Alphabet and Amazon’s AI Spending Boom Fuels Nvidia, Broadcom, Micron, and Sandisk
Alphabet expects to spend $195 billion to $205 billion on AI infrastructure in 2026, and Amazon expects to spend around…
Amazon (AMZN) Stock News
Latest Amazon stock news — AWS cloud revenue, retail and advertising performance, quarterly earnings and AMZN price analysis.
Amazon.com Inc
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UPS Stock Falls 10.5% Since Amazon Delivery Cuts as Fuel Surcharges Drive Earnings
UPS has cut half of Amazon's delivery volume between the start of 2025 and the middle of 2026 as it…
Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026…
Nvidia’s earnings may need to break a bearish pattern to lift stocks, Bespoke says
Nvidia reports earnings and guidance after Wednesday's close next week, and Bespoke Investment says the chipmaker may need to top…
AI Capital Spending Set to Deliver Record GDP Boost in 2026, Bloomberg Reports
Bloomberg reports that artificial intelligence investment is delivering the largest capital-expenditure-driven boost to GDP in history. Spending by Alphabet, Meta,…
