The Ledger

AMZN

Amazon.com Inc.Consumer Discretionarysp500

Last close $264.08May 11, 2026

Day −1.83%

Currently held

Agent I — Immutablelong
37 sh @ $268.98 · stop $228.63
-$181.30 unrealized
Agent II — Adaptivelong
37 sh @ $268.98 · stop $228.63
-$181.30 unrealized

Everything we've seen

·May 12, 3:00 PMstreamnews
Nvidia Isn't The Most Overbought Tech Stock Right Now — Alphabet, AMD Are
Nvidia shares reached a new all-time high on Monday, but Alphabet and AMD top the list of most overbought Big Tech stocks.
·May 12, 3:00 PMstreamnews
Andy Jassy Just Said Something Big: Here's What It Means for Amazon's Stock
Amazon management expects generative artificial intelligence to be a once-in-a-generation opportunity.
·May 12, 3:00 PMstreamnews
S&P 500: Everyone Is Now An Earnings Expert, And A Quick Look At Cisco's Expected Earnings
With the rapid growth in S&P 500 earnings since January 1, â26, there has been a lot of new earnings commentary on the wires. Read more here.
·May 12, 3:00 PMstreamnews
'Pentagon's Top Tech Official Says Department Has Access To Anthropic's Mythos; Says Department Continues Six Month Transition To Stop Using Anthropic Tools' - Reuters
The Pentagon is deploying Anthropic's Mythos cybersecurity model to find and patch software vulnerabilities across the U.S. government even as it races to complete a transition away from the AI company, the Defense
·May 12, 3:00 PMstreamnews
GameStop stock sinks after eBay rejects takeover bid
GameStop stock drops after eBay rejects the retailer's takeover bid.
·May 12, 3:00 PMstreamnews
Amazon Now 30-minute delivery expanding to dozens of U.S. cities
Prime members pay $3.99 per order for the service, called Amazon Now, which is already live in Atlanta, Dallas–Fort Worth, Philadelphia, and Seattle
·May 12, 3:00 PMstreamnews
eBay rejects GameStop’s $56 billion offer, calling it ‘neither credible nor attractive’
Online marketplace eBay has rejected an offer from GameStop to buy the company for $55.5 billion, dealing a blow to the video game retailer’s ambitions to create a rival to Amazon.
·May 12, 3:00 PMstreamnews
An AI Windfall Tax? The Mere Mention Just Derailed the World’s Hottest Stock Market.
South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.
·May 12, 3:00 PMstreamnews
The summer box office is off to a hot start as weekend ticket sales top $160 million
The summer box office is off to a sizzling start, thanks in part to strong week-after-week performance from returning titles.
·May 12, 3:00 PMstreamnews
CHY: Some AI Exposure And A Better Fund Than Most Bond Funds
The Calamos Convertible & High Income Fund offers a 9.35% yield, blending convertible bonds and high-yield corporates for both income and capital appreciation. Read the full analysis here.
·May 12, 3:00 PMstreamnews
Amazon.Com, Inc. Rolls Out Amazon Now Delivery Service Across The U.S
Amazon.com, Inc. announced the rollout of its ultra-fast delivery service Amazon Now to dozens of cities and millions of customers across the U.S. Amazon Now, which provides thousands of fresh...
·May 12, 3:00 PMstreamnews
Online seller eBay rejects GameStop's $56 billion takeover offer
Online seller eBay is rejecting an unsolicited $56 billion takeover offer from GameStop, calling the proposal “neither credible or attractive.” Ryan Cohen’s GameStop disclosed earlier this month that it was pursuing a takeover of eBay, seeing it as a vehicle to compete with online retail giant Amazon. The national gaming retailer said at the time that its approximately 1,600 U.S. stores could become drop-off and shipping locations.
·May 12, 3:00 PMstreamnews
Client Command® Appoints Automotive Industry Veteran Wally Burchfield as Chief Revenue Officer
ATLANTA, May 12, 2026--Veteran automotive and media executive joins leadership team to accelerate growth and expand Active Shopper Network® capabilities.
