Amazon: The Market Is Pricing Amazon Like AWS Is Breaking - It Isn't

Q4 misses inflated by one-offs; AWS growth and $244B backlog lead the bull case. Click for this AMZN earnings update.

Amazon Hit The Jackpot With Anthropic

Amazon.com, Inc. turned its Anthropic stake into an AWS edge for Claude workloads, boosted by custom chips. Click for this AMZN update.

Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Microsoft, Oracle, Roblox, Robinhood & more

Wolfe upgrades Robinhood to outperform from peer perform Wolfe says investors should buy the dip. "We are upgrading HOOD ...
Commercial Observer

Opposition to Data Centers Has Scrambled the Calculations Behind the Asset

Neitzke’s cardinal sin, it turns out, was to support a $15 billion data center developed by OpenAI and Oracle and backstopped by the $500 billion Stargate initiative announced by President Donald ...