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Qualcomm received a Buy rating driven by automotive strength and an Amazon AI infrastructure deal. Broadcom's AI chip revenue surged 221% to $16.7 billion, serving as a benchmark for custom silicon s…
Amazon will deploy 3 million Nvidia GPUs between 2026 and 2028, signaling deep dependence on Nvidia despite AWS developing its own AI chips. The partnership extends beyond GPUs to AI factories, robot…
Amazon announced a multi-billion-dollar data center campus in Missouri to boost its AI infrastructure. The facility will leverage green energy and water-saving technology. This aggressive capital spe…
Amazon has secured a multi-billion dollar optical fiber deal with Corning to expand its U.S. data center capacity. This strategic investment underscores Amazon's commitment to scaling infrastructure …
AI data center expansion is driving massive water consumption, creating a critical need for efficient cooling technologies. Partnerships between major tech firms like Amazon and water solutions provi…
Amazon has signed a multi-year deal with Corning to secure optical fiber and connectivity solutions for its expanding U.S. data center network. This partnership aims to address critical AI infrastruc…
Amazon submitted commitments to UK regulators, settled worker agreements, plans Project Kuiper satellite internet for Delta, invests in 2026 AI infrastructure, and enhances credit card rewards, signa…
Tech giants Microsoft and Amazon are fueling a $600 billion AI infrastructure buildout by 2027, boosting demand in memory, energy, and data center sectors amid soaring AI CAPEX spending.
Amazon demonstrates strong momentum with robust AWS growth, improving revenue visibility, and diversified revenue streams, outperforming Alibaba which faces regulatory risks, intense competition, and…
Google intensifies AI monetization by integrating ads and commerce in its AI-powered Search and Gemini chatbot, partnering with retailers like Etsy and Wayfair, aiming to boost ad revenue amid escala…
Amazon leads talks to invest up to $50bn in OpenAI's massive funding round, boosting its AI presence amid ongoing cost-cutting and rivalry with Anthropic.
Growing fears of an AI-driven equity bubble bursting in 2026 could trigger a significant Bitcoin decline to $60,000–$75,000 despite institutional support limiting losses compared to past crashes.
Amazon's aggressive $200B global investment in AI infrastructure and emerging markets positions it for strong growth in 2026, driven by AWS expansion and robust Q3 revenue beats, signaling a compelli…
Amazon AWS will integrate Nvidia's NVLink Fusion in future AI chips and unveil AI Factories, boosting AI server performance and energy efficiency. New AWS servers deliver 4x computing power with 40% …
AI-driven innovation fuels massive investment and growth across leading tech stocks, despite recent volatility and market fears. Long-term fundamentals remain strong, positioning companies like Micro…
Investor Michael Burry warns of an AI spending bubble, likening Nvidia to dot-com era Cisco, criticizes Nvidia's aggressive accounting, and highlights strong AI infrastructure growth from Microsoft, …
Redburn downgraded Amazon to Neutral citing AI infrastructure's poor returns and capital intensity, with value shifting to AI model makers rather than cloud platforms.
Amazon plans a $5 billion data hosting investment in Thailand and will contribute to a $2.9 trillion AI infrastructure buildup by 2028 amid Bezos gifting shares, signaling expansion and growth opport…
Nebius’ AI cloud growth benefits Microsoft’s $17.4B GPU deal, boosting MSFT sentiment. Amazon shows moderate positive outlook amid rising AI infrastructure demand and competition with NBIS.
Kangaroo bond issuance surged 60% in 2025 as global companies diversify from the dollar. Tech giants including Microsoft and Amazon are amid massive AI infrastructure investment, supporting strong de…