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Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.
Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity? Amazon guided to roughly $200 billion in 2026 capex, while Microsoft is pacing toward roughly $190 billion this calendar year. Same bottleneck. Very different playbooks. AWS Hits a 15-Quarter High as Azure Runs Into Its Own ... Will Amazon or Microsoft Solve the AI Energy Bottleneck?
Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
Amazon has eliminated positions within its Artificial General Intelligence group as part of an ongoing effort to focus resources on core customer priorities.
Amazon.com's (AMZN) second-quarter revenue and core profitability will likely exceed Wall Street's e
Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.
Artificial intelligence has become an arms race where spending is beginning to matter as much as innovation. The companies building the largest AI models now compete not only for engineering talent, but also for electricity, data centers, advanced chips, and financing. Every new generation of AI demands more computing power than the last, pushing infrastructure ... OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?
Amazon said it remains committed to investing in AI, describing the layoffs as part of an effort to prioritize the initiatives it believes will have the greatest impact for customers.
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
AWS growth is likely to exceed expectations.
Amazon.com (AMZN) is expected to report Q2 revenue and earnings before interest and taxes above Wall
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.
Alphabet, Amazon and Fox stand to benefit as streaming expands into advertising, live sports, creator video and connected-TV distribution.
So much debt is being piled on tech companies right now.
Video ads based on location continue to expand into other countries and market segments, as Amazon reports that sales in its business division rose nearly 30% globally this year, with expansion in categories such as repair tools, fresh groceries, and office furniture.
Anthropic will purchase AMD hardware directly while also accessing additional capacity through cloud providers and neoclouds.
Alaska Airlines is investing in its cargo franchise with an agreement to lease four additional Boeing cargo jets, some of which will be dedicated to serving within the Hawaiian islands. The post Alaska Air to acquire 4 cargo jets, base some in Hawaii appeared first on FreightWaves.
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the biggest money sees opportunity right now.
The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.
