Amazon.com Inc

Tech titan Amazon is working to step out of Nvidia's shadow with custom "Trainium" chips designed specially for machine learning as billions of dollars are poured into artificial intelligence (AI).After years of relying on suppliers for chips, the e-commerce powerhouse's Amazon Web Services (AWS) cloud computing unit began designing its own, acquiring Israeli startup Annapurna Labs in 2015.

Warren Buffett is retiring as CEO of Berkshire Hathaway (NYSE:BRK.B), with Greg Abel set to succeed him. Berkshire has adjusted its equity portfolio, selling holdings in Apple, Bank of America, and Amazon.com. The company has added to positions in Chevron and Chubb and opened a new stake in The New York Times Company. A Berkshire utility subsidiary has agreed to a substantial settlement to resolve federal wildfire damage claims. Berkshire is also selling certain assets to support balance...

While heavy debt loads have cooled the stock's post-IPO rally, CoreWeave's record-breaking revenue climb and $66 billion backlog suggest the stock is just getting start

Bitcoin (CRYPTO: BTC) is headed for its worst month since June 2022, with analyst James Check, arguing every indicator shows bottom formation even as BTC is down to the low $60,000s. The Worst Month Since Terra Collapse Bitcoin is on...

Amazon.com (NasdaqGS:AMZN) is reportedly in talks to invest up to US$50b in OpenAI, a move that could make it the AI firm’s largest backer. California’s attorney general is seeking a preliminary injunction in an antitrust case that challenges Amazon’s alleged retail price controls in the US. David Luan, a key executive in Amazon’s artificial intelligence division, has resigned, marking a leadership change in a core technology area. For you as an investor, this mix of AI expansion, legal...

MDU Resources Group supplies regulated utilities and construction services across the U.S., with consistent revenue and a stable dividend.

TTM Technologies supplies advanced printed circuit boards and RF components to electronics manufacturers across high-growth sectors.

Artificial intelligence is supercharging Amazon's industry-leading cloud business.

Block, the company behind Square, Cash App and Afterpay, is cutting its staff by 40%. The reason: “intelligence tools,” according to a letter to shareholders by co-founder Jack Dorsey.

RF-SMART, a leading warehouse management system (WMS) provider for NetSuite, announced it has reached 2,800 customers across 40+ countries, earning a spot on G2's 2026 Best Software Awards for Supply Chain and Logistics Products. Their Built-for-NetSuite warehouse management platform scales across operations of all sizes: from Shopify and Etsy sellers managing 20 SKUs with less than 100 orders per day, to highly regulated enterprise facilities managing 60,000+ SKUs and processing thousands of da

On Feb. 26, 2026, Nvidia fell by over 5% despite strong earnings the previous day. The drop weighed tech-heavy U.S. benchmarks.

Walmart has a huge advantage over other e-commerce retailers.

Sandisk's stock has risen over 1,700% since it was spun off from Western Digital one year ago.

The Nasdaq Composite and the S&P 500 closed lower Thursday after a two-day advance as Nvidia (NVDA)

Nvidia’s shares fell 5.5% despite record income as investors' high expectations for AI bellwethers continue to create a difficult bar for companies to clear. One particular problem, notes Heard columnist Dan Gallagher, is that the company’s runaway success could be seen as a sign of the destabilization to come, given the massive amounts of capital-spending filling its coffers are financially weakening the world’s largest companies from Amazon to Microsoft. The Nasdaq and S&P 500 both declined following Nvidia's slide, while the Dow Jones Industrial Average remained relatively flat and Treasury yields inched lower.

Long-time Bitcoin (CRYPTO: BTC) critic Peter Schiff argues that investors would have fared far better holding gold than Bitcoin since the 2021 peak. How Gold Outperformed Bitcoin On Tuesday, Schiff pointed out that Bitcoin has fallen more than 66% against...

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged 5.5% on Thursday. Nvidia lost $259 billion in market cap, its largest market cap loss since March 3, 2025, and the seventh largest one-day market cap loss of any U.S. company on record, according to Dow Jones Market Data. The fell 0.5%, while the tech-heavy Nasdaq Composite dropped by 1.2% as investors dumped megacap tech stocks.

Dell forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial ‌intelligence-optimized servers, sending its shares up around 11% in extended trading. The company ‌also announced a 20% hike in its cash dividend and an additional $10 billion for its share repurchase ​program. Big Tech firms, such as Alphabet, Microsoft, Amazon and Meta, are expected to spend at least $630 billion to build AI infrastructure this year, which would boost demand for vendors like Dell and rival Super Micro Computer.

The furious selling in Nvidia erased somewhere around $250 billion in market cap. With the report in the rearview mirror, Wall Street is stuck searching for a catalyst that can push the S&P 500 out of a months-long sideways range.

SAN JOSE, Calif., February 26, 2026--NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today reported financial results for the third quarter of fiscal year 2026, which ended on January 23, 2026.

Whetstone Capital Advisors has sold its stake in GitLab, a unified DevOps platform competing in the fast-changing market for AI-assisted coding and secure software delivery. As companies look at combining platforms and adding AI, investors are considering whether GitLab will be able to compete in the future of enterprise development.

MCLEAN, Va., February 26, 2026--Yesterday, The Media Trust (TMT) convened the inaugural meeting of its Product Advisory Council, bringing together senior leaders from across the advertising technology ecosystem to advance coordinated action against escalating digital threats.

