- Rigetti Computing Revenue Triples. Why the Quantum Stock Is Falling.
May 11, 2026
Revenue at the quantum computing firm triples in its latest quarter, but the stock reaction to first-quarter earnings is muted.
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- SoftBank's $100 Billion France AI Push Could Reshape Data Center Race
May 11, 2026
This article first appeared on GuruFocus.
SoftBank Group Corp. (SOBKY) founder Masayoshi Son is exploring a potentially major AI infrastructure push in France as demand for data center capacity continues to accelerate. According to people familiar with the matter, Son has held talks about unveiling an ambitious French AI data center project with President Emmanuel Macron in the coming weeks. The Japanese entrepreneur is considering a multibillion-dollar investment in the country as part of SoftBank's broader AI infrastructure buildout. Son has also floated the idea of putting as much as $100 billion into France, though people familiar with the discussions said he may not reach that level if he decides to prioritize other projects. Macron proposed the AI idea during a recent meeting with Son in Tokyo, and the announcement could come as soon as this month, potentially during the Choose France Summit, which Macron started in 2018 to attract foreign investment and promote France's business appeal.
Warning! GuruFocus has detected 7 Warning Signs with SOBKY. Is SOBKY fairly valued? Test your thesis with our free DCF calculator.
The possible France project would add to a growing list of AI infrastructure ambitions that could reshape SoftBank's capital allocation story, while also raising questions about financing. Son has already announced hundreds of billions of dollars in AI infrastructure investments around the world that have not yet been realized, and the details of the French project remain in flux. The potential France buildout follows SoftBank's March announcement of a large-scale data center project in Ohio that could channel $500 billion toward 10 gigawatts of capacity, powered by roughly $33 billion worth of natural gas-fired electricity. The company is also working with OpenAI, Oracle Corp. (NYSE:ORCL), and Abu Dhabi's MGX on the $500 billion Stargate initiative to roll out data center facilities across the US. In addition, SoftBank has committed to investing more than $60 billion in OpenAI for a stake of about 13%, though Bloomberg reported that the company downsized plans for a $10 billion margin loan backed by the OpenAI stake after hesitation from some creditors, with SoftBank and its bankers discussing an amount as low as $6 billion.
For investors, the potential French investment could signal how aggressively Son wants to secure AI compute bases across major global markets as technology companies race to meet rising demand for AI services. Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG), Microsoft Corp. (NASDAQ:MSFT), and Meta Platforms Inc. (NASDAQ:META) now plan to spend as much as $725 billion this year on AI infrastructure, almost double last year's level, highlighting the scale of the capex cycle surrounding AI. France could be an important piece of that strategy because Macron has pushed for sovereign AI outside the US and China, backed local players such as Mistral AI, and promoted France's energy grid and nuclear power supplies as advantages. At last year's Choose France Summit, Nvidia Corp. (NASDAQ:NVDA) and MGX announced plans with Mistral to build a 1.4 gigawatt site, while the UAE said it would spend between 30 billion and 50 billion on a new campus in France, according to French officials. The core investor question is whether SoftBank can turn Son's increasingly global AI infrastructure vision into funded, realized projects at the same scale being discussed.
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- Amazon Taps Swiss Debt Market As $725 Billion AI Spending Wave Builds
May 11, 2026
This article first appeared on GuruFocus.
Amazon.com (NASDAQ:AMZN) is preparing to issue Swiss franc bonds for the first time, marking another step by Big Tech hyperscalers to broaden their funding base as artificial intelligence spending continues to rise. The company has mandated BNP Paribas SA, Deutsche Bank (NYSE:DB), and JPMorgan Chase (NYSE:JPM) for a six-part Swiss franc bond sale with maturities ranging from three to 25 years, according to a person familiar with the matter. The move could give Amazon access to a market where demand for high-grade US corporate issuers remains steady, while also allowing the company to tap multiple investor groups across different parts of the maturity curve.
