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Artificial Intelligence

Amazon Bets $200 Billion on AI Buildout as AWS Monetization Accelerates

Heavy AI outlays are reshaping investor expectations.

Pentagon Push to Drop Anthropic’s Claude Meets Internal Resistance

Amazon Doubles Down on AI With $200 Billion 2026 Capex as AWS Growth Holds

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

Amazon Viewed as 2026 Growth Pick on AWS Strength and AI Momentum

SoftBank Doubles Quarterly Profit on OpenAI Gains, Sells Entire Nvidia Stake to Fuel New AI Bets

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Analysts Reaffirm Bullish Amazon Outlook as AWS, Ads Seen Accelerating in H2 2025