Instacart's Impressive Q4 2025 and Bright Outlook for 2026
Instacart shares jump after strong Q4 results and Q1 guidance beating estimates, driven by grocery demand, customer growth, and ads success amid competition.
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Shopify Upgraded to Buy as Analysts See Strong AI-Driven Growth Potential
Analysts upgrade Shopify to Buy, citing attractive entry point after selloff and long-term growth driven by AI-powered commerce trends.
STMicroelectronics Scores Major AI Chip Deal with Amazon
STMicroelectronics shares jump 7% after securing multibillion-dollar AWS partnership to supply AI data center chips, marking European chipmaker's entry into booming AI infrastructure market.
Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Amazon Plans $200B AI Spending Spree as Investors Push Back
Amazon announces massive $200 billion capital expenditure plan for 2026, focusing on AI infrastructure. Stock drops 8% as investors question timing of returns on AI investments.
Estée Lauder Raises Profit Outlook Amid Turnaround, But Shares Drop on Tariff Concerns
Estée Lauder (EL) increases earnings forecast to $2.05-$2.25 per share but warns of $100M tariff impact. Stock falls 12% as midpoint misses analyst expectations despite strong Q2 results.