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Akre Focus Fund Q2 2025 Commentary

Akre Focus Fund Q2 update highlights quality-driven compounding over bounce-driven gains. Learn why patience and selectivity pay off long term...

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AMZN GOOGL MSFT

Alphabet updates AI spending forecast after earnings surprise

Alphabet's capex is being adjusted following the second quarter's earnings...

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AMZN

Scotiabank Ups Amazon PT to $275, Maintains Bullish View Despite AWS Headwinds

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks in the Spotlight Right Now. On July 22, Scotiabank analyst Nat Schindler raised the price target on the stock to $275.00 from $250.00, while maintaining a “Sector Outperform” rating. The firm believes that even though investor sentiment remains mixed as we head into second-quarter results due on […]...

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AMZN GOOGL MSFT TSLA

Alphabet Boosted by AI, Cloud Demand as Spending Needs Skyrocket

(Bloomberg) -- Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending — heightening pressure on the company to justify the cost of keeping up in the AI race.Most Read from BloombergTrump Awards $1.26 Billion Contract to Build Biggest Immigrant Detention Center in USWhy the Federal Reserve’s Building Renovation Costs $2.5 BillionThe High Costs of Trump’s ‘Big Beautiful’ New Car Loan DeductionSalt Lake City T...

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AMZN

Amazon (AMZN) Stock Holds Steady as Analysts Look Past Prime Day Weakness

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks on Analysts’ Radar Right Now. On July 18, Citizens JMP analyst Andrew Boone reiterated a “Market Outperform” rating on the stock with a $285.00 price target. The firm remains focused on AWS and advertising growth due to their higher margin profiles. “While we acknowledge Prime day growth […]...

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AMZN GOOGL MSFT

White House Unveils Push to Speed AI Development

President Donald Trump’s first major speech on artificial intelligence comes amid a technology arms race among Silicon Valley giants...

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AMZN MSFT

Palantir vs. BigBear.ai: Which Is the Better Artificial Intelligence (AI) Software Stock?

Palantir and BigBear.ai have handily beat the broader market this year, but one looks like the better opportunity for long-run investors...

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AMZN

CNBC’s ‘Mad Money’ host Cramer thinks investors shouldn’t bet against ‘not terrible’ Kohl’s

CNBC's Jim Cramer, host of Mad Money, ended his show by issuing some advice to the hedge funds shorting Kohl's: "Cover and move on."...

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AMZN

Roundhill WeeklyPay™ ETF Suite Surpasses $250 Million in AUM

Roundhill Investments, an ETF sponsor focused on innovative financial products, is excited to announce that its WeeklyPay™ ETF suite has exceeded $250 million in assets under management (AUM).¹...

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AMZN

Amazon’s AI-Powered AWS, Efficiency Gains, And Consumer Demand Fuel Bullish Q2 Outlook

Amazon.com (NASDAQ:AMZN) is poised to potentially outperform market expectations in its July 31 second-quarter earnings report, driven by a combination of robust U.S. retail sales, advantageous foreign exchange rates, and accelerating demand for its artificial intelligence-related services through Amazon Web Services (AWS). Strong consumer spending and ongoing efficiency gains in its e-commerce operations are also contributing to a positive outlook for the tech giant. Reinforcing this positive s...

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