artificial intelligence

Sana Commerce names tech executive Brian Plackis Cheng as CEO to drive AI-powered commerce expansion for manufacturers and distributors.

Amazon reports 17% sales growth and 28% AWS acceleration, with CEO Jassy announcing $200B infrastructure capex through 2026 to support AI expansion.

Meta's $1.55 trillion valuation trades at a discount to mega-cap peers, positioning the company to potentially double to $3 trillion as AI investments drive revenue growth and platform transformation.

Alphabet and Meta are spending $335 billion combined on AI in 2026, but investor reactions diverge sharply based on their distinct monetization strategies and track records.

UnitedHealth deploys AI to recover from profit collapse caused by underestimated medical costs. Investors debate whether the turnaround strategy offers genuine opportunity or masks deeper challenges.

AI Power Infrastructure ETF AIPO surpasses $500M in AUM in under ten months with 30% returns, crushing broader market indices and earning industry recognition.

Magnificent Seven tech stocks valued at $23 trillion trade at 37x P/E versus S&P 500's 26x, prompting diversification recommendations into undervalued sectors and dividend stocks.

Microsoft's Azure cloud grew 40% in Q3, beating 39% expectations. Management guides for sustained 39-40% growth, supporting upside potential for $MSFT at 25x earnings.

FINQ launched first SEC-registered AI-managed ETFs—AIUP and AINT—on NYSE Arca, with expense ratios of 0.70% and 1.25% respectively.

Iranian strike disrupts 30% of global helium supply. Micron positioned better than Samsung and SK Hynix due to diversified sourcing and U.S. manufacturing.

Google Cloud revenue surged 63% in Q1 2026, far outpacing Microsoft Azure (40%) and Amazon AWS (28%), driven by Gemini AI adoption and custom chip development.

Meta raised 2026 AI capex guidance to $125-145B, sparking 8.6% stock drop amid concerns over unclear monetization versus competitors.

Microsoft positioned to become world's most valuable company by 2050 through AI dominance and $627 billion Azure backlog, trading at attractive 24.6 P/E multiple.

Nvidia CEO Jensen Huang unveiled Ising, an open-source quantum AI platform positioning Nvidia as quantum computing's essential software layer rather than competing in hardware.

StellarSpace launches AI-powered industrial automation platform at Silicon Valley summit, securing orders across eight regions including USA, Europe, and Asia-Pacific markets.

Alphabet's Google Cloud posted 63% YoY revenue growth in Q1 2026, outpacing Azure (40%) and AWS (28%). $460B backlog signals AI infrastructure dominance, though $180-190B capex guidance raises execution concerns.

Lemonade posts 71% revenue growth and shrinks net losses 42.6%, guiding to Q4 2026 profitability. Stock falls on profit-taking despite strong fundamentals.

Micron faces AI-driven growth surge with $169B revenue projected by 2027, but cyclical memory chip industry risks could trigger sharp decline.

Amazon's AWS division surges 28% in Q1 2026, driving 59% of operating income while custom AI chips see triple-digit growth, positioning the company as critical AI infrastructure player.

Nvidia and Veeva Systems emerge as two compelling growth stocks for long-term investors, leveraging AI infrastructure and specialized cloud dominance respectively.