News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- Andy Jassy Says Robots Will Replace Many Repetitive Warehouse Jobs — Amazon Already Has Over 1 Million Machines, and the Impact Could Be Much Bigger in Five Years
Amazon.com Inc. CEO Andy Jassy said the company now has more than a million robots in its fulfillment network and expects many repetitive jobs that people do to be handled by robots, but noted that Amazon will "always have a...
- A big sell-off collides with more Big Tech earnings and a midterm election: What to watch this week
Coming into this week, all eyes will be on potential sparks to re-light the fire under the tech sector. Fire, to be clear, in a bad way.
- Amazon: Keep It Simple, Buy The Dip
Amazon Q3 earnings show surging operating income, AWS growth, and AI investment tradeoffs. Click for more on AMZN stock.
- I'm Not Swayed By AI Bubble Burst Doomerism
See why Microsoft, Amazon, Google, and Meta lead AI infrastructure growth post-earnings despite CapEx risks. Click for an updated market outlook.
- Anthropic Is “Reduplicating AWS” as It Rents Its Own Data Centers. Amazon Reports Thursday
Key TakeawaysAnthropic’s S-1, made public Oct. 26, says it now leases its own data centers and the AI chips inside them, alongside renting computing power from Amazon and Alphabet’s Google.
- 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.
- 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…
- 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.
- 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 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…
- 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.
- 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.
- 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.
- 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.
- S&P 500 Index Rally Hits a Wall Amid AI Jitters as Key Valuation Metric Dips
The S&P 500 Index rally has hit a major wall as the AI jitters continue and as the forward price-to-earnings ratio falls.
- Your stock portfolio increasingly hinges on the bond market — and the midterm elections
Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.
- Big Tech’s Capex Needs “a Trillion Dollars of Revenue” by 2028. Barclays Sees About $400 Billion
Key TakeawaysBarclays’ Alex Altmann says AI needs about $1 trillion of revenue by the end of 2028 to pay for its capex, and Barclays expects AI’s revenue run rate to be about $400 billion by then. Until that $600 billion gap closes, free cash flow at Amazon, Alphabet and Meta sta…