Equity research analyst Vijay Rakesh of Mizuho thinks the mystery customer is Anthropic, a top rival of OpenAI. I agree with this prediction, and below I'll break down why a tie-up between Anthropic ...

The management team is aggressively increasing capital expenditures, which may not deliver sufficient returns on capital invested.

Ultimately, a higher gross margin gives Amazon the ability to produce greater profits when fully maximized for profits. This ...

Amazon’s hidden Christmas storefront features clever hosting essentials from fan-favorite brands like Le Creuset, KitchenAid, ...

With its dominance in productivity, business solutions, and cloud computing, 24/7 Wall St. projects strong upside for Microsoft through 2030.

Shopify reported decent Q3 results as well as an acceleration in gross merchandise volume growth but failed to beat earnings ...

Amazon is the leader in two completely different segments, both of which are huge and growing. It controls around 40% of U.S.

Nebius Group N.V. remains well-positioned as hyperscaler CAPEX growth and AI sector momentum support robust demand. Learn ...

The bond market tends to signal broad economic developments well in advance. Emily Bary and Tomi Kilgore explained how the bond market has been indicating that the build-out of generative artificial ...

Is it “different this time”, or are we in the mother of all bubbles? The economics of AI should give investors pause for ...

U.S. stock futures fell in premarket trading on Friday as cooling AI sentiment weighed on tech stocks and put the major indexes on track to post weekly losses.

Advent calendars turn the December countdown into a daily ritual of surprise and anticipation, and LEGO’s Star Wars version delivers on exactly that with a galaxy far, far away twist. This year’s LEGO ...