Reddit's AI-powered ad tools and rising advertiser demand fuel 74% ad revenue growth, outpacing Amazon's advertising expansion.
Gabriel Shahin breaks down why mega caps still looks strong by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA)
Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.
Markets don't move in a straight line - and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled re
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.
UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The ban
Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman k
Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials.
Market concentration can amplify gains but also compound declines during a stock market sell-off.
Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).
The wait for the next James Bond is officially over. Or at least the waiting-to-find-out-if-they're-looking part.
For years, retail's artificial intelligence (AI) ambitions revolved around making search smarter. Now, Amazon and Walmart—two of the world's biggest retailers—are placing very different bets on wh

NVIDIA Robs All of Big Tech. Except Apple

02:39pm, Thursday, 14'th May 2026
Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company's income statement.

Delta won't use Starlink. Elon Musk is not happy.

01:37pm, Thursday, 14'th May 2026
Delta Air Lines is one of few carriers opting against installing Starlink internet on its planes. The airline instead tapped Amazon LEO in March to become its in-flight WiFi provider.
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