·May 12, 3:00 PMstreamnews
BlockchAIn Appoints Christopher Iannacone to Lead Execution of AI Data Center Conversion
Appointment Strengthens Execution Leadership as BlockchAIn Advances Conversion into Purpose Built AI and HPC Data Center Capacity Accelerates Strategy to Rapidly Bring AI Data Center Capacity Online Using Existing Power Infrastructure NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- BlockchAIn Digital Infrastructure, Inc. (NYSE American: AIB) ("BlockchAIn" or the "Company"), a developer and operator of digital infrastructure focused on artificial intelligence ("AI") and high-performance computing ("HP
·May 12, 3:00 PMstreamnews
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
·May 12, 3:00 PMstreamnews
Amazon's AI Push Creates Pressure Inside Workforce
Employees reportedly used AI tools for routine tasks as internal competition around adoption intensified.
·May 12, 3:00 PMstreamnews
Why the World’s Hottest Stock Market Got Derailed by Talk of an AI Tax
South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.
·May 12, 3:00 PMstreamnews
Does AMD Still Have Room to Climb After Blowout Q1 Earnings?
AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.
·May 12, 3:00 PMstreamnews
OVERWHELMED BY THE HEALTHCARE SYSTEM? AMAZON'S HEALTH AI OFFERS PERSONALIZED GUIDANCE AND ACTIONABLE SUPPORT
OVERWHELMED BY THE HEALTHCARE SYSTEM? AMAZON'S HEALTH AI OFFERS PERSONALIZED GUIDANCE AND ACTIONABLE SUPPORT
·May 12, 3:00 PMstreamnews
Leostream Unveils Desktop/Workstation Platform for Amazon WorkSpaces Core Managed Instances
BOSTON, May 12, 2026--Leostream Corporation, creator of the world-leading Leostream® Remote Desktop Access Platform, today unveiled a desktop and workstation solution for Amazon WorkSpaces Core Managed Instances (CMI) that is built for all end-user computing needs, from productivity applications to the high-performance remote workforce requirements in the broadcast, media, and entertainment industries.
·May 12, 3:00 PMstreamnews
Amazon (AMZN) Expands 30-Minute Delivery Service Across Major U.S. Cities
Amazon (NASDAQ:AMZN) is broadening its rapid-delivery offering across the United States as the company accelerates its push into the fast-growing quick-commerce market. The service, branded Amazon Now, was initially introduced as a pilot program in several U.
·May 12, 3:00 PMstreamnews
CXVERSE Launches to Define Customer Experience Infrastructure, the New Category for Consumer Brands
The first platform purpose-built for the layer beneath every customer interaction, serving restaurants, retail, and consumer brands from regional operators to global enterprises AUSTIN, Texas, May 12, 2026 (GLOBE NEWSWIRE) -- CXVERSE today launched, marking the rebrand of Froogal.ai and formally defining a new category in consumer brand technology: Customer Experience Infrastructure. The launch marks the next chapter of a platform quietly built alongside consumer brands since day one. The bar fo
·May 12, 3:00 PMstreamnews
Vapi raises $50M Series B as it reaches 1 billion calls, powering the next generation of enterprise voice AI
Amazon, New York Life, Intuit and others use Vapi’s API-native enterprise voice AI platform for building, deploying, and managing voice agents at scale.San Francisco, CA, May 12, 2026 (GLOBE NEWSWIRE) -- Today, voice AI startup Vapi announced a $50 million funding round to make all calls extraordinary. When a customer calls a business, they aren’t looking for another channel. They’re looking for an outcome. But most phone experiences still run on rigid phone trees, scripts, and deterministic sys
·May 12, 3:00 PMstreamnews
Thomson Reuters Integrates CoCounsel Legal Into Anthropic's Claude Via MCP To Deliver Fiduciary-Grade, Citation-Grounded AI For Legal Workflows
New MCP integration brings CoCounsel Legal into Claude workflows to help legal work meet fiduciary-grade standardsTORONTO, May 12, 2026 /CNW/ -- Thomson Reuters (TSX/Nasdaq: TRI), a global content and technology company,
·May 12, 3:00 PMstreamnews
The Biggest Mistake Beginner Investors Make, According to the Rich Habits Podcast
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride. According to Robert Croak and Austin Hankwitz of the Rich Habits Podcast, that instinct is the single biggest mistake beginner investors make. The ... The Biggest Mistake Beginner Investors Make, According to the Rich Habits Podcast
·May 12, 3:00 PMstreamnews
Amazon Launches Its First Swiss Franc Bond
Amazon launched its debut Swiss franc bond in a record six-part deal
·May 12, 3:00 PMstreamnews
Robin Hood Reaches 70% Of $1 Billion Endowment Goal
Bezos family anchors Robin Hood's permanent endowment push with $100 million gift as annual fundraising continues.
