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Amazon's AWS reaccelerated revenue growth to 37% year-over-year at a 39.4% operating margin, backed by a $496 billion backlog. However, Oracle is aggressively expanding its AI cloud footprint and und…
Data center expansion faces political and community pushback over resource usage. However, hyperscalers like Alphabet, Microsoft, and Amazon are positioned to benefit as their immense financial stren…
Rising bond yields sparked a temporary pullback across Big Tech and AI hyperscalers. However, market analysts assert that the tech retracement is overextended, emphasizing that the multi-year AI expa…
Article argues Broadcom and Taiwan Semiconductor will join Microsoft and Amazon in the $3-4 trillion club by 2027-2028, driven by surging AI chip demand and custom silicon growth.
Bank of America reiterates bullish Micron rating citing AI-driven memory demand through 2028, reinforcing broader semiconductor sector strength and easing AI hyperscaler spending concerns.
Alphabet's stock fell 7.13% after raising 2025 capex guidance to $195-205B, posting first-ever negative free cash flow (-$5.9B). Google Cloud grew 82% with strong backlog, but massive AI spending con…
Rising long-term Treasury yields threaten AI-driven capex by Microsoft, Amazon and Meta, risking slower IT investment and downward earnings revisions; potential Fed yield curve control in 2026 could …