Fidelity is steering away from bonds issued by major tech companies like Amazon, Alphabet, Meta, Microsoft, and Oracle, which are raising hundreds of billions to fund AI infrastructure. Despite strong credit ratings, these bonds offer minimal yield premiums over U.S. Treasurys, providing little compensation for risk. The surge in bond supply tied to AI build-out raises concerns about potential downgrades and price drops. Instead, Fidelity favors higher-yield Treasurys and niche fixed income sectors where value is more apparent.
Iridium Communications and Globalstar are emerging as compelling satellite investment opportunities in 2026. Iridium, with its profitable L-band network supporting defense and IoT, has seen its stock triple this year, driven by government contracts a...
AI-driven technology stocks like AMD, Google, Amazon, Microsoft, and Meta have surged recently, delivering strong returns without showing signs of a bubble. Analyst Julian Lin highlights that these companies trade at reasonable valuations supported b...
Amazon's core businesses—AWS, advertising, and Prime subscriptions—continue to generate strong, high-margin revenue, supporting steady profit growth. AWS alone posted $37.6 billion in Q1 2026 revenue with a 37.7% operating margin, while advertising a...
New analysis from TS Lombard predicts that the US will invest about 2% of its GDP in artificial intelligence and data center infrastructure in 2026, totaling up to $800 billion. This investment surpasses that of any other country and is comparable to...
Apple and Alphabet are currently best positioned in the AI industry, generating strong positive free cash flow despite increased capital expenditures across the sector. In contrast, companies like Microsoft, Amazon, Meta, and Oracle are experiencing ...
