Can CoreWeave Unseat Amazon Web Services as the Top Cloud Provider?
Key PointsIf both cloud businesses maintained their current growth rates, it would take seven years for CoreWeave to catch AWS.
Nasdaq AMZN Amazon
VOO Doesn't Hold SpaceX, Taiwan Semiconductor, Samsung Electronics, SK Hynix, or ASML. Meet the Vanguard ETF That Does.
Key PointsThe U.S. remains the global leader in technology.
Where Will Credo Technology Be in 3 Years?
Key PointsNvidia’s chips get the spotlight, but Credo’s gear keeps AI clusters connected and running.
Microsoft Stock Has Grown Roughly 15-Fold Since Satya Nadella Became CEO in 2014, a 27% Annual Growth Rate That Ended 14 Years of Near-Zero Growth. Can That Pace Continue Under Heavy AI Spending?
Key PointsMicrosoft does not appear to have gained as much growth from its AI spending as some key peers have.
Anthropic's Revenue Jumped 12-Fold in 2025, but So Did Its Losses
Key PointsAnthropic's revenue jumped nearly 12-fold in 2025, but its operating loss only increased by about 2.7 times.
Which Stocks Have the Biggest Exposure to Anthropic's Growth?
Key PointsAmazon and Alphabet have major stakes in Anthropic.
Can MercadoLibre's Cross-Border Trade Drive Its Next Growth Phase?
MercadoLibre's cross-border trade GMV surged 60% in Q2 2026. Its China fulfillment center and expanding seller network fuel marketplace growth.
Can IBM's Partnership With SAP for ERP Modernization Lift Its Shares?
International Business Machines launches Ready for SAP Solutions to help midsize and fast-growing businesses modernize ERP systems, boost productivity and streamline operations with AI-powered consulting.
Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
Marvell Technology Inc. (NASDAQ: MRVL) is aiming for the stratosphere, and so far, investors seem willing to bet that the semiconductor maker will achieve its goal. At the company's Oct. 6 Investor Day, it outlined a massively ambitious revenue growth trajectory that could lead
Buy Cisco Systems as Leader of the AI Cloud Networking Space for 2027
CSCO's AI networking strength, rising hyperscaler orders and solid fiscal 2027 outlook highlight its growth potential in the AI cloud.
Record Profits at Samsung and TSMC Say the AI Trade is Intact
Recent news from Samsung, TSMC, and SpaceX suggests record CAPEX spending will continue.
Here's Why I Sold Cipher Digital and Bought More Iren
Key PointsIren commands much higher annual contract values than Cipher Digital for its megawatts.
Guide to Magnificent Seven ETF investing
Mag 7 stocks remain market leaders, but rising AI capex, valuations and bubble risks make ETF diversification increasingly relevant.
Prediction: Amazon Could Turn a $10K Investment Into This by 2030
Key PointsAmazon stock is a screaming buy right now.
If You're Worried About an AI Bubble, Here's the Tech Stock Portfolio I'd Build
Key PointsNvidia has become a fast-growing, conservative investment.
Michael Burry Is Betting Against Artificial Intelligence (AI). Here's the Case for and Against, and the One Stock I'd Still Own.
Key PointsAI stocks continue to climb amid strong demand for AI products and services.
Zacks Investment Ideas feature highlights: Synopsys and Amazon
Synopsys and Amazon have been highlighted in this Investment Ideas article.
The Stock Market Is Facing a "Capex Pickle"
Key PointsHyperscalers' high capital expenditures are quickly becoming a double-edged sword.
Notable Thursday Option Activity: AMZN, GOOGL, AVGO
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Amazon.com Inc (Symbol: AMZN), where a total of 546,566 contracts have traded so far, representing approximately 54.7 million underlying shares. That amounts to about 15
Synopsys (SNPS): The Next Big AI Stock Breakout?
After several years where the stock languished, Synopsys now has multiple bullish catalysts.
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