Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).

The wait for the next James Bond is officially over. Or at least the waiting-to-find-out-if-they're-looking part.

For years, retail's artificial intelligence (AI) ambitions revolved around making search smarter. Now, Amazon and Walmart—two of the world's biggest retailers—are placing very different bets on what comes next.

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company's income statement.

Delta Air Lines is one of few carriers opting against installing Starlink internet on its planes. The airline instead tapped Amazon LEO in March to become its in-flight WiFi provider.

The stock market has its runs and dips, but through all that, the goal is always to own high quality assets at great valuations. In today's video, I am going to look at 5 high quality names that I believe have the ability to compound your wealth for the next 10+ years.

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers.

Amazon.com, Inc. is rated Buy with a $327 price target, driven by growth acceleration and record operating margins. AMZN's Q2 guidance projects 18% revenue growth and an operating profit of $20–24 billion, supported by a robust AWS backlog. Margin expansion in core retail and international segments offsets AWS depreciation, with custom chips reducing Nvidia dependence and boosting value.

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually.

Artificial intelligence has already produced plenty of eye-popping numbers.