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Amazon.com, Inc. $AMZN Shares Sold by California State Teachers Retirement System

GameStop (GME) Rethinks $56 Billion Bid And Pitches Partnership Instead

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. GameStop (NYSE:GME) CEO Ryan Cohen is reconsidering the company's proposed US$56b takeover offer for eBay and is now exploring alternative structures. Cohen is …

Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings

Dow Jones Futures: Trump claimed "control" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading

Tencent’s WorkBuddy Sparks AI Turnaround Hopes After Stock Rout

(Bloomberg) -- Tencent Holdings Ltd.'s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to …

MercadoLibre (MELI) Just Broke $10B, So Why Did Shares Sink?

MercadoLibre (NASDAQ:MELI) delivered something it had never done before on August 5: quarterly revenue topped $10 billion. Net revenue and financial income jumped 50% year over year to $10.2 billion, the fastest pace of growth in four years and the 30th straight quarter above …

What Does Alibaba (BABA) Qwen Royalty Model Mean For Its AI Business?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Alibaba Group Holding (NYSE:BABA) plans to introduce a revenue-sharing model for commercial users of its upcoming Qwen3.8-Max open-source AI model. The company aims to monetize open-weight AI …

Amazon, SpaceX Eye Major Decart Acquisition

This article first appeared on GuruFocus. Israeli AI startup Decart is reportedly in advanced talks to sell itself for $6 billion to $7 billion, with SpaceX (NASDAQ:SPCX), Amazon (NASDAQ:AMZN) and Nebius (NASDAQ:NBIS) among the names linked to the process. The potential deal would represent …

Update: US Equity Indexes Decline as Fading Hopes for Quick Hormuz Reopening Lift Crude Oil, Treasury Yields

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? …

JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000

This article first appeared on GuruFocus. JPMorgan Chase (NYSE:JPM), the largest U.S. bank by assets, raised its 2026 year-end S&P 500 target to 8,000 from 7,800. That sounds like another bullish Wall Street call. Look closer. The real story is earnings. The new target …

AI Spending Boom Isn’t Boosting Profit Margins—at Least Not Yet

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading

Sector Update: Consumer Stocks Lower in Late Afternoon Trading

Consumer stocks declined late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.3%.In corporate news, Blackstone's (BX) portfolio firm Safe Silver Upgrade to read this …

Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading

Nvidia Just Added $562 Billion in a Week

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the best producer of AI processors, is emerging from its best week in more than a year after a new endorsement from Elon Musk gave the stock further impetus. Shares jumped 12% last week …

Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant behind Azure, reported accelerating cloud growth just as Wall Street gets more comfortable with the biggest question hanging over the AI boom: Are those staggering infrastructure bills actually paying off? Microsoft …

Apollo Economist Drops Stark Take On AI Boom

This article first appeared on GuruFocus. Apollo Chief Economist Torsten Slok is warning that the AI boom could become a market-wide problem if returns on massive hyperscaler spending arrive later than investors expect. Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are collectively …

Sea's AI Push With OpenAI Could Deepen Shopee's Competitive Edge Now

Sea Limited SE has added a concrete artificial intelligence (AI) catalyst to Shopee through a strategic partnership with OpenAI. The June agreement targets AI-powered e-commerce across Southeast Asia and Brazil, broader access to ChatGPT and deeper developer engagement through Codex. For investors, the opportunity …

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

Is Sea Stock a Buy Now as Growth Accelerates but Margins Tighten?

Sea Limited SE has been benefiting from faster growth across e-commerce, digital financial services and gaming. First-quarter revenues rose 46.6% year over year to $7.1 billion, while adjusted EBITDA increased 9.3% to $1.03 billion. The trade-off is clear. Sea is investing more heavily in …

Amazon: A Post-Earnings Drift Candidate

The Benefit of Trading Stocks Post-Earnings While many amateur investors play 'earnings roulette', savvy investors understand that waiting until after an earnings report can often be more powerful. Below are three reasons why: · You avoid binary event risk: Corporate earnings are notoriously hard …

Sector Update: Consumer Stocks Softer Monday Afternoon

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.5%.In corporate news, GameStop (GME) Chief Executive Ryan Cohen is Silver Upgrade to …

Update: US Equity Indexes Mixed as Crude Oil, Treasury Yields Jump Amid Worsening Iran Geopolitics

(Updates with index/price moves and company news from the first paragraph.) US equity indexes wer PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more

Check out some of the companies making the biggest moves midday: MarineMax — The boat and yacht retailer soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion. The deal's expected to …

Sea Stock Jumps 35% in 3 Months. Can Its Strong Rally Keep Going?

