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Report: Amazon to offload $8B worth of AI chips, lease them back

Ed Zitron Warns AI Debt Is A ‘Brewing Crisis’ - Amazon.com (NASDAQ:AMZN), NVIDIA (NASDAQ:NVDA)

AI skeptic Ed Zitron warns that the private credit funding the AI data-center boom is becoming a "brewing crisis" due to high borrowing costs and facility delays. Amazon is exploring complex financing by moving $8 billion of Nvidia chips into an investor-funded vehicle and leasing them back. Zitron highlights CoreWeave's substantial debt and rising interest costs, emphasizing that even strong demand for AI services may not resolve the underlying cash flow issues caused by increasing capital requirements.

Self-driving big rigs roll into California as driverless future comes into focus

California has launched its first autonomous freight pilot program, with Kodiak AI and DTL Transport using self-driving trucks to haul produce from Fresno to Los Angeles. While a human safety driver is still required, this initiative marks a significant step towards fully driverless commercial deployment on California highways. The pilot aims to assess if autonomous trucks can enhance safety, increase margins, and improve efficiency for freight operations.

Watching Thursday Night Football? Here’s another reason to try Prime

Amazon Prime Big Deal Days is approaching, offering exclusive deals to Prime members from October 6-7. Beyond shopping, a Prime membership includes benefits like fast, free shipping, grocery and gas savings, and access to entertainment such as Thursday Night Football on Prime Video. This makes signing up for Prime appealing for both shoppers looking for deals and football fans.

5 ways Amazon is investing in New Jersey

Amazon has invested over $55 billion in New Jersey, creating more than 42,000 direct jobs and supporting over 30,000 indirect jobs. The company focuses on employee development through programs like Career Choice, builds extensive infrastructure including fulfillment centers and Whole Foods Market locations, and empowers small businesses by providing access to millions of customers. Additionally, Amazon contributes to the community through significant donations and volunteer efforts.

Nasdaq, Inc. Launches Agentic AI Operating Environment Within Nasdaq Calypso Platform

Nasdaq has introduced an agentic AI operating environment within its Nasdaq Calypso platform, aiming to accelerate the adoption of AI capabilities in capital markets and treasury operations. This new environment offers financial institutions a secure, governed space to run and scale AI agents across the trade lifecycle. Clients can utilize Nasdaq Calypso's agents and integrate their own AI infrastructure, with the system designed for robust operational boundaries, live oversight, and strict sandboxing to ensure data privacy and policy adherence.

Michael Rowles steps back as Live Nation General Counsel after 20 years, with Chewy’s Da-Wai Hu taking the role

Michael Rowles is stepping back from his role as Live Nation's General Counsel after two decades, transitioning to a reduced role until the end of 2029. Da-Wai Hu, previously General Counsel at Chewy, will take over as Executive Vice President, General Counsel, and Secretary starting November 2, 2026. This leadership change occurs as Live Nation continues to navigate significant antitrust litigation and other legal challenges.

Texas Capital Bancshares (TCBI), Why Is Wall Street Taking Another Look?

Wall Street is re-evaluating Texas Capital Bancshares (TCBI) due to its multiyear transformation, which includes a shift towards fee-based businesses like investment banking and wealth management. Despite recent short-term stock price declines, the company's long-term returns remain strong, and its valuation narrative suggests it is 12% undervalued. However, challenges like higher net charge-offs and a recent data breach could impact future earnings.

Let’s Take a Closer Look at Amazon’s (AMZN) Debt-Fueled AI Buildout

Amazon is making significant debt-fueled investments in AI and cloud infrastructure, including a $100 million advanced manufacturing site in Indiana and plans to roll out 20,000 AI Smart Delivery Glasses and two million additional GPUs by 2027-2028. The company's recent £4.25 billion bond offering is part of a larger trend of hyperscalers selling nearly $220 billion in debt over the past year to fund their capital-intensive AI buildouts. While institutional sentiment remains strong, investors will be closely monitoring AWS's revenue and operating income growth to justify these substantial capital expenditures.

3 Reasons HOPE is Risky and 1 Stock to Buy Instead

Hope Bancorp (HOPE) has outperformed the S&P 500 recently, but analysts are cautious due to stagnant net interest income, declining earnings per share, and plateauing tangible book value per share. The article suggests that despite an optically cheap valuation, the stock carries significant risk given its shaky fundamentals and recommends investors consider alternative high-quality stocks.

Salesforce vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?

This article compares Salesforce and CrowdStrike as potential tech stock investments in 2026, analyzing their financial health, growth trajectories, and risks. Salesforce offers established stability in CRM with consistent profits, while CrowdStrike presents high-growth potential in cloud-native cybersecurity, despite recent setbacks and a high valuation. The author ultimately favors CrowdStrike for its rapid growth and expanding addressable market driven by AI adoption.

NetApp CEO George Kurian: ‘We Are Light Years Ahead Of Everybody Else’ In Cloud, AI

NetApp CEO George Kurian asserts that NetApp is "light years ahead" of competitors in cloud and AI, positioning the company as an intelligent data infrastructure provider rather than just a storage vendor. He highlights NetApp's native integrations with major hyperscalers, new partnerships with Oracle Cloud and SAP, and strategic acquisitions like DataPelago and Peak:AIO to enhance its AI data infrastructure capabilities. Kurian emphasizes the importance of hybrid cloud environments and the role of channel partners in delivering NetApp's advanced solutions to customers.

