After taking a beating in the stock market through the last 30 days, Amazon (NASDAQ: AMZN) received something of an institutional boost on February 18 when Bernstein confirmed its bullish outlook for the blue-chip.Specifically, analyst Mark Shmulik reiterated his previous ‘Buy’ rating for AMZN shares while setting the 12-month price target for the e-commerce and technology equity at $265 – 30% above the press time level at $203.59.The forecast is particularly important since Bernstein downgraded its price p ...

What goes up must come down – this could not be more apt for some of the most well-known AI-linked tech stocks:Amazon (NASDAQ: AMZN) Microsoft (NASDAQ: MSFT) ServiceNow (NYSE: NOW) Amid the headwinds of rising capital expenditures (capex) and “doom-and-gloom” AI disruption narratives, are they buying opportunities or value traps masquerading as bargains?We unpack their earnings to find out.ServiceNow: AI Disruption Victim?Is AI eating ServiceNow’s business? With ServiceNow undergoing a 45% plunge in share p ...

Sen. Elizabeth Warren (D-Mass.) criticized the enormous tax break of $7.8 billion that Amazon.com Inc. (NASDAQ:AMZN) and its founder, Jeff Bezos, received last year under the new tax law implemented by President Donald Trump.According to Warren’s post on X on Wednesday, the tax relief Amazon enjoyed in 2025 is equivalent to the median U.S. household income for 100,000 years, approximately $78,000.The Senator’s post highlights her ongoing criticism of corporate tax breaks, emphasizing the need for a country ...

Core Insights - The Vanguard Mega Cap Growth ETF has achieved an impressive annual return of 18.8% over the past decade, indicating strong performance in the growth stock sector [1][10] - The ETF tracks the CRSP U.S. Mega Cap Growth Index, which consists of the top 65 companies that dominate the U.S. stock market, accounting for 70% of its total value [2][3] - Major holdings in the ETF include Nvidia, Apple, Microsoft, and Alphabet, which collectively have a market value of $14.9 trillion and represent 45.3% of the ETF's portfolio [3][5] Company Performance - Nvidia's stock has surged by 1,150% since the AI boom began in early 2023, significantly outperforming the S&P 500, which has risen by 78% during the same period [6] - Apple's devices are equipped with custom chips for AI applications, positioning the company as a potential leader in consumer AI distribution with over 2.5 billion active devices [7] - Microsoft has integrated AI into its software products and cloud platform, enhancing its competitive edge in the tech sector [7] - Alphabet has transformed Google Search with AI features, contributing to rapid revenue growth and establishing Google Cloud as a key player in AI infrastructure [7] Investment Strategy - The Vanguard Mega Cap Growth ETF has delivered a compound annual return of 13.6% since its inception in 2007, driven by the rise of technologies like AI and cloud computing [10] - Investors are advised to consider this ETF as a complement to a diversified portfolio, particularly for those lacking exposure to the tech sector or AI [12] - A hypothetical investment strategy shows that splitting $10,000 between the Vanguard Total World Stock ETF and the Vanguard Mega Cap Growth ETF would yield $44,672, compared to $33,349 if invested solely in the Total World Stock ETF [13][14]

Core Insights - Quantum computing is approaching a significant breakthrough, with expectations for commercial viability by the end of the decade, particularly in data centers [3][4][10] - Major players like Microsoft, Google, and Amazon are heavily investing in quantum technology, with Microsoft recently unveiling its Majorana 1 quantum computing chip [6][8] - Governments are also increasing investments, with China leading at nearly $18 billion, followed by the EU, indicating a global push towards quantum technology [8] Industry Developments - The implementation of quantum systems is projected between 2028 and 2032, with some analysts suggesting significant advancements as early as 2027 [9][10] - Quantum computers could solve complex problems much faster than classical supercomputers, with potential to perform calculations in 200 seconds that would take conventional machines 10,000 years [11] - Quantum technology may reduce energy demands in data centers, potentially requiring only a fraction of the energy currently used [12][14] Integration Challenges - The integration of quantum systems into existing data center environments will require new infrastructure and industry standards [21][22] - There is a shortage of skilled talent to effectively implement quantum technology in data centers, which could hinder progress [22] - The transition to quantum computing will not completely displace classical computing but will create a hybrid environment where both technologies coexist [18][19] Market Activity - There has been a surge in mergers and acquisitions aimed at enhancing quantum capabilities and controlling supply chains, indicating a strategic positioning within the quantum space [24] - Investment in data center infrastructure is deemed essential for supporting technological advancements over the next decade [23]

