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Key Points Amazon is leveraging its global cloud leadership and ecosystem to power AI adoption worldwide, while Alibaba is embedding AI across China’s vast digital economy. Amazon offers a more established and predictable AI growth story, whereas Alibaba’s lower valuation and improving AI capabilities could deliver greater upside. 10 stocks we like better than Amazon ...
Key Points At the end of 2025, Elon Musk owned roughly 20% of Tesla‘s (NASDAQ: TSLA) shares, inclusive of the over 300,000,000 options he recently exercised. That’s a huge stake, but for comparison, the giant asset manager Vanguard was the second-largest holder with a 6.1% stake in the company. Musk’s massive ownership position changes the ...
Key Points Amazon (NASDAQ: AMZN) stock soared 15% after it reported second quarter earnings. That’s an impressive gain in one day, but I think that was just the beginning. The reality is that Amazon is a fantastic investment, and the news that it provided during its Q2 earnings shows that its plan is working. As ...
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%, ...