Warning! GuruFocus has detected 4 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator.
Amazon said the proceeds would be used for general business purposes, including supporting investment and capital expenditure, as well as repaying upcoming debt maturities. The potential Swiss franc debut comes after a wave of large European bond issuance from technology companies seeking to diversify beyond dollar debt while raising capital linked to AI infrastructure investment. Alphabet (NASDAQ:GOOG), Google's parent company, raised about 3 billion Swiss francs, or $3.9 billion, in February, the largest corporate borrowing ever in that market, while Amazon's debut euro bond in March set the same record for that currency.
The broader investment backdrop remains significant for investors. Amazon, Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet are planning to invest as much as $725 billion this year in AI data center equipment and other capital expenditure, a bigger total than previously expected. Apostolos Bantis, managing director of fixed income at Union Bancaire Privee Ubp SA, said the Swiss market continues to offer steady demand for high-grade names and a strong bid for familiar US corporate issuers. Bantis also noted that issuing several maturities at once can help borrowers reach different investor pockets, raise more money, and keep concessions tight while the window remains open.
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- Nvidia bull unveils bold new AI trade Wall Street hasn't named yet
May 11, 2026
This article first appeared on GuruFocus.
Lux Capital co-founder Josh Wolfe said his latest conviction idea centers on lifecording, a theme built around wearable hardware that records daily life while AI processes the data, according to comments he made at the Invest for Kids conference and in a post last week.
Nvidia (NASDAQ:NVDA) remains part of the backdrop for his broader view.
Warning! GuruFocus has detected 5 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.
Wolfe has framed the trade as one aimed at suppliers rather than device makers, arguing that the winners may be the component companies that benefit no matter which product category dominates. He described that approach as an arms dealers strategy, a view he also used in earlier bets on Nvidia and memory suppliers.
The thesis points to products from Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and an OpenAI-Jony Ive project as early signs that the market may be moving toward AI-enabled wearables. Wolfe said the category does not yet have a Wall Street label, which he sees as part of the opportunity.
Nvidia is still central to the broader AI trade he is watching, but the next winners may be less obvious.
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- AST SpaceMobile Earnings Miss, 2026 Revenue Guidance Reaffirmed. ASTS Stock Falls.
May 11, 2026
AST SpaceMobile reported Q1 earnings that missed estimates but the company said it's "on track" to meet 2026 guidance.
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- Amazon’s €15b France Plan Reshapes Logistics AI And ESG Story
May 11, 2026
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Amazon.com (NasdaqGS:AMZN) is committing €15b to expand its operations in France, its largest investment in Europe to date. The plan includes new distribution centers, AI driven logistics upgrades, and thousands of logistics and tech roles across the country. The program also covers worker upskilling initiatives and support for Amazon's net zero carbon target by 2040. The investment strengthens local infrastructure for e commerce, cloud, and AI related services across the French market.
For investors watching NasdaqGS:AMZN, this move adds another pillar to Amazon's European footprint, with France becoming a bigger operational hub across logistics, data, and AI. The spending directly links to core businesses that drive the company, including e commerce fulfillment, cloud infrastructure, and automation.
The focus on AI driven logistics, robotics, and net zero initiatives may influence how investors assess Amazon's cost base, capital needs, and ESG profile over time. It also illustrates how the company is positioning its European network for evolving service demand, regulatory expectations, and technology adoption.
Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com.NasdaqGS:AMZN Earnings & Revenue Growth as at May 2026
We've flagged 1 risk for Amazon.com. See which could impact your investment.