Remitly Global Inc. (NASDAQ:RELY) surged 20.87% in after-hours trading to $16.45 Wednesday after reporting fourth-quarter and annual results ending Dec. 31, 2025, and announcing a CEO transition.Q4 2025 Marks Strongest Quarter on RecordThe Washington-based digital financial services company said fourth-quarter revenue rose 26% year over year to $442.2 million, while adjusted earnings before interest, taxes, depreciation, and amortization increased 98% to $88.6 million.Remitly Global reported net income of $ ...

Core Insights - DoorDash CEO Tony Xu emphasizes that the company's grocery offering has a competitive edge over Amazon due to the variety of choices available to consumers [1][2] - DoorDash collaborates with existing grocery chains rather than owning its own brands, which allows it to provide a wider selection of products [2] - The company is expanding its services to retailers, including fulfillment through DashMarts, to help grocers compete with Amazon [4] Company Strategy - DoorDash has expanded partnerships with grocery chains, including Kroger and regional players like Schnucks, to enhance its grocery delivery service [2] - The company is focusing on fulfilling both small and large grocery orders, which is beneficial for grocers as they earn more from a diverse range of products [5] - DoorDash aims to make its retail and grocery business unit-economic positive by the second half of 2026, indicating a strategic focus on profitability [6] Market Position - Despite disappointing fourth-quarter earnings, DoorDash shares rose by as much as 14% in after-market trading, reflecting investor confidence in its grocery strategy [4] - The grocery delivery market is competitive, with Amazon expanding its same- and next-day delivery services, which has impacted shares of DoorDash and Instacart [1]

Amazon plans to invest about $200 billion in capital expenditures in 2026, a big jump from last year. ...

Vanguard’s senior economist Shaan Raithatha warns that the AI capital expenditure boom may carry “hidden risks”.Hyperscalers are on track to borrow more than $400 billion this year to fund their AI buildouts. That is more than double the $165 billion raised through debt markets across all of 2025.Vanguard’s economist points to the concern that strong moats and cash flows may be masking the true scale of AI debt exposure; with special purpose vehicles, off-balance-sheet financing and long-term lease obligati ...

Core Insights - DoorDash is expected to report adjusted EPS of 58 cents per share on revenue of nearly $4 billion, despite being down nearly 30% in 2026 [1][2] - Analysts anticipate a core growth rate of over 20%, potentially exceeding 30% due to acquisitions [3][4] - Investors are focused on the company's investment cycle and its impact on margins, with expectations that margins can still rise despite ongoing investments [5][6] Company Performance - DoorDash has successfully diversified its operations beyond the U.S. through acquisitions in Eastern and Western Europe, as well as expanding into grocery and pharmacy delivery [8][9] - The company maintains a leading market share in the U.S. by effectively executing its strategy to onboard more merchants and improve delivery times [10][11] Investment Outlook - Evercore ISI has an outperform rating on DoorDash with a price target of $360, indicating significant upside potential [11][12] - The company is investing in AI and robotics for delivery, which could enhance productivity, although the timeline for fully autonomous delivery remains uncertain [14][15][16] Market Context - The stock has seen a downturn of nearly 40% from its all-time highs, with options markets pricing in a potential $20 move in either direction following earnings [19][20] - A bullish call diagonal strategy is being considered by traders, indicating a positive sentiment towards the stock's performance in the near term [21][24]