Amazon.com (AMZN)

Caterpillar bulldozed its way to a 10% gain and dragged the Dow along for the ride. Meanwhile, Big Tech had a rougher morning.

All of these stocks have been performing well -- and are cheap.

Alphabet's Cloud growth outpaces Microsoft and Amazon as Gemini adoption and TPU sales drive massive AI monetization for Google.

The market is reacting very differently to all four of these earnings reports.

Analysts cheer Amazon's AWS growth but flag rising AI infrastructure costs. Experts weigh in on $AMZN margins and long-term AI strategy.

Two of these players stood out.

Amazon analysts raise their price targets after Q1 results and a backlog update.

Blue Owl (OWL) Q1 2026 Earnings Transcript

Hyperscale cloud-computing companies are keeping their foot on the gas when it comes to AI data-center capex.

Walmart is the only evergreen retail stock I'd be willing to buy, hold, and forget.

Meta's AI is driving growth and returns, but analysts say limited visibility into long-term payoff keeps investors cautious.

Executives from Meta, Microsoft and Amazon all pointed to rising memory costs amid the AI arms race on their respective earnings calls.

Even at an all-time high, Amazon could still be a good long-term buy.

These companies are built for success, regardless of AI's path in the next decade.

The AI boom is still gaining steam.

It's a good investment through thick and thin.

Industrial and safety product distributor Distribution Solutions (NASDAQ:DSGR) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sa...

Artificial intelligence (AI) is proving to be a costly opportunity in the cloud computing industry.

US stocks mixed as Dow gains 300 points, Amazon reports upbeat Q1 results. Industrials up 1.5%, tech down 0.8%. Oil down 1%, gold up 1.7%.

Investment management firm T. Rowe Price (NASDAQ:TROW) fell short of the market’s revenue expectations in Q1 CY2026 as sales rose 4.6% year on year to $1.86 ...