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Amazon projects around $220B in 2026 capex for AWS and AI, while partnering with OpenAI to extend ad campaigns directly into ChatGPT. Meanwhile, Ohio may renegotiate data center tax incentives, and W…
Oaktree's Howard Marks says current AI market exuberance is elevated but not unhinged, with valuations below historical bubble peaks. However, he cautioned that every major technological revolution h…
Torrid is closing roughly 180 underperforming retail stores to cut overhead and shift toward digital channels as online demand approaches 70%. The move reflects a broader industry transition toward e…
U.S. stock indices dropped as hotter-than-expected August PPI inflation and crude oil surging past $100 per barrel stoked Federal Reserve rate hike fears. Tech and semiconductor equities led the down…
Rising gasoline and food prices are squeezing household budgets, especially among lower-income demographics. These inflationary pressures are dragging several consumer-facing stocks down to 52-week l…
Barclays lifted its year-end S&P 500 target to 7,950 from 7,800, citing strong earnings growth and AI-related spending. Cloud giants Alphabet, Amazon, and Meta are projected to drive heavy capex exce…
Advanced nuclear stocks slid roughly 5% after Piper Sandler initiated coverage with mixed calls, rating Oklo a Buy and X-Energy a Sell. The sell-off hit the entire small modular reactor sector, overr…
Amazon will allow select U.S. brand advertisers to expand campaigns directly into ChatGPT, tapping into its 900 million weekly active users. The move signals a strategic shift in Amazon's walled-gard…
Microsoft trades at 27.8 times earnings with industry-leading 46.8% operating margins and 43% Azure growth. However, massive capital spending of roughly $175 billion weighs on free cash flow compared…
Amazon has secured six additional launches with Arianespace for its Amazon Leo satellite internet constellation, raising total planned launches with the provider to 24. Amazon Leo currently has nearl…
Oracle displays a rare call-heavy options skew ahead of earnings despite negative free cash flow. In contrast, cloud competitors Microsoft and Amazon easily fund massive AI capacity expansions from o…
The Trump administration proposed eliminating the 60-day grace period for H-1B and other visa holders after job loss, requiring immediate departure. The rule could disrupt tech staffing, limit foreig…
Amazon Ads reportedly partnered with OpenAI to let advertisers place ads within ChatGPT, expanding its high-margin advertising network into generative AI. Broader US stock indices traded lower amid r…
Amazon will invest over $230 million to boost wages and benefits for 100,000 U.S. Whole Foods workers, lifting average hourly pay above $21. The company also announced plans to open more than 100 new…
Hyperscalers are capitalizing on massive AI infrastructure buildouts while offering long-term exposure to quantum computing. Amazon's AWS growth accelerated 37% year over year with triple-digit expan…
Analysis warns the US AI lead is narrower than facility counts suggest. While Nvidia and hyperscalers dominate chips and capital, mounting power grid constraints, permitting bottlenecks, and local po…
Amazon raised £4.25 billion ($5.76 billion) in its debut sterling bond sale across four tranches to fund heavy AI infrastructure spending. Investor demand was solid at 2.5 times oversubscribed, but t…
Amazon's AWS revenue surged 37% year-over-year, its fastest growth in 18 quarters, driven by a $496 billion backlog. CEO Andy Jassy highlighted massive multi-gigawatt Trainium chip commitments from A…
Amazon will invest over $230 million in Whole Foods employee compensation, boosting hourly wages to $21 and expanding benefits. The announcement follows an NLRB ruling that upheld a recent union cert…
NFL Commissioner Roger Goodell indicated the league is evaluating future media rights and potential package restructuring to reflect streaming growth ahead of a 2029-2030 opt-out clause. Current broa…