21 days ago
Bezos told Fox News he would "usually" advise retirees to buy the S&P 500 rather than individual AI stocks, leaving room for exceptions.
The S&P 500 already provides AI exposure, with NVDA, MSFT, and GOOGL making up roughly 19% of the index.
BlackRock warns the S&P 500 alone isn't enough for retirement, recommending an income-focused strategy instead.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn't make the cut. Enter your email to see the names that beat AMZN. The report is free. Enter your email and see if any of your stocks made the cut.
Jeff Bezos, who founded Amazon (NASDAQ:AMZN), was asked in a Fox News interview who gets hurt when the AI bubble pops. He named the "speculators". He said they can lose money because they are investing in all of these things, but the innovations do not disappear.
#bezos #named #email #nvda
The S&P 500 already provides AI exposure, with NVDA, MSFT, and GOOGL making up roughly 19% of the index.
BlackRock warns the S&P 500 alone isn't enough for retirement, recommending an income-focused strategy instead.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn't make the cut. Enter your email to see the names that beat AMZN. The report is free. Enter your email and see if any of your stocks made the cut.
Jeff Bezos, who founded Amazon (NASDAQ:AMZN), was asked in a Fox News interview who gets hurt when the AI bubble pops. He named the "speculators". He said they can lose money because they are investing in all of these things, but the innovations do not disappear.
#bezos #named #email #nvda
22 days ago
Oracle, Microsoft, and Amazon helped push hyperscaler capex past $400 billion in 2025, a figure that exceeded combined operating cash flow for the first time.
Meta and Alphabet fund an AI buildout projected at $9 trillion through 2032, averaging 3.22% of GDP and topping railroads' historic 2.24% share.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Railroads made Cornelius Vanderbilt America's richest person by the 1860s, dying in 1877 with an estate estimated at $95 million to $105 million, larger than U.S. Treasury holdings. By share of GDP, Vanderbilt places third among the richest Americans, behind Rockefeller and Carnegie. Within years, his industry's financing gave way, a warning for today's AI expansion.
The rail network doubled from 35,000 to 70,000 miles between 1865 and 1872, with bonds financing more than three-quarters of it. On September 18, 1873, Jay Cooke's bank failed. The New York Stock Exchange closed for ten days, its first closure ever.
#railroads #amazon
Meta and Alphabet fund an AI buildout projected at $9 trillion through 2032, averaging 3.22% of GDP and topping railroads' historic 2.24% share.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Railroads made Cornelius Vanderbilt America's richest person by the 1860s, dying in 1877 with an estate estimated at $95 million to $105 million, larger than U.S. Treasury holdings. By share of GDP, Vanderbilt places third among the richest Americans, behind Rockefeller and Carnegie. Within years, his industry's financing gave way, a warning for today's AI expansion.
The rail network doubled from 35,000 to 70,000 miles between 1865 and 1872, with bonds financing more than three-quarters of it. On September 18, 1873, Jay Cooke's bank failed. The New York Stock Exchange closed for ten days, its first closure ever.
#railroads #amazon
22 days ago
The S&P 500 hit a record Tuesday as it rose for a fourth straight day, supported by rising technology stocks, hopes for a positive earnings season and a pause in oil’s recent surge.
The broad-based index closed higher by 0.58%, its first record closing high since Aug. 13. The Nasdaq Composite also jumped 0.45%. It also hit a record high for the second time this week.
The S&P 500 and the Nasdaq’s gains were overwhelmingly powered by gains in tech companies, such as chipmakers Marvell and Broadcom.
Nvidia, the world’s largest public company, also rose and moved closer to becoming the first company to ever reach $6 trillion in market value. Other trillion-dollar tech stocks also rose Tuesday. Microsoft, Amazon, **** eX, Meta Platforms and Tesla shares all traded in the green.
Investors are also looking forward to the start of the third quarter’s earnings season, which begins in earnest next week with the country’s biggest banks reporting their results.
#rose
The broad-based index closed higher by 0.58%, its first record closing high since Aug. 13. The Nasdaq Composite also jumped 0.45%. It also hit a record high for the second time this week.
The S&P 500 and the Nasdaq’s gains were overwhelmingly powered by gains in tech companies, such as chipmakers Marvell and Broadcom.
Nvidia, the world’s largest public company, also rose and moved closer to becoming the first company to ever reach $6 trillion in market value. Other trillion-dollar tech stocks also rose Tuesday. Microsoft, Amazon, **** eX, Meta Platforms and Tesla shares all traded in the green.
Investors are also looking forward to the start of the third quarter’s earnings season, which begins in earnest next week with the country’s biggest banks reporting their results.
#rose
23 days ago
Jim Cramer has built a career on conviction calls, and few have been more consistent than his faith in Amazon (AMZN). For years, the Mad Money host has treated the retail giant as close to untouchable. A permanent fixture in nearly every portfolio he recommends.
