AMZN pushes Fire TV and Alexa+ upgrades to turn viewing and voice into shopping, as rising usage and purchases meet strong sales and heavy capex risks.
Amazon.com Inc. (NASDAQ:AMZN) is adding fuel to the latest round of Marvell Technology Inc. (NASDAQ:MRVL) mania.
As investors pile in (and now, rush out) of the red-hot semiconductor trade as the go-to way to play the AI revolution and the big AI compute inflection point that many might still underestimate if agentic AI really does live up to the hype by offering meaningful returns on all that AI-related CapEx, perhaps it's time to think about some of the AI monetizers that could also win big, though perhaps not as massively as the hyperscalers.
Delta Air Lines' CEO revealed why he chose Amazon Leo over Elon Musk's Starlink. He praised its access to gaming technologies — and a "much lower price point.
While shares of Amazon.com Inc NASDAQ: AMZN have cooled slightly over the past fortnight, after an explosive rally through April, they're still holding onto most of their gains and sit just below their recent all-time high.
The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish.... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors
Artificial intelligence has become Wall Street's favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive - and so is the spending. Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Alphabet... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can't Escape
The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story.
Two top investors took two very different approaches in Q1 with this e-commerce and cloud giant.