Cryptocurrency analyst Willy Woo countered former White House official David Stockman‘s critique of Bitcoin’s (CRYPTO: BTC) “store of value” narrative on Tuesday, noting that top Wall Street stocks endured similar volatility in the past. Stockman Mocks Bitcoiners In an X...

SAN FRANCISCO, February 26, 2026--Upwind, the runtime-first cloud security leader, today announced that its cloud-native application protection platform (CNAPP) is now integrated with the Extended plan in AWS Security Hub, Amazon Web Services’ unified security solution. This integration enables customers to gain deep, real-time visibility across their AWS workloads while reducing alert noise and focusing on the risks that matter most. By combining AWS detection services with Upwind’s runtime con

Growth stocks are under pressure as investors question the payoff of aggressive spending plans.

US benchmark equity indexes were mostly lower intraday as a post-earnings sell-off in Nvidia (NVDA)

Explore the S&P500 index on Thursday and find out which stocks are the most active in today's session. Stay updated with the stocks that are capturing market interest.

Rising AI infrastructure budgets have given birth to a major sell-off in software stocks known as the "SaaSpocalypse."

GLJ Research analyst Gordon Johnson has a $25.28 target price on Tesla, while Wedbush analyst Dan Ives has set his at $600. Which way could TSLA stock head this year?

AAPL's AI push, fueled by its Google collaboration and Apple Intelligence rollout, could give it the edge over ADBE despite a richer valuation.

Amazon has long dominated the online space. But the company's success didn't happen overnight. A big strength of Amazon is that the company is not afraid to dip its toes into different waters. Just look at its origins compared to where the company is now. While Amazon started as a ...

The e-commerce giant's history tells some important stories.

These AI giants have massive backlogs in cloud computing but have seen their share prices drop 20% or more from their highs.

Nvidia stock fell more than 4% Thursday, despite strong Q4 earnings results.

My $95 computer upgrade now costs $450. One stock I've held since 2011 makes the sticker shock bearable.

Alphabet's booming Google Cloud revenues, soaring AI demand and $240B backlog signal rising cloud clout, even as Amazon and Microsoft loom large.

Partnership Talks Near Completion

Investors are shifting from hype to execution, and Vertiv stands out.

Trade Desk (TTD) posted a strong Q4 beat, but rising competition and lofty Street estimates could we

Trade Desk (TTD) needs to show clearer proof that its "tough decisions" in 2025, such as its organiz

For quite some time, billionaire Warren Buffett wasn’t a fan of technology stocks. That’s because the billionaire, who advises us to buy what we know, didn’t know enough about tech, opting for companies he could reasonably understand. He also liked to buy into companies that had slow-moving moats, such as consumer goods and insurers. And ... Warren Buffett Avoided Tech Stocks for 60 Years — His Last Move as CEO Was Buying This Stock

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged in intraday trading. Shares fell 5.6% to $184.66, on pace for their largest percentage loss since April 2025. D.A. Davidson analyst Gil Luria wrote in a research note that Nvidia’s results were a “notable beat over expectations,” adding that he sees “no reason to doubt compute-demand given the accelerating trajectory of AI progress.”

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged in early trading. Shares fell 5.6% to $184.66, on pace for their largest percentage loss since April 2025. D.A. Davidson analyst Gil Luria wrote in a research note that Nvidia’s results were a “notable beat over expectations,” adding that he sees “no reason to doubt compute-demand given the accelerating trajectory of AI progress.”

A down day for the stock market quickly snowballed into a full-blown selloff. The Nasdaq Composite dropped 1.9%. The S&P 500 fell 1.2%. The Dow was down 200 points, or 0.4%, after starting the day higher.

Trade Desk stock was falling early Thursday, extending its terrible run, after its revenue outlook disappointed. The company has faced a revenue growth slowdown and intense competition from the likes of Amazon.com and Alphabet ‘s Google. In the earnings call, CEO Jeff Green said there had been “a sustained weakness among some large consumer packaged goods companies as well as some global auto companies.”

In a Sunday macro note framed explicitly as a thought exercise, Citrini Research modeled a speculative scenario in which AI-driven commerce structurally undermines card network economics. Interchange in the Crosshairs The central payments argument: AI agents optimizing consumer transactions around...

S&P 500 Q4 earnings are set to rise 13.2% as Walmart, Home Depot and Amazon anchor Retail results. Can the momentum last into 2026?

EDMONTON, Alberta, February 26, 2026--Edna’s Non-Alcoholic Cocktail Co. continues its strong U.S. retail momentum with expanded distribution and promotional support at Whole Foods Market (a wholly owned subsidiary of Amazon (NASDAQ:AMZN)).

TTD's audio segment is growing fast, but can its 6% revenue share meaningfully lift overall top-line growth?

NVDA smashes Q4 estimates with a 73% revenue surge, booming data center sales and a bold $78B outlook, signaling AI demand remains red-hot.

Slightly more Americans applied for unemployment benefits last week as layoffs remain at relatively healthy levels. The number of Americans filing for jobless aid for the week ending Feb. 21 rose by 4,000 to 212,000 from the previous week, the Labor Department reported Thursday. Filings for unemployment benefits are viewed as representative of U.S. layoffs and are close to a real-time indicator of the health of the job market.

No matter how transformative AI is, the sector faces two main challenges to its growth in the US. Both are political in their own ways. That puts hundreds of billions of dollars at risk, at least temporarily. And, it means risk for companies like Meta (NASDAQ: META) and Amazon (NASDAQ: AMZN) There is a series ... Will Regulating AI Cripple AI Stocks?