That changed, briefly and publicly, after watching a rival's AI demo live on air. Here is what Cramer actually said, the stock moves that gave his comment real weight, and what it all means for anyone holding either name heading into the rest of the year.
Also read: Jim Cramer noticed something odd about the stock market
Cramer made the comment live on CNBC's Squawk on the Street on September 28, after watching a demonstration of Meta's (META) new AI shopping capability. "I'm an Amazon guy, but maybe I shouldn't be. This seemed impressive," he said, speaking as a shopper describing his own buying habits rather than making a stock call.
The timing gave the remark unusual weight. Meta shares had climbed roughly 24% over the prior month. Amazon fell roughly 8% over the same stretch. Investors were already debating which company was winning the fight for online shoppers before Cramer weighed in.
#cramer #amazon #roughly
That changed, briefly and publicly, after watching a rival's AI demo live on air. Here is what Cramer actually said, the stock moves that gave his comment real weight, and what it all means for anyone holding either name heading into the rest of the year.
Also read: Jim Cramer noticed something odd about the stock market
Cramer made the comment live on CNBC's Squawk on the Street on September 28, after watching a demonstration of Meta's (META) new AI shopping capability. "I'm an Amazon guy, but maybe I shouldn't be. This seemed impressive," he said, speaking as a shopper describing his own buying habits rather than making a stock call.
The timing gave the remark unusual weight. Meta shares had climbed roughly 24% over the prior month. Amazon fell roughly 8% over the same stretch. Investors were already debating which company was winning the fight for online shoppers before Cramer weighed in.
#cramer #amazon #roughly
23 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Amazon founder Jeff Bezos once challenged Rep. Alexandria Ocasio-Cortez's (D-N.Y.) argument that billionaires cannot legitimately earn their fortunes.
During a May 2026 interview with CNBC's Andrew Ross Sorkin at Blue Origin's rocket factory in Florida, Bezos responded to Ocasio-Cortez's statement that no one can earn $1 billion without exploiting workers, abusing market power or breaking rules.
The Amazon executive chairman rejected the premise, illustrating his argument with a hypothetical burger restaurant that starts with 10 employees and gradually expands to 1,000 locations as customers embrace its products.
Don't Miss:
#alexandria
Amazon founder Jeff Bezos once challenged Rep. Alexandria Ocasio-Cortez's (D-N.Y.) argument that billionaires cannot legitimately earn their fortunes.
During a May 2026 interview with CNBC's Andrew Ross Sorkin at Blue Origin's rocket factory in Florida, Bezos responded to Ocasio-Cortez's statement that no one can earn $1 billion without exploiting workers, abusing market power or breaking rules.
The Amazon executive chairman rejected the premise, illustrating his argument with a hypothetical burger restaurant that starts with 10 employees and gradually expands to 1,000 locations as customers embrace its products.
Don't Miss:
#alexandria
23 days ago
What did Trump say about Los Angeles and San Diego at the rally?
How did California leaders respond to Trump's remarks?
What should I know about October Amazon Prime Big Deal Day?
Full Summary
A comment by President Donald Trump during a campaign rally in Nebraska on Monday sparked immediate backlash from California leaders after he appeared to suggest that the potential destruction of Los Angeles or San Diego would be "a small price to pay" amid tensions tied to the war with Iran.
#diego #rally #leaders
How did California leaders respond to Trump's remarks?
What should I know about October Amazon Prime Big Deal Day?
Full Summary
A comment by President Donald Trump during a campaign rally in Nebraska on Monday sparked immediate backlash from California leaders after he appeared to suggest that the potential destruction of Los Angeles or San Diego would be "a small price to pay" amid tensions tied to the war with Iran.
#diego #rally #leaders
23 days ago
When you buy through links on our articles, Future and its syndication partners may earn a commission.
Credit: Amazon Prime
I think anyone with an Amazon Prime Video subscription probably understands that Alan Ritchson is jacked, whether or not they watched Reacher Season 4. The man is splashed all over the home screen on the streamer between his various movies and his very popular TV show. He's a big, fit guy, and as a gym girlie myself, I know this takes dedication and diligence. I just didn't realize the "high high volume" of reps he was putting in.
Ritchson recently sat down with Thomas DeLauer Podcast, and explain his strategy for staying swole. Some of this involves eating right and throwing in a lot of HIIT cardio with sprints and the Stairmaster, the latter of which does not always go over so well. Some of this is because he literally likes to do four sets at 25 reps of a given exercise.
Gym newbies are often taught to do three sets of eight for each exercise, and maybe push to nine or 10 before going up a plate or free weight. People who are more intermediate or advanced often throw in extra sets or increase reps at a lower weight to keep things interesting, so it's not like a giant surprise Alan Ritchson might do longer rep sets. BUT 100 reps for one exercise is a lot.
