AI bubble’s debt load poses bigger near-term market risk than AI safety fears
A collapse of the AI investment bubble could pose a more immediate threat to markets than fears over uncontrolled artificial…
Amazon (AMZN) Stock News
Latest Amazon stock news — AWS cloud revenue, retail and advertising performance, quarterly earnings and AMZN price analysis.
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S&P 500’s Record Stock Concentration Echoes the Dot-Com Era
The ten largest stocks in the S&P 500 now hold roughly 40% of the index's total value, the most concentrated…
Big Tech keeps $3 trillion of AI exposure off balance sheets through accounting footnotes
Nine major tech companies have amassed roughly $3 trillion in AI-related financial commitments that don't appear as liabilities on their…
S&P 500 Faces AI Bubble Test as BCA Puts $10 Trillion Price on the Payoff
BCA Research estimates the artificial-intelligence industry may need close to $10 trillion in annual revenue to justify the capital spending…
Andy Jassy’s 15 Words Ease Investor Worries Over Nvidia’s Biggest Risk
Amazon CEO Andy Jassy told investors that AWS customers will keep choosing Nvidia chips for the foreseeable future, even as…
