“AMZN is adding the most AI capacity of any company over the next few years, and as the coming wave of Agentic AI products take form, all roads lead to AWS,” one analyst said.
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Meta Platforms gets a downgrade from JPMorgan on massive AI spending forecast
Meta Platform faces a “challenging path” to capitalizing on its costly artificial intelligence as competition in the space heats up, according to JPMorgan.
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Robinhood’s revenue slump exposes crypto’s core weakness
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What Wall Street is really looking for in hyperscaler earnings
The path from billions of dollars in capital spending to actual profits is key for investors.
Traders brace for $800 billion in earnings-related stock movement
Wenesday night is the main event for earnings season, with Alphabet, Amazon, Meta and Microsoft – four of the “Magnificent Seven” — set to report.