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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…
Oaktree's Howard Marks says current AI market exuberance is elevated but not unhinged, with valuations below historical bubble peaks. However, he cautioned that every major technological revolution h…
Torrid is closing roughly 180 underperforming retail stores to cut overhead and shift toward digital channels as online demand approaches 70%. The move reflects a broader industry transition toward e…
U.S. stock indices dropped as hotter-than-expected August PPI inflation and crude oil surging past $100 per barrel stoked Federal Reserve rate hike fears. Tech and semiconductor equities led the down…
Rising gasoline and food prices are squeezing household budgets, especially among lower-income demographics. These inflationary pressures are dragging several consumer-facing stocks down to 52-week l…
Barclays lifted its year-end S&P 500 target to 7,950 from 7,800, citing strong earnings growth and AI-related spending. Cloud giants Alphabet, Amazon, and Meta are projected to drive heavy capex exce…
Advanced nuclear stocks slid roughly 5% after Piper Sandler initiated coverage with mixed calls, rating Oklo a Buy and X-Energy a Sell. The sell-off hit the entire small modular reactor sector, overr…
Amazon will allow select U.S. brand advertisers to expand campaigns directly into ChatGPT, tapping into its 900 million weekly active users. The move signals a strategic shift in Amazon's walled-gard…
Microsoft trades at 27.8 times earnings with industry-leading 46.8% operating margins and 43% Azure growth. However, massive capital spending of roughly $175 billion weighs on free cash flow compared…