Amazon.com, Inc. is upgraded to Buy following a decisive breakout above long-term technical resistance of around $250. The many fundamental EPS drivers revealed in AMZN's Q1 earnings could sustain the
For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range.
Wednesday night's Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026.
Raymond James lifted its price target on Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock to $280 from $225, maintaining its Outperform rating.
A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.

Big Tech Bets Big on AI Spending: ETFs to Win

12:01pm, Friday, 01'st May 2026
Big Tech is doubling down on AI, with 2026 capex estimates hitting $725B (per Yahoo Finance). Ride the spending boom with tech, semiconductor and AI-focused ETFs.
The agreements — which also include OpenAI, Google, Nvidia, SpaceX and the startup Reflection — will give those firms' AI systems access to the military's most classified network environments.
The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in mi
Shares of Rivian Automotive, Inc. fell sharply on Friday after the release of its latest quarterly results, as investors shifted focus from improving fundamentals to the company's growing reliance on
The numbers behind the AI build-out have quietly crossed a threshold that should give every investor pause. Goldman Sachs strategists, in a note published this week, just put a hard figure on what th
Major tech stocks look a bit soft in general, but the recent action has been bullish. Perhaps a rest is in order?
Amazon.com, Inc. delivered robust Q1 results, with AWS revenue accelerating 28% y/y, reinforcing its ability to convert elevated AI spending into monetizable capacity. AWS backlog grew almost 50% Q/Q
Nvidia, Microsoft, Google, SpaceX, OpenAI, and Amazon will all serve as artificial-intelligence vendors for the Department of Defense.

Amazon: Undervalued AWS Growth

07:54am, Friday, 01'st May 2026
Amazon (AMZN) delivered a standout Q1 report, crushing earnings and revenue estimates, driven by accelerating AWS growth and robust enterprise Cloud demand. AWS achieved 28% year-over-year revenue gro
The Pentagon said ​on Friday it ‌had reached agreements with seven ​leading AI ​companies: SpaceX, OpenAI, Google, ⁠NVIDIA, Reflection, ​Microsoft and Amazon ​Web Services.
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