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22,216 signal articles · 456 in last 24h · 107,085 total before filter · latest 12m ago
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Investing.com96d agoneutral
AI could take capex to $1Tn in CY27

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Nvidia’s Push Into Physical AI Sparks Rally in Asian Partners
Bloomberg96d agobullish
Nvidia’s Push Into Physical AI Sparks Rally in Asian Partners

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

Bank of America revamps Amazon stock target after earnings
TheStreet96d agoneutral
Bank of America revamps Amazon stock target after earnings

Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment
24/7 Wall St.97d agobullish
Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Consumer discretionary names live or die on whether households feel comfortable opening their wallets, and right now those signals are flashing in opposite directions. Right now those signals are crossing in unusual directions: the University of Michigan Consumer Sentiment Index sits at 53.3 in March 2026, deep in what economists treat as recessionary territory, yet ... Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment