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Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says
Reuters67d agoneutral
Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

Wolfe Research Reaffirms Outperform on Amazon (AMZN), Notes Potential for Supply Chain Growth
Insider Monkey67d agobullish
Wolfe Research Reaffirms Outperform on Amazon (AMZN), Notes Potential for Supply Chain Growth

Amazon.com Inc. (NASDAQ:AMZN) ranks among the best most active stocks to buy according to hedge funds. On May 29, Wolfe Research reaffirmed its Outperform rating and $320 price target for Amazon.com Inc. (NASDAQ:AMZN), noting potential for growth in the company’s supply chain services division. On May 4, Amazon.com Inc. (NASDAQ:AMZN) launched Amazon Supply Chain Services, […]

Google Sends a Clear Signal — Heard on the Street Tuesday Recap
The Wall Street Journal67d agoneutral
Google Sends a Clear Signal — Heard on the Street Tuesday Recap

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

Garth Brooks Considers Sale of Music Catalog, Seeking Roughly $2 Billion
The Wall Street Journal67d agoneutral
Garth Brooks Considers Sale of Music Catalog, Seeking Roughly $2 Billion

Country music star Garth Brooks is considering a sale of his catalog, eyeing roughly $2 billion for the rights to his songs and recordings, according to people familiar with the matter. Brooks, an album sales and touring juggernaut, is seeking a price that would be among the largest deals for an individual artist or group’s catalog. The country superstar has been entertaining a transaction for a few years and recently told some investors that he’s one of a few artists of his level of fame who hasn’t sold and is considering it, one of the people familiar with the matter said.

Bad News for Alphabet Stock Is Good News for Copper Investors
Barrons.com67d agoneutral
Bad News for Alphabet Stock Is Good News for Copper Investors

Copper soared while Alphabet stock sank; both things were related. The Google parent’s stock sank because of an $80 billion equity raise that included preferred stock and Berkshire Hathaway No one saw it coming, part of the reason for the reaction. Alphabet needs the money to spend even more on AI and meet what it calls “unprecedented customer demand.”

Amazon Faces Data Scrutiny While Shares Trade Below Analyst Valuation Targets
Simply Wall St.68d agoneutral
Amazon Faces Data Scrutiny While Shares Trade Below Analyst Valuation Targets

Amazon.com (NasdaqGS:AMZN) faces fresh regulatory pressure in Europe as stricter cloud rules are being considered that could limit AWS from securing government contracts. The company is also the target of a new class-action privacy lawsuit tied to facial recognition features in its Ring doorbell cameras. Both developments focus on data use and privacy, touching two central parts of Amazon's business, AWS and connected home devices. For investors watching NasdaqGS:AMZN, these issues land in...

How Much Upside Can AMZN Stock's Growth Deliver?
Trefis68d agoneutral
How Much Upside Can AMZN Stock's Growth Deliver?

Beyond Amazon's (AMZN) familiar cloud and retail operations, a new identity is forming inside the company. Management now frames its custom silicon unit as one of the world's top three data center chip businesses. This internal capability is not just a cost-saving measure; it is a distinct and rapidly growing technology venture.

Etsy (ETSY) Among The Top Stock Picks of Billionaire Paul Singer in 2026
Insider Monkey68d agoneutral
Etsy (ETSY) Among The Top Stock Picks of Billionaire Paul Singer in 2026

We just covered the Top 10 Stock Picks of Billionaire Paul Singer. Etsy Inc (NYSE:ETSY) ranks #7 (see Top 5 Stock Picks of Billionaire Paul Singer). Elliott’s Stake: $249,900,000 Etsy Inc (NYSE:ETSY) shares are likely to benefit from a long-term trend in consumer behavior. How? Younger generations are moving away from fast fashion and mass-produced items […]

SpaceX, OpenAI & Anthropic IPOs: Investors should ask one question
Yahoo Finance Video68d agoneutralVIDEO
SpaceX, OpenAI & Anthropic IPOs: Investors should ask one question

Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss the key question investors should be asking about upcoming IPOs from companies like SpaceX (SPAX.PVT), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT), and whether retail investors are ready to buy into the hype.