Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
GOOGL
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Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
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MSFT
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Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
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AMZN
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Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
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META
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Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
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META
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Pinterest (PINS) Soars on AI-Driven User Growth as Meta (META) Intensifies Competitive Edge | Zacks | Login to see the signal | |
Pinterest Rises 26.1% Year to Date: How Should You Play the Stock?SummaryPinterest reports strong user growth and AI-driven engagement but faces ad pricing declines and stiff competition from Meta, Snap and YouTube, weighing on margins despite solid cash and liquidity. |
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