In February 2026, Taboola.com reported fourth-quarter 2025 sales of US$522.31 million and net income of US$50.14 million, issued full-year 2025 results showing a move from loss to profit, provided 2026 revenue guidance of US$444–462 million for the first quarter and US$1.99–2.05 billion for the full year, filed a US$23.20 million ESOP-related shelf registration, and added former Amazon and NBCUniversal executive Krishan Bhatia as Chief Business Officer. Together, the shift to profitability,...

Contingent deal could make Amazon the largest investor in OpenAI's latest funding round.

Stock analysts raced to lift forecasts for Nvidia's sales and earnings growth after the AI chipmaker posted a 94% rise in quarterly profit and record revenue on Wednesday. Dan Ives of Wedbush, a staunch AI optimist, described the results as "like watching Michael Jordan in his first few years for the Chicago Bulls." Ives said the results show demand for Nvidia's chips is even stronger than anticipated.

Revenue beats, but slower first-quarter growth weighs on shares

Nvidia (NVDA) Climbs as Upbeat Outlook Lifts Mag 7 While Peers Trade Lower

CNBC's Jim Cramer said Thursday that investors are skeptical about Nvidia's customers, not the company's technology leadership.

The NBA hopes to revamp the incentives among European basketball clubs to improve player development and revenue generation.

The Bilt Blue Card carries no annual fee and allows you to earn on your rent or mortgage — but it can get complicated.

Amazon.com (AMZN) will base its decision on whether to invest up to $50 billion in Microsoft-backed

LONDON, Feb 26 (Reuters) - Amazon on Thursday lost its latest bid to try to throw out two mass lawsuits from retailers and consumers worth up to 4 billion pounds ($5.41 billion) for allegedly abusing

Tesla has sued the California Department of Motor Vehicles in response to accusations of false advertising.

Also: All the news and watercooler chat from Fortune.

Nvidia now makes more revenue in a single quarter than most other chip companies generate in an entire year. Nvidia projected an even higher growth rate for the current quarter, and that forecast actually beat Wall Street’s consensus target by the widest range in two years, according to FactSet data. Nvidia’s share price has gone through other periods of turbulence over the past three years, as investors have sporadically worried about blowout AI spending creating a bubble that could suddenly burst.

The people who know Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla best are telling a worrisome story.

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock failed to catch fire ahead of the opening bell. D.A. Davidson analyst Gil Luria wrote in a research note that Nvidia’s results were a “notable beat over expectations,” adding that he sees “no reason to doubt compute-demand given the accelerating trajectory of AI progress.” KeyBanc analyst John Vinh raised some estimates and said that guidance had “solidly exceeded expectations.”

The job cuts are occurring across the company, and are a result of its push to focus on "strategic priorities," eBay said.

MercadoLibre delivered 45% USD revenue growth and record user additions, accelerating its competitive moat. Learn why MELI stock is rated a strong buy.

Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding moats. Click for more on Market Outlook.

The iPhone maker is in talks with ICICI Bank Ltd., HDFC Bank Ltd. and Axis Bank Ltd., as it aims to introduce its payment service in India around the middle of 2026, according to people with knowledge of the matter. Apple is also discussing the plan with payment networks Mastercard Inc. and Visa Inc., said the people, who asked not to be named because the deliberations are private.

Taboola today announced the expansion of its leadership team with the hiring of Krishan Bhatia as Chief Business Officer.

Here are five key things investors need to know to start the trading day.

Is generative AI a long-term opportunity or a spending trap?

Moody's Ratings revealed that the five leading hyperscalers, Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Microsoft Corp. (NASDAQ: MSFT) and Oracle Corp. (NYSE: ORCL), have racked up $662 billion in future data center lease obligations that remain off their balance sheets.

Trump laid blame on Democrats for affordability and argued his administration has solved the problem, as polls consistently show increased concern from voters

The private investment firms of Leon Cooperman and the Walton family disclosed bold stock buys last quarter.

The U.S. Energy Department announced its largest-ever loan of $26.5 billion on Wednesday to bolster electric power in Georgia and Alabama, delivering over $7 billion in electricity cost savings.

TSM reaches $2 trillion milestone, produces chips for major customers like Nvidia, Broadcom, Tesla, and Apple.

Nokia (NOK) to implement advanced networking solutions for Telefónica in Spain, expanding AI and cloud services in various sectors.

Anthropic spent Monday positioning itself as a victim. By nightfall, Elon Musk had flipped the script entirely. The Amazon-backed artificial intelligence company behind Claude publicly accused three Chinese labs of orchestrating a massive, coordinated operation to steal its model's capabilities. ...

https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi 

California’s attorney general has sought a preliminary injunction to stop alleged unlawful price fixing in its antitrust case against Amazon.

Sen. Bernie Sanders warned that AI could eliminate up to 100 million U.S. jobs and deepen inequality, targeting tech leaders.

Benchstone Capital exited its position in Norwegian Cruise Line during the fourth quarter as the cruise operator moves deeper into a post-reopening travel cycle. With its mix of premium and luxury brands, Norwegian is betting that higher-end demand can sustain revenue strength even as the broader travel surge normalizes.

Nvidia CEO Jensen Huang said he is confident Big Tech's nearly $700 billion AI capital spending boom will continue as "compute equals revenues," highlighting strong demand visibility into 2027 alongside the company's 73% revenue surge and upbeat first-quarter outlook.

