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Barclays raised its year-end 2026 S&P 500 target to 7,950 from 7,800, boosting EPS forecasts following resilient corporate earnings. Strategists emphasized solid Big Tech performance, driven by Alpha…
The Magnificent Seven generate roughly $2.3 billion daily in operating profits, led by Nvidia's $541 million per day. While cloud giants Microsoft, Alphabet, and Amazon show strong run rates, perform…
Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
SanDisk's massive multi-quarter rally has distorted index construction, causing Apple and Microsoft to screen as value stocks. Consequently, value-oriented and defensive ETFs have increased their tec…
Amazon shares rose despite S&P warning of hyperscaler credit risk following reports of $100 billion in bond sales to fund AI infrastructure. While AWS surged 37% with strong margins, heavy capital sp…
Chinese AI startup Moonshot AI aims to reach $2 billion in annual recurring revenue ahead of a reported $50 billion Hong Kong IPO. Moonshot is in talks with Amazon, Microsoft, and Google regarding cl…
Health officials declared an end to a cyclosporiasis outbreak tied to iceberg lettuce from supplier Taylor Farms. The outbreak previously affected customers at major chains, including Walmart, Costco…
The CDC declared an end to a widespread cyclosporiasis outbreak linked to iceberg lettuce from Taylor Farms. The outbreak affected retailers and restaurants including Amazon's Whole Foods, Walmart, C…
The UAE is decentralizing its $30B, 5GW 'Stargate' AI data center project across the nation due to regional geopolitical threats from Iran. The report noted previous Iranian attacks against Amazon We…
Qualcomm received a Buy rating driven by automotive strength and an Amazon AI infrastructure deal. Broadcom's AI chip revenue surged 221% to $16.7 billion, serving as a benchmark for custom silicon s…
Qualcomm secured a multi-generational data center silicon deal with AWS for custom AI inference chips. Amazon received warrants to buy $4 billion in Qualcomm stock, contingent on up to $60 billion in…
Cerebras reported strong revenue growth driven by rapid AI cloud adoption and large customer contracts. Crucially, the company expanded partnerships with AMD to pair GPU prefill with Cerebras decodin…
Morningstar warns that traditional diversification has degraded as emerging market and value ETFs heavily concentrate in AI and tech names. Taiwan Semiconductor anchors 22% of major EM indexes, while…
Amazon partnered with Qualcomm in a multi-year deal to potentially purchase up to $60 billion in AI data-center chips and optical connectivity. Amazon received $4 billion in warrants, allowing AWS to…
Kroger cut its full-year same-store sales outlook following its Q2 earnings report, citing pressured consumer spending and regulatory factors. Despite posting adjusted EPS of $1.09, the lowered sales…
Skyborn Renewables has achieved financial close with over €3bn to build the 976.5MW Gennaker offshore wind farm in Germany. Set for completion by late 2028, the project has secured long-term power pu…
Amazon and Alphabet reveal highly profitable cloud economics despite massive AI capex. Amazon reports server breakeven under three years with multi-year backlogs, while Alphabet achieves payback in u…
Walmart shares have dropped 14.3% over six months amid consumer spending caution, pharmacy deflation, and margin pressure from price investments. Despite strong digital growth and market share gains,…
Oracle posted strong Q1 earnings, driven by a 121% surge in cloud infrastructure revenue and over $30 billion in new AI bookings. Management highlighted that AI training and inferencing demand contin…
Amazon projects around $220B in 2026 capex for AWS and AI, while partnering with OpenAI to extend ad campaigns directly into ChatGPT. Meanwhile, Ohio may renegotiate data center tax incentives, and W…