Big tech hyperscalers like Amazon, Alphabet, Microsoft, and Meta are positioned for significant free cash flow growth as CapEx investments begin to yield returns post-2028. Semiconductor and memory st
Amazon is launching Amazon Supply Chain Services, leveraging its logistics infrastructure for external customers beyond its core e-commerce, AWS, and advertising businesses. ASCS targets residential p
Valuations for these tech titans have fallen to multiyear lows. More importantly, however, they continue to generate robust financial results.
The market is selling Amazon over falling free cash flow, a $200 billion capex program, and circular AI financing, whilst I see all three as reasons to buy. Advertising generated $17.24 billion in the
As the cost of AI infrastructure continues to increase, Morgan Stanley says Big Tech capital expenditures are on track to hit new records.
The Dividend Income Accelerator Portfolio emphasizes high-quality companies with sustainable dividends, strong balance sheets, and attractive valuations to optimize risk-adjusted returns. I prioritize
Heavy spending on capital expenditures seems to have spooked some of its investors. However, this spending has helped to accelerate Amazon's revenue and profit growth.
Morgan Stanley said a range of factors, including AI backlash, are driving up costs.

Why I Can't Stop Buying Amazon Stock

11:45am, Monday, 13'th Jul 2026
I hit the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) again last week, and I plan to do it again this month.
Max Kettner, HSBC's chief multi-asset strategist, argued on CNBC's Closing Bell Overtime on July 7, 2026, that mega-cap tech business models have “fundamentally changed in terms of taking on debt an
Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks insi

Is AI Running Out Of Money?

10:24am, Monday, 13'th Jul 2026
The megacap companies funding AI expansion have issued nearly $250 billion in debt this year.
On June 17, 2026, Jeff Bezos stood on a stage in Paris and told the world: “We're going to have labor scarcity.
SentinelOne (NYSE:S | S Price Prediction) has quietly become one of the most digestible strategic assets in cybersecurity.
MercadoLibre is growing quickly across its businesses. It recently lowered its free shipping threshold in Brazil, and growth there is accelerating.
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