SpaceX is seeking a valuation of up to $2 trillion, the technology company would have a price-to-sales ratio of more than 100. Amazon, through Leo, is the closest competitor to Starlink, the source of the majority of SpaceX's revenue.

It wouldn't be a terrible idea to invest in both.

A few of the big cloud players, namely Alphabet, Microsoft, and Amazon, are all reporting this week. Their cloud results will be a key driver behind sentiment post-earnings, with the market regularly looking for growth accelerations over recent years.

AMD and Amazon look poised to continue to lead the Nasdaq higher.

The mantra on Wall Street these days: Keep calm and carry on buying tech.

John Freeman and Ron Westfall discuss Apple (APPL), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT) as all Mag 7 giants ready for earnings this week. Both remain wary on Apple, while Ron favors Amazon while John backs Alphabet and Microsoft.

What comes next for this diversified technology giant?

In my view, $15B in Amazon.com, Inc.'s AWS AI services ARR is not enough to justify a $200B FY26 CapEx plan. At least, not yet. I want to see AWS AI services ARR increase significantly over the next few quarters, since it still represents only 10% of AWS's run rate. AWS grew 24% in Q4, and I want to see Q1 revenue coming in clearly above the $36.8B consensus.

GOOGL gears up for Q1'26 earnings as AI Mode and Gemini 3 boost Search engagement and Cloud demand, while valuation looks stretched.

Best known for his commentary on Tesla Inc (NASDAQ:TSLA) stock, Gerber Kawasaki CEO Ross Gerber shared his thoughts on the other Magnificent Seven stocks during a recent exclusive interview with Benzinga. Gerber ranked the Magnificent Seven stocks and shared another of his top technology stock picks.