·May 12, 3:00 PMstreamnews
10 Consumer Discretionary Stocks Whale Activity In Today's Session
·May 12, 3:00 PMstreamnews
Amazon com : You can now get Amazon's fast, affordable grocery delivery without a Prime membership
May 12, 2026: In January 2026, Amazon made the difficult decision to close Amazon Go and Amazon Fresh physical stores, converting various locations into Whole Foods Market stores. While we've seen...
·May 12, 3:00 PMstreamnews
Netflix Comeback Didn’t Happen
Once Netflix (NASDAQ: NFLX) dropped out of the race for Warner Bros. Discovery, it was supposed to bounce back. Most investors in the company could not see why Netflix would go after what were primarily media assets. And the price tag was staggering. Indeed, its stock price was $77 before Netflix walked away. It jumped ... Netflix Comeback Didn’t Happen
·May 12, 3:00 PMstreamnews
Markets Are Not Ready For What Happens Next
SPY is up 6 straight weeks on AI-led gains, but oil and key inflation data could spark volatility.
·May 12, 3:00 PMstreamnews
EBay rebuffs GameStop's $56B offer: How Ryan Cohen stacks up to Buffett
Online marketplace eBay (EBAY) has rejected GameStop's (GME) $56 billion takeover bid proposed last week, ultimately calling the offer "neither attractive nor credible." B. Riley Wealth chief market strategist Art Hogan joins Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré in examining investor reactions and how GameStop CEO Ryan Cohen's investment strategy stacks up to the likes of Warren Buffett's.
·May 12, 3:00 PMstreamnews
Amazon Fresh grocery store: Meet Just Walk Out shopping
May 12, 2026: In January 2026, Amazon made the difficult decision to close Amazon Go and Amazon Fresh physical stores, converting various locations into Whole Foods Market stores. While we've seen...
·May 12, 3:00 PMstreamnews
Amazon com : now offers same-day perishable grocery delivery in over 1,000 cities and towns with plans to double that reach by year's end
Key takeaways Customers in more than 1,000 cities and towns now have access to fresh perishable groceries with free Same-Day Delivery. Amazon plans to expand this capability to over 2,300 areas across...
·May 12, 3:00 PMstreamnews
Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'
Jim Cramer said he could "smell the reversal day." Unfortunately, he was right this time.
·May 12, 3:00 PMstreamnews
Amazon says it offers same-day perishable grocery delivery in over 1,000 cities, towns
Amazon.com Inc: Amazon: Amazon now offers same-day perishable grocery delivery in over 1,000 cities, towns with plans to double that reach by year's end - blog...
·May 12, 3:00 PMstreamnews
Should TTD Stock Be Part of Your Portfolio Post Q1 Earnings Miss?
TTD misses earnings estimates despite revenue growth, as slowing momentum, macro pressures and rising competition challenge its near-term outlook.
·May 12, 3:00 PMstreamnews
Is UPS Stock a Bad-News Buy?
Amazon recently announced Amazon Supply Chain Services, which many investors worry could take market share from UPS.
·May 12, 3:00 PMstreamnews
Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations
·May 12, 3:00 PMstreamnews
Amazon offering a new 30-minute delivery space
Amazon (AMZN) is launching 30-minute deliveries throughout US cities as part of its Prime Now service, with plans to make this available in most areas 24 hours a day. Yahoo Finance Tech Editor Dan Howley discusses this new service and what it means for the broader express delivery space, especially as more companies employ the use of delivery robots.
·May 12, 3:00 PMstreamnews
The 3 Best S&P 500 Stocks to Buy Now
These growth stocks are benefiting from major tailwinds across cloud computing, digital payments, and healthcare.
·May 12, 3:00 PMstreamnews
AST SpaceMobile Earnings, Revenue Miss Amid Satellite Launch Delays
AST SpaceMobile reported Q1 earnings that missed estimates but the company said it's "on track" to meet 2026 guidance.
·May 12, 3:00 PMstreamnews
Hedge Fund Bets Big on Minerals Stock, According to Recent SEC Filing
This royalty-based firm generates revenue from leasing mineral rights and direct soda ash production across key U.S. basins.
·May 12, 3:00 PMstreamnews
Shopify's AI Channels Are Booming: What They Mean for the Stock
AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.
·May 12, 3:00 PMstreamnews
Amazon cranks up 30-minute delivery in major U.S. cities
Amazon is expanding its new 30-minute delivery service to dozens of U.S. cities this year. The post Amazon cranks up 30-minute delivery in major U.S. cities appeared first on FreightWaves.
