French President Emmanuel Macron and Indian Prime Minister Narendra Modi are actively courting major tech CEOs to secure investments in AI data centers, cloud infrastructure, and semiconductor development. Macron successfully persuaded SoftBank to invest billions in AI data centers in France, while Modi secured commitments from Amazon, Microsoft, Google, and Intel to invest heavily in India's AI ecosystem. Both leaders are leveraging personal relationships and government incentives to catch up in the global AI race dominated by the U.S. and China. These efforts aim to build local AI infrastructure and reduce reliance on foreign technology, positioning France and India as emerging players in AI innovation.
Equity markets remain resilient despite economic challenges such as weak housing, rising foreclosures, low savings, and worsening private credit conditions. Strong profit growth in the S&P 500 is mainly driven by semiconductor and energy sectors, wit...
Amazon and Alphabet both reported strong Q2 2026 results with AWS posting its fastest growth in 18 quarters and Google Cloud surging 82% year-over-year. Amazon's revenue reached $200.61B with AWS operating margins at 39.4%, while Alphabet posted $119...
The iShares Large Cap Core Active ETF (BLCR) has delivered a remarkable 105% price return since its launch in late 2023, outperforming peers and large-cap growth indices. Its strategy focuses on fundamentally strong stocks with high earnings growth a...
Amazon's stock dropped 7.49% last month even as AWS reported its fastest growth in 18 quarters, growing 37% year-over-year. The decline is mainly due to heavy capital spending of $53.1 billion in Q2 and a negative free cash flow outlook for 2026, des...
Amazon is rated Buy as its growth and valuation increasingly depend on AI-driven AWS and data center investments. AWS is expected to generate over 70% of Amazon's EBITDA by 2030, but long-term returns rely heavily on monetizing AI-as-a-service. Key r...