TD Synnex posts record Q3 revenue of $21.6 billion as Hyve business more than doubles

TD Synnex achieved record Q3 revenue of $21.6 billion, a 37.7% increase year over year, driven largely by its Hyve segment which more than doubled its gross billings to $7 billion. This growth is attributed to increased AI infrastructure spending and strong performance across all geographic regions in its Distribution segment. The company also provided a strong Q4 outlook and announced shareholder returns through buybacks and dividends.

Target cuts prices on thousands of items ahead of holidays

Target is reducing prices on nearly 2,000 items in anticipation of a value-driven holiday shopping season, building on over 10,000 price cuts from the past year. This move aims to appeal to inflation-weary consumers, particularly in apparel and home categories which have seen sluggish sales. The retailer is also planning a "Circle Deal Days" event to compete with Amazon's upcoming sales.

Samsung and five affiliates put $1bn into KKR’s AI infrastructure firm

Citigroup Adjusts Price Target on Generac Holdings to $232 From $300, Maintains Neutral Rating

Citigroup has adjusted its price target for Generac Holdings (GNRC) to $232 from $300, while maintaining a Neutral rating on the stock. This decision comes after the company's previous significant news, including an $8 billion Amazon data center deal. Other analysts have also recently adjusted their price targets for Generac Holdings, reflecting varied outlooks on the company's future performance.

Can NetApp (NTAP) Justify Its Valuation After Record Results And Higher Guidance?

NetApp (NTAP) has experienced significant share price appreciation following record Q1 fiscal 2027 results and increased guidance, driven by AI infrastructure modernization and flash storage demand. While one valuation narrative suggests NetApp is 4% overvalued at $194.19, another view using P/E ratios places it above the global tech average but below peers, near an estimated fair ratio of 28.7x. The company's focus on subscription services like Keystone Storage-as-a-Service is contributing to higher revenue visibility, but reliance on hyperscaler partnerships and traditional product revenue pressure pose risks to its current valuation.

Cohu (COHU) Could Be 5% Undervalued On Its Growth Narrative

Cohu's stock (COHU) is currently trading at $67.0, with some analysts considering it 5% undervalued compared to a fair value of $70.88, driven by its growth narrative in AI, automation, and recurring revenue. However, a discounted cash flow model suggests the stock may be overvalued at $67.0 against an estimated $34.10, indicating mixed signals for investors. The company's strategic diversification and software suite are expected to enhance long-term margins, but its exposure to cyclical chip spending poses risks.

Is FTSE Index Removal Altering The Investment Case For Gartner Stock?

Gartner, Inc. was removed from the FTSE All-World Index in September 2026, which is viewed as a technical event rather than a change in its core operating thesis. The company's investment case relies on its recurring subscription research, conferences, and consulting services remaining essential amid technological shifts like AI. While the index removal impacts fund flows and liquidity, the primary risks remain on demand, pricing, and the ability of new AI tools to maintain the value of its services against cheaper alternatives.

Italy’s Labor Dispute Added a Twist to Apple (AAPL)’s iPhone Launch

Apple Inc. faced a labor dispute in Italy as its Apple Store employees went on strike on the global launch day of the iPhone 18 Pro. The strike, coordinated by three trade unions, involved over 1,600 workers across 17 stores, protesting working conditions and demanding better contracts and staffing. While Apple stated its stores operated normally and the immediate financial impact was limited, the timing aimed to maximize reputational damage, highlighting a legitimate labor-relations risk for the company.

Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?

Fabrinet (FN) shares have dropped 12.5% year-to-date, underperforming its sector and peers, due to concerns about customer concentration, NVIDIA-related revenue normalization, margin pressure, and elevated capital spending. Despite these challenges, the company is experiencing rapid growth in its data-center business, driven by AI infrastructure, DCI products, and HPC, with significant expansion plans for manufacturing capacity. While the stock appears overvalued, its strong positioning in high-speed optical manufacturing and increasing AI exposure suggest long-term upside, leading to a Zacks Rank #2 (Buy) recommendation.

Alphabet stock last at USD 339.41, up 0.12 percent in New York trading

Alphabet Inc. (GOOG) Class C stock was last traded at USD 339.41 in New York on September 25, 2026, marking a 0.12% increase from its prior-session close. The stock opened at USD 339.18 and traded above its reference level throughout the reported intraday period. Tigress Financial reiterated a Buy rating and raised its price target for Alphabet to USD 485, while broader market futures also showed gains.

Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says

Demand for NVIDIA Corp. GPUs is so high that even cloud providers with subpar infrastructure are finding customers willing to pay high prices, according to SemiAnalysis. The report indicates "ridiculous backwardation" in the market, with buyers paying steep premiums for immediate compute access rather than waiting. This extreme demand is also evidenced by companies signing four-year contracts for H100 capacity, suggesting that older Nvidia GPUs will retain significant value.

Extreme Networks (EXTR), What Is Drawing Fresh Attention Now?

Extreme Networks (EXTR) is gaining attention due to its CEO's share sale and its stock's mixed performance: a recent retreat despite strong year-to-date and 5-year returns. The company is considered 35% undervalued by many investors based on its projected future cash flows and position in edge computing and AI-driven networking. However, its high P/E ratio suggests it might be expensive on earnings, trading significantly above the industry average.

Bernstein reiterates Moderna stock rating on mRNA platform progress

Bernstein SocGen Group has reiterated a Market Perform rating and a $45.00 price target for Moderna Inc. (NASDAQ: MRNA) shares, despite the stock's significant surge over the past year. Analysts highlighted that Intismeran validates the broader mRNA therapeutics platform, with promising melanoma data expected. However, InvestingPro analysis suggests the stock is currently overvalued, leading to mixed sentiment among other analysts.