cloud computing

Cathie Wood's Ark Invest buys CoreWeave and increases Amazon positions during tech selloff, betting AI infrastructure gains from sector weakness.

Five Magnificent Seven tech stocks emerge as March buys: NVIDIA, Microsoft, Meta offer growth at fair valuations; Amazon, Alphabet command justified premiums. Tesla, Apple avoided.

Analyst projects Alphabet stock could reach $600 within five years if AI investments succeed, though unprecedented $175-185B annual capex and intensifying competition present significant risks.

CoreWeave stock tumbled 60% despite $67B revenue backlog and $17-19B 2026 revenue targets, offering potential 23% upside for patient investors.

Amazon, MercadoLibre, and Chewy emerge as compelling retail investments, leveraging operating leverage, emerging market expansion, and subscription models respectively.

Amazon trades at decade-low P/E of 29.1 amid 18% pullback, with $1 trillion revenue projected by 2028 across dominant e-commerce, cloud, and advertising platforms.

Carahsoft Technology Corp. will host 100+ partners at HIMSS26 in Las Vegas (March 9-12) showcasing healthcare IT, AI, and cybersecurity solutions with high-profile keynote speakers.

$NET drops 16% on profit-taking despite 30% revenue growth and record $42.5M contract. High valuation raises questions amid widening losses.

AMD and Amazon, both trading near $200, emerge as top $1,000 investment picks amid AI boom, driven by GPU supply deals and cloud growth respectively.

Global video processing platform market projected to grow from $9.79B in 2026 to $20.63B by 2032, driven by AI automation and cloud migration.

Nvidia shows explosive 73% growth but trades at premium valuation; Amazon offers diversified revenue and cheaper valuation with accelerating AWS growth.

Snowflake stock fell 20% in 2026 despite bullish analyst ratings. Critics argue valuation remains elevated despite slowing growth and rising losses.

CoreWeave's stock fell despite 110% Q4 revenue growth and $66.8B backlog, as $30-35B 2026 capex spending and debt concerns overshadow near-term guidance miss.

CoreWeave stock plunged 25% despite 110% revenue growth, as operating losses accelerate and the company plans massive $30-35B capex in 2026 amid heavy debt.

Tesla and Amazon shares fell in early 2026 amid market pullback. Amazon's AWS strength and 29x P/E valuation outweigh Tesla's AI ambitions versus 360x multiple.

Billionaire Daniel Loeb trims Amazon and Microsoft stakes while increasing Nvidia position, reflecting AI infrastructure shift. Nvidia up 1,200% since 2023.

CoreWeave stock fell 18% post-earnings despite $5B revenue (160% growth) and $66B backlog, as investors fret over $30B capex plans and high leverage.

Oracle's cloud business surges 34% YoY with $300B OpenAI deal; Tesla targets $20K-$30K Optimus robots by year-end 2025 as AI powerhouses diverge strategically.

Google Cloud's 48% growth and Symbotic's profitability turnaround offer compelling value as AI stocks face selling pressure from growth concerns.

Four largest tech companies plan $655B AI infrastructure spending this year, creating opportunities across chipmakers, memory firms, foundries, cloud providers, and energy sectors.