6:47 PM2 min read
Amazon’s Cash Engine Strengthens, But AI Spending Raises the Stakes
Amazon’s operating cash flow is surging, yet a $220 billion investment plan complicates the bullish case for AMZN shares.
Stocks news
Every Stocks story we have published, newest first.
83 stories in the last 24 hours
Updated 12:55 PM (Times shown in New York time (ET))
Stocks
Page 24 of 25 · 581 stories
Tuesday, September 1524 stories
- 6:38 PM2 min read
Tesla Opens Vietnam Unit as Southeast Asia EV Race Intensifies
The new Ho Chi Minh City subsidiary creates a sales and distribution foothold, but Tesla has not disclosed launch timing or local production plans.
- 6:27 PM2 min read
Lowe’s Dividend Has More Room Than Home Depot’s
Lowe’s offers thinner sales momentum but stronger payout coverage as weak housing demand keeps pressure on both retailers.
- 6:27 PM2 min read
ASML Offers the Stronger 2026 Buy, While AMD Chases More Upside
AMD brings faster growth potential, but ASML’s monopoly on advanced lithography offers investors a sturdier way to play AI infrastructure.
- 6:18 PM2 min read
AST SpaceMobile’s 10-Bagger Case Hinges on Execution
AST SpaceMobile has cash, contracts and satellites, but its valuation already assumes a near-flawless commercial rollout.
- 6:17 PM2 min read
Garmin’s Stock Pullback Masks a Stronger Sector Performance
GRMN has slipped from its August peak, but its three-month gain still outpaces technology stocks as earnings momentum strengthens.
- 6:17 PM2 min read
Novo Drops Nordisk Name as Obesity Fight Enters New Phase
The Danish drugmaker is pairing a consumer-facing rebrand with a culture reset as Eli Lilly widens its lead in obesity medicines.
LLYNVO - 6:08 PM2 min read
Eaton Offers Profits; Rivian Offers a High-Stakes R2 Bet
Eaton’s power-infrastructure backlog contrasts with Rivian’s costly R2 ramp, making the choice hinge on certainty versus upside.
- 6:07 PM2 min read
Monthly-Pay REITs Offer Income, But Inflation Protection Varies
The five-company list spans retail, healthcare, entertainment and mortgage assets, with yields ranging from about 4% to 14%.
- 5:58 PM2 min read
ISS Backs TNR Gold Chairman in Proxy Fight
The recommendation strengthens Kirill Klip’s position as shareholders prepare to vote on a full board overhaul proposed by Eucalyptus Resources.
TNRALSMariana LithiumLos Azules - 5:57 PM2 min read
AI Stocks Slide as Amodei Warns Frontier Race Needs a Brake
Investors briefly questioned the spending engine behind the AI boom after Anthropic’s CEO urged companies to slow model development.
- 5:38 PM2 min read
NuScale’s Next PPA Deadline May Decide Whether Investors Stay
A binding power contract with TVA would validate NuScale’s model, while another delay could expose the stock’s thin commercial foundation.
- 5:37 PM2 min read
Dell Family Office Backs $7.7 Billion Baldwin Take-Private
The insurance broker will leave Nasdaq as new owners pair patient capital with an aggressive push into artificial intelligence.
- 5:27 PM2 min read
Cohen and Khosrowshahi Put Fresh Cash Behind Their Stocks
The GameStop and Uber chiefs made discretionary purchases, but the businesses they are betting on face very different investor tests.
- 5:27 PM2 min read
AI Slowdown Fears Split Chipmakers From Security Winners
A weekend warning from AI leaders jolted semiconductor shares while investors rotated toward cybersecurity and less crowded trades.
- 5:18 PM2 min read
Novo Rebrand Sets Stage for Strategy Reset Against Lilly
Novo Nordisk is shortening its public name as it prepares investors for a sharper strategic push in the obesity-drug race.
- 5:17 PM2 min read
OKE, KMI and WMB Offer Pipeline Income Without K-1s
Three midstream C-corps combine fee-based cash flow, rising dividends and simpler 1099 tax reporting for income investors.
- 5:17 PM2 min read
Scholar Rock Clears FDA Hurdle With First Muscle-Targeted SMA Drug
ISEMBYLD approval moves Scholar Rock into commercialization after a manufacturing setback delayed its first attempt last year.
- 5:07 PM2 min read
MARA Slides as JPMorgan Questions Starwood Venture Economics
JPMorgan cut MARA to Underweight and lowered its target, reviving concerns about weak revenue and the payoff from its AI pivot.
- 5:07 PM2 min read
Applied Materials Slides as AI Spending Doubts Hit Chip Equipment
Applied Materials fell alongside major chip names after AI leaders urged a slower development pace, reviving questions about future infrastructure demand.
- 4:58 PM2 min read
Alphabet’s Nuclear Deal Is Really an AI Infrastructure Bet
A Finnish power contract gives Alphabet more than clean electricity: it buys time, capacity and certainty for an expensive AI buildout.
- 4:57 PM2 min read
AstraZeneca Trial Miss Leaves Citi Bullish on Broader Pipeline
Citi says AstraZeneca’s breast cancer setback is manageable as a narrower Etcamah launch and wider pipeline support its valuation.
- 4:46 PM2 min read
Micron Slides as AI Anxiety Ripples Through Chip Stocks
Micron’s 5.2% drop reflects a broader retreat from AI-linked semiconductors ahead of its September 30 earnings report.
- 4:45 PM2 min read
CoreWeave Faces Fresh AI Demand Test After CEO Warnings
The infrastructure provider’s huge backlog is colliding with new questions about AI’s pace, economics and capital intensity.