#ritchson #reps #exercise
Credit: Amazon Prime
I think anyone with an Amazon Prime Video subscription probably understands that Alan Ritchson is jacked, whether or not they watched Reacher Season 4. The man is splashed all over the home screen on the streamer between his various movies and his very popular TV show. He's a big, fit guy, and as a gym girlie myself, I know this takes dedication and diligence. I just didn't realize the "high high volume" of reps he was putting in.
Ritchson recently sat down with Thomas DeLauer Podcast, and explain his strategy for staying swole. Some of this involves eating right and throwing in a lot of HIIT cardio with sprints and the Stairmaster, the latter of which does not always go over so well. Some of this is because he literally likes to do four sets at 25 reps of a given exercise.
Gym newbies are often taught to do three sets of eight for each exercise, and maybe push to nine or 10 before going up a plate or free weight. People who are more intermediate or advanced often throw in extra sets or increase reps at a lower weight to keep things interesting, so it's not like a giant surprise Alan Ritchson might do longer rep sets. BUT 100 reps for one exercise is a lot.
#ritchson #reps #exercise
23 days ago
Investors have rushed to get in on artificial intelligence (AI) stocks over the past few years as they've identified AI as the next big thing in technology. AI is exciting as it helps companies streamline processes, lower costs, make better decisions, and so much more. This is why some see it as a true revolution. Jensen Huang, chief of AI leader Nvidia, has even likened it to the Industrial Revolution, saying it will reshape the job market as that period once did.
This year, AI stocks have met with some headwinds, from concerns about the pace of AI infrastructure spending to general worries about the economy. And that has weighed on the performance of some. Still, the overall industry and the S&P 500 have been on the rise, and demand for AI products and services remains high. ****** ysts expect the AI market to reach into the trillions of dollars in a few years, suggesting there is still plenty of growth to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Now, looking ahead, if I could only buy one AI stock before 2027, I know exactly which one to choose. It would be the following...
This particular stock is one I already own, but today, I would be happy to increase my position. I like this company because it is a leader in two booming markets, has an established track record of earnings growth, and could see a new burst of growth moving forward due to its strength in AI. The company I'm talking about is Amazon (NASDAQ: AMZN), a significant player in the e-commerce and cloud computing markets.
#years #stocks
This year, AI stocks have met with some headwinds, from concerns about the pace of AI infrastructure spending to general worries about the economy. And that has weighed on the performance of some. Still, the overall industry and the S&P 500 have been on the rise, and demand for AI products and services remains high. ****** ysts expect the AI market to reach into the trillions of dollars in a few years, suggesting there is still plenty of growth to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Now, looking ahead, if I could only buy one AI stock before 2027, I know exactly which one to choose. It would be the following...
This particular stock is one I already own, but today, I would be happy to increase my position. I like this company because it is a leader in two booming markets, has an established track record of earnings growth, and could see a new burst of growth moving forward due to its strength in AI. The company I'm talking about is Amazon (NASDAQ: AMZN), a significant player in the e-commerce and cloud computing markets.
#years #stocks
23 days ago
Toto, we're not in Muskoka anymore.
"Sterling Point" star Ella Rubin has officially landed at Paris Fashion Week, and at the Chanel spring 2027 presentation, no less. Surrounded by Nicole Kidman, Alexa Demie, Dua Lipa and more, the 25-year-old actress — who, since the release of Amazon Prime's YA series this past summer, has earned comparisons to Hollywood royalty such as Julia Roberts and Anne Hathaway — made her much-anticipated front row debut with the kind of quiet glam that screamed "It" girl.
More from WWD
Dua Lipa Slips Into Chanel Mushroom Slingbacks That Continue the Brand's Garden Details Trend
Getting Ready for Valentino Spring 2027 With Colman Domingo
#toto #sterling
"Sterling Point" star Ella Rubin has officially landed at Paris Fashion Week, and at the Chanel spring 2027 presentation, no less. Surrounded by Nicole Kidman, Alexa Demie, Dua Lipa and more, the 25-year-old actress — who, since the release of Amazon Prime's YA series this past summer, has earned comparisons to Hollywood royalty such as Julia Roberts and Anne Hathaway — made her much-anticipated front row debut with the kind of quiet glam that screamed "It" girl.
More from WWD
Dua Lipa Slips Into Chanel Mushroom Slingbacks That Continue the Brand's Garden Details Trend
Getting Ready for Valentino Spring 2027 With Colman Domingo
#toto #sterling
26 days ago
Geo Rutherford turned her fascination with unusual bodies of water into "Spooky Lake Month," a viral TikTok series featuring 186 lakes and rivers.
