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AI hyperscalers Microsoft, Alphabet, and Amazon are trailing the S&P 500 amid massive AI infrastructure capex. Meta's free cash flow shrank significantly, while chip supplier Nvidia continues to outp…
Morgan Stanley lifted its price target on Oracle, sparking a 5% rally and lifting CoreWeave 3%. The move validates ongoing aggressive AI cloud infrastructure spending and massive GPU demand, improvin…
Andvari Associates highlighted Amazon and Microsoft in its Q2 letter, praising their diversified revenue streams beyond AI. Hedge fund ownership in Amazon grew to 369 funds, reinforcing confidence in…
Analysts highlight high-growth tech stocks positioned for long-term AI expansion. Marvell Technology is challenging Broadcom's ASIC dominance following a major custom chip deal with Alphabet, while d…
Marvell Technology solidifies its position in custom AI chips across Google, Amazon, and Microsoft, challenging Broadcom's dominance. Multiple Wall Street firms raised price targets following expandi…
Tech analyst Dwarkesh Patel warns that massive AI infrastructure spending will drive capital toward hyperscalers like Microsoft, Alphabet, and Amazon, while punishing traditional value equities throu…
Jim Cramer argues political pushback against data center construction will eliminate speculative builders, reducing soaring resource costs and giving tech hyperscalers like Microsoft, Amazon, and Alp…
Amazon increased its 2026 capex target to $220 billion amid accelerating AI demand. Surging AWS growth drove Q2 operating income up 43.2% to $27.5 billion, confirming that aggressive AI investments a…
Eagle Capital highlights TSMC and top hyperscalers like Amazon, Apple, and Nvidia as dominant secular AI winners. While acknowledging future cyclical downturn risks and elevated valuations, the fund …
Amazon's stock plunged 16% amid investor concerns over its aggressive $200 billion AI spending plan, overshadowing solid AWS growth. Analysts debate whether the heavy capital expenditure is prudent o…
AMD's expanding partnerships, EPYC demand and new MI350/MI355X launches boost Q3 2025 revenue outlook; NVIDIA and Broadcom remain strong competitors amid rapid GPU adoption.