Meta in early talks to lease $10 billion of AI compute to Anthropic
Meta Platforms is reportedly in early talks to rent excess AI computing capacity to Anthropic under a two-year, $10 billion…
Amazon (AMZN) Stock News
Latest Amazon stock news — AWS cloud revenue, retail and advertising performance, quarterly earnings and AMZN price analysis.
Amazon.com Inc
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Amazon, Meta and Microsoft report earnings after Alphabet’s capex hike triggered a 7% slide
Alphabet raised its 2026 capital expenditure forecast and its shares slid 7%, while Amazon, Meta and Microsoft all fell as…
Hyperscalers guide for up to $630 billion of 2026 capex as AI data center suppliers surge
Hyperscale cloud providers have collectively guided for $600 billion to $630 billion in combined capital expenditures for 2026, with roughly…
Alphabet and Tesla shares fall as AI capital spending drains free cash flow
Alphabet and Tesla shares fell last week after quarterly results showed rising capital expenditures and declining free cash flow. Microsoft,…
Alphabet’s negative free cash flow puts Microsoft, Meta and Amazon earnings under scrutiny
Alphabet and Tesla shares took a hit last week after quarterly results showed rising capital expenditures and declining free cash…