She traveled deep into the Peruvian Amazon to visit a boiling river where temperatures can reach 212°F.
Now a full-time artist and creator, Rutherford combines science, art and storytelling to explore the world's strangest waterways.
Geo Rutherford has spent the past seven years turning her fascination with strange bodies of water into an annual tradition.
The Wisconsin-based artist, educator and content creator is the founder of "Spooky Lake Month," a yearly TikTok series in which she explores unusual lakes and rivers, sharing the science, history and sometimes unsettling stories behind them with her followers. Now in its seventh season, the series has featured 186 different bodies of water.
#bodies #spooky #lake
She traveled deep into the Peruvian Amazon to visit a boiling river where temperatures can reach 212°F.
Now a full-time artist and creator, Rutherford combines science, art and storytelling to explore the world's strangest waterways.
Geo Rutherford has spent the past seven years turning her fascination with strange bodies of water into an annual tradition.
The Wisconsin-based artist, educator and content creator is the founder of "Spooky Lake Month," a yearly TikTok series in which she explores unusual lakes and rivers, sharing the science, history and sometimes unsettling stories behind them with her followers. Now in its seventh season, the series has featured 186 different bodies of water.
#bodies #spooky #lake
27 days ago
GLAAD's New York gala is coming together.
Set to go down later this month — Oct. 23, to be precise — the Manhattan fundraiser will fete Oscar and Tony winning producer Bruce Cohen with one of the org's marquee honors, the Vito Russo Award, which recognizes work in "accelerating LGBTQ acceptance." The program has other boldfaced names on it, too, with Ross Mathews as host, Oscar winner Ariana DeBose as presenter and Tony winner Alex Newell as performer.
More from The Hollywood Reporter
LGBTQ Characters in Film Decline for Third Year
'Scarpetta' Review: An Oddly Cast Nicole Kidman Makes the Most of Amazon's Uneven, Overly Familiar Patricia Cornwell Adaptation
#oscar #russo
Set to go down later this month — Oct. 23, to be precise — the Manhattan fundraiser will fete Oscar and Tony winning producer Bruce Cohen with one of the org's marquee honors, the Vito Russo Award, which recognizes work in "accelerating LGBTQ acceptance." The program has other boldfaced names on it, too, with Ross Mathews as host, Oscar winner Ariana DeBose as presenter and Tony winner Alex Newell as performer.
More from The Hollywood Reporter
LGBTQ Characters in Film Decline for Third Year
'Scarpetta' Review: An Oddly Cast Nicole Kidman Makes the Most of Amazon's Uneven, Overly Familiar Patricia Cornwell Adaptation
#oscar #russo
1 month ago
When Christmas rolls around, my wife puts out a very small tree and some stuffed ornaments we bought a few years ago at Target. That's a pretty modest approach to decorating for the holidays compared to many of our neighbors.
At the house we just moved out of, some homes added tasteful lights, others opted for religious displays, and a few opted for a whole lot of inflatables. In some cases, the spending was significant, although many of the items were reused year after year.
Decorations are a small but meaningful part of holiday spending.
Americans planned to spend an average of $1,172 on travel, $632 on gifts, $351 on entertaining, and $227 on decorations, according to a BMO survey conducted before the 2024 holiday season.
Getting those items may be more of a challenge this year, as Gordon Companies, which runs a number of Christmas-themed websites and lists Target, Kohl's, Home Depot, Walmart, Amazon, Lowe's, and Michaels as retail partners, has filed for Chapter 11 bankruptcy.
#christmas #decorations #opted #items
At the house we just moved out of, some homes added tasteful lights, others opted for religious displays, and a few opted for a whole lot of inflatables. In some cases, the spending was significant, although many of the items were reused year after year.
Decorations are a small but meaningful part of holiday spending.
Americans planned to spend an average of $1,172 on travel, $632 on gifts, $351 on entertaining, and $227 on decorations, according to a BMO survey conducted before the 2024 holiday season.
Getting those items may be more of a challenge this year, as Gordon Companies, which runs a number of Christmas-themed websites and lists Target, Kohl's, Home Depot, Walmart, Amazon, Lowe's, and Michaels as retail partners, has filed for Chapter 11 bankruptcy.
#christmas #decorations #opted #items
1 month ago
On September 9, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) raised £4.25 billion, or about $5.76 billion, in its first-ever sterling bond sale, slightly more than initially expected, as part of a four-tranche deal spanning 3 to 19 years. Final investor demand came in at more than £10.65 billion, roughly 2.5 times the amount raised, but that was notably lower than the demand Alphabet saw for its own sterling debut in February, a sign ******* ysts said shows hyperscaler borrowing may be starting to test the limits of investor appetite.
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.
#sterling #infrastructure #NASDAQ #amzn
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.
