The AI infrastructure buildout has years to go, here are three stocks with room to run as data center demand and hyperscaler spending fuel long-term growth
Parcel and cargo delivery company FedEx (NYSE:FDX) announced better-than-expected revenue in Q3 CY2025, with sales up 3.1% year on year to $22.24 billion. Its non-GAAP profit of $3.83 per share was 5.8% above analysts’ consensus estimates.
Amazon (NASDAQ: AMZN) is poised to redefine its position in the competitive consumer electronics market with its annual Fall Hardware Event, scheduled for September 30, 2025. This highly anticipated showcase, the first under the strategic direction of Panos Panay, head of Amazon's Devices and Services division, is expected to unveil
Mexico's Federal Economic Competition Commission (COFECE), the nation's anti-trust authority, has concluded its extensive investigation into the e-commerce practices of tech giants Amazon and Mercado Libre. Despite identifying a lack of effective competition and significant anti-competitive behaviors within Mexico's burgeoning online retail marketplace, the watchdog ultimately decided against imposing corrective
Amazon Web Services (AWS) continues to assert its formidable dominance in the global cloud computing market, holding a substantial lead over competitors. With an estimated 30-31% market share in global cloud infrastructure in 2025, AWS consistently outpaces rivals like Microsoft (NASDAQ: MSFT) Azure and Google (NASDAQ: GOOGL) Cloud Platform. This
The sprawling digital marketplace of Amazon is undergoing a profound transformation, driven by the rapid integration of Artificial Intelligence (AI) and, more specifically, agentic AI. This technological leap is fundamentally reshaping how third-party sellers manage their businesses, moving beyond mere automation to proactive, intelligent assistance capable of reasoning, planning, and
Apple's (NASDAQ: AAPL) artificial intelligence (AI) strategy is facing intense scrutiny, casting a shadow over the tech giant's future trajectory. A high-profile executive departure, coupled with growing concerns from market analysts, points to a perceived lag in the company's AI development compared to fierce rivals. These events are prompting questions
Microsoft (NASDAQ: MSFT) is making an unprecedented strategic push into the artificial intelligence arena, committing an estimated $80 billion to build and expand AI-optimized data centers globally through 2028. This colossal investment represents the largest infrastructure commitment in the company's history, more than doubling its spending on Azure between 2018
Apple Inc. (NASDAQ: AAPL) is currently experiencing a robust bullish trend, signaling a resurgence in investor and analyst confidence. After navigating a period of scrutiny regarding its artificial intelligence strategy and some market skepticism in early 2025, the tech giant has demonstrated remarkable resilience, underpinned by strong financial performance, accelerating
Cupertino giant Apple Inc. (NASDAQ: AAPL) is reportedly gearing up for one of its most aggressive product launch cycles in recent history, with an ambitious roadmap outlining at least ten significant new products and major refreshes by 2026. This unprecedented push is poised to redefine several key technology segments, from
The global stock market is in the midst of a profound transformation, increasingly shaped by the relentless advance of Artificial Intelligence (AI). This technological revolution has ushered in an era of unprecedented growth opportunities alongside amplified volatility, demanding a sophisticated and adaptive approach from investors. As AI integration accelerates across
In a financial landscape increasingly dominated by the exhilarating, often volatile, narrative of artificial intelligence, Intuitive Surgical (NASDAQ: ISRG) stands as a testament to steady, fundamental innovation. As the market's gaze fixates on every whisper of AI advancement, the pioneer of robotic-assisted surgery continues its work, quietly refining its formidable
Renowned investor Steve Eisman, famous for his prescient bet against the subprime mortgage market, is once again making waves with his unconventional take on current Federal Reserve monetary policy. Eisman contends that recent and anticipated Fed rate cuts are largely insignificant, amounting to little more than "tinkering" with an economy
Goldman Sachs has issued a compelling assessment of the current stock market, labeling the environment as "peak Goldilocks." This pronouncement signifies an optimal, yet potentially fleeting, period for equity markets, driven by a pronounced "risk-on" shift. The market's current trajectory is attributed to a powerful confluence of factors: the unwavering
Advanced Micro Devices (NASDAQ: AMD) is making significant waves in the artificial intelligence (AI) landscape, with its stock experiencing a remarkable surge in 2025. This impressive year-to-date performance is largely attributable to the company's aggressive strategic pivot into the AI market, spearheaded by its cutting-edge Instinct MI350 and upcoming MI400
The global semiconductor industry is bracing for a substantial upswing in 2025, with an anticipated 11% year-over-year growth projected to push total sales to nearly $700 billion. This optimistic forecast follows a robust recovery in 2024 and signals a continued surge fueled primarily by the insatiable demand for artificial intelligence
The financial world is abuzz as the 10-Year U.S. Treasury Yield continues its ascent, currently resting at 4.13% as of September 18, 2025. This increase, a notable 0.05 percentage points from the prior session and 0.42 points higher than a year ago, signifies more than just
The United States economy is currently navigating a precarious path, as the Federal Reserve initiates its first interest rate cuts of 2025 in an effort to stimulate a stalling labor market and slower economic growth. This pivotal shift in monetary policy, however, is juxtaposed against a backdrop of persistently elevated
The latest U.S. employment reports have sounded a cautionary note across financial markets, revealing a significant slowdown in job creation and a noticeable uptick in the unemployment rate. These developments have directly prompted the Federal Reserve to cut its benchmark interest rate, signaling a strategic pivot towards prioritizing employment
In an unprecedented surge of capital expenditure, technology titans Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL), alongside Meta Platforms (NASDAQ: META), are collectively pouring hundreds of billions of dollars into AI infrastructure in 2025. This aggressive investment, projected to reach well over $300 billion this year alone
The third quarter of 2025 has concluded with the US stock market reaching an all-time high, fueled by an insatiable investor appetite for artificial intelligence. Major indices, including the S&P 500 and Nasdaq Composite, shattered previous records as groundbreaking advancements in AI development and widespread adoption across various industries
The Federal Reserve finds itself navigating an increasingly challenging economic landscape, attempting to balance its congressional dual mandate of achieving maximum employment and maintaining price stability. This delicate act has been further complicated by the recent decision to cut its benchmark interest rate by a quarter percentage point, even as
The global economy is currently navigating a complex period marked by persistent inflation, rising interest rates, and a nuanced shift in consumer behavior. While overall consumer spending has shown remarkable resilience, a closer look reveals emerging caution and a more intentional approach to purchasing. This evolving landscape is creating significant