·May 12, 3:00 PMstreamnews
A Look At Amazon.com (AMZN) Valuation After Its Push Into Ultra Fast Delivery Expansion
Amazon.com (AMZN) has put ultra fast delivery at the center of its latest push, rolling out Amazon Now 30 minute delivery across dozens of U.S. cities while extending same day groceries and supply chain services to consumers and businesses. See our latest analysis for Amazon.com. The latest ultra fast delivery push comes as Amazon.com's share price sits at US$268.99, with a 30 day share price return of 12.84% and a 90 day gain of 29.97%, while the 1 year total shareholder return of 28.93% and...
·May 12, 3:00 PMstreamnews
Assessing FedEx (FDX) Valuation After Freight Spin Off Plan Cost Savings Progress And Amazon Competition
FedEx (FDX) is back in focus after confirming plans to spin off FedEx Freight on June 1, 2026, along with progress on cost programs and rising competitive pressure from Amazon Supply Chain Services. See our latest analysis for FedEx. The stock’s recent 7 day share price return of 5.9% and year to date share price return of 29.26%, alongside a 1 year total shareholder return of 66.27%, suggest momentum has been building as investors weigh the planned Freight spin off, cost programs like DRIVE...
·May 12, 3:00 PMstreamnews
The $1 trillion club's new members are powering the AI boom: Chart of the Day
Market royalty is getting a hardware makeover.
·May 12, 3:00 PMstreamnews
Down 40%, Is It Time To Buy MercadoLibre?
MercadoLibre's profits are falling. Is competition to blame?
·May 12, 3:00 PMstreamnews
GameStop Takeover Dream Crashes After eBay Rejection
GameStop Stock Falls After eBay Rejects $56 Billion Takeover Bid
?May 12, 1:15 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -2.07% move in AMZN lacks a clear negative catalyst — recent headlines are broadly positive for big tech, highlighting strong AI demand and robust corporate profits, which would typically support AMZN's cloud/AWS segment. The macro context shows elevated 5-year inflation expectations (2.62, ~1.9σ above trend), which could weigh on growth equities, but this is not an acute single-day catalyst for AMZN specifically. With 150 minutes remaining, there is enough time for a partial mean-reversion as institutional buyers may step in given the positive sector narrative, making the downside continuation uncertain.
!May 12, 1:15 PMsignalseverity -0.02
Agent VII — Day Trader — day_trade_skipped
The -2.07% move in AMZN lacks a clear negative catalyst — recent headlines are broadly positive for big tech, highlighting strong AI demand and robust corporate profits, which would typically support AMZN's cloud/AWS segment. The macro context shows elevated 5-year inflation expectations (2.62, ~1.9σ above trend), which could weigh on growth equities, but this is not an acute single-day catalyst for AMZN specifically. With 150 minutes remaining, there is enough time for a partial mean-reversion as institutional buyers may step in given the positive sector narrative, making the downside continuation uncertain.
?May 12, 1:01 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
AMZN is down ~2.23% intraday but the news flow is broadly positive for big tech, with Wedbush highlighting strong AI demand across cloud and software — sectors where AMZN (AWS) is a direct beneficiary. This creates a potential reversal setup rather than continuation of the decline, especially with 165 minutes remaining which gives ample time for a recovery. The macro backdrop of elevated 5-year inflation expectations (2.62, nearly 2σ above trend) adds modest headwind to growth/tech names, but is not a strong enough catalyst to confidently sustain the sell-off into the close.
!May 12, 1:01 PMsignalseverity -0.02
Agent VII — Day Trader — day_trade_skipped
AMZN is down ~2.23% intraday but the news flow is broadly positive for big tech, with Wedbush highlighting strong AI demand across cloud and software — sectors where AMZN (AWS) is a direct beneficiary. This creates a potential reversal setup rather than continuation of the decline, especially with 165 minutes remaining which gives ample time for a recovery. The macro backdrop of elevated 5-year inflation expectations (2.62, nearly 2σ above trend) adds modest headwind to growth/tech names, but is not a strong enough catalyst to confidently sustain the sell-off into the close.
?May 12, 12:45 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -2.20% move in AMZN lacks a clear company-specific negative catalyst; recent headlines are broadly constructive for big tech with Wedbush reinforcing AI demand strength and corporate profits at multi-year highs. With 3 hours remaining, there is meaningful time for a reversal, especially given the positive sector backdrop that could attract dip buyers. The elevated 5-year inflation breakeven (2.62, ~1.9σ above trend) adds some macro headwind for growth names, but is insufficient alone to sustain the selloff into the close.