Sea Limited SE shares have gained 34.5% in past three months, supported by faster growth across Shopee, Monee and Garena. First-quarter results showed broad operating momentum, but the rally now faces a tougher test as spending and credit costs remain elevated. The key question …

GameStop's Ryan Cohen weighs pulling $56 billion eBay bid

GameStop CEO Ryan Cohen is considering withdrawing the company's $56 billion takeover bid for eBay and may instead propose a partnership or joint venture, according to Bloomberg, citing unnamed sources. Under the potential arrangement, GameStop's approximately 1,600 U.S. stores would give eBay a physical …

GameStop's Cohen Said to Weigh Pulling $56 Billion EBay Bid

GameStop, led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay Inc., according to people familiar with the matter. Bloomberg's Bailey Lipshultz joins to discuss this as well as how Switch filed confidentially for a US IPO, joining …

Tech stocks still have plenty of believers on Wall Street, inflow data shows

Despite a summer swoon for tech stocks as investors fret over capex spending at the likes of Meta (META), Alphabet (GOOG), and Amazon (AMZN), tech still looks to be the place to be when analyzing fund inflows. Tech stock reality check: Tech stocks are …

Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside

Strength Begets Strength "A body in motion stays in motion." ~ Newton's First Law of Motion On Wall Street, one of the best predictors of momentum, is past momentum. Thanks to OddStats (@OddStats), we have the data to back up the claim. "QQQ finished …

Amazon, IBD Stock Of The Day, Rides Cloud Momentum To $3 Trillion Milestone

Amazon stock is darting in and out of the $3 trillion market cap club and a buy zone following a rally sparked by its Q2 earnings. Continue Reading

GameStop Rethinks Its $56 Billion eBay Bid

This article first appeared on GuruFocus. GameStop (NYSE:GME) rose 3.29% premarket after Bloomberg reported that CEO Ryan Cohen is considering withdrawing the company's $56 billion bid for eBay. Instead, Cohen may propose a partnership letting eBay tap GameStop's roughly 1,600 US stores to sell …

European Stocks Close Mixed in Monday Trading as Investors Monitor Middle East War Developments

The European stock markets closed mixed in Monday trading as investors continue to gauge development PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

Top Midday Stories: Intel Offers $15 Billion of Common Stock; Microsoft to Ramp Up Production of Homegrown AI Chip

Stocks were relatively flat on Monday, as investors await further developments on the status of nego PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

GameStop May Walk Away From Its $56 Billion eBay Bid

This article first appeared on GuruFocus. GameStop Corp. (GME, Financials), the video game retailer, may be rethinking one of the biggest moves in its transformation strategy. Warning! GuruFocus has detected 7 Warning Signs with EBAY. Is EBAY fairly valued? Test your thesis with our …

Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757. Continue Reading

Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?

Michael Burry's latest stock moves are out and Wall Street is paying attention. According to media reports, Burry has piled into (NASDAQ:LULU) and MercadoLibre (NASDAQ:MELI). Lululemon: Down 40% This Year Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more …

MercadoLibre Sacrifices Margins for Growth: Is the Strategy Paying Off?

MercadoLibre, Inc. MELI posted impressive second-quarter 2026 net revenue and financial income of $10.2 billion, representing a 50% year-over-year increase. However, operating income fell 17% to $683 million, pulling operating margin down 550 basis points to 6.7%, although it contracted only 20 basis points …

Exchange-Traded Funds Lower, Equity Futures Mixed Pre-Bell Monday Amid Rising Oil Prices

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively traded Invesco QQQ Trust (QQQ) retreated 0.1% in Monday's premarket activity amid higher crude prices tied to the Strait of Hormuz uncertainty.US stock futures were mixed, with …