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Key Points Amazon increased its AI spending to $220 billion for 2026, up from $200 billion, largely due to rising memory costs. AI spending overall is rising at a shocking clip, by some estimates up 500% since 2022. 10 stocks we like better than Amazon › The hot technology of the day is artificial intelligence ...
Key Points Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center revenue in the second quarter and projecting that the segment will see revenue more than double in 2027. While the stock is well off its high, it is still up around 125% on the year. ...
Key Points AMD (NASDAQ: AMD) has been on an absolute tear this year. The stock has more than doubled, although it’s showing signs of weakness following the company’s second-quarter earnings. This may be shocking to some investors, as AMD is doing exactly what investors hoped it would do. So, why is the stock falling? I ...
The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and future quarters, ...
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Akamai Technologies Inc (Symbol: AKAM), where a total of 13,847 contracts have traded so far, representing approximately 1.4 million underlying shares. That amounts to about 41.5% of AKAM’s average daily trading volume over the past month of 3.3 ...
Listen to the audio version of this article (generated by AI). Editor’s Note:Of all the news from this earnings season, SpaceX’s first report as a public company was one of the most anticipated we’ve seen in a while. And while the media focused on billions of dollars in AI spending, my colleague Eric Fry paid ...
Magna International Inc. MGA reported second-quarter 2026 adjusted earnings of $1.86 per share, up 29% year over year. The figure surpassed the Zacks Consensus Estimate of $1.53 by 21.57%. Results benefited from productivity gains, operational improvements and tariff recoveries. Sales increased 3% to $10.98 billion and beat the consensus estimate of $10.74 billion by 2.19%, ...
Key Points Alibaba’s position as the leading cloud provider in Asia has its stock rising. Chinese AI models are gaining market share again. Shares look reasonably cheap, but it is tough to value a foreign company. 10 stocks we like better than Alibaba Group › Shares of Alibaba (NYSE: BABA) rose 27.4% in July, according ...
SpaceX (NASDAQ: SPCX) and Tesla (NASDAQ: TSLA) are preparing for a megamerger. At least that’s what a growing number of reporters and experts believe. “Investors and analysts have long speculated about the possibility of combining Musk’s electric vehicle and space firms, with the discussion intensifying during SpaceX’s record $75 billion initial public offering process,” Reuters ...
Key Points Peter Thiel, one of Silicon Valley’s most prolific investors, co-founded Palantir (NASDAQ: PLTR) with Stephen Cohen, Joe Lonsdale, Alex Karp, and Nathan Gettings in 2003. Through his personal assets and venture capital fund, Thiel invested about $30 million in the new company. Before Palantir went public through a direct listing in 2020, Thiel ...
The whipping post
The whipping post
The whipping post