Amazon's plan to invest up to $50 billion in OpenAI could depend on whether ‌the AI developer goes public or achieves an artificial ‌general intelligence (AGI) milestone, The Information reported on Wednesday, citing people familiar ​with the matter. Under terms still being negotiated, Amazon would invest $15 billion upfront, with an additional $35 billion contingent on Microsoft-backed OpenAI hitting an AGI milestone or pursuing an IPO, according ‌to the report. Additionally, ⁠SoftBank and Nvidia each plan to invest $30 billion in three installments over the year as ⁠part of the funding round, the Information added.

Amazon.com (NasdaqGS:AMZN) has surpassed Walmart to become the largest U.S. company by annual revenue, taking the top spot on the Fortune 500. At the same time, AI research leader David Luan is departing, with Peter Desantis stepping in to oversee Amazon’s AI research efforts. These developments coincide with Amazon’s move to integrate its AGI division more closely with AWS. For investors watching Amazon.com at a share price of $210.63, this revenue milestone highlights how far the company...

Chip maker recorded net income of $43 billion, a 35% year-over-year jump as the AI industry’s appetite continued to grow.

This technology giant can be a smart way to play quantum computing without betting on any single technology.

On Monday, xAI CEO Elon Musk escalated his feud after Amazon.com, Inc. (NASDAQ:AMZN)-backed Anthropic accused Chinese firms like DeepSeek of copying its Claude model. Anthropic Alleges ‘Industrial-Scale' AI Distillation Anthropic said that Chinese AI companies, including DeepSeek, Moonshot AI and MiniMax, orchestrated what it described as "industrial-scale" distillation attacks on its Claude model. We've identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and

When consumers have an immediate hardware need, such as a fluorescent light tube for the kitchen, various fasteners, or adhesives for a repair, a quick trip to the local retailer can be the most convenient solution. Most communities have an independent hardware store or an Ace Hardware or True ...

Nvidia on Wednesday reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling.The company forecast the current quarter's revenue at $78 billion, plus or minus two percent -- comfortably above the roughly $72 billion Wall Street had been expecting, and a figure that analysts said would go a long way toward silencing doubts about the durability of AI in

Much has been made of AI cloud giants like Amazon.com, Microsoft, and Alphabet extending their depreciation schedules on AI servers from four years to six years, saving on cost-of-revenue in the near term.

On Monday, "Big Short" investor Michael Burry, known for his high-profile bet against the U.S. housing market, said that today's artificial intelligence surge, led by Nvidia Corp (NASDAQ:NVDA), could follow a boom-and-bust pattern similar to the 1920s radio craze. AI Boom Compared To RCA's Historic Collapse Burry over the weekend drew parallels between the current AI frenzy and the speculative surge around Radio Corporation of America nearly a century ago. "In the 1920s there was radio mania foc

Nvidia (NVDA) reported fiscal fourth-quarter results above Wall Street's estimates as an artificial

Chipmaker Nvidia forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial intelligence processors amid widespread scrutiny of massive AI investments. The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, ‌compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG. Investors are looking to Nvidia's results to gauge whether the hundreds of billions of ​dollars that Big Tech is pouring into data center infrastructure are paying off.

SpaceX CEO Elon Musk says that the company's satellite internet service, Starlink, is targeting a broader customer base with its latest move. Starlink To Offer Free Hardware In a post on the social media platform X on Monday, a handle called X Daily News posted that the satellite internet service provider was "aggressively cutting prices and giving free hardware to distribution partners," also adding that Starlink's move could be in response to Amazon.com Inc.'s (NASDAQ:AMZN) Kuiper's (Amazon Le

Dividend stocks generate passive income even when the market is falling.

In its earnings report, Nvidia gave guidance for the first quarter that sailed past estimates, with growth projected to reach its fastest in a year.

Becoming the world’s top revenue generator strengthens Amazon’s story, yet heavy AI capex keeps valuation risks in focus.

Anthropic accused three Chinese AI companies of running 24,000 fraudulent accounts to siphon capabilities from its Claude chatbot, in what may be the largest documented case of AI model theft to date. DeepSeek, Moonshot AI and MiniMax generated over 16 million exchanges with Claude, violating terms of service and geographic access restrictions. The labs used a technique called distillation, where a weaker model trains on the outputs of a stronger one, to extract Claude’s most advanced reasoning,

Walmart is strongly outperforming other big retail stocks -- but can it last?

IBM's (IBM) valuation is now more balanced, with risks stemming from artificial intelligence already

Stay informed about the most active stocks in the S&P500 index on Wednesday's session. Discover the stocks that are generating the highest trading volume and driving market activity.

Representatives of firms including Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Google parent Alphabet Inc. are expected to attend a March 4 event with the president, a White House official said. Others on the invite list include Elon Musk’s xAI Corp., Oracle Corp. and OpenAI Inc.

https://www.axios.com/2026/02/25/anthropic-pentagon-blacklist-claude

Amazon.com Inc (NASDAQ:AMZN)’s cloud unit, AWS, could see revenue growth above Street expectations thanks to significant capacity expansion, according to Bank of America analysts. “Based on capex disclosures and AWS commentary, we estimate AWS will add approximately 15 gigawatts of capacity...

Rising artificial intelligence infrastructure budgets, as well as breakthroughs from generative AI models, have triggered a historic drop in software stocks lately.

AI's electricity boom meets Trump's SOTU policy shift. Utilities and smart grid ETFs may be the real winners — or losers.

Company says Azure margins improving as investors debate AI spending pace.

