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Big Tech's earnings are coming fast, and it'll be all about AI spending.

Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.

Amazon stock and Google are buys because of massive AI distribution while Meta has to prove its strategy, Wedbush says.

These two retail giants' stock returns haven't been all that different over the past three years, but one has more upside potential.

I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback authorization on top of the roughly $39 billion still remaining is the single clearest signal a management team ... This Single Nvidia Policy Keeps Me Hitting The Buy Button

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula

SpaceX (SPCX) stock dipped below its $135 IPO price for the first time since its debut. This comes as the company prepares for its 13th Starship test flight. Laffer Tengler Investments CEO and CIO, Nancy Tengler, explains why her confidence in the company hasn't shaken.

Greg Abel has made some major shakeups to Berkshire's portfolio since becoming CEO in January.

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share.

With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash flow change the math before Q2 earnings hit on July 30.

According to Bitmine chairman Tom Lee, the "Uncanny Valley of Wealth" is a future in which AI creates an increasingly large share of global wealth.

Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?

Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a decade of AI capital is actually flowing.

Rogo, an AI startup creating software for Wall Street, has hired former Grammarly chief technology officer Joe Xavier as its CTO, the company tells Axios.

The Wall Street firm stated that companies with the strongest technology, products, and distribution are best positioned to benefit.

The monthly estimate of all consumer spending in June was softer than expected, driven by lower prices at the gas pump last month. Retail sales rose 0.2% in June from May, the Census Bureau reported Thursday. Compared with a year ago, retail sales were up 6.7%.

Amazon.com (AMZN)-backed Anthropic is in talks with banks to expand its credit facilities by billion

Retail sales rose 0.2% in June, after being up a revised 1% in May, according to the Commerce Department's report released on Thursday. Business at clothing and accessories stores slipped 0.3%, while online sales rose 1.9%, fueled by spending surrounding Amazon's Prime Day event, which was held from June 23 through June 26. The data offers only a snapshot of consumer spending and doesn’t include activities like travel and hotel stays.

The e-commerce landscape is rapidly evolving with the integration of artificial intelligence, as highlighted by recent strategic developments and technological advancements. Adobe's acquisition of Rephrase.AI exemplifies the industry's drive to enhance AI-driven generative video capabilities, reinforcing the commitment to sophisticated e-commerce marketing strategies. The market for generative AI in e-commerce is projected to grow significantly, buoyed by AI-powered personalized...

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

The company has booked an unprecedented pipeline of future cloud revenue, but it comes with a large price tag and a bet on a flawless, capital-intensive build-out.

If you hold the shares, you are already exposed to the full, sizable gap between two very different potential outcomes.

Electrovaya Inc. recently announced a commercial agreement and warrant transaction with Amazon to support deployment of its Infinity Battery Technology across material handling operations, with potential expansion into robotics and energy storage, and warrants for up to 13,880,345 common shares tied to US$280,000,000 in cumulative future purchases. The vesting of Amazon’s warrants based on future purchase milestones, combined with Toronto Stock Exchange conditional approval for listing the...

A collaboration with Amazon and a potential breakout are just two of the factors putting Snowflake stock on investors' radar.

Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.

The best practices of risk aversion and diversification have changed in this era of tech hype.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.

Demand for hyperscaler company bonds has waned this year.

Taiwan Semiconductor Manufacturing (NYSE:TSM) raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remains “extremely robust,” even as some consumer and price-sensitive end markets face pressure. On the