#sterling #infrastructure #NASDAQ #amzn
1 month ago
EDINBURG, Texas (AP) — Quinten Martinez, pumping gas under a hot South Texas sun, remembers a time when fueling up didn't require difficult decisions.
"Is it going to be groceries this week?" asked the 28-year-old Amazon delivery driver as he watched the numbers tick higher. "Is it gonna be getting gas in our tank to go to work?"
He shook his head when asked about President Donald Trump's **** ertion last week that higher gas prices are a small price to pay for the war with Iran.
"I don't feel like it's a good trade-off," Martinez said. "I don't feel like this is good for anyone."
Voters across the country, and across the political spectrum, tend to agree.
#martinez #don 't #like
"Is it going to be groceries this week?" asked the 28-year-old Amazon delivery driver as he watched the numbers tick higher. "Is it gonna be getting gas in our tank to go to work?"
He shook his head when asked about President Donald Trump's **** ertion last week that higher gas prices are a small price to pay for the war with Iran.
"I don't feel like it's a good trade-off," Martinez said. "I don't feel like this is good for anyone."
Voters across the country, and across the political spectrum, tend to agree.
#martinez #don 't #like
1 month ago
Nvidia (NASDAQ:NVDA) has constructed an artificial intelligence (AI) empire over the past few years. The company sells the world's most powerful AI chips, known as graphics processing units (GPUs), and an entire portfolio of related tools that are generating triple-digit growth and record levels of revenue.
Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.
Just recently, however, some bright news emerged during Amazon's earning call. In fact, these 15 words from Amazon chief Andy Jassy may eliminate Nvidia's biggest risk.
#chips
Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.
Just recently, however, some bright news emerged during Amazon's earning call. In fact, these 15 words from Amazon chief Andy Jassy may eliminate Nvidia's biggest risk.
#chips
1 month ago
With a market cap. of $13.4 billion, McCormick & Company, Incorporated (MKC) is a global leader in flavor, manufacturing and distributing herbs, spices, seasonings, condiments, and flavors across 150 countries and territories. Its portfolio includes well-known brands such as McCormick, French's, Frank's RedHot, OLD BAY, Cholula, and Gourmet Garden, serving retailers, food manufacturers, and foodservice businesses.
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and McCormick comfortably fits this category. Headquartered in Hunt Valley, Maryland, McCormick operates through its Consumer and Flavor Solutions segments, leveraging its global scale, expertise, and technology to support sustainable growth.
Elon Musk, Who Became the World's First Trillionaire, Still Sleeps in a Tiny $50,000 House Where His Mom Uses the Garage — 'It's Kinda Awesome Though'
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#mccormick #gourmet
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and McCormick comfortably fits this category. Headquartered in Hunt Valley, Maryland, McCormick operates through its Consumer and Flavor Solutions segments, leveraging its global scale, expertise, and technology to support sustainable growth.
Elon Musk, Who Became the World's First Trillionaire, Still Sleeps in a Tiny $50,000 House Where His Mom Uses the Garage — 'It's Kinda Awesome Though'
How to Play AMZN Stock as Amazon Unveils Project Mercury
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#mccormick #gourmet
1 month ago
Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth.
On September 12, Goldman Sachs raised its price target to $115 from $106, citing improving underlying fundamentals. The hike follows the company's impressive fourth-quarter fiscal 2026 results, with revenues surging 33% to $1.2 billion and operating income rising $89 million to $147 million.
The robust revenue growth came as the company continued to attract more business interest-bearing loans. Interest income rose 35% in the fourth quarter, in line with a 33% increase in average net loans held for investment partners. More importantly, 80% of Affirm's direct-to-consumer product loans carried interest at quarter-end, giving the company an increasingly meaningful source of recurring interest income.
The investment bank has also touted the growth opportunity around Affirm Card, which is helping the company expand its relationship with consumers beyond individual BNPL transactions. Active cardholders more than doubled to 5.2 million, resulting in a 124% increase in Card GMV to $2.8 billion.
Management has already hinted at continued upside momentum by estimating a massive increase in GMV to $64 billion in fiscal 2027 and an adjusted operating margin of 30.5%. Against this backdrop, Wolfe Research ****** yst Darrin Peller upgraded the stock to Outperform with a $90 price target. According to the ****** yst, Affirm Holdings is a winner in the point-of-sale financing ****** e.
#interest #billion #company
On September 12, Goldman Sachs raised its price target to $115 from $106, citing improving underlying fundamentals. The hike follows the company's impressive fourth-quarter fiscal 2026 results, with revenues surging 33% to $1.2 billion and operating income rising $89 million to $147 million.