Amazon is expanding its same-day grocery and pharmacy delivery service to Louisville, offering convenience for Prime members. Here's 5 things to know.

No AI magic trick is quite as impressive as the one it’s doing in financial markets—giving some utilities an upper hand with tech giants that are 100 times their size. A handful of utilities are poised to profit from the rush of spending by big tech firms, locking in a decade or more of cash flows to provide power to data centers. Tech companies are desperate to plug in their AI data centers, each of which can use 50 to 100 times as much power as the Empire State Building to run and cool their servers.

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Feb. 25, 2026. You can follow the latest updates on the market ...

Nvidia Earnings Loom as AI Rally Faces Crucial Test

Hyperscalers are abandoning the asset‑light era as AI spending drives capex toward record levels, squeezing free cash flow and reshaping Big Tech's capital‑allocation model.

We recently published 10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer discussed. Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 1.4% over the past year and by 7.4% year-to-date. Ratings firm Moody’s discussed the retailer on […]

We recently published 10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software. Walmart Inc. (NASDAQ:WMT) is one of the stocks Jim Cramer discussed. Retail giant Walmart Inc. (NASDAQ:WMT) reported its fiscal fourth quarter earnings last week. The results saw the firm post $190.66 billion in revenue and $0.74 in earnings […]

During his State of the Union address, President Trump announced a "ratepayer protection pledge" requiring Big Tech AI developers to fund their own energy usage.

Investing.com -- Bank of America reiterated its positive stance on Amazon, saying rising cloud capacity, accelerating revenue trends, and improving AI deal flow should help lift investor sentiment around Amazon Web Services.

Amazon’s AWS stated in a blog post: “Organizations across in Thailand, Malaysia, Singapore, Indonesia, and Taiwan can now access Anthropic Claude Opus 4.6, Sonnet 4.6, and Claude Haiku 4.5 through Global cross-Region inference on Amazon Bedrock-delivering foundation models through a globally distributed inference architecture designed for scale. Global CRIS offers three key advantages: higher quotas, cost efficiency, and intelligent request routing to inference capacity across AWS commercial Reg

IonQ’s Golden Dome contract eligibility boosts its defense profile, but lofty valuations keep the quantum stock a high-risk, high-reward bet.

AI stocks have been volatile with earnings reports due from Nvidia, CoreWeave, Snowflake and Salesforce. Here's what could move shares.

“Even if they have tremendous numbers, we know the markets are really fickle,” said Ken Mahoney, president of Mahoney Asset Management. After powering the market higher for much of the past few years, Nvidia shares have gone cold in recent months, rising just 3.8% since the start of the fourth quarter, as investors question the hundreds of billions of dollars customers like Alphabet Inc. and Microsoft Corp. are spending on AI.

Microsoft and fellow hyperscalers ramp AI spending as agentic AI shifts from chat to action, spotlighting new disruptors like Monday.com.

Discover why analysts believe AWS's aggressive capacity buildout is the "secret weapon" that will drive the stock higher in 2026.

Feb 25 (Reuters) - TJX Cos forecast annual sales and profit below Wall Street estimates on Wednesday, signaling strained discretionary spending ‌among budget-conscious consumers amid economic uncertainty. The TJ Maxx and Marshalls parent ‌faces mounting concerns over declining nice-to-have purchases as living costs rise.

Lessor Air Transport Services Group has pulled the plug on its joint venture for passenger-to-freighter conversions because no airlines are adding modern narrowbody freighters under current market conditions. The post Lessor ATSG quits Airbus A321 cargo conversion joint venture appeared first on FreightWaves.

ATLANTA, February 25, 2026--Bark Bistro Company, the category disruptor behind Buddy Budder, announced today its launch into 50 Fresh Market locations nationwide. This expansion brings the brand’s 100% natural, human-grade peanut butter for dogs to one of the country’s premier destinations for high-quality, ingredient-conscious shopping.

https://www.foxnews.com/politics/scoop-trump-brings-big-tech-white-house-curb-power-costs-amid-ai-boom

MercadoLibre stock fell Wednesday after the Latin America-focused e-commerce company reported mixed fourth-quarter results. The market reaction to the report continues a rocky run for MercadoLibre stock, which has pulled back after an extended rally that made the company the most valuable in Latin America. The Uruguay-based MercadoLibre said that it earned $11.03 per share for the December-ended quarter, down 12% from a year earlier and below the $11.50 per share that analysts polled by FactSet were forecasting.

Spanish antitrust officials said the companies failed to quickly comply with an order to change contract clauses linked with Amazon’s role as a reseller of Apple products.

Volatility Ahead

Stock Market Today: The Dow Jones index rose Wednesday ahead of Nvidia earnings. First Solar stock plunged on downbeat revenue guidance.

United Parcel wins court approval for $150K driver buyouts amid plans to cut 30,000 jobs and reduce Amazon volumes as it pushes cost cuts and network reshaping.

Strategy (NASDAQ:MSTR) bought 592 Bitcoin (CRYPTO: BTC) for $39.8 million marking its 100th purchase announcement since August 2020, despite sitting on a $7 billion unrealized loss. The 100th Purchase Milestone Strategy sold 297,940 shares of common stock between February 17-22,...

