Amazon reported a 19.6% year-over-year revenue increase with expanding profit margins, mainly driven by its AWS segment which now accounts for over 60% of segment profits. Despite some pricing declines, AWS margins are rising. The company is investing heavily in AI through Anthropic and OpenAI, which could bring significant returns but also pose risks if the AI market cools. The analyst maintains a soft 'buy' rating due to Amazon's attractive valuation despite increased capital expenditures and net debt.
Nvidia's top insider, Director Mark Stevens, sold nearly $650 million worth of shares in two transactions, including the largest insider sale of the decade for Nvidia. This insider selling is part of a broader trend among big tech companies like Micr...
In early September 2026, two SanDisk insiders disclosed selling nearly $12 million worth of shares, a significant increase compared to previous months this year. Chief Legal Officer Bernard Shek sold 2,308 shares for $4.08 million, marking his larges...
The Fundstrat Granny Shots US Large Cap ETF (GRNY) offers investors diversified exposure to high-growth sectors such as AI infrastructure, defense, and bitcoin price recovery. It uses a factor-based, equal-weighted approach focusing on companies bene...
Marvell Technology's CEO Matt Murphy attributes the company's 241% stock rise over the past year to a decade-long build of trust with major tech firms. This trust has enabled Marvell to secure significant AI ecosystem partnerships, including deals wi...
Amazon faces a proposed nationwide class action lawsuit accusing it of discriminating against pregnant employees by denying basic accommodations and firing those who take too much time off. The complaint, filed by four former warehouse workers, alleg...
