News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Amazon and Alphabet are smart backdoor ways to gain exposure to Anthropic while owning two AI giants built to win (with or without the start-up).
Canada's Shopify projected current-quarter revenue growth above Wall Street estimates on Wednesday, signaling the company's AI efforts were drawing more merchants to its suite of e-commerce services, sending its U.S.-listed shares up 26% premarket. The company's solid outlook and a second-quarter revenue beat are set to quell investor concerns about growing competition from new AI tools targeting small businesses that have dented Shopify's shares. If premarket gains hold, Shopify shares are set to recoup all losses this year.
Nvidia dominates the AI accelerator market, but Alphabet just became a more serious threat.
SanDisk stock jumped 10% after a new AI memory milestone with SK Hynix, just ahead of its fiscal Q4 earnings report.
Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.
SpaceX's (SPCX) second-quarter loss narrowed as revenue surged past Wall Street's expectations, driv
Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.
Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 11% in the afternoon session after investors revisited the company's strong second-quarter earnings results, prompting a rebound from a recent sell-off. The stock had previously fallen more than 20% after the earnings release, despite the company beating estimates. That drop was fueled by investor fears over "choppy" search referral traffic from Google and the absence of new AI data licensing deals. However, the underly
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Cloud computing is a huge growth driver.
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
The tech giant has a significant stake in the space company.
With increased AI infrastructure spending, Nvidia, SK Hynix, and TSMC all look like good buys.
President Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.
Warren Buffett rarely calls his own investments mistakes. He rarely doubles down on ones he still questions. In a July CNBC interview, he did both at once. Buffett confirmed he personally started Berkshire's Alphabet position, confessed he should have bought years earlier, and flagged the enormous ...
<body><p>STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent.</p><p>Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet.</p><p>Jed Ellerbroek is portfolio manager at Argent Capital Management.</p><p>“Obviously, an extension from last week, in terms of the big cloud computing giants, doing well after their earnings report. And then I think we're also starting to see some semiconductor and AI data center CapEx beneficiary flow through and do well too. Nvidia, for example, is up I think a little more than 3% today. So, I guess a broad tech rally. And I think investors are becoming increasingly convinced that the return on investment from all of the CapEx spending that the big tech companies are doing has got an appealing ROI to it - both now and I think in the future, too. And so that's why we've seen those stocks rally so much here in the last three or four trading days. And that’s really an amazing contrast to just the week before.”'</p><p>:: Amazon</p><p>Sticking with tech, shares of Amazon gained about four-and-a-half percent as the company's market cap surpassed $3 trillion for the first time after its earnings results last week.</p><p>And shares of SpaceX, which will report its first quarterly results on Tuesday, jumped more than five-and-half percent. The stock has been trading below its $135 issue price for nearly three weeks after its debut in mid-June.</p><p>Meanwhile, crude prices settled down about 5% after President Donald Trump said on Sunday that talks with Iran to reopen the Strait of Hormuz would take place on Monday, though Iran disputed that talks were planned.</p><p>Lower oil prices helped push the S&P 500 Energy sector down more than one percent, making it the worst performing sector of Monday's session.</p></body>
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.