!May 12, 12:45 PMsignalseverity -0.02
Agent VII — Day Trader — day_trade_skipped
The -2.20% move in AMZN lacks a clear company-specific negative catalyst; recent headlines are broadly constructive for big tech with Wedbush reinforcing AI demand strength and corporate profits at multi-year highs. With 3 hours remaining, there is meaningful time for a reversal, especially given the positive sector backdrop that could attract dip buyers. The elevated 5-year inflation breakeven (2.62, ~1.9σ above trend) adds some macro headwind for growth names, but is insufficient alone to sustain the selloff into the close.
?May 12, 12:30 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -2.06% move in AMZN lacks a clear AMZN-specific negative catalyst; recent headlines are broadly positive for big tech and AI demand, suggesting the decline may reflect broader market rotation or profit-taking rather than fundamental deterioration. The macro context shows elevated 5-year inflation expectations (2.62, ~1.9σ above trend), which could pressure growth/tech names, but this is a diffuse headwind rather than a sharp catalyst. With 195 minutes remaining and no identifiable stock-specific driver, the move is more likely a mean-reversion candidate than a continuation, warranting an uncertain stance.
!May 12, 12:30 PMsignalseverity -0.02
Agent VII — Day Trader — day_trade_skipped
The -2.06% move in AMZN lacks a clear AMZN-specific negative catalyst; recent headlines are broadly positive for big tech and AI demand, suggesting the decline may reflect broader market rotation or profit-taking rather than fundamental deterioration. The macro context shows elevated 5-year inflation expectations (2.62, ~1.9σ above trend), which could pressure growth/tech names, but this is a diffuse headwind rather than a sharp catalyst. With 195 minutes remaining and no identifiable stock-specific driver, the move is more likely a mean-reversion candidate than a continuation, warranting an uncertain stance.
✓May 12, 12:54 AMdecisionacted
Agent II — Adaptive — entry
Stage 2: close $268.98 > MA150 $229.41 (+17.2%), MA rising, 3.4% off 52w high, vol 0.06× avg
✓May 12, 12:54 AMdecisionacted
Agent I — Immutable — entry
Stage 2: close $268.98 > MA150 $229.41 (+17.2%), MA rising, 3.4% off 52w high, vol 0.06× avg
?May 11, 6:38 PMdecisionconsidered
Agent II — Adaptive — considered
Stage 2: close $268.98 > MA150 $229.41 (+17.2%), MA rising, 3.4% off 52w high, vol 0.06× avg
?May 11, 6:38 PMdecisionconsidered
Agent I — Immutable — considered
Stage 2: close $268.98 > MA150 $229.41 (+17.2%), MA rising, 3.4% off 52w high, vol 0.06× avg
?May 11, 6:38 PMdecisionconsidered
Agent II — Adaptive — considered
Stage 2: close $268.98 > MA150 $229.41 (+17.2%), MA rising, 3.4% off 52w high, vol 0.06× avg
?May 11, 6:38 PMdecisionconsidered
Agent I — Immutable — considered
Stage 2: close $268.98 > MA150 $229.41 (+17.2%), MA rising, 3.4% off 52w high, vol 0.06× avg
❖May 11, 3:51 PMnewsvia finnhub
Big tech earnings reinforce strength of AI demand across chips, cloud and software: Wedbush
Big tech firms are poised to extend their rally following a strong earnings season and continued momentum in artificial intelligence spending, according to Wedbush analysts, who pointed to accelerating enterprise adoption and sustained demand across chips, cloud infrastructure, software and...
❖May 11, 2:24 PMnewsvia finnhub
Alphabet Is Issuing Bonds in Yen. Why Not?
After going through the dollar, sterling, euros and Canadian dollars, the next on the currency rolodex is Yen.
❖May 11, 1:52 PMnewsvia finnhub
By the numbers: Corporate profits haven't been this smoking hot in years
It has been a wow earnings season.
❖May 11, 1:25 PMnewsvia finnhub
Before You Invest in SpaceX, Consider This Top Competitor
SpaceX isn't the only game in town.
❖May 11, 1:01 PMnewsvia finnhub
TRADING DAY-AI beats Iran impasse
U.S. and worldstocks touched new highs on Monday, as artificial intelligencefever continued to outweigh the prolonged U.S.-Iran impasse. Theceasefire is fragile and hopes of a lasting deal appear...