We are less than two months into the year, and Amazon’s (NASDAQ: AMZN) stock is in the midst of a collapse. It is already down 10%, while the S&P 500 is up 1%. To make matters worse for its investors, the drop is long-lived. Amazon’s stock is up 34% in the last five years, while ... Amazon Shares Crash This Year

Apple and Amazon took too long to remove anti-competitive clauses they ‌were ordered to immediately remove from contracts ‌outlining Amazon's conditions as an Apple distributor, Spain's competition regulator ruled ​on Wednesday. The CNMC regulator had slapped fines totalling 194 million euros ($228 million) on the two companies in July 2023 over those clauses - which it said ‌unfairly restricted the number ⁠of Apple resellers on Amazon's website in Spain - and ordered their immediate removal.

Taiwan Semiconductor Mfg aka TSMC crossed $2T as Nvidia's AI surge accelerates chip demand, reshaping the global tech hierarchy.

https://www.anthropic.com/news/acquires-vercept

Here's a timeline of the best financial decisions Bezos has made, sourced from Britannica.

John Furner takes over from Doug McMillon, who made Walmart a more omnichannel and tech-oriented company.

Nvidia has been the best performer on Wall Street this year among tech's megacap companies.

Here's why hedge funds are bullish on these tech giants.

MercadoLibre's growth story remains intact. But heading into 2026, the bigger question is whether competition has permanently changed the rules of the game.

Discover the best credit cards to save money, earn rewards and travel smarter

We recently published an article titled 12 Best Retail Stocks to Buy According to Analysts. On February 20, Amazon.com, Inc. (NASDAQ:AMZN) surpassed Walmart as the largest U.S. company by annual revenue, generating approximately $716.9 billion in sales compared to Walmart’s $713.2 billion for the comparable period. On February 5, Amazon.com, Inc. (NASDAQ:AMZN) reported fourth-quarter 2025 […]

Both cautious and aggressive investors may benefit from the AI investing boom.

Nvidia hotly anticipated fourth-quarter earnings, slated for after the close of trading Thursday, is widely expected to jolt markets from their recent poor run and power stocks into a new round of gains on the tailwind of the artificial-intelligence boom. The undisputed leaders of the AI race, with a hammerlock on its most important component, the Blackwell processor, contracts with the biggest hyperscalers, and investments in both OpenAI and Anthropic, Nvidia sits at the epicenter of the world’s hottest technology and the markets biggest growth engine. At present, two of the biggest concerns weighing on investors are inexorably tied to the AI trade, and both are likely to be intensified by a blowout earnings report from Nvidia.

Amazon.com Inc. (NASDAQ:AMZN) is one of the best high volume stocks to invest in now. On February 23, Wells Fargo lowered its price target for Amazon.com from $305 to $304 while keeping an Overweight rating. This sentiment was posted as the firm identified compute capacity as the critical factor for success, as AI demand outpaces […]

The technology stock trade has stumbled out of the starting block in 2026, stemming from pressure from artificial intelligence disruption fears and the allure of groups that have lagged, but the broader market may struggle to make substantial gains without the ‌heavyweight sector's help. Nvidia's quarterly report on Wednesday looms as the next test for tech, as questions are being raised about whether AI-related selloffs have been ‌too harsh and when there may be a turning point for under-pressure stocks. The semiconductor giant and world's largest company by market capitalization is an AI bellwether, whose results and outlook could ripple widely through the ​industry.

BARK Inc. (NYSE:BARK) is one of the best penny stocks under $1 to buy right now. On February 5, BARK reported an adjusted EBITDA of $(1.6) million for FQ3 2026, aligning with prior guidance and the previous year’s performance. The company achieved a consolidated gross margin of 62.5% and recorded its strongest average order value […]

https://www.cnmc.es/prensa/cesacion-amazon-apple-20260225

Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.

A single bridge, 24/7 police, and $150M estates make Indian Creek in Miami America’s most exclusive enclave.

Investors expect a surge in bond issuance from hyperscalers, according to a new survey.

Nvidia's AI boom is pushing Meta and others to back AMD and custom chips, accelerating the rise of future competitors.

The latest investor updates on stocks that are trending on Wednesday

Given that shares are 19% off their peak, Amazon has the attention of investors ready to make a move.

By Sameer Manekar and Roshan Thomas Feb 25 (Reuters) - Australian software firm WiseTech Global will axe about 2,000 jobs, nearly a third of its global workforce, in a two‑year restructuring that

CNBC got an exclusive first look at Vera Rubin, Nvidia's next AI system that's due to ship in the second half of the year

Nvidia's stock has skyrocketed since the unveiling of its first server system for AI data centers, Grace Blackwell. Now, it’s poised to ship its next generation, Vera Rubin, later this year. With 1.3 million components from more than 80 suppliers across 20 countries, making the system involved monumental orchestration. Nvidia says Vera Rubin will deliver 10 times more performance per watt than its predecessor. CNBC’s Katie Tarasov got an exclusive first look to see how it all came together.

Amazon's Graviton chips are growing rapidly.

Microsoft (MSFT) stock has lost about 20% year to date, at the time of writing, Tuesday afternoon, Feb. 24, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 0.7% in the same period. The stock crashed following its Q2 fiscal year 2026 earnings report on January 28. ...

President Trump announced a "Rate Payer Protection" plan requiring major tech companies to generate their own electricity for AI data centers to prevent rising consumer power bills amid surging U.S. energy demand.

From small startups to giants including Meta and Google, tech companies are factoring AI use into performance reviews and trying to track productivity gains.

One thing I have learnt as an investor is that patience pays. And Michael Saylor just reminded us of the same, especially when it comes to investing in crypto. Bitcoin’s latest pullback has rattled traders. At press time, Bitcoin (BTC) was trading at $64,497.36, after briefly sliding below ...

