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Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by ‌two years, as expansion of AI data centers boosts demand for its servers ‌and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on ‌AI infrastructure this year, which would ⁠bolster demand for suppliers such as HPE.

Anthropic has taken its first formal step toward a public listing, confidentially submitting a draft S-1 registrati...

Tech stocks were mixed late Monday afternoon with the State Street Technology Select Sector SPDR ETF

The filing follows a $965 billion Series H valuation.

Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOG, GOOGL) Google may be excluded from critica

Amazon.com Inc (NASDAQ:AMZN)’s low Earth orbit (LEO) satellite initiative is approaching a key operational milestone as deployment activity accelerates and commercial service moves closer to launch, according to research from Bank of America. The firm wrote that Amazon’s satellite project is...

Domestic box office performance in May was stronger than expected, likely boding well for this month

Snowflake Inc. (NYSE:SNOW) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer noted the company’s AI journey, as he remarked: Let’s dive into how Snowflake dazzled so brightly just all session. How did it do it? […]

We just covered the Jeff Bezos Stock Portfolio: Top 10 Stock Picks and Alphabet Inc. (NASDAQ:GOOGL) ranks 9th on this list. Alphabet Inc. (NASDAQ:GOOGL) has had a historic and highly celebrated relationship with Jeff Bezos, originating well before the former transitioned into its modern holding company structure. In 1998, just four years after launching Amazon, […]

We just covered the Jeff Bezos Stock Portfolio: Top 10 Stock Picks and Remitly Global, Inc. (NASDAQ:RELY) ranks 7th on this list. Jeff Bezos’s relationship with Remitly Global, Inc. (NASDAQ:RELY) began during the digital remittance platform’s formative startup phase over a decade ago. In 2012, Bezos’s personal investment arm, Bezos Expeditions, stepped in as a […]

We just covered the Jeff Bezos Stock Portfolio: Top 10 Stock Picks and Rivian Automotive, Inc. (NASDAQ:RIVN) ranks 5th on this list. Rivian Automotive, Inc. (NASDAQ:RIVN) has a dual-layered financial partnership with Jeff Bezos, as the former is the central hardware element of Amazon’s corporate climate initiative. In February 2019, Bezos personally directed Amazon to […]

We just covered the Jeff Bezos Stock Portfolio: Top 10 Stock Picks and Airbnb, Inc. (NASDAQ:ABNB) ranks 2nd on this list. In the summer of 2011, Bezos Expeditions participated heavily in the transformative $112 million Series B funding round for Airbnb, Inc. (NASDAQ:ABNB), which valued the nascent home-sharing platform at just over $1 billion. Led […]

Blue Origin's New Glenn rocket recently exploded during testing, creating new delays for Amazon.com's Project Kuiper satellite rollout. The setback raises questions about the pace and reliability of Amazon's satellite deployments compared with competitors in global broadband. At the same time, Amazon's satellite broadband unit, Amazon Leo, has secured key airline deals, including Delta Air Lines choosing it for in flight Wi Fi over SpaceX's Starlink. For investors watching NasdaqGS:AMZN at...

BRUSSELS/AMSTERDAM, June 1 (Reuters) - The European Union plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon, Microsoft and Google from such ‌projects, according to documents seen by Reuters. The proposal is part of the European Commission's Cloud and AI Development ‌Act, which EU tech chief Henna Virkkunen will unveil on Wednesday as part of a package aimed at reducing the bloc's dependence on U.

Broadcom's quarterly results and earnings calls are worth following for AI growth stock investors.

Anthropic, OpenAI and SpaceX will be among the first major users of Nvidia's Vera CPUs.

Zeno Equity Partners, an investment management firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The firm owns companies that benefit from AI trends, although they are not primarily driven by them. The portfolio has been underexposed to AI and related industries, except Amazon, which constitutes […]

Zeno Equity Partners, an investment management firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The firm owns companies that benefit from AI trends, although they are not primarily driven by them. The portfolio has been underexposed to AI and related industries, except Amazon, which constitutes […]

Debt is becoming a big tool in the Big Tech arsenal.

Amazon (AMZN) commands a persistent premium valuation from the broader market, trading at roughly 32x based on its current market price and TTM EPS. That is great for Amazon. But wait a minute, Alphabet (GOOG) currently sits at a noticeably more attractive 29x multiple. Hard to believe, but the market prices Amazon at a persistent premium to Google. This, despite the fact that Google's top-line revenue growth for the first quarter of 2026 stood at 22% compared to just 17% for Amazon, a growth pr

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Credo Technology Group (NASDAQ:CRDO) ranks #5 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 59 Credo Technology Group (NASDAQ:CRDO) makes high-speed connectivity products that are used inside AI data centers. These products help move data quickly and efficiently […]

By Foo Yun Chee and Toby Sterling BRUSSELS/AMSTERDAM, June 1 (Reuters) - Europe plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon

Stock Market Today: The Dow Jones index rose Monday amid ongoing hopes for a U.S.-Iran deal. Nvidia stock jumped on a new chip.

By Foo Yun Chee and Toby Sterling BRUSSELS/AMSTERDAM, June 1 (Reuters) - Europe plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon

On Thursday, Amazon.com, Inc. founder Jeff Bezos reacted to New York City Mayor Zohran Mamdani's new government efficiency initiative just days after the two publicly sparred over whether higher taxes on the wealthy would help working-class New Yorkers. Bezos Praises...

Wall Street begins June with the major US indices sitting at record highs after a strong May rally, though investors are closely watching developments in the Middle East and their impact on oil and other markets. Dow Jones futures were up 0.5%, while contracts for the S&P 500 and Nasdaq...

ServiceNow Inc. (NYSE:NOW) is one of the best future tech stocks to buy according to billionaires. On May 6, ServiceNow and AWS announced a platform expansion following a milestone of $1 billion in ServiceNow AWS Marketplace transactions. This collaboration aims to provide enterprises with a unified governance architecture as they scale agentic AI. By combining […]

The Oracle of Omaha's protege sent Amazon shares packing in favor of a multifaceted winner whose stock has soared more than 15,500% since its initial public offering.

Wondering if Amazon.com at US$270.64 is still a good entry point or if most of the value is already priced in? This article focuses squarely on what the current share price may imply. The stock has returned 1.6% over the past week, 0.9% over the last month, 19.5% year to date, 31.0% over the past year, 116.0% over three years, and 69.3% over five years. This helps frame how the current valuation might look after these moves. Recent coverage around Amazon.com has often centred on its position...

SPS Commerce, Inc. (NASDAQ:SPSC) is among the Best Russell 2000 Stocks. On May 4, Citi lowered its price target on SPS Commerce, Inc. (NASDAQ:SPSC) to $76 from $84. The firm maintained a “Buy” rating on the stock. On May 1, Morgan Stanley cut its target to $70 from $95 on SPS Commerce, Inc. (NASDAQ:SPSC). The […]