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S&P downgraded SoftBank Group's outlook to negative due to increased OpenAI investment, raising concerns about liquidity and creditworthiness tied to Microsoft-backed OpenAI.
Wedbush analysts highlight Amazon's $200 billion CapEx in 2026 supporting AI-driven AWS growth and margin improvements despite short-term investor caution.
Meta Platforms beats profit forecasts, plans higher capital spending, faces EU regulatory probe, and discusses a large AI hardware deal with Google.