Amazon’s planned €15b outlay in France between 2026 and 2028 slots neatly into its broader push to turn global logistics, cloud, and AI infrastructure into multi‑use platforms. For you as an investor, this is less about a single country and more about how Amazon is tying together hardware intensive projects, such as AI data centers, robotics heavy warehouses, and satellite connectivity, into an integrated network that supports e‑commerce, AWS, and newer services like Amazon Supply Chain Services. The French plan, which includes four major distribution centers, a €50m training program, and thousands of new roles, effectively deepens Amazon’s footprint in a core European market while aligning with its 2040 net zero target. That matters for customers that care about ESG credentials and for regulators scrutinizing large tech players. At the same time, the commitment adds to an already heavy capital expenditure cycle, including a planned US$200b AI buildout and satellite investments, so investors will likely pay close attention to how efficiently these European assets are used and how they contribute to cash generation over time.
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How This Fits Into The Amazon.com Narrative
The France investment supports the narrative that logistics automation, international expansion, and cloud centric AI spending can work together to drive structural cost efficiency and support higher margin services over time. The scale of new warehouses, data centers, and AI projects in France adds to concerns already raised in the narrative around capital intensity and the need for AWS and retail infrastructure to translate into consistent, high quality earnings. The narrative focuses heavily on global cloud and AI catalysts, while country specific moves such as a €50m French upskilling program and local net zero projects may not yet be fully reflected in how investors think about regional execution risk and regulatory relationships.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Amazon.com to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ A €15b commitment into logistics, cloud, and AI facilities in one country adds to already heavy global capex, so investors may want to watch whether returns from France keep pace with the higher capital base, especially with other hyperscalers like Microsoft and Alphabet also spending aggressively. ⚠️ Building more AI intensive logistics and data centers in Europe increases Amazon’s exposure to regional regulatory scrutiny on competition, labor, and climate, which could lead to additional compliance costs or constraints on how these assets are used. 🎁 If Amazon successfully uses French warehouses, AI driven logistics, and data centers to support both local e‑commerce and pan European AWS clients, that could improve asset utilization and support fee based revenue streams that are less tied to consumer spending cycles. 🎁 The focus on net zero compatible infrastructure and formal worker upskilling programs may strengthen Amazon’s ESG profile, which some institutional investors weigh when comparing it with peers like Microsoft and Alphabet.
What To Watch Going Forward
From here, keep an eye on how Amazon talks about France within its Europe segment, including disclosures on job creation, new distribution centers, and any reference to AI powered logistics performance. It is also worth tracking whether AWS announces new French or EU based clients tied to this buildout, and how management frames European capex alongside the wider US$200b AI and data center plan and satellite projects. Any commentary from competitors or regulators on big tech infrastructure in Europe can also help you gauge how this French investment fits into the wider competitive and policy picture.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Amazon.com, head to the community page for Amazon.com to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AMZN.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- By the numbers: Corporate profits haven't been this smoking hot in years
May 11, 2026
The last time corporate profits looked this good, the world was only just turning the corner on the COVID-19 pandemic.
S&P 500 members are tracking toward 26% year-over-year earnings growth in the first quarter, making it the best earnings season since 2021, said the Bank of America team in a note on Monday.
By the numbers: With results in from 445 S&P 500 companies (86% of index earnings), first quarter earnings season has “blown past expectations,” said BofA strategist Jill Carey Hall.
The numbers to know include:
1) The S&P 500 is on pace to deliver 26% earnings per share growth year over year (18% excluding large one-time gains recognized by Amazon, Google, and Meta) versus consensus forecasts of just 12% on April 1;
2) Strength isn't confined to megacap tech companies: The median company is growing earnings per share by a solid 12% year over year;
3) 64% of companies have beaten both earnings per share and sales expectations, nearly 20 percentage points ahead of the historical average of 42% since 2001; and
4) Sales growth adjusted for foreign exchange fluctuations and inflation is on pace to rise 7% from the prior year.
All of these metrics are the best since 2021, noted Hall.Earnings have been hot!·BofA
Read more: Live coverage of corporate earnings
Bottom line: No doubt enthusiasm over the stability of corporate profits amid the Iran conflict has fueled the S&P 500 to record highs. That and the next wave of AI mania, which could catch another breeze of insanity when Nvidia (NVDA) reports earnings next week.
