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Mag 7 Face AI Monetization Year — JPMorgan Says Google, Amazon, Meta Rise Above
Friday, December 12, 2025 - 1:55pm | 663Read More...The so-called Magnificent 7 tech giants have spent three years telling the world what AI could do. In 2026, JPMorgan says they finally have to show what AI can earn. After a cycle defined by GPU hoarding, "foundation model" demos and capex bills that could fund small nations, the group now enters...
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Gene Munster Thinks Investors Are Now In 'Show Me' State Even As AWS CEO Matt Garman Says Demand Is 'Skyrocketing'
Friday, December 5, 2025 - 5:05am | 1142Read More...Investors may be hearing some of the most bullish AI commentary yet, but Gene Munster says Wall Street is unmoved even as Amazon.com Inc. (NASDAQ:AMZN) insists demand for artificial intelligence (AI) infrastructure is "skyrocketing." AI Optimism Meets Market Fatigue On Thursday, Munster, managing...
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Amazon, Google, Microsoft Named As Essential Providers In Sweeping Financial Sector Move: EU Watchdogs Gain Oversight
Tuesday, November 18, 2025 - 11:54pm | 687Read More...On Tuesday, the European Union officially placed several major technology firms under heightened scrutiny as regulators move to safeguard the bloc's financial system from growing cyber and operational risks. EU Designates 19 Tech Firms As ‘Critical' Under DORA EU regulators named 19 technology...
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Bill Ackman's Amazon Trade Reverses Course – Now Up $119 Million And Counting In Third Quarter
Friday, November 7, 2025 - 2:58pm | 477Read More...Pershing Square Capital Management CEO Bill Ackman revealed new bets on the Magnificent 7 stocks in the second quarter, taking a new stake in Amazon.com Inc (NASDAQ:AMZN) and increasing a bet on Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL). After being down in the third quarter, Ackman’s new...
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Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'
Friday, October 31, 2025 - 12:32pm | 970Read More...Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment. Here's what analysts are saying. The Amazon Analysts: Wedbush analyst Scott...
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Amazon Q3 Highlights: Double Beat, AWS Growth Hits Fastest Pace Since 2022
Thursday, October 30, 2025 - 4:22pm | 630Read More...Ecommerce giant Amazon.com Inc (NASDAQ:AMZN) reported third-quarter financial results Thursday after market close. Here are the key highlights. What Happened: Amazon reported third-quarter net sales of $180.2 billion, up 13% year-over-year. The sales total beat the Street consensus estimate of $177...
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Microsoft Says Azure Recovery Underway After Major Outage; AWS Says Services Operating Normally (UPDATED)
Wednesday, October 29, 2025 - 5:19pm | 844Read More...Editor's note: This story has been updated to include a statement from Amazon Web Services. Amazon.com, Inc.'s (NASDAQ:AMZN) AWS said it is operating normally, refuting earlier reports from Downdetector users suggesting an outage affecting its services. Microsoft Corp.'s (NASDAQ:MSFT) Azure,...
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Elon Musk's Tesla Fleet Dream—AWS On Wheels
Wednesday, October 29, 2025 - 12:50pm | 626Read More...Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk is full of transformational ideas — but he’s "increasingly confident" one of them could work. TSLA stock is moving. Watch the real-time price action here. Musk has explored a distributed AI inference approach that leverages Tesla's fleet of EVs...
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Amazon Q3 Preview: Will AWS Outage, Job Cuts Overshadow Earnings, Growth Plans?
Tuesday, October 28, 2025 - 4:51pm | 1052Read More...Amazon.com Inc (NASDAQ:AMZN) could be overshadowed by recent negative headlines when it reports third-quarter financial results on Thursday after market close. Here are the earnings estimates, and the key items to watch. Earnings Estimates: Analysts expect the e-commerce giant to report third-...
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Elizabeth Warren Blasts Amazon For Internet Meltdown, Says 'If A Company Can Break The Entire Internet, They Are Too Big'
Monday, October 20, 2025 - 9:52pm | 891Read More...On Monday, Sen. Elizabeth Warren (D-Mass.) called to break up Big Tech after a massive Amazon.com, Inc. (NASDAQ:AMZN) Web Services outage disrupted access to dozens of major platforms, including Amazon delivery services, Walt Disney Co. (NYSE:DIS) Disney+ and McDonald Corporation (NYSE:MCD) app....
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Bill Ackman's Amazon Bet Is Bleeding—Down $25 Million Since Q2
Wednesday, October 15, 2025 - 4:42pm | 619Read More...Pershing Square Capital Management CEO Bill Ackman increased his bets on two Magnificent 7 stocks in the second quarter, taking a new stake in one and raising his holdings in another. While one position has yielded nice gains since the end of the second quarter, the other has struggled. What...
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Amazon Stock Hit On AWS: Analysts Brush Off Growth Concerns, 'Buyers Of AMZN On Weakness'
Friday, August 1, 2025 - 1:09pm | 1011Read More...Amazon.com Inc. (NASDAQ:AMZN) analysts raised their price targets on the stock and questioned why shares were falling Friday after reporting better-than-expected second-quarter results. Bank of America analyst Justin Post reiterated a Buy rating and raised the price target from $265 to $272. RBC...
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Palantir Is Building The Next AWS, Says Top Exec: Urges Startups To Build On PLTR To Tackle 'More Valuable' Problems Than Amazon Solved
Tuesday, July 1, 2025 - 4:44am | 659Read More...Palantir Technologies Inc. (NYSE:PLTR) is positioning itself as the next Amazon.com Inc.‘s (NASDAQ:AMZN) Amazon Web Services, according to a senior executive who believes the data analytics company offers superior solutions for complex enterprise problems. What Happened: Ted Mabrey, Global...
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Microsoft Stock Could Soar 44% On AI Boom, Analyst Says — But There's A Catch
Monday, June 30, 2025 - 4:35am | 792Read More...Microsoft Corp. (NASDAQ:MSFT) continues to solidify its position as a frontrunner in monetizing artificial intelligence (AI), driving substantial gains for investors, explains Nigam Arora as he raises his price target on the Windows maker. What Happened: According to a recent note from the Arora...
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Amazon Loses Top AI Leader In High-Stakes Talent Shuffle
Thursday, June 26, 2025 - 4:15pm | 497Read More...Amazon.com, Inc.'s (NASDAQ:AMZN) AWS recently lost a key vice president involved in generative artificial intelligence development and the management of its Bedrock service, as competition for AI talent intensifies. The Details: Vasi Philomin, who confirmed his departure via email to Reuters...
















