Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers' earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI
Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. Microsoft traded down despite delivering robust earnin
Amazon will soon add another growth driver that will literally be astronomical.
On January 9, 2007, Steve Jobs stood on stage at Macworld and introduced three products. An iPod with a bigger screen and touch controls, a mobile phone, and something he described as a breakthrough i

Artisan Value Fund Q1 2026 Portfolio Activity

12:34am, Wednesday, 06'th May 2026
We initiated four new positions in Q1, an above-average pace of activity. We also used the increased volatility to upgrade overall portfolio quality. Our three largest new positions were Amazon.com, U
AI competition shifted beyond tech as platforms hold financial and user advantages, analysts say. SenseTime is betting that lower-cost models could win market share despite quality gaps, cofounder Lin
Amazon's stock needs to rise less than 2% for the company's market cap to top $3 trillion — something only four other companies have ever achieved.
Apple Inc. (NASDAQ:AAPL), Amazon.com Inc. (NASDAQ:AMZN) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) are among the largest companies to deliver earnings "triple plays" this season, adding hea
Amazon has kept its Rufus AI shopping assistant largely separate from its main search bar since the tool's 2024 launch. The company is now leaving the door open to changing that.
Amazon has begun offering same-day delivery of perishable groceries to its business customers. The new service, long available for consumer customers, is being rolled out in 2,300 communities around
Amazon.com, Inc. and Microsoft Corporation are emerging as integrated AI "landlords" with dominant cloud infrastructure and robust B2B/B2C ecosystems. Cloud growth, high margins and sustainable CapEx
Amazon.com, Inc. delivered a standout Q1, with $181.5B revenue (+17% YoY) and EPS of $2.78, crushing expectations and validating its CapEx strategy. AWS growth reaccelerated to 28% YoY, reaching a $15
And if you're not an AI investor, you may want to reconsider.
A caller on Bloomberg Businessweek's Big Tech Special earnings panel captured the strangest dynamic in this market with a single line: “The market has been really sanguine about negative free cash f
The collaboration supports scale-up of next-generation heat pump technology providing 40% expected energy savings SOMERVILLE, Mass., May 5, 2026 /PRNewswire/ -- Amazon (NASDAQ: AMZN) and Transaera, a
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