❖May 11, 12:21 PMnewsvia finnhub
Apple delivers surprise win in Big Tech’s AI spending war
Apple (AAPL) is spending much of the artificial intelligence boom looking like the company that missed the memo. Apple took a more cautious approach as Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META) rushed to construct larger data centers, purchase more CPUs, and ...
❖May 11, 12:13 PMnewsvia finnhub
AI Chipmaker Cerebras Could Raise Up To $5.52 Billion in Upsized IPO
Cerebras Systems increased the size and expected price range of its initial public offering, which n
❖May 11, 11:45 AMnewsvia finnhub
Why Companies Are Racing to Put Satellites in Low Earth Orbit
Investors expect the market for low Earth orbit satellites to grow to about $108 billion by 2035. WSJ's Micah Maidenberg explains what's at stake for the corporate fight over LEO, and whether Amazon and others can put a dent in SpaceX's dominance there.
❖May 11, 11:32 AMnewsvia finnhub
AWS announces general availability of Claude platform on AWS
AWS: AWS announces general availability of Claude platform on AWS - blog...
❖May 11, 11:29 AMnewsvia finnhub
Taiwan Semiconductor (TSM) Is Just Rolling In Billions Of Dollars, Says Newsletter
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the 14 Stocks That Will Skyrocket. This stock is another one pitched by Adam O’Dell. He makes a big claim to point out that “Amazon is betting its entire AI future on this company’s technology.” In fact, the technology is so crucial that “without this partner’s […]
❖May 11, 11:15 AMnewsvia finnhub
Digital Advertising Industry Snapshot Q1 2026
Digital advertising industry saw a material growth acceleration in 1Qâ26 as it increased by 22.1% YoY. Read more here.
❖May 11, 11:01 AMnewsvia finnhub
BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List
Bank of America has added FedEx (NYSE:FDX) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic signal even without a fresh price target attached. For long-term investors, the inclusion reframes FedEx stock as one of Wall Street’s preferred industrial transformation plays heading into ... BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List
❖May 11, 10:58 AMnewsvia finnhub
Chamath Palihapitiya Says Anthropic Deal Has A Lesson For Elon Musk's $2T SpaceX IPO
Chamath Palihapitiya called the SpaceX-Anthropic deal a "valuation reinforcement" for Elon Musk's $2 trillion IPO. Polymarket traders agree.
❖May 11, 10:43 AMnewsvia finnhub
Amazon's AI Chip Backlog Stands at a Massive $225 Billion. That's Great News for This Semiconductor Stock That Has Doubled in 2026
The strong demand for Amazon's custom artificial intelligence processors will be a tailwind for its semiconductor design partner.
❖May 11, 9:40 AMnewsvia finnhub
AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized US IPO
(Bloomberg) -- Cerebras Systems Inc. increased the size of its initial public offering, now seeking to raise as much as $4.8 billion, as demand for the artificial intelligence chipmaker and data center operator’s shares continues to build.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold, Hitting Jewelr
❖May 11, 9:35 AMnewsvia finnhub
5 Consumer Discretionary Stocks With Whale Alerts In Today's Session
❖May 11, 9:33 AMnewsvia finnhub
Alphabet Could Pass Nvidia As World’s Most Valuable Company
NVIDIA (NASDAQ: NVDA) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s market cap is up 16% this year. Alphabet’s is up 26%. And, Nvidia’s stock has jumped around recently, with a sell-off in early May. What ... Alphabet Could Pass Nvidia As World’s Most Valuable Company
❖May 11, 9:17 AMnewsvia finnhub
Apple Stock: Alpha Engine Or Portfolio Diversifier?
Apple (AAPL) stock has climbed 5% over the past five trading sessions and is now up 13% over the last month, driven by a broader rally in the Nasdaq-100, strong Q2 earnings, a fresh $100 billion share repurchase authorization, and growing optimism around generative AI integration across its devices.
❖May 11, 9:15 AMnewsvia finnhub
Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears?
Wall Street is nervous about hyperscaler capex. The combined capex of Amazon, Microsoft, Alphabet, and Meta was over $200B in 2024. Two years later it is on track to approach $700B.
❖May 11, 9:06 AMnewsvia finnhub
Micron Benefits From Samsung Trouble; Buying Mania Hampered by Rising Oil
Semi Mania Please click here for an enlarged chart of Micron Technology Inc
❖May 11, 8:53 AMnewsvia finnhub
The record-setting rally's next move
The Investment Committee debate where the market is headed after hitting record highs.
