Although Broadcom and Advanced Micro Devices are formidable threats to the world's largest publicly traded company, its top concern comes from within.Approximately three decades ago, the advent and proliferation of the internet completely changed the growth trajectory for corporate America. The internet was a technological advancement that opened new sales and marketing channels, as well as paved the way for the retail investor revolution.Investors have been waiting decades for the next technological leap f ...

Anthropic's sales are set to skyrocket in 2026 and beyond, and these two hardware companies are helping to make it possible.Anthropic is still a private company, but some reports and speculation suggest that it could have its initial public offering (IPO) this year. Despite the company still being private, reports have surfaced surrounding the company's sales outlook for this year. According to reports, the artificial intelligence (AI) company and Claude parent now expects its sales to reach roughly $18 bil ...

With big tech earnings in focus, smart investors are looking at who the hyperscalers are partnering with.As earnings season comes into focus, growth investors are paying close attention to artificial intelligence (AI) stocks in particular. Among the most scrutinized names are the hyperscalers: Microsoft, Alphabet, Meta Platforms, and Amazon (AMZN +1.60%).On Feb. 5, Amazon will report earnings for the fourth quarter and full year 2025. While investors anxiously await updates regarding the company's performan ...

>> "BLOOMBERG TECH," LIVE FROM COAST-TO-COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: COMING UP, DISNEY SHARES SINKING AFTER GIVING A TEPID GROWTH OUTLOOK AS THE MARKET AWAITS NEWS ON WHO WILL BE THEIR NEW LEADER. ORACLE, RAISING MORE DEBT AS THEY LOOK TO RAISE OF 45 TO 50 BILLION IN BOND AND ASK AND CAPACITY.SOURCES SAY ELON MUSK IS AN ADVANCED TALKS TO COMBINE SPACEX WITH XAI. MORE DETAILS WITH A CHECK ON THE MARKETS AND IN CERTAIN AREAS, WE BREATHE THE SIGHS OF RELIEF AF ...

Core Insights - Amazon's Just Walk Out technology will continue to operate at third-party locations despite the discontinuation of Amazon One palm scanning in June [1] Group 1 - Amazon's decision to maintain Just Walk Out technology at third-party locations indicates a strategic focus on expanding its automated retail solutions [1]

[music] Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next [music] half hour, we are breaking down the trends of today, then a move stock tomorrow. There's a lot to keep track of, so we're focusing [music] on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving right into.The market kicking off a new month with signs of strength. [music] Investors shaking off those concerns about the wild moves of the metals and Bitcoin. They're also focu ...

A leaked error log string is lighting up prediction markets, with Polymarket now implying 86% odds that Anthropic's "Claude 5" arrives by March 31.The chatter centers on a model-style identifier allegedly seen in Vertex AI screenshots late Sunday: claude-sonnet-5@20260203 — interpreted by traders as a possible Feb. 3 (Tuesday) release tag. None of this is confirmed by Alphabet (NASDAQ:GOOGL) or Anthropic, but the market is trading it anyway. Why it mattersWith the entire stock market levered to the promise ...

To the casual Hollywood observer, "Melania," Amazon MGM Studios' documentary on first lady Melania Trump, looks like a hit. But looks can be deceiving. Brett Ratner's all-access glimpse at the first lady in the days leading up to the 2025 inauguration of President Donald Trump took in $7 million at the box office this weekend despite dismal reviews (it currently holds a 10% critics rating on Rotten Tomatoes). The $7 million take is the biggest opening for a non-concert, non-fiction movie in a decade.But de ...

Core Viewpoint - Amazon.com, Inc. (AMZN) is set to report its Q4 '25 earnings, and the stock has not been favored by the market over the past year [1] Group 1: Company Performance - The upcoming earnings report is anticipated to provide insights into Amazon's financial health and market position [1] - The stock's performance has been under scrutiny, indicating potential challenges in maintaining investor confidence [1] Group 2: Analyst Perspective - A retired Wall Street portfolio manager with over two decades of experience in the technology, media, and telecommunications (TMT) sector emphasizes the importance of momentum in investment strategies [1]

Amazon.com, Inc. ( AMZN ) is reporting Q4 '25 on Thursday after the bell. The stock hasn’t exactly been the market’s favorite over the past year. What we’re seeing happen withI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is mo ...