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

Investor reaction is split over whether the AWS-focused outlay hurts near-term margins or secures multi-year returns.

Analysts Lift Micron Targets On Sold-Out 2026 HBM

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

Accenture Tops Q1 Estimates, Books $21 Billion as AI Deals Grow

Analysts Split on Marvell as Reports Question AWS Trainium Wins

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

Morgan Stanley Names Micron Top Pick, Raises Target to $338 on Tight Memory Supply

Apple’s Strong Outlook Lifts Targets as Report Ties Siri to Google’s Gemini

Microsoft-OpenAI Deal Propels U.S. Stocks to Records as Apple and Microsoft Touch $4 Trillion

Intel’s 2025 Rally Tested by Bank of America Downgrade

Deutsche Bank Upgrades Lam Research to Buy, Raises Price Target to $150

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds

Alibaba Shares Jump in Hong Kong on AI Drive, Bond Raise and Chip Reports