A breakout month by the company's newly acquired investment banking subsidiary, BTIG, added nearly $100 million of revenue during the second quarter.

Alphabet (GOOG, GOOGL) is likely to deliver strong second-quarter results amid strength in its cloud

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.

One policy decision buried inside NVIDIA's capital return program has turned a speculative growth bet into something that quietly compounds in a retirement account, and the reason has nothing to do with AI hype.

(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?

I keep buying NVIDIA. Every paycheck, every pullback, every time the headlines swing bearish on AI capex, I click buy again on NVIDIA (NASDAQ:NVDA). This is the single position I trust to compound retirement capital through the AI decade, and my conviction has almost nothing to do with the chips themselves. What pulls me back ... The Biggest Reason I’m Buying Nvidia Over and Over Right Now

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.

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

Space Exploration Technologies is emerging as Elon Musk's biggest value creator, driven by Starlink, launch leadership and expanding AI ambitions.

Alphabet's AI-driven growth in Search and Cloud is fueling premium valuation debates as rising investment and enterprise demand reshape its outlook.

Electrovaya Inc. (ELVA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

MacKenzie Scott has donated $26 billion, but is still worth more than $35 billion.

Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.

Ark Investment Management is going all in on AI.

The data is mixed as to whether there is an AI bubble.

With Q2 earnings closing in, Jefferies just named its top Magnificent 7 pick and the choice cuts across some of the most widely held retirement stocks in America. One of these three tech giants wins on valuation, one wins on income, and one barely shows up to the fight.

Roth Capital analyst Craig Irwin advised investors to evaluate Electrovaya’s Amazon pact in the context of Ford Motor Co.’s (F) energy storage system agreement with EDF.

U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood. The S&P 500 added 28.81 points, or 0.38%, to 7572.40, while the Nasdaq Composite gained 162.22 points, or 0.62%, to 26269.23.

The brokerage says Amazon offers a more attractive way to gain exposure to AI infrastructure and retail than two of its biggest rivals.

(Updates with market moves at the end of the day.) US equities rose Wednesday, driving major inde

They are two of the biggest names in AI computing right now.

Yahoo Finance Tech Editor discusses OpenAI's (OPAI.PVT) first consumer hardware device, an AI-powered smart speaker, breaking down what the product could offer and what it means for the company's push into consumer hardware and the broader AI race.

The Dow has barely budged in July. Its leaders have broken away.

JOHANNESBURG, July 15 (Reuters) - Amazon's low-earth orbit satellite internet venture Amazon Leo has signed an agreement with South Africa's Herotel ‌to launch a new broadband service aimed at connecting underserved ‌rural communities, it said on Wednesday. Under the agreement, Herotel, South Africa's largest fixed internet service provider, ​will use Amazon Leo's satellite technology to offer a new service called evry, which is expected to launch commercially in 2027 for residential customers.

Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.

In a field of software giants, one company delivers the fastest growth by far, but the market makes you pay for every last bit of it.

Secure network could strengthen allied intelligence sharing

AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.