Category: Top Story
-
Amazon Seen as Overlooked GenAI Beneficiary, Says Morgan Stanley
Morgan Stanley has identified Amazon (NASDAQ:AMZN) as its Top Pick, arguing that both AWS and the company’s Retail division are under-recognized winners in generative AI. The firm believes Amazon is well placed not only to benefit from, but also to shape, the next phase of AI-led transformation. Although investors have been debating the payoff from…
-
Morgan Stanley sees mixed signals in AI disruption narrative
Analysts at Morgan Stanley say the rapid rollout of new artificial intelligence models poses “structural risks” to equity markets, but they also point to several “contradictory elements” within the broader AI-driven disruption story. Shares across the global software sector have come under pressure in recent weeks, as investors react to the launch of advanced AI…
-
Futures Signal Early Decline on Wall Street After Fresh Economic Reports: Dow Jones, S&P, Nasdaq
U.S. stock futures are indicating a weaker open on Friday, suggesting equities may extend losses after closing slightly lower in the prior session. The softer tone follows investor reaction to a batch of key economic releases, including the Federal Reserve’s preferred gauge of consumer inflation. Data published by the Commerce Department showed that U.S. consumer…
-
Western Union slips after Q4 revenue falls short of forecasts
Western Union Company (NYSE:WU) reported fourth-quarter results that beat earnings expectations but missed on revenue, sending shares down about 2.5% following the release. The payments and money transfer provider posted adjusted earnings per share of $0.45 for the quarter, exceeding the $0.43 analyst consensus. Revenue, however, totaled $1.0 billion — below the $1.04 billion expected…
-
FT: Amazon cloud faced two December disruptions linked to internal AI tools
Amazon’s (NASDAQ:AMZN) cloud division experienced at least two service interruptions in December tied to issues involving its own artificial intelligence systems, the Financial Times reported on Friday, citing sources familiar with the matter. According to the report, Amazon Web Services (AWS) suffered a roughly 13-hour disruption in mid-December that affected a customer-facing system after engineers…
-
Exclusive: Netflix has financial firepower to sweeten Warner Bros bid if rivalry intensifies, sources say
Netflix (NASDAQ:NFLX) has significant cash reserves and retains the flexibility to raise its offer for Warner Bros Discovery (NASDAQ:WBD) should rival bidder Paramount Skydance improve its proposal, according to two people familiar with the situation. The streaming heavyweight and the rival studio have been engaged in a high-stakes contest for Warner Bros and its vast…
-
Tesla rolls out lower-cost Cybertruck option, trims Cyberbeast price amid softer demand
Tesla (NASDAQ:TSLA) introduced a more affordable version of its Cybertruck in the U.S. on Thursday and reduced the price of its top-tier Cyberbeast model, as the electric vehicle manufacturer works to stimulate demand for its pickup lineup. The company set the price of the new dual-motor, all-wheel-drive Cybertruck at $59,990, positioning it as the brand’s…
-
Private Credit Worries Mount; U.S. PCE and GDP Data in Focus – Market Movers: Dow Jones, S&P, Nasdaq, Wall Street Futures
U.S. equity futures moved modestly higher on Friday as investors prepared for key inflation and growth readings, while unease spread through private credit markets following a move by Blue Owl Capital (NYSE:OWL). Oil prices steadied amid ongoing geopolitical strains between Washington and Tehran. Futures Edge Higher By 03:09 ET, Dow futures were up 54 points,…
-
Ferrari to Lift Dividend Significantly in 2026
Ferrari (NYSE:RACE) is set to reward shareholders with a substantially higher dividend in 2026. The board of directors of the Maranello-based luxury carmaker has approved a proposal for the upcoming Shareholders’ Meeting to distribute €3.615 per ordinary share — roughly 21% more than last year. The total payout would amount to about €640 million. The…
-
From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing…