break IGPT in the Next 12 Months
24/7 Wall St.60d agoneutral
The Capex Signal That Will Make or Break IGPT in the Next 12 Months

The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68% year to date and 121% over the past year. The fund tracks the STOXX World AC NexGen Software Development Index, powered by a ... The Capex Signal That Will Make or Break IGPT in the Next 12 Months

AI Pioneer Admits: ‘We’re Building Systems That We Don’t Know How to Control’
24/7 Wall St.60d agoneutral
AI Pioneer Admits: ‘We’re Building Systems That We Don’t Know How to Control’

When Yoshua Bengio speaks about AI risk, the industry listens. The Turing Award winner and one of the three godfathers of deep learning sat down with Bloomberg Businessweek Weekend on June 5, 2026 and told viewers the field has crossed a threshold it cannot yet reason about. His exact words: “I think I should have ... AI Pioneer Admits: ‘We’re Building Systems That We Don’t Know How to Control’

Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.60d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Where Alphabet Stock Is Most Exposed
Trefis60d agoneutral
Where Alphabet Stock Is Most Exposed

After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.