But the economic backdrop is far from perfect, and the first quarter could prove to be the peak for corporate earnings growth this year.
Said Hall, “While 1Q results suggest robust AI demand and a broadening Industrial recovery, the consumer outlook remains murky. We heard some talk of a "C"-economy from Hilton (i.e., lower and higher income beginning to converge), but most commentary still points to a "K", with McDonalds flagging more lower-income weakness. Planet Fitness scrapped plans to raise prices after weak membership growth, but premium gym Life Time painted a much rosier picture. Although April jobs beat expectations and layoff talk remains contained outside of tech, BAC aggregated credit and debit card data notably softened last week — could just be a blip, or an early sign that higher gas is taking a toll.”
Brian Sozzi is Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com.
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- Microsoft exec Shawn Bice returns to AWS to lead reliability push for AI agents
May 11, 2026 · geekwire.com
Shawn Bice, who left AWS for Microsoft's security organization in 2022, is returning to Amazon as VP of AI Services to lead the Automated Reasoning Group under Swami Sivasubramanian's Agentic AI organization.
- Before You Invest in SpaceX, Consider This Top Competitor
May 11, 2026
The upcoming SpaceX initial public offering (IPO) has caught the market's attention, and the buzz is getting louder as SpaceX, Anthropic, and OpenAI are all planning huge public debuts.
But investing in a giant IPO may not be the right move for most individual investors. The private investors who have funded these companies until now stand to gain a windfall after they go public. But IPO stocks, especially hyped-up ones, can be extremely volatile when they first start trading, and they often drop, leaving eager retail investors with substantial early losses.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
If you're interested in what SpaceX has to offer, you might want to consider Amazon(NASDAQ: AMZN) instead. Although Amazon is known for e-commerce and increasingly for artificial intelligence (AI), it's in the middle of launching a broadband satellite business similar to SpaceX's Starlink that opens up a massive new revenue stream.
Introducing Amazon Leo
Amazon has been working on a satellite business called Project Kuiper, which it has recently renamed Amazon Leo. It's a satellite broadband company offering high-speed internet services across the globe, including rural areas not covered by standard services. It's in the process of acquiring Globalstar, which will provide access to direct-to-consumer services on its network.Image source: Getty Images.
Amazon plans to launch Leo in the coming months and already has deals with Delta and JetBlue for in-flight Wi-Fi, as well as other companies, including AT&T and Vodafone. It will also provide satellite service for iPhones and Apple Watches.
It recently completed its 10th satellite launch and now has more than 250 satellites in orbit. It's planning 20 more launches within the next year and 30 more in 2027.
CEO Andy Jassy sees a strong symbiosis between Leo and Amazon Web Services (AWS), which makes both more powerful, and he said Amazon is front-loading spending on the project because it expects it to be a huge business.
It competes directly with SpaceX's Starlink, which, according to reports, represents the bulk of SpaceX's revenue today. It's a much bigger business, with more than 7,800 satellites in orbit and 2.7 million customers worldwide. It's also the dominant global rocket launcher, which a business Amazon isn't investing in at this time.
Why Amazon might be a better buy
There are several concerns about investing in SpaceX at its IPO. There's the overhype that often leads to a post-IPO drop, valuation concerns, and general uncertainty right now -- especially because its financial statements are still private at this stage. Elon Musk and his responsibilities at Tesla add risk as well.
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Amazon, on the other hand, is a known entity, with several thriving and profitable businesses. It's nearing a $3 trillion valuation, with $742 billion in sales, while SpaceX is targeting a valuation of up to $2 trillion. If I had to choose one over the other, Amazon is the no-brainer winner, and I would revisit SpaceX at some point down the line.
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Before You Invest in SpaceX, Consider This Top Competitor was originally published by The Motley Fool
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- After an 11% Drop, Is CoreWeave a Buy on the Dip or a Stock to Avoid?
