On June 5, during Nasdaq's worst single-day drop in over a year, retail investors mostly bought the dip in well-known AI and hardware stocks like Tesla, Nvidia, and CoreWeave. However, six major tech stocks including Amazon, Microsoft, and Alphabet saw net selling despite price declines, indicating a rotation away from mega-cap software and cloud companies. This shift suggests investors are moving toward cheaper hardware and AI infrastructure stocks after a long tech rally. Whether this trend continues remains uncertain.
The Nasdaq surged over 19% from its March 2026 lows as big tech stocks emerged as a new safe haven during geopolitical stress, outperforming traditional defensive assets like the U.S. dollar, Treasuries, gold, and the Japanese yen. This shift was dri...
A $10,000 investment in Amazon shares in 2006 would be worth over $1.4 million today, highlighting the company's massive growth. Despite this success, Amazon faces an FTC antitrust lawsuit accusing it of monopolistic practices like penalizing third-p...
Intel's stock jumped after reports that Google and Nvidia are considering Intel as a backup manufacturer for advanced AI chips, with Google reportedly ordering over 3 million Tensor Processing Units for 2028. Nvidia is also testing Intel's technology...
Amazon's move of Prime Day into June has shifted consumer demand toward essentials and groceries, impacting Q2 revenue by pulling sales forward. The key focus is on operating income, driven by strong AWS growth, advertising strength, and some drag fr...
Major AI and tech companies like Amazon, Microsoft, Google, and Meta plan to spend $725 billion on capital expenditures in 2026, requiring significant debt and equity raises. Additionally, upcoming large AI IPOs such as SpaceX and Anthropic will seek...