The robust revenue growth came as the company continued to attract more business interest-bearing loans. Interest income rose 35% in the fourth quarter, in line with a 33% increase in average net loans held for investment partners. More importantly, 80% of Affirm's direct-to-consumer product loans carried interest at quarter-end, giving the company an increasingly meaningful source of recurring interest income.
The investment bank has also touted the growth opportunity around Affirm Card, which is helping the company expand its relationship with consumers beyond individual BNPL transactions. Active cardholders more than doubled to 5.2 million, resulting in a 124% increase in Card GMV to $2.8 billion.
Management has already hinted at continued upside momentum by estimating a massive increase in GMV to $64 billion in fiscal 2027 and an adjusted operating margin of 30.5%. Against this backdrop, Wolfe Research ****** yst Darrin Peller upgraded the stock to Outperform with a $90 price target. According to the ****** yst, Affirm Holdings is a winner in the point-of-sale financing ****** e.
#interest #billion #company
1 month ago
DataMEDS AI (MEDS) announced on Sept. 15 that it acquired Helomics and a lab services business, sparking a huge rally in MEDS stock. Shares of MEDS stock gained 87% on Sept. 15 and 275% in the following session. Like the lab services unit, Helomics was sold by Axe Compute (AGPU) and utilizes artificial intelligence (AI) for cancer diagnostics and treatment.
Generally, I'm a big fan of using AI in medicine, and a fan of the companies that do so. In fact, I own two stocks — Schrodinger (SDGR) and Radnet (RDNT) — that specialize in this area; Schrodinger uses AI to help speed up the drug-discovery process, while many of Radnet's diagnostic medical devices utilize AI.
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#meds #shares
Generally, I'm a big fan of using AI in medicine, and a fan of the companies that do so. In fact, I own two stocks — Schrodinger (SDGR) and Radnet (RDNT) — that specialize in this area; Schrodinger uses AI to help speed up the drug-discovery process, while many of Radnet's diagnostic medical devices utilize AI.
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#meds #shares
1 month ago
The S&P 500 Index ($SPX) (SPY) closed up by +0.17% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.18%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.67%. December E-mini S&P futures (ESZ26) rose +0.20%, and December E-mini Nasdaq futures (NQZ26) rose +0.70%.
Stock indexes settled mixed on Friday, with the broader market recovering from early losses as short covering emerged after crude oil prices gave up an early advance and fell more than -1% on hopes that diplomacy could resume crude flows from the Middle East. Stock indexes also found support from strength in chipmakers and AI-infrastructure stocks, along with a rally in cryptocurrency-exposed stocks.
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#index #Friday #mini
Stock indexes settled mixed on Friday, with the broader market recovering from early losses as short covering emerged after crude oil prices gave up an early advance and fell more than -1% on hopes that diplomacy could resume crude flows from the Middle East. Stock indexes also found support from strength in chipmakers and AI-infrastructure stocks, along with a rally in cryptocurrency-exposed stocks.
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#index #Friday #mini
1 month ago
Array Technologies (ARRY) shares moved meaningfully lower on Sept. 18 after a senior UBS **** yst, Jon Windham, downgraded the solar tracking manufacturer to "Neutral." Windham also slashed his price target in half to $5, cautioning investors against expecting a swift recovery in ARRY in the near term.
His bearish call is meaningful, given that Array Technologies stock has already been a disappointment for investors in 2026, currently down more than 65% versus its year-to-date high.
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#arry #Stock #musk
His bearish call is meaningful, given that Array Technologies stock has already been a disappointment for investors in 2026, currently down more than 65% versus its year-to-date high.
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#arry #Stock #musk
1 month ago
Coinbase (COIN) shares moved meaningfully higher on Sept. 18 as Bitcoin (BTCUSD) recovered sharply, hitting an intraday high of more than $81,000. As COIN rallied on a sharp crypto market rebound, it soared past its 20-day moving average (MA) today, indicating that bullish momentum could sustain in the near term.
Versus the start of this year, Coinbase stock is still down about 15%.
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#sept
Versus the start of this year, Coinbase stock is still down about 15%.
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#sept
1 month ago
Corning (GLW) stock took a sharp hit this week after the company opened the door to a potential $2 billion equity offering that could dilute existing shareholders. The stock dropped 13.7% on Sept. 14, marking its worst one-day decline in years. At the same time, Corning is expanding its capacity and signing major deals with some of the world's biggest tech companies, including Nvidia (NVDA) and Amazon (AMZN). Its latest Verizon (VZ) agreement alone covers over 80 million miles of optical fiber and connectivity products through 2032. Corning shares have since recovered, shifting attention away from dilution fear to whether the capital raise was a sensible decision, how much stock Corning actually sells, how quickly Optical Communications grows, and whether new capacity generates the returns management expects.
