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Amazon ramps up AI robotics with new Proteus and DeepFleet, targeting faster fulfillment as billions in investments raise questions about near-term margins.

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

Anthropic Mythos launches today as Claude Fable. Discover how this powerful AI could transform crypto security, expose new risks, and reshape blockchain defenses.

CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.

Alphabet (NASDAQ:GOOGL) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.” Google Cloud printed $20.03 billion in Q1 revenue, up 63% YoY, with backlog ... Prediction: Google Stock Will Hit $500 on This Date

Nebius plans a 1.7B euro U.K. AI infrastructure expansion with new NVIDIA-powered deployments, targeting 65 MW capacity by 2027 and deeper AI cloud reach.

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy in June. On June 7, Investing.com reported that UBS maintained Buy ratings on three major cloud providers, including Microsoft, driven by their revenue growth. The analyst noted that the combined cloud revenues of Microsoft, Amazon, and Oracle totaled $84.8 billion in the […]

Trial showed workers saving 43 minutes daily

The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The company's stock surge had a secret ingredient beyond AI hype: a clever way to get someone else to pay for it.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

Rackspace Technology has announced the establishment of its regional headquarters in Riyadh, Saudi Arabia, aimed at bolstering cloud and AI growth in the Middle East. This strategic move is set to support digital transformation initiatives across the Gulf Cooperation Council (GCC) region, in alignment with Saudi Arabia's Vision 2030. By positioning itself closer to its Middle Eastern clientele and partners, Rackspace Technology aims to enhance its localized delivery of cloud and AI solutions,...

IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.

Sustainable moats and the integration of artificial intelligence (AI) are the common denominators for these five businesses.

SMH and other AI-focused funds plunged as chip stocks sold off, but strong semiconductor demand and long-term trends keep investors watching.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

(Bloomberg) -- CoreWeave Inc.’s stock price has more than doubled since the AI data center operator’s March 2025 initial public offering. Over the same period, the company’s executives have unloaded more than $2.3 billion worth of their own holdings.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of

(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing’s ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Con

IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.

Microsoft (NasdaqGS:MSFT) has secured a landmark agreement with NHS England for Microsoft 365 Copilot. The rollout will cover 505,000 clinicians and support staff across the NHS England workforce. The deployment includes Copilot Studio and agent governance tools for AI-powered productivity in a regulated healthcare setting. This NHS England deal positions Microsoft (NasdaqGS:MSFT) at the center of one of the largest real world deployments of generative AI in healthcare. For investors...

Three of the largest U.S. equity index funds on the market look like clones at first glance. Vanguard 500 Index Fund ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) all promise the same thing: cheap, passive exposure to the biggest companies in America. The marketing pitches are nearly indistinguishable. ... These 3 S&P 500 ETFs Are Nearly Identical But After Doing the Math One of Them Saves You Money Over a Lifetime

Value stocks with real dividend income have kept pace with, and in one case beaten, a market that growth and AI names dominated for three straight years. The three ETFs worth a serious look right now combine valuation discipline with cash returns to shareholders. Capital Group Dividend Value ETF (NYSEARCA:CGDV), JPMorgan Active Value ETF (NYSEARCA:JAVA), ... Three Value Focused ETFs Pay Solid Dividends and Keep Outperforming the Market in 2026

Microsoft Corp. CEO Satya Nadella says the best career advice he received during more than three decades at the company was not to treat today's job as a waiting room for tomorrow's promotion. Nadella Says Do Best Work Now Nadella...

Such is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.

Every company gets one shot to redefine what it is. Most never take it. The ones that do tend to look unrecognizable a few years later, and the market either rewards the reinvention or punishes the nerve. The artificial intelligence (AI) boom has turned raw computing power into the most valuable ...

After a powerful run, the biggest vulnerability for one of the world's most valuable companies may be the very thing that made it so successful: its extraordinary profitability.