Public pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.

Many market participants have highlighted how value investing is back as the equity market rally broadened out beyond high-flying growth names. However, taking an index-based approach to the value style requires looking under the hood.

Amazon and Alphabet own stakes in Anthropic, which is planning to go public at a $2 trillion market value. But Anthropic needs to prove it can generate positive cash flow.

The crash has put a spotlight on 21 Air and owner Jim Crane, the logistics magnate and owner of Houston Astros baseball team.

Amazon Web Services revenue rose 37% year over year in the second quarter, the segment's fastest growth in 18 quarters. Taiwan Semiconductor's August revenue set a monthly record, up 53% year over year.

Two of these hyperscalers have developed their own custom AI chips and foundation models, and their shares trade at relatively reasonable valuations. The company with the higher stock valuation now is the one that made some missteps in its AI strategy.

Amazon founder Jeff Bezos oversaw the company through a period of tremendous growth that rewarded shareholders. Andy Jassy's background should continue to serve the company well.

Early last year, UPS began scaling back the amount of work it was doing for Amazon. Although the partnership generated plenty of revenue, it was also crimping profits.

Citizens Financial Group Inc. RI bought a new position in Amazon.com, Inc. (NASDAQ: AMZN) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 686,590 shares of the e-commerce giant's stock, valued at approximately $163,642,000. Amazon.com makes up about 2.0% of Citizens Financial