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Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Yahoo · 4h ago

Magnificent 7 Trade Is Broken — Here’s Where Smart Investors Should Look Next

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Yahoo · 5h ago

Companies with aggressive buybacks have lagged the S&P 500 in the AI era

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Yahoo · 7h ago

Wall Street's Average Amazon Price Target Sits 34% Above the Stock -- 4 Days Before Its Earnings.

The market keeps marking the stock down. The analysts covering it keep saying it belongs somewhere much higher.

Yahoo · 7h ago

What to Expect in Markets This Week: Amazon, Apple, Meta and Microsoft Earnings; Fed Interest Rate Decision

Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.

Yahoo · 8h ago

Dow Jones Futures: U.S., Iran Halt Attacks After Market Sell Signal; Apple Earnings, Fed Meeting Ahead

Apple, Amazon, Meta, Microsoft, SK Hynix are on tap with the Nasdaq breaking lower. So is the Federal Reserve.

Yahoo · 8h ago

4 Big Tech earnings reports, a Fed meeting, and $100 oil: It's the busiest week of the quarter

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

Yahoo · 10h ago

Blue Origin Raised $10 Billion at a $130 Billion Valuation Under Jeff Bezos

Jeff Bezos still has control over space company Blue Origin -- just not 100% control.

Yahoo · 11h ago

Should You Buy SpaceX Stock Before Aug. 4?

When SpaceX reports its quarterly results for the first time as a public company, investors should get some much-needed insight into its operation.

Yahoo · 12h ago

Wall Street Week Ahead

Track this week’s market catalysts: Big Tech earnings, Fed rate decision, and core PCE inflation data—plus IPOs and key reports.

SeekingAlpha · 14h ago

Should You Buy Amazon Stock Before July 30?

The e-commerce and cloud giant still looks like a reliable long-term investment.

Yahoo · 14h ago

Second Largest Negative Signal Of 2026: Bubbles, Barrels, And Skew

Elevated market risk: topping semiconductors, oil-driven inflation, stretched S&P 500 valuations, and a pivotal Fed decision/mega earnings week—read now.

SeekingAlpha · 14h ago