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Latest News
| Title | Published |
|---|---|
Amazon Q2 earnings to put spotlight on AWS growth amid AI spending Amazon will report its second quarter earnings after the bell on Thursday. | about 3 hours ago |
Prediction: Amazon's Earnings Report Shows That AWS Growth Accelerates Amazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher. | about 3 hours ago |
AI Data Center Turbines, Backlogged For Years, Are Suffering Early Deaths. Here's Why. "This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs. | about 4 hours ago |
Only 2 "Magnificent Seven" Stocks Are Beating the Market This Year. What's Going On? The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way. | about 4 hours ago |
Elon Musk’s new 5-year warning to Americans: AI will beat human brains by 2032 (then go wild). Get rich or get crushed? ‘There won’t be anything that AI can’t do better than humans.’ | about 4 hours ago |
S&P 8,500 melt-up? Why money is leaving big tech Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end. | about 5 hours ago |
MSFT Stock Rises Premarket Ahead Of Q4 Results: CapEx, Azure Growth In Focus After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit. | about 6 hours ago |
Amazon Q2 earnings to put spotlight on AWS growth amid AI spending
Amazon will report its second quarter earnings after the bell on Thursday.
Prediction: Amazon's Earnings Report Shows That AWS Growth Accelerates
Amazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher.
AI Data Center Turbines, Backlogged For Years, Are Suffering Early Deaths. Here's Why.
"This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs.
Only 2 "Magnificent Seven" Stocks Are Beating the Market This Year. What's Going On?
The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.
Elon Musk’s new 5-year warning to Americans: AI will beat human brains by 2032 (then go wild). Get rich or get crushed?
‘There won’t be anything that AI can’t do better than humans.’
S&P 8,500 melt-up? Why money is leaving big tech
Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.
MSFT Stock Rises Premarket Ahead Of Q4 Results: CapEx, Azure Growth In Focus
After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.