Amazon is a multinational technology company whose AWS cloud platform provides AI infrastructure (SageMaker, Bedrock) and hosts third-party LLMs. Amazon also develops Alexa and the Titan model family.
Amazon joined the $3 trillion market cap club on August 3, 2025, after a post-earnings rally fueled by strong AWS margins and AI-driven cloud demand. The company's Q2 report, released July 30, showed …
Bank of America analyst Vivek Arya reported that cloud computing backlogs across the top four cloud service providers now exceed $2.3 trillion, up 16% from the first quarter, supporting continued AI c…
Bank of America analysts raised their outlook for hyperscaler capital spending to roughly $860 billion in 2026 and nearly $1.2 trillion in 2027, projecting aggregate free cash flow for eight major clo…
Amazon is voor het eerst meer dan 3 biljoen dollar waard, omgerekend 2600 miljard euro, na een koerswinst van ruim 5 procent bij de opening van Wall Street. Het tech- en webwinkelconcern is daarmee he…
Amazon, Microsoft, and Meta reported strong AI-driven earnings in late July 2026, with Microsoft's stock jumping 9% in after-hours trading on July 29 and Amazon climbing over 5%, while Meta's shares f…
Hyperscaler stocks surged on Monday as Microsoft and Amazon posted strong earnings, with Amazon's market capitalization surpassing $3 trillion for the first time and Microsoft's Azure business topping…
Lenovo's Idea Tab 11-inch tablet is on sale at Amazon for $149.99, down from its $224.99 recommended retail price, a 33% discount. The tablet features a 2.5K IPS display with a 90Hz refresh rate, a Me…
The CLX Horus gaming PC, featuring an Intel Core Ultra 9 285K, Nvidia RTX 5080, 32GB DDR5 RAM, 2TB SSD, and a 360mm AIO cooler with a 6.67-inch AMOLED display, is available at its 30-day low price of …
A 2026 survey of 3,472 IT and networking leaders by Cisco and Foundry found that organizations reported an average 34% increase in campus and branch traffic tied to AI over the previous year, yet only…
Investors are rethinking tech stocks as the five largest US companies' price-to-earnings ratios have fallen to only marginally above the other 495 S&P 500 stocks, according to Goldman Sachs strategist…
Goldman Sachs strategist Peter Oppenheimer said Big Tech's heavy capital spending on AI is the primary reason the bull market is broadening, with the equally weighted S&P 500 outperforming the S&P 500…
A Google DeepMind executive predicts AI-related capital expenditures could reach $1 trillion by 2026, driven by recursive self-improvement (RSI), which the executive considers the new AGI. Combined ca…
Amazon has confirmed it is limiting visibility of product reviews to combat AI data-scraping bots, but the measure has inadvertently blocked real customers from viewing reviews. An Amazon spokesperson…
Tech stocks rose in early trading Monday as investors await SpaceX's first-ever quarterly earnings report after the bell on Tuesday, with the company's stock down nearly 30% from its $150 debut price.…
KKR closed KKR Global Infrastructure Investors V, its largest infrastructure fund ever, at $19.2 billion, with a focus on data centers and digital infrastructure. More than $9 billion has already been…
The Trump administration has expanded its protectionist campaign against Chinese technology to include robot vacuums, lawnmowers, and other software-controlled ground robots, according to a report fro…
The European Union has intensified regulatory scrutiny over AI firms Anthropic and OpenAI under the EU AI Act, which became fully applicable on August 2, 2026, granting the European Commission direct …
Amazon has been mistakenly flagging legitimate customers as AI bots and restricting their access to customer reviews, according to complaints from users like Fred Hall, a longtime Prime subscriber, an…
Scott Galloway and Ed Elson explain how single-stock leveraged ETFs caused volatility in the South Korean stock market, highlighting the dangers of leverage for investors. They also analyze earnings f…
Ed Zitron, CEO of EZPR and founder of EZ Primary Research, warns that the massive AI infrastructure spending by Microsoft and Amazon masks a risky bet, arguing that much of the capital expenditure sup…