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 nearly $200 billion in new capital, straining market liquidity. With the Federal Reserve unlikely to increase liquidity and potential interest rate hikes, the easy money phase for AI investments is ending, prompting investors to consider diversifying beyond AI and tech sectors.
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...
Amazon has agreed to pay Corning billions of dollars for optical fiber to support its rapidly growing U.S. data centers focused on artificial intelligence. This multi-year deal will create around 1,000 jobs at Corning's North Carolina factories and e...
The MicroSectors FANG Innovation 3x Leveraged ETN (BULZ) fell 18% on June 5, 2026, following a broad selloff in major tech stocks like NVIDIA, Broadcom, Tesla, Meta, and Amazon. This product amplifies daily index moves by three times, so a coordinate...
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 p...
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...