This specialty retailer delivers personal care and home fragrance products through a broad network of stores and online channels.

A stock that hasn't exactly been a favorite among individual investors of late still managed to attract some noteworthy institutional investor interest.

Stifel vice president of portfolio strategy Thomas Caroll joins the Market Domination team to address Big Tech's rising capex spending on AI and define which companies are the biggest winners in AI hardware and which are the losers in AI services. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

One of the magnificent seven, Amazon (NASDAQ:AMZN) shares are currently sitting at $210.11 after shedding some valuation from previous highs. This slide occurred even as the company beat revenue expectations by $2.64 billion in Q3 2025 and came alongside management’s announcement of a $200 billion capital expenditure plan for 2026, almost entirely focused on AWS and ... A $200 Billion AI Bet Is Either Amazon’s Masterstroke or Its Biggest Mistake

Wall Street could be missing the bigger picture here. Try to play chess, not checkers.

US equity indexes rose on Tuesday amid a broad-based rally led by consumer discretionary, industrial

STORY: Meanwhile, tech stocks have been "a mixed bag," Mussio said, with most falling - including Microsoft, Nvidia, Meta Platforms and Amazon.He added that "it is worth noting" that companies such as Nvidia and Microsoft have market caps bigger than some entire sectors, "like energy, for example.""And so I think it's just a really good reminder for investors to be diversified, not just across asset classes... but within the asset classes," he said, and to have some exposure to the "boring sectors" that offer diversification from Big Tech.

Major US equity benchmarks logged their biggest one-day gains in more than two weeks on Tuesday as s

MercadoLibre stock rose late Tuesday after the Latin America-focused e-commerce company reported fourth-quarter results that beat revenue expectations but were short of earnings forecast. The Uruguay-based MercadoLibre said that it earned $11.03 per share for the December-ended quarter, down 12% from a year earlier and below the $11.50 per share that analysts polled by FactSet were forecasting. In a letter to investors announcing the results, MercadoLibre said a 13% decline in net income was due to "normalization of our tax rate versus unusually low levels" in the fourth quarter of 2024.

Artificial intelligence capabilities offered by Amazon-backed (AMZN) Anthropic won't displace softwa

US equity indexes rose amid gains in consumer discretionary, industrials, and technology ahead of th

Openlane operates a digital marketplace for used vehicles, serving dealers and commercial clients across North America and Europe.

US equity indexes rose amid gains in technology in midday trading on Tuesday as investors returned t

Explore the S&P500 index on Tuesday and find out which stocks are the most active in today's session. Stay updated with the stocks that are capturing market interest and driving market movements.

The $1.2 billion Series D round was led by Eclipse, Balderton and SoftBank Vision Fund 2

Anthropic showcased cooperation with some software vendors recently hammered by its AI product roll-outs. Software stocks climbed.

While market skeptics are quick to scream "bubble"at any sign of concentrated market leadership, the underlying fundamentals of today's tech titans tell a more nuanced story.

Prime Access Boosts Digital Reach

Italy's privacy ‌authority said ‌on Tuesday it had ​banned Amazon Italia Logistica from processing personal information ‌of ⁠1,800 workers at its Passo ⁠Corese logistics centre, near Rome. Amazon ​Italia ​Logistica ​must also ‌halt the processing of data collected through four video surveillance cameras installed ‌near bathrooms ​and ​in ​break areas, ‌the authority said ​in ​a statement.

Bath & Body Works has launched its first authorized storefront on Amazon's platform. The new storefront brings an official, curated selection of Bath & Body Works products directly to Amazon customers. For investors watching Amazon.com (NasdaqGS:AMZN), this move highlights how the company continues to build out its role as a partner for established consumer brands. Bath & Body Works is a widely recognized retailer of fragrances, body care, and home products, and its presence on Amazon...

The Linux Foundation Member Summit -- The Linux Foundation, the nonprofit organization enabling mass innovation through open source, today announced the launch of the React Foundation and the contribution of the React project by Meta Platforms, Inc. to the Linux Foundation. The React Foundation will support the React project, which includes React, React Native, and other supporting components, helping accelerate momentum for the React project as one of the world's most widely adopted open source

All three major US stock indexes were up in late-morning trading Tuesday, as Wall Street looks to bo

Down 19% YTD, should investors grab Netflix stock now before it soars 80%?

Freshpet's (FRPT) revenue growth reached the lowest point in Q4 and is poised to reaccelerate sequen

Nvidia is the sole member of the so-called Magnificent 7 group of stocks to have posted gains year-to-date.

Construction on the tech giant’s first data center in the state will begin in the coming weeks.

David Luan, the head of Amazon's artificial general intelligence lab, announced on Tuesday that he will be departing the company at the end of the week.

Amazon.com stock has lagged the Dow over the past year, but analysts remain highly bullish about its prospects.

