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News
What Are Hyperscalers? The 3 Cloud Giants Powering AI's Next Decade
4+ hour, 57+ min ago (385+ words) As AI continues to proliferate, data centers are getting larger to achieve greater efficiency. Some of them are becoming so big, in fact, that they are their own digital, physical, and logistical ecosystem. Even without knowing precisely what a hyperscale…...
Is This the Single Best Reason to Buy Amazon Stock Right Now?
11+ hour, 18+ min ago (340+ words) Amazon is investing a lot of money into AWS. AWS makes far more profit per dollar than e-commerce. There are multiple reasons to buy Amazon(NASDAQ: AMZN) stock, but I think I've identified the single reason why Amazon is one…...
Meta Will Pay $17 Billion to Settle a Federal Lawsuit. Here’s My Prediction of Where the Stock Will Go From Here.
14+ hour, 16+ min ago (502+ words) Meta is a social media leader, and this has translated into $200 billion in annual revenue. Investors, focused on Meta’s heavy spending on AI, have shied away from the stock in recent times. Meta Platforms(NASDAQ:META) is one of the…...
History Says Amazon Stock's 2 Worst Years of the Past 15 Ended in Net Losses, and Both Rebounds Were Huge
15+ hour, 43+ min ago (622+ words) Amazon plans about $220 billion in capital expenditures for 2026, the largest capital-spending program in its history. The stock's two worst years of the past 15 (2014 and 2022) came when heavy investment coincided with annual net losses. Each of those years was followed by…...
Nebius Stock Surged 200% in Just 1 Year. Is It Still a Buy?
1+ day, 15+ hour ago (786+ words) Nebius is benefiting from a massive AI infrastructure boom. The business's economics are improving. Nebius looks exciting, but the stock already reflects considerable optimism. Nebius Group's (NASDAQ: NBIS) stock has surged after the artificial intelligence infrastructure company delivered a blockbuster…...
Bill Ackman's Pershing Square Made Microsoft Its Largest AI Holding by Selling Alphabet. Here's the Thesis Behind the Switch.
4+ day, 13+ hour ago (465+ words) Microsoft is now Pershing's biggest AI stock holding. Microsoft's quarterly revenue was up 18% from a year ago to $90 billion. The company has surpassed $100 billion in Azure revenue over the past year. But there were some notable changes in the second…...
Billionaire Bill Ackman Has 10.5% of His $19.5 Billion Portfolio in Amazon. What's the Thesis Behind Pershing Square's Bet?
5+ day, 7+ hour ago (431+ words) He isn't overly worried about its ramp-up in capital expenditures. This, he believes, is being channeled into a sustainable, high-growth activity. Pershing Square(NYSE: PS), the company headed by high-profile investor Bill Ackman, has emerged as one of the largest…...
Forget the S&P 500: Microsoft Remains One of the Best Stocks to Own
6+ day, 9+ hour ago (801+ words) Microsoft has been steadily gaining market share in cloud computing as AI demand surges. The tech giant has a lower valuation than the famed index despite delivering higher revenue growth than most of the holdings that are in the S…...
Amazon Has Been Lagging the S&P 500 in 2026. This Is the Only Reason I'd Need to Buy the Stock in August Without Hesitation.
6+ day, 2+ hour ago (636+ words) Amazon stock is trading at 21 times earnings. Other than a dip to 19 in June, it is Amazon's lowest valuation in at least 10 years. The company has a whopping $496 billion in backlog contracts. Amazon(NASDAQ: AMZN) stock has trailed the S…...
Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy?
6+ day, 6+ hour ago (427+ words) The Globe and Mail Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy? Amazon AMZN and Alibaba Group BABA lead e-commerce on their continents, each evolving into cloud and AI powerhouses. Amazon dominates North American and international…...