July is shaping up to be the pivotal month for cloud computing investors in 2026.

Earlier this year, Amazon overtook Walmart as the world's biggest retailer by sales. The online marketplace's claim to fame is selling everything under the sun—but such a massive catalog has its drawbacks.

Magnificent 7 stocks that previously dominated equity markets are currently trading at their lowest valuation premiums in a decade. Following a challenging period where capital rapidly rotated toward hardware and semiconductor companies, the Magnificent 7 cohort presents an “increasingly attractive entry point” for targeted capital deployment.

While AI infrastructure stocks have generally outperformed hyperscalers, it is the hyperscalers that ultimately have more ways to win. AI infrastructure stocks look well positioned if heavy spending on AI infrastructure continues.

Initial public offering (IPO) mania is taking hold on Wall Street, with SpaceX etching its name in the record books four weeks ago. Anthropic confidentially filed for an IPO with regulators on June 1, paving the way for what could be a trillion-dollar public debut.

Big investors just put a pile of money into Jeff Bezos' rocket company. Shouldn't that be good for space stocks?

The next bear market could be right around the corner or years away, but it pays to be ready.

Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.

Amazon, Alphabet, and Hewlett-Packard Enterprise benefit from the AI infrastructure spending boom as demand for data centers, cloud expansion, and AI hardware continues to accelerate.

Amazon has surpassed Walmart as the largest U.S. retailer, marking a historic milestone. Wall Street remains overly focused on AMZN's AI spending, missing the broader monetization strategy. AMZN is aggressively integrating itself into every aspect of customers' daily lives to drive future growth.