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Here’s how the filing could interrupt your package delivery.

As the market rotates away from large-cap stocks, new opportunities have emerged in their place.

Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.

Investors need something that evolves with a changing economy.

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.

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]

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...

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

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.

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

AI Boom Is Supercharging S&P 500 Profits. Goldman Sachs Warns the Boost Won't Last

One of the world’s largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.

Corning stock’s AI story just got bigger with a multibillion-dollar fiber deal.

Oracle is sliding hard on a day when its cloud rivals are barely flinching, and the reason behind that split tells investors something important about where the real pressure on ORCL stock is coming from.

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.

Home Depot (HD) shares trade near $300, down about 26% over the past year, while the S&P 500 returned about 17%. Housing turnover has sat at historic lows for four years, and investors doubt the quality of Home Depot's reported profit. One number argues the other way. The stock trades at 1.8 times trailing sales, against a ten-year range of 1.7 to 2.9.

Artificial intelligence has come under renewed scrutiny. But this AI stock is eyeing an entry amid bullish support as profits pop.

AI spending is reshaping how investors value tech giants

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.

A piece of the company is winding down its operations under CVS Health.

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.