The Dow Jones Industrial Average closed at a record high on August 3, 2026, as the Nasdaq climbed 2.1% and the S&P 500 advanced 1.5%, despite Alphabet reporting its first negative free cash flow since…
Amazon's $53.4 billion second-quarter pretax gain, primarily from its Anthropic investments, was nearly twice its $27.5 billion operating income, while Alphabet's $99.0 billion equity-security gain in…
Amazon, Google, and Microsoft reported surging cloud revenues and capital expenditures for Q2 2026, with Amazon raising its 2026 capex forecast to approximately $220 billion and Google raising its ran…
Amazon's market capitalization crossed $3 trillion for the first time on August 3, making it the fifth company ever to reach that level, after Apple, Microsoft, Nvidia, and Alphabet. The milestone fol…
Jeff Bezos filed to sell 15 million Amazon shares worth approximately $4.07 billion on August 4, one day after Amazon crossed the $3 trillion market capitalization threshold on August 3, becoming the …
Morgan Stanley identified 24 AI-adopter stocks rated 'Overweight' that have seen relative net margins expand by 50 basis points in three months, with net margins now exceeding the broader market by ne…
Amazon, Alphabet, Microsoft and Meta are preparing to spend roughly $700 billion or more on AI infrastructure this year, with Amazon raising its 2026 capital spending plan to approximately $220 billio…
Nvidia CEO Jensen Huang forecast that the semiconductor industry could expand to $7.9 trillion, driven by demand for agentic AI, a significant increase from its current scale. Nvidia, the largest semi…
Google has assembled a $44 billion financing machine to challenge Nvidia's AI chip dominance, using off-balance-sheet lease backstops to accelerate adoption of its custom Tensor Processing Units (TPUs…
Waymo co-CEO Dmitri Dolgov said at a Y Combinator talk released Monday that Silicon Valley's 'move fast and break things' mantra is unacceptable for physical AI, where mistakes can cost human lives, a…
Amazon, Alphabet, Microsoft, Meta, and Oracle have guided for more than $725 billion in capital expenditure for 2026, a 77% increase over 2025, driven by AI infrastructure investments, causing free ca…
AI prices are rising despite Jevons' Paradox expectations, with Anthropic's Fable 5 launching at $50 per million output tokens on July 24, 2026, doubling Opus 5's price, while Google's Gemini flagship…
Thirty-year Treasury yields have climbed to their highest levels in two decades as investors dump U.S. Treasuries, driven by inflation, fiscal deficits, and a surge in AI-related corporate debt, accor…
The S&P/ASX 200 rose 2% in July, outperforming global markets amid Middle East conflict and AI stock volatility, according to S&P Dow Jones Indices. Energy led gains among six of 11 sectors, while Ste…
Amazon joined the $3 trillion market cap club on August 3, 2025, after a post-earnings rally fueled by strong AWS margins and AI-driven cloud demand. The company's Q2 report, released July 30, showed …
Bank of America analysts raised their outlook for hyperscaler capital spending to roughly $860 billion in 2026 and nearly $1.2 trillion in 2027, projecting aggregate free cash flow for eight major clo…
Jon Gray, president and chief operating officer at Blackstone, said on the firm's podcast aired July 30 that investor impatience about AI returns is 'a little misplaced,' arguing that applications tak…
Amazon, Microsoft, and Meta reported strong AI-driven earnings in late July 2026, with Microsoft's stock jumping 9% in after-hours trading on July 29 and Amazon climbing over 5%, while Meta's shares f…
Hyperscaler stocks surged on Monday as Microsoft and Amazon posted strong earnings, with Amazon's market capitalization surpassing $3 trillion for the first time and Microsoft's Azure business topping…
Investors are rethinking tech stocks as the five largest US companies' price-to-earnings ratios have fallen to only marginally above the other 495 S&P 500 stocks, according to Goldman Sachs strategist…