Steve Eisman warns AI boom’s earnings depend on just two companies
Steve Eisman, the investor known for his bet against subprime mortgages before 2008, says OpenAI and Anthropic together generate roughly...
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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Amazon Is the Only $3 Trillion Company That Has Never Paid a Dividend
Amazon crossed a $3 trillion market value for the first time on Aug. 3, joining Nvidia, Apple, Alphabet, and Microsoft...
T. Rowe Price fund manager sees AI capex hitting $1.6 trillion in 2027, above rival forecasts
Dom Rizzo, the global technology equity fund manager at T. Rowe Price, expects hyperscaler AI spending to reach something like...
Hyperscaler capex forecasts for 2026 jump 71% to $789 billion
Wall Street's 2026 hyperscaler capital spending estimate has jumped 71% in six months, from around $460 billion to $789 billion....
Goldman Sachs finds $1.5 trillion in AI hyperscaler lease commitments, $1 trillion off the books
Goldman Sachs has tracked $1.5 trillion in lease commitments tied to AI hyperscalers' data centre build-out, with $1 trillion of...
