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Billionaire Investors Stanley Druckenmiller, David Tepper, and Peter Thiel Significantly Increase Amazon Holdings

Billionaire Investors Stanley Druckenmiller, David Tepper, and Peter Thiel Significantly Increase Amazon Holdings

Billionaire Investors Stanley Druckenmiller, David Tepper, and Peter Thiel Significantly Increase Amazon Holdings
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Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers
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WEC Energy Group Seeks AI Applications Analyst for Hybrid Role in Milwaukee

WEC Energy Group Seeks AI Applications Analyst for Hybrid Role in Milwaukee

WEC Energy Group Seeks AI Applications Analyst for Hybrid Role in Milwaukee
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Amazon Expands Drone Delivery Service to Millions More U.S. Customers

Amazon Expands Drone Delivery Service to Millions More U.S. Customers

Amazon Expands Drone Delivery Service to Millions More U.S. Customers
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HackerRank Seeks Senior Backend Engineer with AI Expertise

HackerRank Seeks Senior Backend Engineer with AI Expertise

HackerRank Seeks Senior Backend Engineer with AI Expertise
Reuters Reuters
As retail stagnates, ad dollars help Walmart stay the course

As retail stagnates, ad dollars help Walmart stay the course

By Nicholas P. Brown and Juveria Tabassum Aug 18 (Reuters) - As Walmart's same-store sales growth has leveled off and a cautious annual outlook dented its stock, investors are increasingly looking to the retailer's advertising business to support profits.
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State Street Corporation Executive Warns Rising Bond Yields Could Impact AI Sector Valuations

State Street Corporation Executive Warns Rising Bond Yields Could Impact AI Sector Valuations

State Street Corporation Executive Warns Rising Bond Yields Could Impact AI Sector Valuations
TheStreet TheStreet
Morgan Stanley resets Amazon stock price target after earnings

Morgan Stanley resets Amazon stock price target after earnings

Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...
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European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm

European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm

European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm
Reuters Reuters
Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

By Danilo Masoni MILAN, Aug 17 (Reuters) - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech's spending spree will pay off to the kind of companies that will deliver returns over the longer term, investors say.
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Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase
Reuters Reuters
S&P on track for muted open as Middle East tensions weigh; AI stocks boost Nasdaq

S&P on track for muted open as Middle East tensions weigh; AI stocks boost Nasdaq

By Avinash P and Purvi Agarwal Aug 17 (Reuters) - The S&P 500 was set to open subdued on Monday as markets weighed the prospect of fewer interest-rate hikes against Middle East tensions, while the report of a strong revenue forecast from AI lab Anthropic put the Nasdaq on course for a higher open.