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Investing.com -- Artificial intelligence infrastructure has become a politically charged issue ahead of the November U.S. midterm elections, but growing opposition to data centers has yet to materially weaken the construction pipeline, according to Citi.
Investors often worry about competition in the chip market.
Amazon.com (NasdaqGS:AMZN) plans to transition its air cargo fleet from Boeing 767 aircraft to Airbus A330 freighters. Air Transport Services Group will acquire and convert 30 Airbus A330 jets into freighters to support Amazon's air network. ATSG expects to begin operating the Airbus A330 cargo aircraft for Amazon in 2027 as part of the refreshed fleet. Amazon's move to Airbus A330 freighters is a key shift in its air logistics strategy that investors may want to weigh against the rest of...
By Exec-Edge Editorial Staff Sir Lynton Crosby has spent four decades reading public opinion for people who couldn’t afford to get it wrong — prime ministers, presidents, and the boards of some of the world’s largest companies. As Executive Chairman of CT Group, the research and strategy firm he co-founded, Crosby has built one of […] The post Sir Lynton Crosby, CT Group Executive Chairman, on the Case for Capitalism appeared first on ExecEdge.
eBay (EBAY) stock trades at about $113. It has returned 28.7% over the past year and sits about 5% below its 52-week high. The options market is pricing substantial movement ahead, with implied volatility pointing to a wide one-standard-deviation range between $79.44 and $160.45 over the next twelve months.
Corning stock’s AI story just got bigger with a multibillion-dollar fiber deal.
Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
Better Home & Finance Holding Co. (Nasdaq: BETR) ousted founder & CEO Vishal Garg in early August coup led by interim replacement, Orange Capital Managing Partner Daniel Lewis Better Home implemented poison pill on Aug. 20, potentially preventing Mr. Garg from naming his own specific slate of directors Garg instead proceeded with a consent solicitation […] The post Time to Build Better Corporate Governance at BETR appeared first on ExecEdge.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.
Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about where this stock's real value lives.
AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead of walking away.
The Federal Trade Commission announced that Amazon will expand payments to eligible customers as part of last year's $2.5 billion settlement.
Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the structural engines behind those gains are still running. The question is whether a payments network, a cloud giant, and a membership warehouse can defy the law of large numbers for another ten years.
MercadoLibre's premium valuation faces pressure as margins weaken and earnings estimates fall, despite strong momentum across commerce and fintech.
Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.
Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.
Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The aircraft of the future for Amazon Air and its top airline partner is the Airbus A330, but the Boeing 767-300 remains the workhorse of their fleets for now. The post Amazon’s freighter aircraft of the future is the Airbus A330 appeared first on FreightWaves.
“Big Short” investor Michael Burry criticized the economic “bubbles” that he believes are facilitating a wealth transfer to a select few. In a post on X late Tuesday, he criticized the system for creating such bubbles, which he sees as...
Analysts are pointing to Amazon’s deal as a potential catalyst for Generac’s expanding data center business.
Generac Holdings (GNRC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.
Bigger paychecks arrive with bigger questions about Amazon’s next chapter.
In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...