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.
Amazon is advancing its warehouse automation with the introduction of Proteus 2, a fully autonomous robot equipped with AI-powered natural language processing that allows workers to direct it via voice commands. These robots navigate safely alongside...
Alphabet's shares fell over 5% in a week after five core AI researchers left for competitors like OpenAI and Anthropic, highlighting concerns about Google's AI product lineup, especially in coding assistants. Despite strong financials and growth in G...
A new streaming royalty calculator from law firm Manatt Phelps & Phillips reveals that Spotify takes 46% of gross streaming revenue, more than the 43% paid to record labels, while Apple Music takes 25%. In contrast, Amazon Music reportedly takes no c...
Equity markets remain close to all-time highs even as consumer sentiment hits multi-decade lows and most S&P sectors show weak or negative earnings growth. This divergence is driven by concentrated gains in technology and energy sectors, while retail...
In mid-2026, key AI platform stocks NVIDIA, Amazon, and Meta have pulled back despite strong revenue growth and strategic investments. NVIDIA trades 27% below its 52-week high with robust data center revenue and a large share buyback plan. Amazon sho...
