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Valuation

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Hedge Funds Increase Amazon Stakes on AWS-Led AI Opportunity

Faster AWS growth with a $364 billion contracted backlog underpins investors' view that Amazon is undervalued by the market.

Bloom Energy Rally Reverses After Strong Quarter as Scrutiny Mounts

Fox to Buy Roku in $22 Billion Deal for TV Platform

Adobe Shifts to Freemium AI Model After Earnings, Shares Slide on CFO Exit

Alibaba Bids $1.5 Billion for Pupu, Outbidding Sun Art

Palantir Reports Rapid Q1 Growth but Shares Slip on Stretched Valuation

Intuit Reports Beat‑and‑Raise While Cutting About 3,000 Jobs

Tesla Lifts U.S. Model Y Prices in First Increase in Two Years

Peltz’s Trian Seeks Backers for Potential Wendy’s Take-Private

Costco’s April Sales Rise 13% as Underlying Growth Remains Steady

FormFactor Drops for the Week Despite Earnings Beat and Raised Guidance

Broadcom’s AI Boom Lifts It to $2 Trillion Brush as It Samples New Wi‑Fi 8 Chips

TSMC Secures 30-Year Deal for All Power From Hai Long 2A

Infosys Partners With OpenAI to Power Topaz Fabric With Codex

Strategy Inc. Buys $2.54 Billion in Bitcoin Using High‑Yield Preferred Shares

Ackman Calls Fannie and Freddie ‘Stupidly Cheap’ as Shares Jump More Than 30%

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

Apple Now Builds 25% of iPhones in India After 53% 2025 Surge

Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex

Software Selloff Deepens as AI Uncertainty Meets Valuation Reckoning