News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Nov 1, 02:02 ET. Back to the newest
- Why AI is boosting Meta's ad business while hurting Google search
The gap between Meta's ad revenue growth and Google's search expansion was the widest it's been since 2021 in the latest quarter.
- ETB: 8.5% Yield With Widest Discount In 15 Years
ETB fund offers high current income and potential capital appreciation at its widest discount in 15 years. Here's what investors need to know about the ETB fund.
- ‘We Have About Four Years:’ Raoul Pal Warns Investors to Get Ready Before AI Changes How Markets Work
Pal says investors have four years to prepare for AI-driven market changes, as AI agents intensify competition and reshape wealth creation.
- AMZN Q3 deep dive: cloud surge and AI investments drive mixed market reception
Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) met Wall Street’s revenue expectations in Q3 2026, with sales up 12.1% year on year to $201.9 billion. The company expects next quarter’s revenue to be around $243.5 billion, close to analysts’ estimates. Its non-GAA…
- AI investors rush to hedge against potential tech market downturn - WSJ
Investing.com -- Investors and technology executives are increasingly seeking protection against a potential artificial intelligence market downturn as concerns mount over the sustainability of trillions of dollars in AI-related investments, The Wall Street Journal reported Satur…
- Dow Jones Futures Loom After Stock Market Sell-Off; Apple, Palantir, Midterm Elections In Focus
Techs led another stock market sell-off. It's a time to be defensive. Apple, Palantir, jobs and midterm elections loom.
- I Graded Microsoft's Latest Report on 3 Things. Here's My Verdict on the Stock.
Azure grew faster than management's own forecast. Is that enough to make the stock a buy around $530?
- Microsoft (MSFT) Lands $25 Billion Bond Deal As AI Push Deepens
Microsoft (NasdaqGS:MSFT) completed a record US$25b multi-tranche bond sale, its first major issuance in nearly a decade. The company said proceeds will support long term funding for AI infrastructure and continued investment in its cloud platforms. Microsoft also expanded its AI…
- Anthropic's Frenemies Meta and Google Are Showing Cracks In the AI Trade. What That Tells Us About the Anthropic IPO.
This ETF demonstrates some of the issues with the complex interconnectedness of Anthropic and hyperscalers like Google and Meta. Here's what it means for the ANT IPO.
- Andy Jassy Says West Is 'Very Hungry' For More Western Open Source AI Models as Amazon Adds China's Kimi and GLM to Bedrock
Amazon.com Inc. is expanding its Bedrock AI platform with China’s Kimi and GLM open models, while CEO Andy Jassy outlined ambitions for the service to eventually match Amazon’s massive EC2 cloud business. Amazon disclosed the additions during its third-quarter earnings...
- 5 Best High Growth Stocks Outside Big Tech
The market’s growth leadership has become abnormally concentrated in a small number of mega-cap technology stocks, leaving investors with fewer obvious opportunities to find rapid earnings growth outside of the AI trade. Ten AI-related stocks currently account for over 40% of the…
- Here’s Why Janus Henderson is Bullish On Meta Platforms, Inc. (META)
Janus Henderson, an investment management company, released its “Global Sustainable Equity Fund ” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Equity Fund returned 1.86% in the third quarter of 2026, matching its benchmark, while outperforming the IA …
- After Meta, Could These Be Wall Street’s Next Blockbuster Stock Splits?
These companies could perform well whether or not they announce stock splits.
- 5 Most Profitable Stocks of the Past 5 Years
Profitability has become increasingly concentrated among companies controlling the infrastructure, software, and platforms supporting the digital economy, and investors are increasingly looking towards the most profitable stocks of the past five years to make sense of the ongoing…
- Microsoft just gave Nvidia shareholders a reason to pay attention
Microsoft’s latest earnings had something in it for more than just Microsoft investors.
- 3 Numbers to Watch to Know if Meta Platforms' AI Spending Is Paying Off
Capital outlays of this magnitude require investors to keep a closer eye on the company's progress.
- 5 insightful analyst questions from Microsoft’s Q3 earnings call
Microsoft’s third quarter saw positive market reaction as revenue and non-GAAP earnings per share surpassed Wall Street expectations. Management credited widespread adoption of its cloud and AI offerings—particularly Copilot and Foundry—for this performance, pointing to rapid gro…
- Alphabet Just Dropped 19% in a Month. Is It Really “Lost for All but Cloud”?
Key TakeawaysAlphabet stock is down 19% in the past month, mostly after a third-quarter report with slower Search growth and negative free cash flow of $9. 1 billion.
- S&P Says Meta Can’t Make Money From AI as Well as Its Rivals
S&P just put Meta's coveted AA- rating on a countdown clock, citing a capex spiral that could push leverage past the downgrade threshold by 2027. Meta fired back immediately, but the stock and the balance sheet tell a more complicated story.
- France Wants a 5.5-Cent-per-Gigabyte Tax on Netflix, Google and Meta
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is another matter entirely.
- The daunting economic decision on data centers
Communities across the U.S. courting data centers face an economic bargain: billions in private investment and potentially lucrative tax revenue, alongside mounting public backlash.
- AI boom hits a wall on Wall Street as OpenAI cuts fundraising target while Meta gets a credit warning over its cash flow, spending and monetization
S&P Global cut its outlook on Meta to "negative" from "stable" late Friday.
- Micron, SanDisk, and Western Digital Remain in Bear Territory, But Key Catalysts Remain Intact
Top memory stocks like Micron, SanDisk, and Western Digital stocks have slumped into a bear market as key catalysts remain intact.
- Amazon Is Borrowing Against Its Own Data Center Gear to Fund More Data Centers
Amazon just filed paperwork for a borrowing tool it has never used before, one that puts actual equipment on the line as collateral, and the reason behind that shift reveals how stretched even the world's largest cloud business has become.
- OpenAI Raises Just $11 Billion as AI Bubble Fears Rise, Valuation Hits $1.25 Trillion
OpenAI is about to raise $11 billion, much less than the $30 billion it was targeting, with its valuation falling short to $1.25 trillion
- The AI Red Queen Effect: Why Big Tech Can’t Afford to Stop Spending
Amazon, Microsoft, Meta, and Alphabet are betting hundreds of billions of dollars that falling behind their rivals would be more costly than investing too much.
- Here’s What a $1,000 Investment in Oracle Stock Will Be Worth by 2030
Oracle's long-term outlook suggests that concerns about the health of its balance sheet may be overblown.
- Amazon (AMZN) Stock Slips As Q3 Earnings Reflect Profit Reset
Amazon.com just dropped Q3 2026 numbers that show a bruising hit to profit even as the business kept pulling in more sales. Net income landed at US$20.7b on revenue of US$201.9b, and earnings per share stepped down sharply from the unusually strong prior quarter. The stock told a…
- Big Tech Now Spends More on AI Than It Brings In From Operations
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough to force choices that will hit shareholders directly.
- The Nasdaq 100 Briefly Fell Into a Correction as the AI Trade Cracks
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from skeptics.