AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock...
Continue ReadingTelegram founder Pavel Durov unveiled Cocoon—a TON-powered network where GPU owners earn crypto for providing private AI compute...
Continue ReadingInvestors will focus on cloud reliability, capital spending, and whether cost cuts can lift margins...
Continue ReadingIt’s part of a growing string of bets on private artificial intelligence companies Nvidia has made across the world. At the company’s highly anticipated GTC event in Washington on Tuesday, Nvidia Chief Executive Officer Jensen Huang called out a number of private companies that his company's taken stakes in by name, including the AI firm Perplexity, the Chinese autonomous vehicle company WeRide and the robotics startup Figure AI...
Continue ReadingAmazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks Analysts are Tracking Closely. On October 22, Benchmark reiterated its Buy rating on the stock with a price target of $260.00. The firm remains bullish on the stock despite the numerous challenges Amazon has faced during the second half of the year. It is particularly positive […]...
Continue ReadingWhat happens when you buy a tech product that needs ongoing support, and the company goes bankrupt and discontinues operations? The owners of a common household item may soon find out. That’s because multiple reports indicate that the makers of a common household item are in financial trouble and .....
Continue ReadingTranscript: Caroline Woods: Stocks or ETFs. Jessica Inskip: ETFs. Caroline Woods: Concentration or diversification. Jessica Inskip: Diversification always in tactical asset allocation. Caroline Woods: Mag seven or next seven. Jessica Inskip: Can I say NASDAQ 10. Caroline Woods: All right we'll take .....
Continue ReadingRithm Capital recently announced plans to buy office Paramount Group, which has a big presence in New York and San Francisco...
Continue ReadingNvidia's market cap crossed above $5 trillion on Wednesday morning, becoming the first company in history to reach such a valuation. This all comes after Nvidia CEO Jensen Huang delivered his keynote address at the GTC 2025 event (GPU Technology Conference) on Tuesday, showcasing the AI chipmaker's newest projects and partnerships. Intelligent Alpha Founder and CEO Doug Clinton chats with Julie Hyman on Nvidia's growth, how the semiconductor manufacturer is "leading the charge" in AI infrastructure capex, and what he expects from other Big Tech giants' ramp up in AI spending. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...
Continue Reading? This is an online abbreviated version of Spencer's Markets A.M. newsletter. It’s called earnings season, not spending season, but investors are very interested in how much money is going out the door at some of the world’s most valuable companies. Microsoft, Meta, Amazon, Alphabet and Oracle—not one of the Mag 7 but another major AI player—are slated to have capital expenditure of $354 billion between them in the 2025 fiscal year...
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