❖May 11, 8:49 AMnewsvia finnhub
Cerebras To Raise IPO Price Amid Strong Demand
Cerebras Systems is planning to raise the size and price of its initial public offering (IPO) as demand for the art...
❖May 11, 8:38 AMnewsvia finnhub
Amazon's,Cisco, Applied Materials and Mosaic are part of Zacks Earnings Preview
Amazon's,Cisco, Applied Materials and Mosaic have been highlighted in this Earnings Preview article.
❖May 11, 8:30 AMnewsvia finnhub
Here's How Much You'd Have If You Invested $1000 in Amazon a Decade Ago
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
❖May 11, 8:28 AMnewsvia finnhub
Why These 3 High-Flying Memory & Storage Stocks Will Rise Further
AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.
❖May 11, 8:10 AMnewsvia finnhub
Microsoft CEO Satya Nadella to testify in Musk vs. Altman trial
CNBC's Kate Rooney joins 'Money Movers' to report on latest developments around the Musk vs. Altman lawsuit.
❖May 11, 8:09 AMnewsvia finnhub
Why Silver, Power And Chemicals Will Be The Next Micron Trade, Top AI Expert Says
Wall Street has rarely been louder with bubble warnings on the AI trade after the parabolic moves we’ve recently seen in semiconductors like Micron Technologies Inc. (NASDAQ:MU
❖May 11, 7:37 AMnewsvia finnhub
Nvidia Stock: Reasons For Short-Term Caution Into Earnings
Nvidia Corporation outlook ahead of earnings: attractive valuation vs. peers but rising AI chip competition and a frothy sector. Click for this NVDA update.
❖May 11, 7:37 AMnewsvia finnhub
United States Autonomous Vehicles Market Forecast and Company Analysis Report 2026-2034 Featuring BMW, Alphabet, Ford, Amazon, Apple, Mercedes-Benz, Aptiv, Baidu, DidiChuxing, General Motor
The United States Autonomous Vehicles Market, projected to surge from USD 28.63 billion in 2025 to USD 103.19 billion by 2034, is set for growth driven by technological advancements in AI, connectivity, and sensors. This market explores the potential for enhanced road safety and transport efficiency through applications like ride-sharing and logistics. Industry collaboration fuels innovation, illustrated by key projects from Minus Zero and partnerships like General Motors and NVIDIA. Challenges
❖May 11, 7:27 AMnewsvia finnhub
Alphabet considers first yen bond sale to fund AI goals
Alphabet plans to sell Japanese yen-denominated bonds for the first time, it disclosed in a filing on Monday, as technology giants ‌tap debt markets to fund artificial intelligence infrastructure deployments. Alphabet did not immediately respond to a Reuters request on the offering size. Alphabet has mandated Mizuho, ‌Bank of America and Morgan Stanley ⁠to work on the transaction.
❖May 11, 6:50 AMnewsvia finnhub
Hassett says AI isn't costing anybody their job right now — but tech layoffs keep coming
Tech companies have continued to announce layoffs tied to AI, including recent cuts from Amazon, Meta and Oracle.
❖May 11, 6:09 AMnewsvia finnhub
Cramer’s Stop Trading: Vicor
CNBC’s Jim Cramer explains why he is keeping an eye on shares of Vicor.
❖May 11, 6:00 AMnewsvia finnhub
Tech stocks today: AI chipmaker Cerebras to stage blockbuster IPO, Nvidia's Jensen Huang goes to China
The tech sector helped US stocks cruise to all-time highs last week, as the artificial intelligence boom broadened.
❖May 11, 5:36 AMnewsvia finnhub
Cramer’s Mad Dash: Madison Air Solutions
CNBC’s Jim Cramer delivers his daily Mad Dash.
❖May 11, 5:30 AMnewsvia finnhub
Micron Exploded From $97 To $747: Here's Why It's Likely Not Over 'Yet'
Micron (MU) rides a memory chip super-cycle from AI demand and shortagesâEPS set to surge and valuation stays low.
❖May 11, 5:28 AMnewsvia finnhub
Satya Nadella to testify in Elon Musk vs. OpenAI trial
CNBC’s Kate Rooney reports on the latest developments in the Elon Musk vs. OpenAI trial.
