Amazon reports second-quarter results on 31 July. AWS growth, AI capital spending and margins will decide how the shares ...
AWS growth supports margins, but AI capex pressures free cash flow. Click for this updated look at AMZN before earnings.
Major indexes were mostly lower Monday as the busiest week of the corporate earnings season began, as chip stocks sank.
We've all heard the horror stories, but here's what real people are saying on social media about having AI data centers in their neighborhoods.
Steve Eisman sold Google to cut AI exposure and now holds cash, warning the entire market trades as one AI bet.
AI has left us overwhelmed with a never-ending stream of slop, most of which can be clocked in a couple of seconds, but now ...
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms and Tesla, there are two industry leaders that stand out for ...
The shift in perspective from earnings to free cash flow, for AI companies, marks a turning point, as the financial system ...
Amazon sits in a rare window where Wall Street sees a path to $400 and most investors are still arguing about the capex bill. Here is why that tension is exactly the buying opportunity worth ...
Amazon ( AMZN -0.07%) CEO Andy Jassy created a stir earlier this year when he announced that Amazon would spend $200 billion ...
Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex ...