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This underlying investment premise for AMD remains unchanged despite the company's light Q1 guidance.

Topics Artificial Intelligence ETFs

Should You Buy AMD Stock After Its Steep Sell-Off? ↗

Today 3:15 EST

Amazon Defends Massive AI Spending, Says New AWS Capacity Being Monetized Quickly: Andy Jassy Sees Very 'Unusual' Opportunity ↗

Topics Artificial Intelligence

The $200 Billion AI Gamble: Big Tech’s Capex Binge Rattles Wall Street ↗

Today 2:41 EST

Via Chartmill

Topics Artificial Intelligence

Today 2:27 EST

Amazon defended its heavy AI-driven capital spending on its fourth-quarter earnings call, saying new AWS capacity is being monetized immediately, margins remain resilient and strong demand underpins...

Via Benzinga

Topics Artificial Intelligence Earnings

Amazon.com Inc (NASDAQ:AMZN) Shares Slide on AI Investment Concerns Despite Strong Q4 Growth ↗

February 05, 2026

Via Chartmill

Topics Artificial Intelligence

Amazon, AutoNation And 3 Stocks To Watch Heading Into Friday ↗

Today 1:41 EST

U.S. stock futures down; AutoNation, Amazon, Philip Morris, Reddit, and Biogen expected to report quarterly earnings.

Via Benzinga

SNAP Gets Caught Up In Tech Rout, Stock Posts Worst Day In 6 Months ↗

Today 1:33 EST

Shares of the social media company fell nearly 14% on Thursday.

Apple Stock Is Bucking The Trillion-Dollar Tech Rout — But Caution Still Prevails On Retail Street ↗

Topics Stocks World Trade

Today 0:14 EST

As Big Tech capex and tech selloffs sour investor sentiment, Apple is emerging as a steady tech bet.

‘Einstein Of Wall Street’ On NYSE Trading Floor Says ‘Fear Is Back’ In Markets After $700B S&P 500 Wipeout — But Doesn’t Think It’s A Crash ↗

Topics Artificial Intelligence Workforce

February 05, 2026

Alphabet is doubling its capex spend to $175 billion-$185 billion this year.

Topics Stocks

Alphabet Just Delivered Great News for Nvidia Stock Investors ↗

February 05, 2026

Wall Street is rattled as companies from Amazon to Google double down on AI capex and investors start asking when the payoff actually arrives.

Topics Artificial Intelligence

Amazon’s Jaw-Dropping Capex Leads Mega-Cap Tech’s $630B AI Spend Plans ↗

February 05, 2026

Jim Cramer On Amazon Stock Slip: Not Saying Downside Overdone, 'I Figure Tomorrow's Pretty Ugly' ↗

Topics Artificial Intelligence

February 05, 2026

Amazon shares plunged after hours despite beating fourth-quarter revenue estimates as investors fixated on the company's planned $200 billion AI spending push, even as Jim Cramer and analysts argued...

Via Benzinga

Topics Artificial Intelligence

November NQ ↗

February 05, 2026

With Amazon down a double-digit percentage, it’ll be interesting to see who wins the day tomorrow: will the over-stretched NQ spring back higher temporarily, or will AMZN be bad enough to make the...

Via Talk Markets

Amazon Is Now Offering Novo Nordisk's Wegovy Pill in Its Pharmacy. Here's How That Could Affect Hims & Hers, WW International, and GoodRx Holdings. ↗

February 05, 2026

There's another fight brewing around GLP-1 drugs -- this time on the delivery side.

Amazon, IREN, Roblox, Reddit And Strategy: Why These 5 Stocks Are On Investors' Radars Today ↗

February 05, 2026

Major U.S. stock indexes closed lower on Thursday, with the Dow Jones Industrial Average sliding 1.2% to 48,908.72, the S&P 500 falling 1.2% to 6,798.40, and the Nasdaq dropping 1.59% to 22,540.58....

Via Benzinga

Topics Stocks

Amazon (AMZN) Q4 2025 Earnings Call Transcript ↗

February 05, 2026

Amazon (AMZN) Q4 2025 Earnings Call Transcript

1 Important Number Nvidia Investors Should Watch on Feb. 25 -- and Nobody Is Talking About It ↗

Topics Artificial Intelligence Earnings

February 05, 2026

There might be a key risk hiding in Nvidia's upcoming 10-K filing with the Securities and Exchange Commission.

Stock Market Today, Feb. 5: Alphabet Rallies Back to Even After Unveiling 2026 AI Spending Plan Near $185 Billion ↗

Topics Artificial Intelligence

February 05, 2026

Alphabet’s massive 2026 AI build-out is testing how much near-term cash flow pressure investors will tolerate, today, Feb. 5, 2026.

Stock Market Today, Feb. 5: Amazon Shares Drop on Tech Sell-Off Ahead of Earnings and AWS Growth Outlook ↗

Topics Artificial Intelligence Stocks

February 05, 2026

On Feb. 5, 2026, investors weighed Amazon's surging AI and cloud capex against bold long-term targets.

The AI Storage Pivot: Seagate Shares Rocket 19% as Hard Drive Demand Hits Unprecedented Peaks

Topics Artificial Intelligence Stocks

February 05, 2026

The narrative of the artificial intelligence revolution shifted dramatically this week from the processing power of chips to the massive capacity required to store the data they generate. Seagate...

Does the stock really deserve the beating it is taking following its earnings report?

Topics Artificial Intelligence Earnings Economy

Amazon's Cloud Business Is Accelerating. Time to Buy the Stock? ↗

February 05, 2026

The Resilience Trap: January’s 175,000 Jobs Gain Solidifies the Federal Reserve’s "Patient" Path

Topics Artificial Intelligence

February 05, 2026

The U.S. labor market continues to defy expectations of a sharp downturn, as the latest employment data reveals a resilient economy that refuses to buckle under the weight of sustained interest rates....

The Great Rebalancing: Why Investors are Fleeing Big Tech for the 'Safety' of Utilities and Healthcare

Topics Artificial Intelligence Economy Workforce

February 05, 2026

As of early February 2026, the long-standing dominance of high-growth technology and artificial intelligence (AI) stocks has hit a significant wall, triggering a massive "Great Rebalancing" across the...

S&P 500 Tests the 6,144 Milestone: Market Breadth Surges as AI Heavyweights Face Capex Reckoning

Topics Artificial Intelligence Economy World Trade

February 05, 2026

The S&P 500 has reached a pivotal juncture in early 2026, pushing toward the historic 6,144-point milestone, a level that has become a lightning rod for technical analysts and institutional strategists...

One year after officially closing its $6.4 billion acquisition of HashiCorp, International Business Machines Corp. (NYSE:IBM) has successfully transformed its software portfolio, positioning itself as...

Topics Artificial Intelligence Economy Stocks

IBM Secures Hybrid Cloud Dominance as $6.4 Billion HashiCorp Integration Hits Full Stride

February 05, 2026

The Trillion-Dollar Waiting Game: Microsoft’s AI Spending Spree Meets the 'Power Grid Wall'

Topics Artificial Intelligence

February 05, 2026

The honeymoon phase of the artificial intelligence revolution has officially ended, replaced by a cold, hard era of fiscal scrutiny. In its latest quarterly earnings report on January 28, 2026,...

The GPU King’s $39 Billion Victory: Nvidia’s Earnings Cement Its Role as the AI Market Bellwether

Topics Artificial Intelligence Earnings Economy

These S&P500 stocks are moving in today's after hours session ↗

February 05, 2026

Via Chartmill

February 05, 2026

SANTA CLARA, Calif. — In a financial performance that has become the definitive pulse-check for the global technology sector, Nvidia (NASDAQ: NVDA) recently delivered a record-shattering earnings...

The 24% YoY increase in AWS revenue not only smashed estimates, but was the highest in three years: remarkable growth for a business that keeps growing and has a more difficult base effect to

Topics Artificial Intelligence Economy Supply Chain

Amazon Plunges After Forecasting 50% Surge In Capex To $200BN ↗

February 05, 2026

Via Talk Markets

Could 2026 Be a Turnaround Year for UPS Stock? ↗

February 05, 2026

The logistics stock is already off to a strong start to the year.