President Trump on Monday defended the U.S. data center buildout, posting 'let Data Reign' and warning that killing the 'Golden Goose' would leave critics 'backwards and poor,' even as rising utility …
Challenger, Gray & Christmas reported that US employers cited artificial intelligence in 112,713 announced job cuts through July 2026, more than double the 54,836 AI-cited cuts in all of 2025, with AI…
Amazon.com Inc. (NASDAQ: AMZN) is positioned as a sleeper winner in the AI boom, with AWS reporting its fastest growth in 18 quarters and AI and chip businesses each clearing a $25 billion run rate, a…
Nvidia Corp. faces intensifying competition in the AI chip market, projected to exceed $1 trillion in revenue, as Amazon.com Inc., Google, Advanced Micro Devices Inc., and startups like Cerebras Syste…
Anthropic executives believe their upcoming public offering will match or exceed the $75 billion that SpaceX raised in June, and the company could file for its public listing before the end of the mon…
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwin…
Amazon.com Inc. quietly raised prices on Echo, Kindle, Fire TV and eero devices overnight, with the Echo Dot jumping 60% from $49.99 to $79.99, according to an exclusive Fortune report. Amazon confirm…
24/7 Wall St. set a $341.77 price target on Amazon (NASDAQ:AMZN), implying 31.73% upside from the current $259.45, with a buy recommendation and 90% confidence, driven by AWS re-accelerating to its fa…
AWS revenue hit $42.2 billion in Q2 2026, growing 37% year-over-year, the fastest growth in 18 quarters, as AI workloads drove demand. Amazon's cloud division beat analyst expectations of $40.5 billio…
Analytiker ser vägar till betydande uppsida för Apple och Amazon, där Morgan Stanleys Brian Nowak uppskattar att Amazons aktie kan nå 500 dollar innan slutet av 2027, näst intill en dubbling från månd…
Amazon.com Inc. is redesigning its cloud setup for its e-commerce business under an internal initiative called 'Region Flex' to reduce reliance on a few large AWS regions due to power and data center …
Hyperscale cloud providers, including Amazon Web Services, Meta, and Microsoft, are leveraging their financial muscle to secure scarce enterprise hardware, potentially cornering the market and forcing…
Amazon crossed a $3 trillion valuation, with AWS growing 37% year over year to $42.2 billion in a single quarter, its fastest pace in over four years. CEO Andy Jassy said that even with 2026 capital s…
Google's earnings confirmed the Anthropic hedge, while Amazon CEO Andy Jassy explained why their capital expenditures were justifiable, according to Ben Thompson on Stratechery.…
Amazon, Google, and Microsoft reported surging cloud revenues and capital expenditures for Q2 2026, with Amazon raising its 2026 capex forecast to approximately $220 billion and Google raising its ran…
AI prices are rising despite Jevons' Paradox expectations, with Anthropic's Fable 5 launching at $50 per million output tokens on July 24, 2026, doubling Opus 5's price, while Google's Gemini flagship…
CNBC's Jim Cramer said the market has warmed up to Big Tech's AI spending after Amazon CEO Andy Jassy explained how the company's massive AI investments will generate long-term returns, shifting inves…
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 …
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…
Amazon.com, which recently surpassed Walmart Inc. for the No. 1 spot on the Fortune 500 and Global 500, is pouring unprecedented sums into artificial intelligence, but founder Jeff Bezos says the comp…