Let's find out more on what matters for investors now.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Stock #sept
Let's find out more on what matters for investors now.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Stock #sept
1 month ago
At the start of September, the global network of transportation partners that retail giant Amazon relies upon to process an average of between 15 and 17.2 million delivery orders per day was suddenly thrust into public attention.
A cargo plane operated by 21 Air ran off the runway at Miami International in a major accident that killed five people traveling in a van on a nearby road.
Since the Sept. 6 crash, Amazon suspended its operations with 21 Air, pending an ongoing investigation by the National Transportation Safety Board (NTSB). The retail platform said it made the choice after it "spent time supporting the investigation and reviewing some of the surrounding circumstances."
While operating with an unblemished safety record, another of Amazon's network of thousands of transportation partners ended up in the limelight this week when it filed for Chapter 11 protection in a Florida court, Tampa Bay Business Journal reported.
Launched out of Winter Haven in Polk County in 2005, CLJ Transporting is a cargo carrier and dedicated Amazon Freight Partner that had been running deliveries for Amazon within a 200-mile radius of Davenport in the central part of the state for more than a decade.
#amazon #network
A cargo plane operated by 21 Air ran off the runway at Miami International in a major accident that killed five people traveling in a van on a nearby road.
Since the Sept. 6 crash, Amazon suspended its operations with 21 Air, pending an ongoing investigation by the National Transportation Safety Board (NTSB). The retail platform said it made the choice after it "spent time supporting the investigation and reviewing some of the surrounding circumstances."
While operating with an unblemished safety record, another of Amazon's network of thousands of transportation partners ended up in the limelight this week when it filed for Chapter 11 protection in a Florida court, Tampa Bay Business Journal reported.
Launched out of Winter Haven in Polk County in 2005, CLJ Transporting is a cargo carrier and dedicated Amazon Freight Partner that had been running deliveries for Amazon within a 200-mile radius of Davenport in the central part of the state for more than a decade.
#amazon #network
1 month ago
For the past few years, investors could hardly go wrong simply putting their money into the economy's biggest companies. The Magnificent Seven stocks -- Nvidia, Microsoft, Apple, Amazon, Meta Platforms, Alphabet, and Tesla -- were almost single-handedly pulling the S&P 500 higher, and investors consistently chased them.
This year has been a different story. The Roundhill Magnificent Seven ETF is up 6% year to date, but it trails the 12% return of the Vanguard S&P 500 ETF and the 27% return of the Vanguard Information Technology ETF.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
I see two factors in particular having changed this year.
From 2023 to 2025, investors bought the biggest and earliest winners from the artificial intelligence (AI) trade. That's no longer the case.
#investors #vanguard
This year has been a different story. The Roundhill Magnificent Seven ETF is up 6% year to date, but it trails the 12% return of the Vanguard S&P 500 ETF and the 27% return of the Vanguard Information Technology ETF.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
I see two factors in particular having changed this year.
From 2023 to 2025, investors bought the biggest and earliest winners from the artificial intelligence (AI) trade. That's no longer the case.
#investors #vanguard
1 month ago
For decades, CVS seemed like the perfect business. It was convenient, sold a mix of products people wanted, and everyone was forced to go there (or to one of its rivals) when they needed to pick up a prescription.
Now, however, the company has been fighting a war on many fronts. Consumers can order much of what made the chain convenient for delivery, and various online services, including Amazon, now fill prescriptions.
"At the rear of the store, business at pharmacy counters is being squeezed by stingier drug reimbursement rates and pharmacist wages. In the aisles, sales of everything from greeting cards to cosmetics are feeling the effects of cut-price competition," according to the Financial Times.
It's an evolving situation that has caused CVS rival Rite Aid to shut down all its stores, while CVS and Walgreens have closed thousands of locations between them.
"The whole drugstore four-wall economic model is collapsing on itself, in my opinion," said Josh ****** s, a portfolio manager at Janus Henderson Investors, told the Financial Times.
#business #amazon #walgreens
Now, however, the company has been fighting a war on many fronts. Consumers can order much of what made the chain convenient for delivery, and various online services, including Amazon, now fill prescriptions.
"At the rear of the store, business at pharmacy counters is being squeezed by stingier drug reimbursement rates and pharmacist wages. In the aisles, sales of everything from greeting cards to cosmetics are feeling the effects of cut-price competition," according to the Financial Times.
It's an evolving situation that has caused CVS rival Rite Aid to shut down all its stores, while CVS and Walgreens have closed thousands of locations between them.
"The whole drugstore four-wall economic model is collapsing on itself, in my opinion," said Josh ****** s, a portfolio manager at Janus Henderson Investors, told the Financial Times.
#business #amazon #walgreens
1 month ago
It's no secret that Arm Holdings (NASDAQ: ARM) is a crucial piece of the artificial intelligence (AI) puzzle. But how often do you think of Arm as a top-shelf AI investment? It's easy to forget this impressive compounder amid the glitzy hypergrowth of Nvidia's and AMD's expensive AI accelerators.
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
1 month ago
BuyWander says it plan to use the fresh capital to drive its expansion throughout the US, support technological upgrades, and bolster its executive team.
The investment was headed by Madrona Venture Group and Inspired Capital. Past supporters of the company include Triple Impact Capital, Silence Ventures, Animal Capital, as well as several angel investors.
The business currently has eight locations and has lately entered the Denver and Chicago markets, with a new warehouse site scheduled to open soon in Minneapolis.
BuyWander co-founder and CEO Jordan Allen said: "Retailers are sitting on billions of dollars in returned and overstocked inventory every year, and buyers are hungry for a better way to access it. We've seen that appetite play out in every market we've entered. This funding lets us bring that experience to more cities, faster, and put BuyWander in front of the next wave of buyers who are done with the old returns model."
Founded in 2023 by Jordan Allen and Brock Kowalchuk, BuyWander is an auction-based marketplace that links buyers with returned and surplus goods from retailers such as Amazon, Target and Walmart.
#capital #buyers #allen
The investment was headed by Madrona Venture Group and Inspired Capital. Past supporters of the company include Triple Impact Capital, Silence Ventures, Animal Capital, as well as several angel investors.
The business currently has eight locations and has lately entered the Denver and Chicago markets, with a new warehouse site scheduled to open soon in Minneapolis.
BuyWander co-founder and CEO Jordan Allen said: "Retailers are sitting on billions of dollars in returned and overstocked inventory every year, and buyers are hungry for a better way to access it. We've seen that appetite play out in every market we've entered. This funding lets us bring that experience to more cities, faster, and put BuyWander in front of the next wave of buyers who are done with the old returns model."
Founded in 2023 by Jordan Allen and Brock Kowalchuk, BuyWander is an auction-based marketplace that links buyers with returned and surplus goods from retailers such as Amazon, Target and Walmart.
#capital #buyers #allen
1 month ago
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One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: 'Outlook Cloudy': Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds and SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate
#upside #backup #thursday
One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: 'Outlook Cloudy': Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds and SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate
#upside #backup #thursday
1 month ago
Amazon (AMZN) has spent the bulk of 2026 giving investors tons to debate, from its growing cloud business to the enormous bill for its AI ambitions. Now, it's putting another spending decision in the spotlight, one that goes directly into workers' household budgets.
Amazon has announced more than $1.5 billion in higher pay for U.S. operations employees, alongside benefits aimed at everyday expenses.
For workers, the appeal is the obvious, immediate financial breathing room.
For Amazon, the calculation goes further. Keeping experienced employees helps the business built around getting orders to doorsteps a lot quickly. The details point to how Amazon is trying to make those interests meet, even as its broader efficiency push leaves questions about job security.
For perspective, Amazon's pay ******* p adds $2,080 to an eligible worker's annual earnings before taxes, ******* uming 40 paid hours weekly for 52 weeks.
#amazon #goes #employees #amzn
Amazon has announced more than $1.5 billion in higher pay for U.S. operations employees, alongside benefits aimed at everyday expenses.
For workers, the appeal is the obvious, immediate financial breathing room.
For Amazon, the calculation goes further. Keeping experienced employees helps the business built around getting orders to doorsteps a lot quickly. The details point to how Amazon is trying to make those interests meet, even as its broader efficiency push leaves questions about job security.
For perspective, Amazon's pay ******* p adds $2,080 to an eligible worker's annual earnings before taxes, ******* uming 40 paid hours weekly for 52 weeks.
#amazon #goes #employees #amzn
1 month ago
Shares of Generac (NYSE: GNRC) surged on Thursday after the generator maker entered into a lucrative partnership with Amazon.com (NASDAQ: AMZN).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon will buy up to $8 billion worth of Generac's backup power generators for its artificial intelligence (AI) data centers under a long-term supply agreement. Initial deliveries are projected to total $2.4 billion in 2027 and 2028.
For context, Generac earned $4.2 billion in revenue in 2025.
As part of the deal, Amazon received a warrant to purchase up to 1,693,745 shares of Generac's stock at an exercise price of $200.9266 per share. That's a total of over $340 million.
#NVIDIA #generac #shares #NYSE
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Amazon will buy up to $8 billion worth of Generac's backup power generators for its artificial intelligence (AI) data centers under a long-term supply agreement. Initial deliveries are projected to total $2.4 billion in 2027 and 2028.
For context, Generac earned $4.2 billion in revenue in 2025.
As part of the deal, Amazon received a warrant to purchase up to 1,693,745 shares of Generac's stock at an exercise price of $200.9266 per share. That's a total of over $340 million.
#NVIDIA #generac #shares #NYSE