AMZN Amazon.com, Inc. - Common Stock

Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to climb.

Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.

Snap (SNAP) stock is 58% below its two-year high. At that price, Snap's free cash flow equals 8.1% of its market value, against 4.5% for the median S&P 500 company. With Snap's debt counted, that cash yield is 6.2%. A yield that high means a business on sale, or one the market expects to shrink. So why are investors paying so little for Snap's cash.

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and revenue from Copilot's paid seats to justify that gain. A year ago management led with a different topic, tied to a large part of Microsoft. What was it exactly.

Microsoft (MSFT) stock has gained about 34% in three months, and you may wonder whether it can hold that gain. Management expects about $175 billion of capital spending in calendar 2026 and has said the spending may lower operating margins. A few dated events will show whether that spending is paying off. Below are the earnings reports and other dates most likely to move Microsoft stock over the next six months.

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Amazon announced a 20-year nuclear power deal with Constellation Energy late Wednesday. The deal will enable expansion at the Maryland nuclear plant where the e-commerce giant just scrapped plans to build a data center in August, amid community opposition. The Amazon deal calls for Constellation to supply 690 megawatts of power from its Calvert Cliff's nuclear plant, including 190 megawatts of new capacity.

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

Stocks priced under $10 get dismissed as risky bets, yet some of the biggest names in the market once traded there too. These five under-$10 picks deliver monthly dividend payouts that can cover real bills while you wait to see where the share price goes.

Meta's new shopping agent rattled online travel stocks almost equally, but Booking Holdings and Expedia chose opposite responses to the threat. One strategy leaves a company dangerously exposed if Meta decides to cut out the middleman entirely.

Amazon and Shopify both want to own the future of AI-powered shopping, but they are betting on opposite visions of how that future works. One is building walls around its customers while the other is laying pipes beneath every competitor's storefront.

WeShop Holdings Limited is set to launch its community-owned shopping app in the U.S. on November 16, 2026, following a successful pilot in the UK. The app allows users to shop from hundreds of leading retailers while earning ownership in WeShop through the ShareBack™ rewards program. This approach targets the $26 billion loyalty market by providing shoppers with equity in the platform, rather than traditional loyalty points, reflecting a growing trend among younger consumers who seek more...

See where they’re placing their bets as long-dated bonds push past 5%.

Synopsys stock was rising as new partnerships with OpenAI and Amazon strengthen its case to be a beneficiary of artificial intelligence.

AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on one upcoming chip and which hyperscalers choose to deploy it.

Investing.com -- Goldman Sachs revealed in a note Thursday that it has added Amazon (NASDAQ: AMZN), Burlington Stores (NYSE: BURL), Huntington Ingalls (NYSE: HII), Johnson Controls (NYSE: JCI) and Occidental Petroleum (NYSE: OXY) to its U.S. Conviction List in the bank’s October update.

Plus: Tech giants facing questions over secret AI data-center deals and Congress wants to bring federal agencies to heel over energy projects.

By Munsif Vengattil and Aditya Kalra NEW DELHI, Oct 1 (Reuters) - Amazon and Walmart's Flipkart have begun checking security camera listings on their platforms in India after hundreds of unlicensed

While Wall Street analysts declared Amazon headed for bankruptcy and the stock cratered over 90%, one fund manager read a single line in the financials that changed his mind and kept buying. His conviction cost him almost everything before it made him legendary.

Investing.com -- Constellation Energy Corp (NASDAQ:CEG) shares rose as much as 5% in after-hours trading Wednesday following the announcement of a 20-year nuclear power agreement with Amazon.com Inc (NASDAQ:AMZN).

Amazon.com Inc. (NASDAQ:AMZN) announced a multi-year deal worth more than $1 billion with Synopsys Inc. (NASDAQ:SNPS) Wednesday, expanding the chip-design technology behind AWS's custom silicon push as it builds alternatives to processors from Nvidia Corp. (NASDAQ:NVDA). Amazon will become the...

Palantir Technologies (PLTR) stock returned 60.3% in the three months from June 30 to September 29, 2026. A $10,000 holding at the start of that window was worth about $16,030 at the end. The run came from faster sales growth, led by the U.S. business, and Palantir reports that growth every quarter. Could you have seen that growth coming before June 30.

Consumer confidence just hit its worst level in over a decade, yet the stocks that depend on American shoppers are barely flinching. Understanding why that calm exists, and how long it can last, matters far more than the headline number.

The cloud giant is doubling down on specialized computing

Rapid revenue growth comes with a costly underlying tradeoff

GoTyme's agent reduced median root-cause identification from 34.5 minutes to 10 across 3,000 microservices.