❖May 11, 5:04 AMnewsvia finnhub
Amazon Prepares to Issue Its First Swiss Franc Bond in AI Push
(Bloomberg) -- Amazon.com, Inc. is preparing to issue Swiss franc bonds for the first time, as Big Tech hyperscalers turn to new debt markets to fund artificial intelligence spending.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in
❖May 11, 4:43 AMnewsvia finnhub
Smart Home Global Forecast Report 2026-2032: $95+ Billion Market Driven by Ongoing Advancements in AI- and Voice-Enabled Smart Home Solutions
The global smart home market is set to reach USD 139.24 billion by 2032, growing at a CAGR of 6.4% from USD 95.83 billion in 2026. This growth is driven by rising internet penetration, adoption of connected devices, and energy-efficient home systems. Smart kitchens are poised for the fastest growth, fueled by connected appliances and convenience demands. Direct sales channels are expected to dominate, providing better customer engagement and support. North America leads the market due to advance
❖May 11, 4:36 AMnewsvia finnhub
AI in Virtual Medical Assistants Research Analysis Report 2026: Market to Reach $8.85 Billion by 2030, Driven by Shift To Multimodal Interactions, AI Virtual Nurses & Avatars, and Human-Like Chatbots
The AI in Virtual Medical Assistants Market is projected to soar from USD 1.86 billion in 2025 to USD 8.85 billion by 2030, achieving a remarkable CAGR of 36.6%. Key growth drivers include advancements in AI, heightened demand for 24/7 healthcare, and evolving digital platforms. The healthcare provider segment leads, leveraging AI for enhanced clinical efficiency and patient interaction. EHR/EMR integrations are rising rapidly, offering seamless patient data access. North America tops regional g
❖May 11, 4:19 AMnewsvia finnhub
Micron Hits New Highs: Investors Bet Big An AI Storage
Micron (MU) stock hits a new high as investors bet on a permanent AI-driven storage boom. See how professional managers are locking in profits while options traders pour $2.8 billion into bullish bets.
❖May 11, 4:19 AMnewsvia finnhub
Cerebras bumps up IPO range as it looks to raise up to $4.8 billion
Elon Musk was open to having OpenAI merge with Cerebras. Now Cerebras is looking at going public as soon as this week.
❖May 11, 4:11 AMnewsvia finnhub
At TV upfronts, AI is in and corporate shuffles are reshaping the lineup
Advertisers will be hearing about the slate of live events in the coming year — and how AI is being integrated. Plus, media consolidation reshapes the lineup.
❖May 11, 3:43 AMnewsvia finnhub
Alger SICAV - Alger Dynamic Opportunities Fund Q1 2026 Portfolio Update
For the quarter, Alger SICAV - Alger Dynamic Opportunities Fund portfolio's average long exposure was 78.38% and the average short exposure was -30.91%. Read more here.
❖May 11, 3:30 AMnewsvia finnhub
Alibaba's AI Shopping Bet Could Change How You Buy Online Forever
Alibaba integrates Qwen AI into Taobao and Tmall, shifting from keyword search to conversational shopping. See how it impacts $BABA growth.
❖May 11, 2:38 AMnewsvia finnhub
Trump Warns NFL Could Be 'Killing The Golden Goose' With Rising Streaming Costs
President Donald Trump criticized NFL streaming costs, warning the league risks losing fans and its antitrust exemption.
❖May 11, 2:38 AMnewsvia finnhub
Tesla Rivals Rivian, Lucid Say 'Restrictive' Dealership Laws Are Hurting EV Adoption In US
Executives from US EV makers Rivian and Lucid say dealership laws are hindering EV adoption across the country.
❖May 11, 1:21 AMnewsvia finnhub
What you need to know about Amazon today: May 11, 2026
Amazon Pet Days 2026: 65 top deals on pet food, toys, grooming, and health supplies to shop now Amazon Pet Days is here, bringing you savings on the pet supplies you use every day and everything else...
❖May 11, 1:21 AMnewsvia finnhub
Amazon Pet Days 2026: 65 top deals on pet food, toys, grooming, and health supplies to shop now
Key takeaways Amazon Pet Days 2026 runs May 11-15. Enjoy savings up to 25% across select categories including pet food, toys, apparel, and feeders. Brands including Purina, IAMS, Hill's Science Diet,...
❖May 11, 1:18 AMnewsvia finnhub
Forward Air: Throwing The Towel On Yet Another Special Situation
Forward Air faces a busted bull case after a failed sale, major customer loss, and Amazon's disruptive logistics entry. See why FWRD stock is a hold.
❖May 10, 11:56 PMnewsvia finnhub
CIO Weekly: The Mag 7 Pulls Apart
The âMagnificent 7â moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.

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