May 11, 2026
CoreWeave(NASDAQ: CRWV) roared into the artificial intelligence (AI) forefront about a year ago when it launched an initial public offering -- and saw its stock price soar more than 300% in just a few months. Why such excitement about this company in particular? The tech player offers something in great need at this stage of the AI boom and something that should remain in demand: capacity to run AI workloads.
This business translated into soaring revenue -- and that's continued quarter after quarter. In the latest period, CoreWeave's revenue more than doubled to $2 billion.
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Still, this wasn't enough to boost the stock. CoreWeave, which has dropped 33% from its peak last June, slipped 11% in the trading session following the earnings report. Is CoreWeave now a buy on the dip -- or a stock to avoid? Let's find out.Image source: Getty Images.
Why CoreWeave stock has advanced and declined
So, first, let's consider why CoreWeave stock took off in its early months of trading and why it's experienced weakness in recent months. As mentioned, CoreWeave offers customers access to compute -- but not just any compute. CoreWeave specializes in serving AI customers with top graphics processing units (GPUs) for their workloads. This specialization sets it apart from cloud giants such as Amazon or Microsoft, which offer a wide array of AI and non-AI products and services.
Another plus is that customers may rent access to these GPUs by the hour -- so they can gain access for a very short period of time or for a long-term project. This offers them a great deal of flexibility.
Investors have appreciated the promise of this business model and CoreWeave's close relationship with Nvidia -- the chip giant owns shares of CoreWeave and has agreed to buy up any excess compute over the coming years. All of this helped lift CoreWeave stock last year.
The pace of AI spending
But in more recent times, as CoreWeave and other cloud companies invest billions of dollars to keep up with demand, investors have worried about this pace of spending. CoreWeave in particular has sparked concern because it's a highly leveraged player, relying heavily on debt for growth. That point has weighed on the performance of CoreWeave's stock and made investors particularly attentive to the company's outlook.
What may have disappointed investors in the latest report? CoreWeave's forecast for second-quarter revenue in the $2.45 billion to $2.6 billion range fell slightly short of analysts' expectations. Investors also may not have liked a forecast for higher capital spending this year due to rising component prices. CoreWeave increased the low end of its forecast to $31 billion from $30 billion.
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Is CoreWeave a buy?
Now, let's return to our question: Is CoreWeave a buy on the dip, as some investors worry about its spending and reliance on debt? Or is it a risky stock that you should avoid? It's important to keep in mind that, in order to pursue its goal, CoreWeave must take the steps that it's taking right now -- this investment in infrastructure.
And several points suggest this is the right choice. CoreWeave's investments are being made to support demand that exists. For example, the latest quarter was CoreWeave's strongest ever for bookings, with backlog climbing to almost $100 billion. The company said this backlog represents contracts that either are active now or set to come online this year and into next year. The company also has greatly diversified its customer base, so it doesn't rely on just one or two customers for growth. Today, 10 customers have pledged to spend at least $1 billion on CoreWeave services.
As for CoreWeave's reliance on debt for growth, this surely makes the company a riskier bet than one of the highly profitable cloud leaders. But CoreWeave has prioritized caution as it proceeds along the investment path. And just recently, S&P raised the company's credit outlook to positive from stable.
All of this means CoreWeave could make a compelling buy right now -- but not for every investor. Cautious investors may be better off choosing a big cloud player like Amazon or Microsoft, as they have built massive, profitable businesses over time. The AI opportunity simply offers them an additional source of growth.
Aggressive investors, however, should consider CoreWeave, especially today on the dip. If the AI story unfolds as expected, this company, due to its strengths in AI compute -- an element that is crucial for AI to operate -- could deliver explosive growth down the road.
Should you buy stock in CoreWeave right now?
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Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
After an 11% Drop, Is CoreWeave a Buy on the Dip or a Stock to Avoid? was originally published by The Motley Fool
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