California asked a state judge on Tuesday to stop Amazon.com from inflating prices for consumers through an ‌alleged campaign to bully merchants not to sell goods more cheaply elsewhere. The ‌state's attorney general, Rob Bonta, sought a preliminary injunction in his 3-1/2-year-old antitrust lawsuit against ​Amazon, which also seeks to recoup ill-gotten profits. "Amazon’s goal is to insulate itself from price competition by preventing lower retail prices in the market," Bonta said in a heavily redacted filing in the California Superior Court in San Francisco.

https://www.bloomberg.com/news/articles/2026-02-24/pentagon-threatens-to-end-anthropic-work-in-feud-over-ai-terms

The UK Movies and Entertainment Market is projected to grow from US$ 3.97 billion in 2025 to US$ 6.74 billion by 2033, with a CAGR of 6.83%. Key growth factors include rapid digital technology adoption, increased online advertising, and the expansion of streaming and mobile platforms. The market thrives on a strong creative ecosystem, global appeal, and the resurgence of live events. Regions like the South East and North West lead with robust infrastructure and talent, while emerging hubs like t

Amazon.com (NASDAQ:AMZN) has committed $200 billion in capital expenditure (CapEx), disclosed during the Q4 2025 earnings call on Feb. 5, 2026, which has led to a defining question for investors: Can the company generate returns fast enough to justify the largest infrastructure bet in its history? CEO Andy Jassy framed the spending as a response ... Amazon’s $200 Billion AI Spending Shocker Has Wall Street Asking One Question

NVIDIA (NASDAQ:NVDA) reports quarterly earnings after the bell tomorrow, Feb. 25, and the number setting the stakes is not one of its own. When Amazon (NASDAQ:AMZN) announced a massive capital expenditure plan for 2026 during its recent earnings call, the market reacted with immediate anxiety. Amazon shares fell sharply in after-hours trading following the announcement, ... Here’s the $200 Billion Reason Wall Street Is Nervous for NVIDIA’s Earnings Tomorrow

AAPL's Services arm gains steam with MLS streaming, exclusive Arcade launches, Podcast upgrades and record revenues, but faces rising competition.

Want to earn the trust of your boss and peers? Sucking up to them won’t do the trick, says Amazon’s CEO Andy Jassy.

Preliminary analysis from the National Safety Council estimates 37,810 motor vehicle crash deaths in the United States in 2025 – a 12% decrease from 2024, even as overall miles driven increased by 0.9%.

Intel (INTC) and AI startup SambaNova announced a multi-year partnership and a $350 million funding round to challenge Nvidia's market lead. With Intel CEO Lip-Bu Tan at the helm, SambaNova's new SN50 chip claims to outperform Nvidia's Blackwell B200, signaling a major shift in the global AI hardware race.

Are autonomous vehicles like Waymo really safer than human drivers? It seems to be the trillion-dollar question that everyone from Alphabet (Waymo's parent company) to Tesla to Amazon is asking. On the one hand, robotaxis don't drink and drive, don't drive while tired, don't drive distracted, and ...

Cipher Digital Inc. (NASDAQ: CIFR) reported 2025 results and rebranded as it shifts focus to high-performance computing.

https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario

Waymo will begin dispatching its robotaxis in four more cities in Texas and Florida, expanding the territory covered by its fleet of self-driving cars to 10 major U.S. metropolitan markets. The move into Dallas, Houston, San Antonio and Orlando, Florida, announced Tuesday, widens Waymo's early lead in autonomous driving while rival services from Tesla and the Amazon-owned Zoox are still testing their vehicles in only a few U.S. cities. In contrast, Waymo's robotaxis already provide more than 400,000 weekly trips in the six metropolitan areas where they have been transporting passengers: Phoenix, the San Francisco Bay Area, Los Angeles, Miami, Atlanta, and Austin, Texas.

OnTrac, the #1 alternative parcel carrier network, today announced that Akash Chauhan has been appointed Chief Operations Officer. Chauhan joins OnTrac as the company builds on record parcel volumes in 2025 and continues scaling its unified, coast-to-coast network serving retail brand, marketplace, and 3PL customers nationwide. His appointment reflects OnTrac's continued investment in operational efficiency, network performance, and long-term growth.

PLANTATION, Fla., February 24, 2026--Chewy, Inc. (NYSE: CHWY) ("Chewy"), a leading and trusted destination for pet parents and partners everywhere, announced today the appointment of Chris Deppe as Chief Financial Officer (CFO).

Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals

Microsoft, Alphabet and Amazon's AI CAPEX is set to hit $515B, easing funding fears as seasonality and sentiment signal a potential spring rally.

Big Move Ahead

https://www.reuters.com/legal/litigation/california-seeks-injunction-stop-amazons-alleged-stifling-price-competition-2026-02-24/

- Reuters

With U.S. layoffs seeing rises lately, job security may be shaky. See the outlook and the one savings move, building an emergency fund, that can help.

Amazon surpassing Walmart marks a retail shift, with ETFs offering diversified exposure to cloud, AI and digital commerce trends behind it.

Nvidia, a chip giant, is the key player in the AI boom.

Feb 24 (Reuters) - Advanced Micro Devices has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to

Meta and AMD are entering into a multiyear deal as part of the social media giant's massive AI buildout.

Meta and AMD are entering into a multiyear deal as part of the social media giant's massive AI buildout.

The investment is expected to create new jobs, boost local infrastructure, and expand cloud computing capacity.

Berkshire recently disclosed its equity holdings as of the end of 2025, giving the market a chance to see what it bought and sold in the fourth quarter.

The Goldman team said their basket of capital intensive stocks whose economic value derives from physical assets has outperformed a capital light group reliant on human or digital capital by about 35% since the start of 2025. Investors are increasingly turning to stocks with what the strategists called the “HALO effect,” for heavy assets and low obsolescence, in sectors like utilities, basic resources and energy, the team including Guillaume Jaisson said in a client note.

The company is going through a major capital expenditures cycle, which has Wall Street nervous.

https://www.cnbc.com/2026/02/24/anthropic-claude-cowork-office-worker.html