Polymarket has introduced deposit limits and voluntary lock-outs to curb compulsive trading and help users control ...

Costco Wholesale (COST) stock rose 2.9% in the first session after its Q4 FY2026 report. The shares trade at 46.4 times earnings, more than twice the S&P 500's 21.9, so holders are counting on growth that keeps coming. What should a Costco holder take from a quarter that beat estimates and lifted the stock, yet left questions about whether its price cuts are driving more sales.

Wall Street has grown increasingly nervous that AI shopping agents could hollow out Amazon's retail media empire, and the stock has the bruises to prove it. Rosenblatt just raised its price target and laid out a pointed case for why that fear is misreading what the data actually shows.

Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI thesis before it pays off.

For five years, the home improvement giant showered its owners with cash, yet the stock itself fell behind. Here's what that trade-off actually delivered.

Investors worry AI agents will compress the path from discovery to purchase

Amazon now spends more on building its business than the business brings in as cash. On its July 2026 earnings call, management raised its 2026 spending plan to about $220 billion. Most of the prior $200 billion budget had been allocated toward AI and AWS. Management has not said when the spending will slow, though it noted on the call that Amazon has already issued debt this year and cited further borrowing among its options to cover any shortfall. So could Amazon keep paying for the build-out

Investing.com -- Synopsys Inc (NASDAQ:SNPS) stock rose over 3% in Wednesday trade after the chip design software maker announced a multi-year deal with Amazon Web Services worth more than $1 billion to license its silicon intellectual property. The agreement establishes Amazon.com Inc (NASDAQ:AMZN) as the lead customer for Synopsys’ expanded offering of application-optimized IP blueprints.

Synopsys, Inc. (NASDAQ:SNPS) announced a multi-year agreement with Amazon (NASDAQ:AMZN) valued at more than $1 billion, covering silicon intellectual property and engineering software for Amazon’s custom chip development.

The multi-year agreement makes Amazon the lead customer for Synopsys' expanded silicon IP business, which is shifting to a license-plus-royalty model

Alphabet (GOOGL) stock costs 22% less than the median S&P 500 company, measured by price against the past year's earnings. Alphabet's revenue still grew 20.1% over the past year, against 8.3% for the median S&P 500 company. Investors usually pay more for faster growth. So is Alphabet stock a bargain, or is the low price a warning.

In a post on X this week, SpaceX (SPCX) founder and CEO Elon Musk took aim at Delta Air Lines (DAL) for not using Starlink to offer internet access on its flights. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the story.

In a post on X this week, SpaceX (SPCX) founder and CEO Elon Musk took aim at Delta Air Lines (DAL) for not using Starlink to offer internet access on its flights. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the story.

The bigger threat may have little to do with iPhone sales.

Anthropic‘s IPO prospectus has revealed the AI developer’s significant reliance on a few tech giants and customers. About 47% of Anthropic’s sales last year were routed through cloud partners Amazon (NASDAQ:AMZN) and Alphabet’s Google (NASDAQ:GOOGL) (NASDAQ:GOOG), Reuters reported, citing a...

Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The Vanguard Morningstar Mega Cap Growth ETF offers concentrated exposure across the artificial intelligence (AI) value chain.

By Shashwat Chauhan and Tharuniyaa Lakshmi Sept 30 (Reuters) - US stock index futures fell in choppy trading on Wednesday, as heavyweight technology stocks eased ahead of a key inflation report and

Amazon stock has 46% upside even as Wall Street worries AI consumer AI agents could hit the business, according to one Wall Street firm.

OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.

Alibaba Group's (BABA) AliExpress is testing an invitation-only VIP program for high-spending custom

WASHINGTON—A Democratic lawmaker wants more information on the secret agreements between tech companies building data centers and local officials approving them, their latest attempt to increase oversight of the facilities powering artificial intelligence and tap in to voters’ AI backlash ahead of the midterm elections. Rep. Jamie Raskin (D., Md.), the top Democrat on the House Judiciary Committee, sent letters to Amazon Alphabet’s Google, Meta Platforms and Oracle on Tuesday seeking information on the nondisclosure agreements those companies signed with government officials related to data-center build-outs, according to copies of the letters viewed by The Wall Street Journal.

Amazon may have backed out of a tremendous opportunity, and these three AI stocks are set to benefit from it.

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) were told on September 28 that part of a consumer class action against them can proceed, after a ruling by Britain’s Competition Appeal Tribunal. The claim concerns a 2018 arrangement that allegedly restricted which sellers could list Apple and Beats products on Amazon’s UK marketplace. Amazon closed Monday […]